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versago:template

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versago:template [2020/11/13 11:51]
dlee [Files] 		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.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   * 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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   * Payments_VGO_v2.5.7.vgo   * Payments_VGO_v2.5.7.vgo
   * Payments_BW_v2.5.18.bwx   * 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.1605286282.txt.gz · Last modified: 2020/11/13 11:51 by dlee

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