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 templates that can be downloaded from the customer portal:

• VGO_BW Template SQL: SAP on SQL Server environment
• VGO_BW Template HANA: SAP HANA environment.

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 Templates:

• Versago Administration
• Bizweaver Administration
• Financials
• Business Partners
• Customers
• Sales
• Purchasing
• Banking
• Service
• Production
• Versago Payments
• Projects

Please refer to the sections below for more detail information on each functional package.

• Versago database connections to vgoCommon, vgoData, and SAP must be configured before import.
• Bizweaver database connections to vgoCommon, vgoData and SAP must be configured before import.
• Bizweaver connections to SAP’s DIAPI (SQL) must be configured before import for the SQL package.
• Import the Versago package before the Bizweaver package.
• Ensure to map the correct connections when importing the VGO and BW packages.

The following objects are included in the Versago Administration Package

• Versago Charts: retrieves reports that are configured as charts as well as chart type and number of Y axis
• Versago Forms: retrieves lookup reports assigned to form fields
• Versago Images: retrieves data from the VGO image file table.
  • Action Links
    • Versago Images Maintenance: allows maintenance of the Versago image file table
• Versago Profiles: retrieves data on configured profiles.
  • 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 Roles: retrieves objects (reports, dashboards, forms and menus) assigned to each role

• Versago Image Loader: workflow to load images to the Versago image file table.
  Change the Variables_Init object in the workflow to set the path where the image files are located
• Versago Import User: workflow to create users in Versago from a CSV file.
  Change the Variables_Init object in the workflow to set the path and name of the CSV file

• Versago Administration_VGO_v2.5.7.vgo
• Versago Administration_BW_v2.5.18.bwx
• 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.
• NoImage.zip
  Contains image files to be presented when no image exists. Save files to C:\Program Files (x86)\TWBS\Versago\VersagoApp\SiteImages

The following objects are included in the Bizweaver Administration Package

• DI_Server_Refresh: workflow to restart DI Server service and delete related temp files. This workflow is not available for SAP HANA.

• Bizweaver Administration_BW_v2.5.18.bwx

The following objects are included in the Financials Package

• 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

• Financials_VGO_v2.5.7.vgo

The following objects are included in the Business Partners Package

• 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

• 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

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

• Business Partners_VGO_v2.5.7.vgo
• Business Partners_BW_v2.5.18.bwx

The following objects are included in the Customers Package and are designed for self-care through a customer portal.

• 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

• 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

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

• Customers_VGO_v2.5.7.vgo
• Customers_BW_v2.5.18.bwx

The following objects are included in the Sales Package.

• 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

• 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

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

• Sales_VGO_v2.5.7.vgo
• Sales_BW_v2.5.18.bwx

The following objects are included in the Purchasing Package.

• 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

• 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

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

• Purchasing_VGO_v2.5.7.vgo
• Purchasing_BW_v2.5.18.bwx

The following objects are include in the Versago Banking Package.

• 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

• Banking_VGO_v2.5.7.vgo

The following objects are included in the Service Package.

• 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

• 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

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

• Service_VGO_v2.5.7.vgo
• Service _BW_v2.5.18.bwx

The following objects are included in the Production Package.

• 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

• Enter Production Order: form to add new production order. Works in conjunction with BW workflow SAP Production Order Add

• SAP Production Order Add
• SAP Production Order Release
• SAP Issue to Production Matl
• SAP Issue to Production Labor

• Production_VGO_v2.5.7.vgo
• Production_BW_v2.5.18.bwx

The following objects are included in the Versago Payments Package.

• 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

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

• Payments_VGO_v2.5.7.vgo
• Payments_BW_v2.5.18.bwx

The following objects are included in the Projects Package.

• 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

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

• Projects_VGO_v2.5.7.vgo