In Enterprise Management, we have two very valuable features that are frequently overlooked: Memos and Criteria. Let’s look at how you can utilize them.
Tired of entering the same Parameters every time you run a report or an inquiry? The Memo button can be used to save the setup values entered, simply by giving the memo a name.
1. Select your report and complete the Parameters grid.
2. Click Memo
SAML2 is method of using independent external authentication and it can be utilized with Enterprise Management. For SAML2, as well as OAuth2, the application grants access only when authenticated by a dedicated external server is successful.
This is an example of using SAML2 with Okta. We cannot provide examples for use with every identity management provider and you likely need to extrapolate information from your own configuration…
In Enterprise management support, the concept of test folder and how it applies to patching comes up time and time again.
So, what is a test folder? Depends on who you ask this question from, the answer might be different. If you ask an Enterprise management customer, they would probably point to a folder that they can play with and enter test transactions.
But in Enterprise management vocabulary a real Test folder is a…
Prior to V7 you could use ver$ to get some information like the serial number in 4GL code.(similar to below)
But starting with V7 and changes in license system in Enterprise management, now license is stored in MongoDb, so how would you go about writing code to check the license for example serial number.
This is possible thanks to methods already developed for license retrieval.
Before we get to the example review the…
Sage Enterprise Management provides the convenience of being able to use web services which can provide real-time interfaces between the ERP and external applications. We can expose custom or existing Enterprise Management objects and functions as web services.
One method that can be used with web services is Simple Object Access Protocol (SOAP).
As of Product Update 9, web services is part of the Syracuse platform. Did…
How many times have you looked at Sage Enterprise Management and noticed a new Menu item or function?
Today is another day and another useful function/menu, so let's start with Database properties (Function TRTPROP)
You can run this function from Development, Utilities, Verifications, Database, Properties.
Before we get to some useful information that this tool provides, if you look at online help for this tool,…
This blog series (this is Part II) is designed to help you become more familiar and comfortable with Dimension Types and Analytical Dimensions in Enterprise Management. There is great information in the Online help center. Your business partners and Sage Professional Service consultants are your resources for setup design and strategy.
Someone recently asked me a question in Fixed assets module and the question was, how to setup default dimensions and is it possible to edit them?
Fixed asset dimension values can be entered manually or by setting up a default dimensions. To view the dimension go to Fixed assets, Fixed assets, Assets, under allocations tab, analytical grid. The entry of analytical dimensions…
This blog series (this is Part I) is designed to help you become more familiar and comfortable with Dimension Types and Analytical Dimensions in Enterprise Management. There is great information in the Online help center. Your business partners and Sage Professional Service consultants are your resources for setup design and strategy.
As the first step of getting to know your Dimension Types and Analytical…
Have you ever had a need to find out who changed the web server user? Maybe you wanted to find out who gave admin rights to a user?
While this feature is not available in current version V11, it's available in Enterprise management Cloud and also next version of V12(so maybe this entice you keep a look out for V12).
There is a new menu under Administration called MongoDB traceability and here is how you can use it…
One way of creating an asset in Fixed assets, Fixed assets, Assets is by capitalization of expenses.
In this scenario user had generated an asset by capitalizing an invoice and then when he went back to add additional expenses to it, he couldn't see those invoices/ credit memos under capitalized expenses grid.
What is causing the user to not see the invoices in the list?
First we need to look at the setup of the linking…
This is an example of SAML2 use with Microsoft Azure. We cannot provide examples for use with every identity provider and you likely need to extrapolate information from your own configuration…
You might have a business need to verify the current session's user credentials before certain actions are taken.
This requirement exists for certain industries (such as CFR 21-11 in pharmaceutical industry) to force in some cases an authentication (in order to secure some modifications).
Starting with V11 there is an API developed which can give you this option, below is an example of using ASYRFNC.ACHECKCONNECT
Have you wondered why there are no journal entries processed for the accounting allocation modification function in Fixed Assets module?
How many times have you looked at Sage Enterprise Management and noticed a new Menu item or function? Today I like to talk about Database Consistency verification (UTIBASE). You can run this function from Development, Utilities, Verifications, Data.Before I talk about one interesting usage of this tool, if you look at function help for this function you will see below.
As the online help mentions, running this tool for…
Previously here I discussed how you can call an external REST web services in classic function in Wait(synchronous) mode, and in that blog post I demonstrated an example using ASYRRESTCLI API to get exchange rates from a JSON API called http://fixer.io/.
Today I like to show , How you can run the same call in Future(asynchronous) mode.
The difference between Wait and Future mode, is that for the first one which is synchronous…
How can we empower a user to work more efficiently? We can make it easier for a user to accomplish their task. Some users spend much of their time in the same entry transaction or the same report. Although it may be necessary for the user to have the ability to choose a different transaction, we may not want them to have to make the decision each and every time they attempt to use the Enterprise Management function…
Imagine in your customization you have a requirement, to check what is the current role of the user who is logged in? Maybe only someone with admin role should click on your button.
Before we get to the example, you should search online help for “API to access to user profile”
Now here is the example, I am going to add a new button in my Sales order that checks for Admin profile.
With each check run in Enterprise Management, you strive to pay all your supplier invoices on time, but not early and take advantage of discounts. Occasionally, the Payment Proposals doesn’t include all the invoices you expected. Here are some tips on what to look for when that happens.
Check that the payment methods defined on the payment type are in the “Authorized" list of payment methods and that Auto…
So you have created the greatest report of all time. Now that you have done all of this work, how are you going to make it available to your users so that they can appreciate it?
1. Add the report to your environment
Previewing a report to ensure proper formatting and correct results is smart. The ability for a report writer to preview a report within Crystal Reports designer can be a real time saver.
In support, we are occasionally asked how to preview without an error. Some of the common errors that a designer will see are:
A table or view cannot be found
When using TextForCode, TextOfChapter, TranslatedTextForCode, X3TranslatedText…
If you are going to preview your report design inside of Crystal reports, you likely need to know what parameters you need to use during your preview.
Not all parameter values come from user entry, some values are automatically sent by the supervisor. There may also be a need in troubleshooting to determine what values are being passed to parameters to a Crystal report.
How can you determine all of these values?
In V11.0.7 when a work order components are partially tracked the start and end dates fields get cleared on the GESMFG screen.
Steps to replicate:
It is month end and there’s a shout from accounting “Help! Transactions didn’t hit the General Ledger!” You find that some or all transactions aren’t captured in journal entries. What happened and what can you do?