cus5 introduction to enquiry-r10 01.pdf

8/11/2019 CUS5 Introduction to Enquiry-R10 01.pdf

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Welcome to the learning unit on Enquiries in T24 An Introduction . In this learning unit you

CUS5 Introduction to Enquiry-R09.03

w earn a out nqu r es n . ou w a so create s mp e enqu r es t at w etc atafrom T24.


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The conventions used in this learning unit are,

1.Applications in T24 are represented in bold uppercase letters.

2.The fields in the applications are mentioned in uppercase letters.

3. This learning unit is example based. First an example output will be shown then you will

be taught the steps to create the Enquiry. At the end of each section a workshop is given totest your level of understanding.



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At the end of this learning unit you will be able to

1.Explain what is an Enquiry in T24

2.Create Simple Enquiries in T24

3. Execute Enquiries in T24

4.Create Enquiries with Fixed Selection Criteria

5.Create Enquiries with Runtime Selection Criteria

6. Sort the output of an Enquiry and analyse the output


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T24 is made up of different applications like CUSTOMER , ACCOUNT ,. . .

To view data from an application , you can do a LIST (L) of all the records. You can also

view a particular record, if you know the record ID using the SEE (S) function. The LONGLIST (L L) function allows you to specify a selection criteria before the list of records are

displayed to you.

How do you create user defined reports that fetch and display data as you require? You can

use the ENQUIRY application.

T24 allows you to create your own reports, using the application ENQUIRY in T24. Anenquiry is a query that is executed to fetch data from the database and display the results in

a user defined format

In technical terms, an enquiry is a SELECT executed in order to fetch data from T24 andthe results displayed in a user defined format



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1.You can view data by specifying the LIST (L) function from the command line of the

rowser.

2. The example shows CUSTOMER data when you use the LIST (L) function.



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This task teaches you to create a simple enquiry. The requirement for thetask is as follows,

The enquiry is based on the CUSTOMER application . The fields to be part

of your enquiry are - @ID, MNEMONIC, SECTOR, NATIONALITY andRESIDENCE .

Note: When discussing the use of fields in the ENQUIRY application, onlyRELEVANT fields are discussed and displayed in the screenshots.



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o crea e an enqu ry n , you mus crea e a recor n e app ca on. efor your enquiry can be any meaningful alphanumeric text. The only special characterallowed is .. You will now learn how to use the fields involved in creating a simple enquiry inT24.

Before designing an enquiry, you must decide on the page layout. Does your report have aheader? How many lines can be displayed per page of the report? The first field PAGE.SIZEallows you to do this. You will specify the number of lines for the header and number oflines for the body of the report separated by a comma. In this example four lines areallocated for the header and nineteen lines are allocated for the report.

The whole idea about creating an enquiry is to extract data from a particular application inT24. The name of the application must be specified in the field FILE.NAME. In the exampleyou are creating an enquiry for the CUSTOMER application.

Each column in the report is an extracted field from the application. Each column must havea header that represents what data is being displayed. This header is mentioned in the fieldFIELD.NAME. The OPEARATION field holds the actual field name from the application thatmust be displayed.

Tip: If you specify the actual field name from the STANDARD.SELECTION in the fieldFIELD.NAME, this value is defaulted in the OPERATION field too. This saves you sometime during enquiry creation.



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Now that you have specified the contents of the column, where do you want the field to be.

field @ID is displayed in column one. If left blank, the column will not be displayed as part ofthe report.

Note: Columns must always be specified in the correct order, meaning from left to right. TheENQUIRY application cannot display the output correctly if the columns are all mixed up.

Tip: The values 1,2,3.. are sufficient for the ENQUIRY application to display values in thebrowser. For the enquiry to work in the CUI mode as well, you must put the exact spacingbetween the columns. For example, 5, 25, 45, 60 and so on.

How do you specify the other columns to be displayed? FIELD.NAME is an associated multivalue set. Multi-value the field FIELD.NAME to specify the other fields.



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Also specify the field name and order for the last two fields NATIONALITY and

RESIDENCE.

Value for the LENGTH.MASK field is defaulted by T24. You can adjust the length and

justification of the field using the LENGTH.MASK field . Also the value in the fieldSINGLE.MULTI is defaulted by T24 depending on the nature of the field. This field can holdthe value S or M.



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1. All enquiry records created must be authorised. Now how do you view the output of an

enqu ry ou must execute t e enqu ry. o execute t use t e comman o owe ythe enquiry (name) ID in the command prompt. ENQ is an abbreviation of the application

ENQUIRY.SELECT.

What do you think your enquiry will display? The 5 fields mentioned for all records in theCUSTOMER application, page by page. That is, by default, any enquiry is T24 displays allrecords from the application the enquiry is based on. Now what if you dont want to see all

records - consider a scenario where you want to view all customer records with SECTOR as1000. Now where will you specify this selection criteria?

2. When you execute the enquiry, a Dynamic Selection Criteria box appears. This allows

you to specify run time selection criteria based on all fields of the application the enquiry isbased on. You may specify one or more conditions in the selection criteria box to filter out

specif ic records from the database. The format of the criteria is . When you specify multiple conditions, there is a logical AND betweenthem. Then click on the Find button to execute your enquiry. You will see that you can

specify a selection criteria on any field of the CUSTOMER application. The list of fieldsdisplayed here matches the list of fields in the STANDARD.SELECTION record for the

CUSTOMER application.

3.The enquiry result may consist of more than one page of results depending upon thenumber of records selected and the page size of the enquiry. You can use the Previous

Page and the Next Page buttons to navigate between the pages.



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This is the workshop section of the learning unit.

1. Create a report based on the ACCOUNT application in T24 which lists the following

fields

2. @ID (Account ID), MNEMONIC, CURRENCY, CATEGORY and WORKING.BALANCE

Refer Captivate- Enq-WS1_demo.cp



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This task will teach you how to use the runtime selection criteria box when executing the

enquiry. The requirement for the task is as follows,

1.Create an Enquiry based on the CUSTOMER application in T24 which lists the followingfields - @ID (Customer ID), MNEMONIC, SECTOR, and NATIONALITY

2.Execute the Enquiry to generate the report of customers who belong to SECTOR (Onethousand and one) 1001.



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Using the details from the previous slide, the enquiry you will create will look like this.



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1.In the dynamic selection criteria box you can specify conditions for the various fields and

then Find the records that match the criteria.

2.Another way of doing this is to use the command line itself while executing the enquiry

itself.ENQ TRG.ENQ.CUST.DETAILS SECTOR EQ 1001

Here the selection criteria is appended along with the execution request itself.

What will you do if you want to specify the same condition the next time when you executethe enquiry?

You can use the following command to use the last specified condition,

ENQ TRG.ENQ.CUST.DETAILS LAST.

The keyword word LAST instructs the system to use the last selection criteria used.

Note: The Selection criteria is cached by T24 in the file F.ENQUIRY.SELECT.



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Your enquiry report can have headers. The report shown in this slide displays headers at the

eg nn ng o t e output. s tas a ms at teac ng you ow to spay ea ers n an enqu ryoutput. The requirement for the task is as follows,

1,2. Create a report based on the CUSTOMER application in T24 which lists the following

fields @ID (Customer ID), MNEMONIC, SECTOR, NATIONALITY and RESIDENCE. Theheader for the first column displayed needs to be Customer Code. The enquiry report will

have two lines of headers displayed one below the other, Temenos Training andCustomer Details are the two headers.



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Two header lines need to be displayed. You will see that by using the same FIELD.NAME multi-

va ue set, you can sp ay ea er nes. ne t ng to remem er ere s t at t e actua textdisplayed as header is specified in the OPERATION field. The value specified in FIELD.NAME

is not the one which is displayed.

Specify the first line of the header as Temenos Training . The text to be displayed as headershould be enclosed within quotes.

How do you tell T24 to display this text in the header?

Using the COLUMN field, you must specify the position of the header row and column details.The first value represents the column and the second value represents the row. These two

values must be separated by a comma.

Value for LENGTH.MASK field is defaulted by T24, yet it can be modified for display purpose.

SECTION - It is not sufficient just to specify the row and column details. You must also use thefield SECTION. Set this to HEADER for the text to be displayed in the header of the enquiry

output.



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You also need to display Customer Code as the header for the @ID field. How do you

sp ay t e ea er or t e e

FIELD.LBL - Header for a field is specified in the field FIELD.LBL . Header for the @ID fieldis specified in FIELD.LBL as Customer Code. If this field is left blank, value in FIELD.NAME

field will be defaulted.

Authorise your enquiry record and execute to view the results. Ensure that you specifyCOLUMN value for all the fields.



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In R7, header is specified in a different manner. The header is specified in the field called

HEADER. As the HEADER is a Language specific field it allows you to display headers indifferent languages. Multiple lines of headings should be specified as sub-values of

HEADER not multi-values. Multi-values are used for headings in a foreign language. Thesyntax is @(Column, Line) Temenos Training. Temenos Training is the header to be

displayed.

The screen shot above is for the remaining fields to be displayed.



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1. Amend workshop one to include the following heading Temenos Training and Default

Account List

2. The column heading for the account number field needs to be Account Number.

Refer : Enq-WS2_demo.cp



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This task teaches you to specify fixed selections and dynamic selectioncriteria in enquiries. Consider a scenario where a bank decides to provide anoffer for the US customers who belong to a particular SECTOR .TheSECTOR is specified at run time. How will you create an enquiry for thegiven requirement?

1. Create a report based on the CUSTOMER application in T24.

2. The fields to be displayed are @ID (Customer ID), MNEMONIC,SECTOR, NATIONALITY and RESIDENCE.

3. Display only those customer records whose nationality is US

4. The Value for the field SECTOR need to be obtained from the user at

run time. Make this as a mandatory input.



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Your enquiry must only display customers whose NATIONALITY is US. This selection

cr ter a s xe at es gn t me us ng t e . e n t eapplication. You can specify multiple fixed conditions if required. There is a logical AND

between them. This is the primary condition which will be invoked when you execute theenquiry. This cannot be modified during execution.

The format of FIXED.SELECTION is FIELD.NAME operand value. Therequired condition for this example is NATIONALITY EQ US', where NATIONALITY is a

field name and EQ is the operand. The fixed selections are always executed first, before thedynamic run time selection criteria that is entered.

SECTOR is the dynamic selection criteria that must be specified when executing the

enquiry. SECTOR will be part of the list of fields in the dynamic selection box. But we cannotensure that the user will enter a criteria before clicking the Find button. But the requirement

is to make it mandatory at lunch time. Do you think you can set this up?



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To make a dynamic selection criteria mandatory, you must use a new set of fields in the

app cat on. ou must spec y n t e e . . youwant to change the label of the field that is displayed in the dynamic selection criteria, you

can use SEL.LABEL. This multi-value set also allows you to hard-code the operand to beused in the dynamic selection criteria using the SEL.FLD.OPER (Selection Field Operand)

Mult iple operands can be given ,delimited by space. EQ stands for Equal to. You will get

SECTOR field displayed in the Dynamic Selection Criteria box but how do you makeSECTOR as a mandatory selection criteria? When the field REQUIRED.SEL is checked it

makes the field mandatory at runtime. You will not be allowed to execute the enquiry unlessyou specify a value for SECTOR.

When you first saw the dynamic selection criteria box, you noted that all fields of the

application were displayed. When you use this multi-value set in the ENQUIRY application,only the fields defined here are displayed during run-time. If this multi-value set is not used,

the dynamic selection box lists all fields.



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1. When you execute the enquiry, the Dynamic Selection Criteria box is displayed. It looks

different from the ones you have seen before.

2. You can see customer records with NATIONALITY as US and SECTOR as three

thousand five hundred and five.



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1. Amend the enquiry created to list only accounts that have a positive working balance

2. Value for the field Currency should be obtained from the user at run time

Refer Captivate - Enq-WS3_demo.cp



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In the previous task you learned to specify a fixed selection condition in an enquiry. Now you

will learn to specify multiple fixed and dynamic selection conditions .You are required tocreate an enquiry that will list the Customers whose NATIONALITY or RESIDENCE is US.

The enquiry should also only retrieve customer records that belong to SECTOR onethousand (1000) or one thousand one(1001).

To design an enquiry for this requirement:

1,2 Create a report based on the CUSTOMER application in T24 which liststhe following fields @ID (Customer ID), MNEMONIC, SECTOR, NATIONALITYand RESIDENCE

3. Condition to be used is SELECT CUSTOMER WHERE (RESIDENCE =Value OR NATIONALITY = Value) AND (SECTOR = 1000 OR 1001)



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You may often need to specify multiple conditions in the enquiry that you create. How do you

operators , AND or OR. The given requirement states two dynamic selections and twofixed selections .

FIXED.SELECTION - You need to retrieve customer records that belong to SECTOR 1000

OR 1001 . It is a fixed selection and the values are separated by the OR operand.Thereforespecify this condition in FIXED.SELECTION field with the following syntax FIELD.NAME operand value1 value2. FIXED.SELECTION is a multi value field

, you can multi value and specify the conditions which are based on different fields.

The other task is to select customer records that has RESIDENCE or NATIONALITY as US.These are the dynamic conditions of your enquiry.

How do you relate the two dynamic conditions? You need records that has either

NATIONALITY or RESIDENCE as US. Therefore relate the two conditions using the ORoperator. This is specified in the field called REL.NEXT.FIELD. The REL.NEXT.FIELDprovides two options namely AND , OR. Dynamic Selection Fields form a multi value set. By

default all the dynamic selection conditions work with the AND operator. However you mayalso use the OR operand to group the dynamic selection conditions.

Specify the other required fields and authorise the enquiry record.



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1. When you launch the enquiry, it pops up a Selection Criteria box. This Selection Criteria

ox orces t e user to enter va ues or an at run t me.Enter the values for these fields and execute the enquiry to view the output.

2. You can see the sample output of your enquiry. The enquiry output displays customers

who either belong to SECTOR 1000 or 1001.



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1. Amend the enquiry to ensure data that meets the following condition alone isretrieved from the database.

2. Either the value for currency has to be supplied or the value for category has tobe supplied And

3. Account should be a valid customer account.

Hint : Internal accounts do not have a value in the field CUSTOMER

Refer Captivate -Enq-WS4_demo.cp



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You need to sort records in the descending order of their WORKING.BALANCE . To do so

you will use the field FIXED.SORT field in the ENQUIRY application

FIXED.SORT- This field is used to specify fixed sorts for enquiry. Specify the name of the

field that has to be sorted. By default the system sorts in ascending order. To sort therecords in descending order specify DSND along with the field name.

Do Authorise your enquiry and execute.



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This is a screen shot of the remaining fields to be displayed.



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On execution you will see the output with the field WORKING.BALANCE sorted in the

escen ng or er.



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1. T24 provides built-in Enquiries. The naming convention for these Enquiries are

%Application name.

1.1 Some of the built-in Enquiries are %ACCOUNT,%CUSTOMER, and%FUNDS.TRANSFER etc.

2. When you execute the LIST (L) function on the command line , internally the T24

system invokes the built-in Enquiry of T24.

3. However you can also modify these built-in Enquiries.



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1. The application EB.SELECTION.FAVOURITES can be utilized by the user and system

administrators. This is to save specific enquiries based on selection criteria as favouriteenquiries.

2. Depending on the structure of the record ID these saved records can be system wide(available to everyone) or for specific users.

3. If a favourite for an enquiry is not required it can be disabled by setting theATTRIBUTES field in ENQUIRY as NO.ENQUIRY.FAVOURITES.

If this is set then the favourites do not appear when executing the enquiry.



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The following is a typical USER specific EB.SELECTION.FAVOURITES record with the ID

e ne n t e ormat . , w ere s a va enqu ry.

Specify the required selection criteria and the Name for your favourite in this record. In theabove illustration (CATEG 1001 USD) and (CATEG 5001 GBP) are the 2 named

favourites.



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The user can also create favourites when an ENQUIRY is launched.

As an illustration, launch the default enquiry for customer security using the command ENQ

%CUSTOMER.SECURITY.

Make CUSTOMER.TYPE equals DEPOSITORIES as the preferred selection. Click on theAdd Favourite image.

A prompt is displayed asking the user to key in a name for your favaourite. Eg. Depositoriesin our case.



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Once you give the name for your favourite you can see it listed in Favorites for that particular

user.



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A system wide favourite can be created with Record ID with an valid T24 Enquiry Name

w t out attac ng a to t. g. . . .

Now what is the difference between a User specific favaourite and a system wide favourite ?

The system wide favourite is available for all T24 users who launch that specific enquirywhereas a User specific favourite appears only for that specific user and not for others.

Above is a screen shot displaying a system wide favourite defined in the

EB.SELECTION.FAVOURITE application.



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In the above screenshot AUTHORISER tries to launch the ACCT.BAL.TODAY enquiry. As

you can see ot t e system w e as we as t e user spec c avour te s ma e ava a e orthat user.

A user specific favourite can be deleted by clicking on the favourite image shown with a (-)

sign. An important information that we need to understand here is that a system widefavourite cannot be deleted by a normal user.



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1. ENQUIRY is a function in T24 which is used to fetch data from the database True /

False

2. ENQUIRY.SELECT is the command which is used to execute the enquiries - True / False

3. Fixed selections in the enquiry are grouped using the OR operand - True / False

4. When you execute the LIST (L) function, internally the T24 system invokes the built-inEnquiry of T24 - True / False

5. You cannot modify the built-in enquiries in T24 - True / False



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1. False

2. True

3. False

4. True

5. False



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1. Enquiry is a query you ask T24 about the data it has stored.

2. Enquiries are created using ENQUIRY Application in T24.

3. ENQ is an abbreviation created for ENQUIRY.SELECT.

4. Ensure that you specify COLUMN values for all the fields in your enquiry.



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You can now explain about Enquiries in T24. You can also create simple enquiries that will

etc ata rom .

You will now be able to,

1. Explain what is an Enquiry in T24

2. Create Simple Enquiries in T24

3. Execute Enquiries in T24

4. Create Enquiries with Fixed Selection Criteria

5. Create Enquiries with Runtime Selection Criteria

6. Sort the output of an Enquiry and analyse the output



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ENQUIRY application in T24 displays data in various interesting formats. Thesegraphical representation gives a better interpretation of the of the data in T24.

1. Enquiries can display data in various formats like1.1. Pie charts

1.2 Bar charts

1.3 Reports that allow data to be edited not just viewed

1.4 Reports with images

1.5 Reports with sub totals, grand totals etc..

2. Enquiries enables user defined subroutines to be attached in order tomanipulate selection criteria and field values before they are displayed



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cus5 introduction to enquiry-r10 01.pdf

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