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versago:template

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versago:template [2020/11/06 12:41]
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 60%> <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]]**
 +  * **[[#Bizweaver Administration]]**
 +  * **[[#Approvals]]**
 +  * **[[#Financials]]**
   * **[[#Business Partners]]**   * **[[#Business Partners]]**
   * **[[#Customers]]**   * **[[#Customers]]**
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   * **[[#Production]]**   * **[[#Production]]**
   * **[[#Versago Payments]]**   * **[[#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 =====
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   * 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 ====== ====== Business Partners ======
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 ===== Reports ===== ===== Reports =====
 +  * **Sales Analysis**: summary of sales marketing documents total by month
   * **Sales Blanket Agreements**: lists existing agreements   * **Sales Blanket Agreements**: lists existing agreements
   * **Sales Opportunities**: lists existing opportunities. Provides links for opportunity maintenance   * **Sales Opportunities**: lists existing opportunities. Provides links for opportunity maintenance
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 ====== Purchasing ====== ====== Purchasing ======
 +The following objects are included in the Purchasing Package.
  
 ===== Reports ===== ===== 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 ===== ===== 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 ===== ===== 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 ===== ===== Files =====
 +    * Purchasing_VGO_v2.5.7.vgo
 +    * Purchasing_BW_v2.5.18.bwx
  
 ====== Banking ====== ====== Banking ======
 +The following objects are include in the Versago Banking Package.
  
 ===== Reports ===== ===== Reports =====
- +    * **Incoming Payments**: lists incoming payments 
-===== Forms =====+      * //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 ===== ===== Files =====
 +    * Banking_VGO_v2.5.7.vgo
  
 ====== Service ====== ====== Service ======
 +The following objects are included in the Service Package.
  
 ===== Reports ===== ===== 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 ===== ===== 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 ===== ===== 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 ===== ===== Files =====
 +  * Service_VGO_v2.5.7.vgo
 +  * Service _BW_v2.5.18.bwx
  
 ====== Production ====== ====== Production ======
 +The following objects are included in the Production Package.
  
 ===== Reports ===== ===== 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 ===== ===== Forms =====
 +  * **Enter Production Order**: form to add new production order. Works in conjunction with BW workflow SAP Production Order Add
 ===== Bizweaver Workflows ===== ===== Bizweaver Workflows =====
 +  * **SAP Production Order Add**
 +  * **SAP Production Order Release**
 +  * **SAP Issue to Production Matl**
 +  * **SAP Issue to Production Labor**
  
 ===== Files ===== ===== Files =====
 +  * Production_VGO_v2.5.7.vgo
 +  * Production_BW_v2.5.18.bwx
  
 ====== Versago Payments ====== ====== Versago Payments ======
 +The following objects are included in the Versago Payments Package.
  
 ===== Reports ===== ===== 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
  
-===== Forms =====+===== 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 ===== ===== 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 ===== ===== Files =====
 +  * Projects_VGO_v2.5.7.vgo
 +  * Projects_BW_v2.7.8.bwx
 +
  
versago/template.1604684465.txt.gz · Last modified: 2020/11/06 12:41 by dlee

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