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Trace: • Introduction (Decisions) • TWBS CC Web Order Import Integration Information • Introduction (Bizweaver) • Introduction (WebService Tool) • Introduction to Error Handling • Versago & Bizweaver Templates • Supported Browser Platforms • Introduction (GraphqL) • contact • Salesforce.com API
versago:template

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versago:template [2020/11/06 11:21]
dlee 		versago:template [2022/05/24 15:03] (current)
dlee [Versago & Bizweaver Templates]
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-====== Versago Bizweaver Template ====== +====== Versago & Bizweaver Templates ====== 
-The Versago Bizweaver Template provides a variety of pre-configured Reports, Forms and Workflows that can greatly accelerate the implementation of Versago (VGO) and Bizweaver (BW).+The Versago & Bizweaver Templates provide a variety of pre-configured Reports, Forms and Workflows that can greatly accelerate the implementation of Versago (VGO) and Bizweaver (BW).
  
-There are two versions of the template package that can be downloaded from the customer portal:+There are two versions of the templates that can be downloaded from the customer portal:
   * **VGO_BW Template SQL**: SAP on SQL Server environment   * **VGO_BW Template SQL**: SAP on SQL Server environment
   * **VGO_BW Template HANA**: SAP HANA environment.    * **VGO_BW Template HANA**: SAP HANA environment. 
-<WRAP center round info 80%> +<WRAP center round info 60%> 
-All object names that interact with the HANA database have been suffixed with the suffix **(H)**+All object names that interact with the HANA database have been suffixed with **(H)**
 </WRAP> </WRAP>
  
-The Template is organized in functional packages to allow for its selective deployment according to specific requirements. Each package has a dedicated menu for ease of use. \\  +The Templates are organized in functional packages to allow for its selective deployment according to specific requirements. Each package has a dedicated menu for ease of use. \\  
-The following are the functional packages included in the Template:+The following are the functional packages included in the Templates:
  
   * **[[#Versago Administration]]**   * **[[#Versago Administration]]**
-  * Business Partners +  * **[[#Bizweaver Administration]]** 
-  * Customers +  * **[[#Approvals]]** 
-  * Sales +  * **[[#Financials]]** 
-  * Purchasing +  * **[[#Business Partners]]** 
-  * Banking +  * **[[#Customers]]** 
-  * Service +  * **[[#Sales]]** 
-  * Production +  * **[[#Purchasing]]** 
-  * Versago Payments+  * **[[#Banking]]** 
 +  * **[[#Service]]** 
 +  * **[[#Production]]** 
 +  * **[[#Versago Payments]]** 
 +  * **[[#Projects]]**
  
 Please refer to the sections below for more detail information on each functional package. Please refer to the sections below for more detail information on each functional package.
Line 32: Line 36:
  
 ====== Versago Administration ====== ====== Versago Administration ======
-The following objects are include in the Versago Administration Package+The following objects are included in the Versago Administration Package
  
 ===== Reports ===== ===== Reports =====
Line 38: Line 42:
   * **Versago Forms**: retrieves lookup reports assigned to form fields   * **Versago Forms**: retrieves lookup reports assigned to form fields
   * **Versago Images**: retrieves data from the VGO image file table.    * **Versago Images**: retrieves data from the VGO image file table. 
-    * Action Links\\ Versago Images Maintenance: allows maintenance of the Versago image file table+    * //Action Links// 
 +      * Versago Images Maintenance: allows maintenance of the Versago image file table
   * **Versago Profiles**: retrieves data on configured profiles.    * **Versago Profiles**: retrieves data on configured profiles. 
-    * Subreports\\ Versago Profiles by Report: shows the list of reports using each profile+    * //Subreports// 
 +      * Versago Profiles by Report: shows the list of reports using each profile
   * **Versago Reports**: retrieves action links and subreports configured in each report   * **Versago Reports**: retrieves action links and subreports configured in each report
   * **Versago Roles**: retrieves objects (reports, dashboards, forms and menus) assigned to each role   * **Versago Roles**: retrieves objects (reports, dashboards, forms and menus) assigned to each role
Line 53: Line 59:
   * Versago User Import.xlsx\\ Populate excel to generate CSV file with the list of users to import   * Versago User Import.xlsx\\ Populate excel to generate CSV file with the list of users to import
   * Versago User Import.csv\\ Template file with the headers of the user import file referenced by the Versago Import User workflow. It should be copied to the folder C:\ProgramData\Bizweaver\Templates.   * Versago User Import.csv\\ Template file with the headers of the user import file referenced by the Versago Import User workflow. It should be copied to the folder C:\ProgramData\Bizweaver\Templates.
 +  * NoImage.zip\\ Contains image files to be presented when no image exists. Save files to C:\Program Files (x86)\TWBS\Versago\VersagoApp\SiteImages
 +
 +====== Bizweaver Administration ======
 +The following objects are included in the Bizweaver Administration Package
 +
 +===== Bizweaver Workflows =====
 +  * **DI_Server_Refresh**: workflow to restart DI Server service and delete related temp files. This workflow is not available for SAP HANA.
 +
 +===== Files =====
 +  * Bizweaver Administration_BW_v2.5.18.bwx
 +
 +====== Approvals ======
 +The following objects are included in the Approvals Package
 +
 +===== Reports =====
 +  * **Approval Documents**: entry report to approve SAP Documents.
 +    * //Subreports//
 +      * Approval Document Subreport: Lines for each document
 +    * //Action Links//
 +      * Approve/Reject: form to approve or reject a document
 +
 +===== Forms =====
 +  * **Approve Document**: form to approve or reject a document
 +
 +===== Bizweaver Workflows =====
 +The BW workflows are designed to work with the above listed VGO forms and run on a schedule. The integration to SAP has been implemented via SAP’s Service Layer
 +
 +  * **SAP Approve Doc (SL)**
 +
 +===== Files =====
 +
 +  * Approvals_VGO_v2.5.7.vgo
 +  * Approvals_BW_v2.5.18.bwx
 +====== Financials ======
 +The following objects are included in the Financials Package
 +
 +===== Reports =====
 +  * **Cash Accounts Trend**: trending chart of activity and ending balance of GL accounts designated as cash accounts
 +  * **Accounts Receivable Trend**: trending chart of activity and ending balance of GL accounts designated as AR control accounts
 +  * **Accounts Payable Trend**: trending chart of activity and ending balance of GL accounts designated as AP control accounts
 +
 +===== Files =====
 +  * Financials_VGO_v2.5.7.vgo
 +
 +====== Business Partners ======
 +The following objects are included in the Business Partners Package
 +
 +===== Reports =====
 +  * **Business Partner Info and Maintenance**: entry report to maintain BP’s contacts, addresses and activities. Profiles can be implemented for business partner self-care.
 +    * //Subreports//
 +      * Business Partner Addl Details: additional information on addresses and account balances
 +    * //Action Links//
 +      * BP Contacts: report lists current contacts
 +      * Update BP Contact: form to maintain contact info. Works in conjunction with BW workflow SAP BP Contact Update
 +      * BP Addresses: report lists addresses
 +      * BP Activities: report lists activities
 +      * Add Contact: form to add new contacts. Works in conjunction with BW workflow SAP BP Contact Add
 +      * Add Address: form to add new addresses. Works in conjunction with BW workflow SAP BP Address Add
 +      * Add Activity: form to add new activities. Works in conjunction with BW workflow SAP BP Activity Add
 +
 +===== Forms =====
 +  * **Create New Lead**: form to add new lead. Works in conjunction with BW workflow SAP BP Add
 +  * **Create New Supplier**: form to add new vendor. Works in conjunction with BW workflow SAP BP Add
 +
 +===== Bizweaver Workflows =====
 +The BW workflows are designed to work with the above listed VGO forms and run on a schedule. The integration to SAP has been implemented via SAP’s DIAPI for SQL and Bizweaver’s Web Service object for HANA.
 +
 +  * **SAP BP Activity Add**
 +  * **SAP BP Add**
 +  * **SAP BP Address Add**
 +  * **SAP BP Contact Add**
 +  * **SAP BP Contact Update**
 +
 +===== Files =====
 +
 +  * Business Partners_VGO_v2.5.7.vgo
 +  * Business Partners_BW_v2.5.18.bwx
 +====== Customers ======
 +The following objects are included in the Customers Package and are designed for self-care through a customer portal.
 +
 +===== Reports =====
 +  * **My Aging Summary**: lists balance due amount aged in 30 day increments. Use the Business Partner profile for record access control
 +    * //Action Links//
 +      * Customer Aging Details: detail list of invoices aged in 30day increments
 +  * **My Blanket Agreements**: lists existing blanket agreements. Use the Business Partner profile for record access control
 +    * //Subreport//
 +      * Blanket Agreement Details
 +  * **My Orders**: lists sales orders. Use the Business Partner profile for record access control
 +    * //Subreport//
 +      * Sales Order Details
 +  * **My Deliveries**: lists deliveries. Use the Business Partner profile for record access control
 +    * //Subreport//
 +      * Sales Delivery Details
 +  * **My Returns**: lists returns. Use the Business Partner profile for record access control
 +    * //Subreport//
 +      * Sales Return Details
 +  * **My Invoices**: lists invoices. Use the Business Partner profile for record access control
 +    * //Subreport//
 +      * Sales Invoice Details
 +  * **My Credit Memos**: lists credit memos. Use the Business Partner profile for record access control
 +    * //Subreport//
 +      * Sales Credit Details
 +
 +===== Forms =====
 +
 +  * **Place an Order**: form to add new sales order. Use the Business Partner profile in the customer lookup report for access control. Works in conjunction with BW workflow SAP Sales Order Add
 +  * **Place a Service Request**: form to add new service call. Use the Business Partner profile in the customer lookup report for access control. Works in conjunction with BW workflow SAP Service Call Add
 +
 +===== Bizweaver Workflows =====
 +The BW workflows are designed to work with the above listed VGO forms and run on a schedule. The integration to SAP has been implemented via SAP’s DIAPI for SQL and Bizweaver’s Web Service object for HANA.
 +
 +  * **SAP Sales Order Add**
 +  * **SAP Service Call Add**
 +
 +===== Files =====
 +  * Customers_VGO_v2.5.7.vgo
 +  * Customers_BW_v2.5.18.bwx
 +
 +====== Sales ======
 +The following objects are included in the Sales Package.
 +
 +===== Reports =====
 +  * **Sales Analysis**: summary of sales marketing documents total by month
 +  * **Sales Blanket Agreements**: lists existing agreements
 +  * **Sales Opportunities**: lists existing opportunities. Provides links for opportunity maintenance
 +    * //Subreport//
 +      * Opportunity Details Landing: provides links for additional information
 +    * //Action Links//
 +      * Opportunity Addl Details
 +      * Opportunity Notes Details
 +      * Opportunity Value Details
 +  * **Sales Quotes**: lists existing sales quotes
 +    * //Subreport//
 +      * Sales Quote Details
 +  * **Sales Orders**: lists sales orders
 +    * //Subreport//
 +      * Sales Order Details
 +  * **Sales Deliveries**: lists deliveries
 +    * //Subreport//
 +      * Sales Delivery Details
 +  * **Sales Return Requests**: lists return request
 +    * //Subreport//
 +      * Sales Return Request Details
 +  * **Sales Returns**: lists returns
 +    * //Subreport//
 +      * Sales Return Details
 +  * **Sales Invoices**: lists invoices
 +    * //Subreport//
 +      * Sales Invoice Details
 +  * **Sales DownPay Invoices**: lists down payment invoices
 +    * //Subreport//
 +      * Sales DownPay Invoice Details
 +  * **Sales Credits**: lists credit memos
 +    * //Subreport//
 +      * Sales Credit Details
 +
 +===== Forms =====
 +
 +  * **Enter Opportunity**: form to add new sales opportunity. Works in conjunction with BW workflow SAP Opportunity Add
 +  * **Enter Sales Quote**: form to add new sales quote. Works in conjunction with BW workflow SAP Sales Quote Add
 +  * **Enter Sales Order**: form to add new sales order. Works in conjunction with BW workflow SAP Sales Order Add
 +  * **Enter Return Request**: form to add new sales return request. Note: there is no associated BW workflow
 +
 +===== Bizweaver Workflows =====
 +The BW workflows are designed to work with the above listed VGO forms and run on a schedule. The integration to SAP has been implemented via SAP’s DIAPI for SQL and Bizweaver’s Web Service object for HANA.
 +
 +  * **SAP Opportunity Add**
 +  * **SAP Sales Quote Add**
 +  * **SAP Sales Order Add**
 +
 +===== Files =====
 +
 +  * Sales_VGO_v2.5.7.vgo
 +  * Sales_BW_v2.5.18.bwx
 +
 +====== Purchasing ======
 +The following objects are included in the Purchasing Package.
 +
 +===== Reports =====
 +    * **Supplier Blanket Agreements**: lists existing agreements
 +    * **Purchase Requests**: lists existing purchase requests
 +      * //Subreport//
 +        * Purchase Request Details
 +    * **Purchase Quotes**: lists existing sales quotes
 +      * //Subreport//
 +        * Purchase Quote Details
 +    * **Purchase Orders**: lists purchase orders
 +      * //Subreport//
 +        * Purchase Order Details
 +    * **Purchase Receipts (GRPO)**: lists purchase receipts
 +      * //Subreport//
 +        * Purchase Receipts Details
 +    * **Purchase Returns**: lists returns
 +      * //Subreport//
 +        * Purchase Return Details
 +    * **Purchase (AP) Invoices**: lists invoices
 +      * //Subreport//
 +        * Purchase Invoice Details
 +    * **Purchase (AP) DownPay Invoices**: lists down payment invoices
 +      * //Subreport//
 +        * Purchase DownPay Invoice Details
 +    * **Purchase (AP) Credits**: lists credit memos
 +      * //Subreport//
 +        * Purchase Credit Details
 +
 +===== Forms =====
 +    * **Enter Purchase Request**: form to add new purchase requests. Works in conjunction with BW workflow SAP Purchase Request
 +    * **Enter Purchase Order**: form to add new purchase orders. Works in conjunction with BW workflow SAP Purchase Order Add
 +
 +===== Bizweaver Workflows =====
 +The BW workflows are designed to work with the above listed VGO forms and run on a schedule. The integration to SAP has been implemented via SAP’s DIAPI for SQL and Bizweaver’s Web Service object for HANA.
 +    * **SAP Purchase Request**
 +    * **SAP Purchase Order Add**
 +
 +===== Files =====
 +    * Purchasing_VGO_v2.5.7.vgo
 +    * Purchasing_BW_v2.5.18.bwx
 +
 +====== Banking ======
 +The following objects are include in the Versago Banking Package.
 +
 +===== Reports =====
 +    * **Incoming Payments**: lists incoming payments
 +      * //Subreport//
 +        * Incoming Payment Methods
 +      * //Action Links//
 +        * Incoming Payments – Invoices
 +        * Incoming Payments - Checks
 +        * Incoming Payments - Transfers
 +        * Incoming Payments – Credit Cards
 +        * Incoming Payments - Cash
 +    * **Outgoing Payments**: lists outgoing payments
 +      * //Subreport//
 +        * Outgoing Payment Methods
 +      * //Action Links//
 +        * Outgoing Payments – Invoices
 +        * Outgoing Payments - Checks
 +        * Outgoing Payments - Transfers
 +        * Outgoing Payments – Credit Cards
 +        * Outgoing Payments - Cash
 +
 +===== Files =====
 +    * Banking_VGO_v2.5.7.vgo
 +
 +====== Service ======
 +The following objects are included in the Service Package.
 +
 +===== Reports =====
 +  * **Service Calls**: lists existing service calls
 +    * //Subreport//
 +      * Service Call Actions: landing report that provides links for additional forms
 +    * //Action Links//
 +      * Assign Service Call
 +      * Schedule Service Call
 +      * Issue to Service Call
 +      * Resolve Service Call
 +  * **Service Equipment Cards**: lists existing customer equipment cards
 +  * **Service Contracts**: lists service contracts
 +    * //Subreport//
 +      * Service Contract S/N Details
 +
 +===== Forms =====
 +    * **Enter Customer Equipment Card**: form to add new customer equipment card. Works in conjunction with BW workflow SAP CEC Add
 +    * **Enter Service Request**: form to add new service call. Works in conjunction with BW workflow SAP Service Call Add
 +
 +===== Bizweaver Workflows =====
 +The BW workflows are designed to work with the above listed VGO forms and run on a schedule. The integration to SAP has been implemented via SAP’s DIAPI for SQL and Bizweaver’s Web Service object for HANA.
 +
 +  * **SAP CEC Add**
 +  * **SAP Service Call Add**
 +
 +===== Files =====
 +  * Service_VGO_v2.5.7.vgo
 +  * Service _BW_v2.5.18.bwx
 +
 +====== Production ======
 +The following objects are included in the Production Package.
 +
 +===== Reports =====
 +  * **Inventory wit Supply Details**: lists of inventory items with details of on hand, on order and on production quantities
 +    * //Action Links//
 +      * Warehouse Inventory
 +      * Purchase Receipts Due
 +      * Production Receipts Due
 +  * **Bill of Materials**: lists BOM’s
 +  * **Component Where-Used**: search BOM components
 +  * **Production Orders**: lists production orders
 +    * //Subreport//
 +      * Production Order Details
 +  * **Production Order Release**: allows row selection for BW processing. Works in conjunction with BW workflow SAP Production Order Release
 +  * **Issue to Production**: action link to form that works in conjunction with BW workflow SAP Issue to Production Matl to issue items
 +  * **Record Production Start/End Time**: action link to form that works in conjunction with BW workflow SAP Issue to Production Labor
 +
 +===== Forms =====
 +  * **Enter Production Order**: form to add new production order. Works in conjunction with BW workflow SAP Production Order Add
 +===== Bizweaver Workflows =====
 +  * **SAP Production Order Add**
 +  * **SAP Production Order Release**
 +  * **SAP Issue to Production Matl**
 +  * **SAP Issue to Production Labor**
 +
 +===== Files =====
 +  * Production_VGO_v2.5.7.vgo
 +  * Production_BW_v2.5.18.bwx
 +
 +====== Versago Payments ======
 +The following objects are included in the Versago Payments Package.
 +
 +===== Reports =====
 +  * **Versago Payments**: lists open sales invoices in local currency. The report has been configured to allow record selection and payment processing via the Versago Payments set up (Authorize.Net)
 +  * **Web Payments Summary**: list of payments submitted via the Versago Payments
 +  * **Versago Payments Log**: allows drill-down to detail payment log information including Authorize.Net’s response details
 +    * //Subreport//
 +      * Versago Payment Details
 +    * //Action Links//
 +      * Versago Payment Log Details
 +      * Versago Payments Log Request CC
 +      * Versago Payments Log Request eCheck
 +      * Versago Payments Log Response
 +      * Versago Payments Log Response Data
 +  * **Versago Payments Log Summary**: lists summary information from the payment transaction logs
 +
 +===== Bizweaver Workflows =====
 +The BW workflows are designed to work with the above listed VGO report and run on a schedule. The integration to SAP has been implemented via SAP’s DIAPI for SQL and Bizweaver’s Web Service object for HANA.
 +
 +  * **Versago Payments Processing CC Schedule**\\ Change the Variables_Init object in the workflow to set the credit card ID from SAP table OCRC
 +  * **Versago Payments Processing eCheck Schedule**\\ Change the Variables_Init object in the workflow to set the GL account code
 +
 +===== Files =====
 +  * Payments_VGO_v2.5.7.vgo
 +  * Payments_BW_v2.5.18.bwx
 +
 +====== Projects ======
 +The following objects are included in the Projects Package.
 +
 +===== Reports =====
 +  * **Enter Timesheets**: entry report to enter timesheets against an SAP project
 +    * //Subreport//
 +      * Project Stages
 +    * //Action Links//
 +      * Enter Timesheet
 +  * **Approve Timesheets**: entry report to approve timesheets
 +    * //Subreport//
 +      * Timesheet Details
 +    * //Action Links//
 +      * Approve Timesheet
 +  * **Enter Timesheets Grid**: time entry template that highlights the use of Versago's multi-select functionality to capture time. Not available for SAP HANA
 +
 +===== Bizweaver Workflows =====
 +The BW workflows are designed to work with the above listed VGO form and run on a schedule. The integration to SAP has been implemented via SAP’s Service Layer
 +
 +  * **SAP Timesheet Add**
 +
 +===== Files =====
 +  * Projects_VGO_v2.5.7.vgo
 +  * Projects_BW_v2.7.8.bwx
  
  
versago/template.1604679680.txt.gz · Last modified: 2020/11/06 11:21 by dlee

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