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--- versago3:template [2023/11/20 16:33]
dlee [Reports]
+++ versago3:template [2024/07/17 12:46] (current)
dlee [Instructions]
@@ Line 2: / Line 2: @@
 The Versago & Bizweaver Templates provide a variety of pre-configured Data Views, Forms and Workflows that can accelerate the implementation of Versago (VGO) and Bizweaver (BW).
-There are two versions of the templates that can be downloaded from the customer portal:
+There are two versions of the templates that can be downloaded from the [[https://portal.twbs.com/|customer portal]] under Software>Versago-Bizweaver Template content:
-  * **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.
 Please refer to the sections below for more detail information on the content of the templates.
-===== Instructions =====
+====== 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.
@@ Line 15: / Line 15: @@
   * Import the Versago package before the Bizweaver package.
   * Ensure to map the correct connections when importing the VGO and BW packages.
+  * Copy the contents of folder SiteImages to C:\Program Files (x86)\TWBS\Versago\VersagoApp\ClientApp\build\SiteImages
+  * Copy the file ServiceLayerErrorResponse.txt to the path C:\ProgramData\Bizweaver\Templates\
-====== Approvals ======
+===== Approvals =====
 The following objects are included in the Approvals category.
-===== Data Views=====
+  * **Documents to Approve**: data view that retrieves SAP marketing documents waiting for approval.
-  * **Versago Charts**: retrieves reports that are configured as charts as well as chart type and number of Y axis
+    * //Sub-records//
-  * **Versago Forms**: retrieves lookup reports assigned to form fields
+      * Documents to Approve Details: detail lines for each document.
-  * **Versago Images**: retrieves data from the VGO image file table.
     * //Action Links//
-      * Versago Images Maintenance: allows maintenance of the Versago image file table
+      * Approve Document: form to approve or reject a document.
-  * **Versago Profiles**: retrieves data on configured profiles.
+  * **Approvals**: workflow that approves or rejects SAP's marketing document .
-    * //Subreports//
+===== Banking =====
-      * Versago Profiles by Report: shows the list of reports using each profile
+The following objects are included in the Banking category.
-  * **Versago Reports**: retrieves action links and subreports configured in each report
-  * **Versago Roles**: retrieves objects (reports, dashboards, forms and menus) assigned to each role
+  * **Customer Payments**: payments data view that retrieves SAP AR invoices. Demonstrates Versago's payment functionality.
+    * //Sub-records//
-===== Bizweaver Workflows =====
+      * AR Invoice Details: detail lines for invoice.
-  * **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
+  * **Payments**: workflow that creates an SAP incoming payment.
-  * **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
+  * **Payments-(SL mapper)**: same as above. It demonstrates the use of BW's Service Layer connector.
+===== Business Partners =====
+The following objects are included in the Business Partners category.
+  * **Create BP**: form to create an SAP business partners.
+  * **BP Maintenance**: data view that retrieves SAP business partners.
+    * //Sub-records//
+      * BP Contacts: shows list of current contacts with action links to add and update contacts.
+    * //Action Links//
+      * Update BP: form to change BP info.
+  * **Business_Partners**: workflow to create and update business partners.
+  * **Business_Partners_Contacts**: workflow to create and update business partner contacts.
+===== Marketing Documents =====
+The following objects are included in the Marketing Documents category.
+  * **Add Marketing Document**: form to create SAP marketing documents. Sales orders, AR invoices, purchase order, and AP invoices are included.
+  * **Marketing_Documents**: workflow to create marketing documents. The following types have been implemented
+     * Sales Order
+     * AR Invoice
+     * Purchase Order
+     * AP Invoice
+===== Versago =====
+The following objects are included in the Versago category.
+  * **Data View Calendar**: demonstrates Versago's calendar functionality.
+  * **Data View Chart**: demonstrates Versago's charting functionality.
+  * **Data View Crystal Reports**: demonstrates Versago's integration with Crystal Reports.
+  * **Data View with Image**: demonstrates Versago's image handling.
+  * **PTO Request**: form that demonstrated Versago custom validation capabilities for data capture.
+  * **Dashboard**: demonstrates Versago's dashboard functionality.
+===== Versago Admin=====
+The following objects are included in the Versago Admin category.
+  * **Account Filters**: retrieves account filters used in data views.
+  * **Data View Links**: retrieves action links configured in data views.
+  * **Lookup in Forms**: retrieves lookup data views used in forms.
+----
+**[[versago3:Home|Home]]**

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