training course tec201: common tools advanced february 2011 v6.2
TRANSCRIPT
Training Course
TEC201: Common Tools Advanced
February 2011
V6.2
/ © Sage 2011
Sage ERP X3 ExpertSage ERP X3 Advanced
Course Map
Sage ERP X3 Fundamentals
OPE201 - Distribution
(3 days)
FIN201 - Finance(4 days)
TEC101 - Common Tools
(3 days)
OPE203 - Manufacturing
(3 days)
OPE202 - Inventory(2 days)
Manufacturing (5 days)
Configurator
Weighing
Optimisation ILOG
Distribution and Inventory
Purchasing Subcontracts
Pre-Allocations (Pegging Function)
Radio Terminals
Finance
Multi-Legislation Set Up
Operating Budgets
Analytical Allocations
Factoring
Distribution Contracts (Purchasing and Sales)Loan OrdersPackaging & Shipment PreparationPurchasing Signature ManagementSales and Purchasing PrepaymentsSales Reps and CommissionsSourcing: RFQs, ResponsesCarrier ManagementInter-Site and Intercompany TransactionsInvoice Elements (Purchasing & Sales)Kits, Options & VariantsPrice List Management (Advanced)
FinanceBank Communication & ReconciliationBudget Control/ Analytical BudgetFinancial Data ExtractionStatements & RemindersAutomatic Journals & Dimension DefaultsAdvanced Payment TransactionsMonth and Year End ProcessesFixed Assets
You Are Here
Manufacturing (4 days) Advanced Global Manufacturing Production Costing
Inventory (3 days)Allocation Rules (Advanced)Stock CountsSerial Number Management Reodering Replenishment Storage PlanValuation Methods and Price Adjustments and cost calculationsQuality Control & Sampling
CB 101 – 102Introduction &
Functional Overview(3 days)
TEC102Development
(4 days)
TEC103Installation
(4 days)
Tools & DevelopmentAdvanced Common Tools Advanced Development
Tools & DevelopmentUsing BI in Sage ERP X3Java Bridge Serveur ComponentsEDM – Version OneWeb ServicesCrystal Reports
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Objectives
Presentation of Sage ERP X3 ‘Common Tools’ Advanced
To be able to create & set-up users and their access to the X3 system
To be able to define batch jobs and control the batch server.
To be able to define more complex workflows
To be able to link Crystal Reports to the X3 system
To be able to install & create patches
To be able to archive and purge data from the X3 system
To able to update the on-line documentation
Three-day session
TEC201: Common Tools Advanced
/ © Sage 20114
Sage ERP X3 Introduction (CB101)
Sage ERP X3 Overview (CB102)
Sage ERP X3 Common Tools Fundamentals (TEC101)
TEC201: Common Tools Advanced
Prerequisites
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INTRODUCTION
Part 1USERS, SECURITY & AUTHORISATIONSBATCH SERVERWORKFLOW
Part 2REPORT MANAGEMENTPATCH MANAGEMENTPURGING & ARCHIVING
Part 3TOOLSDOCUMENT MANAGEMENT
Contents
TEC201: Common Tools Advanced
/ © Sage 2011
Part 1
Users, Security & Authorisations
• Overview• The User record• Access Right management
(Concepts)• Security Parameter values• Menu Profiles• Functional Profiles• Access Codes• Roles• Usage / Users menu• Password deletion (by
Administrator)
Batch Server• The batch server• Operating principles• Defining a task• Defining a group of tasks• Submitting a request• Monitoring the tasks• Hourly constraints & Batch server diary• Batch server parameters• Submitting a job by file• The accounting batch task
Workflow• Workflow engine : basic principles• Parameters• Rule Definition• Workbench (Workflow Monitor)• Workbench parameterisation
TEC201: Common Tools Advanced6
Schedule
Introduction
/ © Sage 2011
Part 2
Report Management• Printer Destinations• Destinations by User• Reports (Dictionary)• Reports (Printing)• Allocation of Internal Codes• Default Parameters
Patch Management• Patches• Standard Patches• Patch integration• The Patch Tester • Patch Enquiry• Patch Creation
Archiving & Purging• Overview• The Archive folder• Purge / Archive Rules• Purge / Archive Parameters• Running Purge / Archive• Viewing archived information
TEC201: Common Tools Advanced7
Schedule
/ © Sage 2011 TEC201: Common Tools Advanced
Part 3
Tools• Toolkit (Searches, dictionary etc.)• Database mass updates• Maintenance
Document Management• Parameters• Document Organisation• Field Help• HTML Editor• Documentation Links• Generation• Publication
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Schedule
Introduction
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Part 1
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Users, Security & Authorisations
TEC201: Common Tools Advanced10
Menu ProfileMenu Profile Function ProfileFunction Profile
Default Access CodesDefault Access Codes
Default Sites per ModuleDefault Sites per Module
Authorised Report GroupsAuthorised Report Groups
Functional Profile(Options Function/Site/Access
rights)
Functional Profile(Options Function/Site/Access
rights)
BP InformationBP Information
AccountAccount
BankBank
AddressesAddresses
User CodeUser Code
User Login (unique)
User Login (unique)
E-mail, Phone etc.
E-mail, Phone etc.
Roles (Data filters)Roles (Data filters)
Parameter ValuesParameter Values
Authorised DestinationsAuthorised
Destinations
HierarchyHierarchy
Access Codes (Dictionary and Data)
Access Codes (Dictionary and Data)
/ © Sage 2011
User & Security Parameters
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Menu ProfileMenu Profile Function ProfileFunction Profile
Default Access CodesDefault Access Codes
Default Sites per ModuleDefault Sites per Module
Authorised Report GroupsAuthorised Report Groups
Functional Profile(Options Function/Site/Access
rights)
Functional Profile(Options Function/Site/Access
rights)
BP InformationBP Information
AccountAccount
BankBank
AddressesAddresses
User CodeUser Code
User Login (unique)
User Login (unique)
E-mail, Phone etc.
E-mail, Phone etc.
Roles (Data filters)Roles (Data filters)
Parameter ValuesParameter Values
Authorised DestinationsAuthorised
Destinations
HierarchyHierarchy
Access Codes (Dictionary and Data)
Access Codes (Dictionary and Data)
/ © Sage 2011
Menu Profile
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Menu ProfileMenu Profile Function ProfileFunction Profile
Default Access CodesDefault Access Codes
Default Sites per ModuleDefault Sites per Module
Authorised Report GroupsAuthorised Report Groups
Functional Profile(Options Function/Site/Access
rights)
Functional Profile(Options Function/Site/Access
rights)
BP InformationBP Information
AccountAccount
BankBank
AddressesAddresses
User CodeUser Code
User Login (unique)
User Login (unique)
E-mail, Phone etc.
E-mail, Phone etc.
Roles (Data filters)Roles (Data filters)
Parameter ValuesParameter Values
Authorised DestinationsAuthorised
Destinations
HierarchyHierarchy
Access Codes (Dictionary and Data)
Access Codes (Dictionary and Data)
/ © Sage 2011
Functional Profile
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Menu ProfileMenu Profile Function ProfileFunction Profile
Default Access CodesDefault Access Codes
Default Sites per ModuleDefault Sites per Module
Authorised Report GroupsAuthorised Report Groups
Functional Profile(Options Function/Site/Access
rights)
Functional Profile(Options Function/Site/Access
rights)
BP InformationBP Information
AccountAccount
BankBank
AddressesAddresses
User CodeUser Code
User Login (unique)
User Login (unique)
E-mail, Phone etc.
E-mail, Phone etc.
Roles (Data filters)Roles (Data filters)
Parameter ValuesParameter Values
Authorised DestinationsAuthorised
Destinations
HierarchyHierarchy
Access Codes (Dictionary and Data)
Access Codes (Dictionary and Data)
/ © Sage 2011
Functional Profile
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Function Access Rights
Function Profile SALPAR
Function GESSOH Create Allocate
Allocate
Delete
Sales OrderSite: ASN
CreateAllocat
eDelete
Sales OrderSite: PAR
CreateCreate Allocate
Allocate DeleteDelete
Sales OrderSite: GEN
/ © Sage 2011
Access Codes
TEC201: Common Tools Advanced15
Menu ProfileMenu Profile Function ProfileFunction Profile
Default Access CodesDefault Access Codes
Default Sites per ModuleDefault Sites per Module
Authorised Report GroupsAuthorised Report Groups
Functional Profile(Options Function/Site/Access
rights)
Functional Profile(Options Function/Site/Access
rights)
BP InformationBP Information
AccountAccount
BankBank
AddressesAddresses
User CodeUser Code
User Login (unique)
User Login (unique)
E-mail, Phone etc.
E-mail, Phone etc.
Roles (Data filters)Roles (Data filters)
Parameter ValuesParameter Values
Authorised DestinationsAuthorised
Destinations
HierarchyHierarchy
Access Codes (Dictionary and Data)
Access Codes (Dictionary and Data)
/ © Sage 2011
Access Codes
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Screen Code BPC2
Code SAD
Authorized Credit 890.00
Total Credit 53.48
Parameters > Users > Access Codes (GESACS)
Parameters > General Parameters > Personalisation > Screens > Access Code Assignment (CODACC)
Parameters / Users / Users
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Roles
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Menu ProfileMenu Profile Function ProfileFunction Profile
Default Access CodesDefault Access Codes
Default Sites per ModuleDefault Sites per Module
Authorised Report GroupsAuthorised Report Groups
Functional Profile(Options Function/Site/Access
rights)
Functional Profile(Options Function/Site/Access
rights)
BP InformationBP Information
AccountAccount
BankBank
AddressesAddresses
User CodeUser Code
User Login (unique)
User Login (unique)
E-mail, Phone etc.
E-mail, Phone etc.
Roles (Data filters)Roles (Data filters)
Parameter ValuesParameter Values
Authorised DestinationsAuthorised
Destinations
HierarchyHierarchy
Access Codes (Dictionary and Data)
Access Codes (Dictionary and Data)
/ © Sage 2011
Batch Server Principles
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Log File
(Process)
Log File
(Batch Server)
Request Table
(ABATRQT)
Working Folder SERVX3Folder
Batch Process
User Session
Batch Server
(process SERVX3)
Submission
Submission by Text FileDropped in Folder
Launch
Interruption(time-out, kill)
PeriodicPolling
RecurringTasks
/ © Sage 2011
Batch ServerA request may be submitted to the batch server:Through the Request Submission function
Directly in the Request Management function
A request may be submitted by entering:• the folder where it is to be executed• the user code• the task or the group• the requested execution time• the parameters of the validation window
Via a text file that acts as a task submission when it is dropped to the adequate directory in the SERVX3 Folder.
Through a Recurring Task definition, i.e. a task to be launched periodically:
Monthly (1 to 5 possible days + End of Month flag)
Weekly (Any combination of weekdays)
Launching time (Up to 3 choices)
Periodically (Time intervals between two times).
Time constraints may be defined in order to specify unavailability periods during which no batch job may be launched.
The management of the requests is used to monitor or modify the pending requests, the tasks being executed or the completed tasks.
It is possible to view the different trace files, to submit a new request, to delete a pending request or to modify the parameters.
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Batch Server -Text File Submission
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Request.mod
Request.job
Request.req
Request.old
Request.run
Request.sta
Request.kil
Request Management
Request Submission
Batch Server Processes Request
Request Terminated
Request Interruption Demand
Request Running
/ © Sage 2011
Workflow Engine
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Sage X3 Process
Log Table
Triggering ConditionsTriggering Conditions
Event CodeEvent Code
Triggering Action(Button,
Operation…)
Triggering Action(Button,
Operation…)
Additional ConditionsAdditional Conditions
Action ParametersAction Parameters
Return ValuesReturn Values
Message TextMessage Text
AttachmentsAttachments
Send OptionsSend Options
RecipientsRecipients
Return ShortcutReturn Shortcut
Log Structure and Data Definition
Log Structure and Data Definition
Event Type(Object, Batch
Job…)
Event Type(Object, Batch
Job…)
Return Shortcut
Users
Sage X3 Context
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GBIDC1/2/3GBIDI1/2/3GBIDA1/2/3GBIDD1/2/3
/ © Sage 2011
E-mail Principles
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Sage X3 Server(s)
Web Server(s)
MAPI Client
MAPI SMTP
Email Server
/ © Sage 2011
Signature Principles
Sage X3 Server(s)
Web Server(s)
MAPI Client
MAPI SMTP
Email Server
TEC201: Common Tools Advanced23
SIG
/ © Sage 2011
Workflow Parameters
TEC201: Common Tools Advanced24
SERMES
TYPMES
WRKDAY
WRKRMTDIR
WRKRMTHTTP
WRKRMTMAC
WRKSINTER
WRKSINTRA
SMTP E-mail Server Identity Type of E-Mail Server Number of Days prior to today for Workbench
dates Web Server Directory to place workflow Files Web Server location to process Workflow Files X3 solution connection information Internet Workflow Feedback Intranet Workflow Feedback
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Workflow Rules
Parameters > Workflow > Workflow Rules
This allows more complex Workflow Scenarios to be definedAdditional types of triggering events
More than two recipients (and these can be variable)
Signature processes can be defined (and records updated)
Delegation can be used
Parameterization screen of the Workflow rules is comprised of 5 tabs, with the first three concerning the basic parameterization and the other two enabling an advanced parameterization .
Notifications can be sent by E-mail or logged as an entry in the Workflow Monitor or both
/ © Sage 2011
Workflow monitor
The workflow monitors are used to display the flows to be monitoredUsage > Workflow monitor
Event trackingEvent update
Creation of a planning workbenchParameters > Workflow > Planning workbench setup
An enquiry is used to filter and present the flows to be tracked
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Part 2
TEC201: Common Tools Advanced27
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Report Principles
TEC201: Common Tools Advanced28
Sage X3 Server(s)
Web Server(s)
Print Server(s)
Request
Request
CrystalReport.rpt
/ © Sage 2011
Sage ERP X3 Solution
X3 (Reference Folder)
TESTTest Folder
PILOTPilot Folder
LIVELive Folder
Patch Management (Sage X3)
TEC201: Common Tools Advanced29
Creation
Inheritance
IP Port
Runtime
Integration
/ © Sage 2011
Sage ERP X3 Solution
X3 (Reference Folder)
TESTTest Folder
PILOTPilot Folder
LIVELive Folder
Patch Management (Development)
TEC201: Common Tools Advanced30
Creation
Inheritance
IP Port
Runtime
Integration
/ © Sage 2011
Sage ERP X3 Solution
X3 (Reference Folder)
TESTTest Folder
PILOTPilot Folder
LIVELive Folder
Patch Creation (Development)
TEC201: Common Tools Advanced31
Creation
Inheritance
IP Port
Runtime
Creation
/ © Sage 2011
Archive & Purging Principles
TEC201: Common Tools Advanced32
Working Folder Archive Folder
Group of Tables to beArchived
Group of Tables not to beArchived
Archiving
PurgingPurging
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Part 3
TEC201: Common Tools Advanced33
/ © Sage 2011
Tools
Toolkit (Searches, dictionary etc.)
Database mass updates
Maintenance
TEC201: Common Tools Advanced34
/ © Sage 2011
Documentation
This function is used to personalize the standard delivered documentation or to develop the documentation on specific developments.
This function is integrated into the software package and is based on the organization of the X3 entities.
The start entity of a documentation is the X3 (AFC) function to which the documentation is linked. The main components of a function may concern specific documentation (Action, Screen, Table etc.)
Documentation organization is based on that of the X3 dictionary. Documentation may be based on a link table used to associate additional documentation.
The structuring elements of a document are as follows:The language code
The type of X3 entity documented
The associated components.
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Documentation
X3 documentation is organized in paragraphs. One paragraph is made up of a workframe which describes the hierarchal organization of the basic text it is made up of.
The description of the paragraph’s structure is saved in the ADOCUMENT table.
Paragraphs may be accessed directly via online help.
Compiling this hierarchal structure with the associated texts enables the documentation generator to produce XHTML text.
These paragraphs may be generated automatically according to the type associated (function / activity code etc.)
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Thank you for your attention
TEC201: Common Tools Advanced37