Wiki

Scale Your Enterprise

User Tools

Site Tools


versago:template

This is an old revision of the document!


Versago Bizweaver Template

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).

There are two versions of the template package that can be downloaded from the customer portal:

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

All object names that interact with the HANA database have been suffixed with the suffix (H)

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 following are the functional packages included in the Template:

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

Instructions

  • 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.

Versago Administration

The following objects are include in the Versago Administration Package

Reports

  • 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

Bizweaver Workflows

  • 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

Files

  • 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.

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 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

Reports

Forms

Bizweaver Workflows

Files

Banking

Reports

Forms

Files

Service

Reports

Forms

Bizweaver Workflows

Files

Production

Reports

Forms

Bizweaver Workflows

Files

Versago Payments

Reports

Forms

Bizweaver Workflows

Files

versago/template.1604684465.txt.gz · Last modified: 2020/11/06 12:41 by dlee