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Installation + User manual Exact Synergy Enterprise

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1. Alternate Key SQL This query will be used in case a different key value should be used Show input field The checkbox show input field is to determine if the input field before the browser should be shown When unchecked the input field is not shown Browse button The browse button will redirect to an application where the browser can be tested When browsing on the available browser you will see the following workflow browser with the columns Name Query and Standard browser Name the name of the browser Query the query used in the browser Standard browser is the browser a standard browser in the repository yes no In Synergy there are a number of standard system browser which are defined those are the browsers where the query column value is empty 35 Sim Systems _ History De GLM Systems For a better fit Exact Synergy Enterprise Workflow Plus E OE Usted UREA nn OTE OOO My work Create Search People Accounts Requests Documents Mandatory U E Selection b Exact Ard it all comes together Browser Browser Division Resuk columns Reference URL Reference SQL Altemate Key Sql 2 Pur Creator Division seOrderG ICEMPoOrder asp SELECT ord_no FR Show mputfield 7 _ E Exact Synergy Enterprise Webpage Disiog Workflow browser Asset Assortment CostCenter CostUnit Country Currency Division DocumentCategory DocumentMainCategory Docum
2. 33 De GLM Systems Exact Synergy Enterprise Workflow Plus 4 9 Browse fields Free fields can be changed to use a predefined browser in the system or a newly created browser This browser can browse on data in Synergy data in Exact Globe or Exact Macola ES Currently free fields are limited on the data that can be browsed on and the back office data can t be browsed Free text fields Items Project and tax codes Free number fields People and assortments Free guid fields Request Documents Accounts Contacts Transactions and items By making use of existing system browsers all data in Synergy can be selected via a browser in a request You also can create your own browser in case the browser you need is not available SIM Systems Start Page History HRM Customers Financial Workfiow Documents System a lt 9 58 z M s andatory un 2 2 2 f 3 Referenc URL ICEMPoOrder aspx70rderT ype N amp Division 5558 OrdeiNo Reference SQL SELECT ord_no FROM poordhdr_sqi WHERE ord_no P1 For a free request field of type text guid and number the following additional fields are available to select a browser 34 gt GLM Systems Exact Synergy Enterprise Workflow Plus Browser The browser to be used for this field The browser can be selected from a list of browsers The first browsers displayed are a number of standard system browsers and your own custom defined browser
3. For a better fit Exact Synergy Enterprise Workflow Plus The Query parameters Assortment will be the field column which has the in the where clause This field need to be linked to the field on which the item browser is depending The Dependency field in the request field maintenance The Table list Items is the list of tables in the query including the alias if used separated by a Once the browser is setup and saved and the Item request fields is opened in the browser section you will see a field Dependency Assortment and a dropdown box with all the request fields Select the Free number field 1 in this case Assortment field as this is the label given to the free number field 1 After saving the item request field the item browse will be depending on the assortment field a s of es T aae T caa roms T aans v My work Request Field ee crete Ce Search ee R People Request ty m R 3 Adventure Bike LW Black Mechanical Bike Horn SIKEAS Adventure Bike LW Black BIKE DEMO Adventure Bike LW Black ITEMS PER QUOTE Items per quote Swi 1 SN 1 Serial Number Component 1 SN 2 Serial Number Component 2 SN 3 Serial Number Component 3 SN 4 Senal Number Component 4 Attachmen ts Total attachments size allowed 500 MB 48 De GLM System For a better fit Exact Synergy Enterprise Workflow Plus 5 Reference field The refere
4. Secunty level Internal hd 10 Start date 09 21 2013 End date i 7 Hours 0 00 Remarks Request Timestamp Full screen Attachments Browse Total attachments size allowed 500 MB 4 4 Fields only editable in new mode soe OB a In the request definition you can set if a request field can be edited in open approve realize or process status In the standard request definition it is not possible to make a field editable in new status but non editable in the other statuses An additional option is added to the request field definition which makes it possible to set the editable option for the new mode 13 a GLM Systems For a better fit Exact Synergy Enterprise Workflow Plus Gps Lfttesi Preferences About Sim Systems es ss rovartes otstary HAM Customers Financial Workflow Documents System Logistics Projects Configurations Proarement My work Request Field e 7 Oute Save Delete Close gt Search General People lad aly X Property V Accounts Position L Postion 2 mion vV ront A Requests a ee Default Documents De faut Sue Dea V Sty Nomal v ew E Resized v Open fy Processed iv Appr iv Reected Vi acufty eve tena v 10 Able v v tart Open Restzed ved Processed Rejected Edt Omet Vv New ivl onan Resize Vv M Faxr And amp sil comes together Gis Limaj Pre
5. Start Page History 98 Customers Financial Worktiow Documents System 3 j gt Division gt Person bd a Sales manager No No No People Current No changes ad Current No changes Current Current No changes Current No changes Current No changes Exact Ard it all comes together Based on the business requirement from the user you can determine which step in the process flow needs action from each user before the request will go to the next status in the process When enabling checking the approve everyone means that all users which have the request in their workflow will need to approve before the request will go to the next status for realization or processing Similar logic applies for Realize everyone and Process everyone 10 a GLM Systems For a better fit Exact Synergy Enterprise Workflow Plus For a request with the multiple approval enabled it will show additional information in the steps displayed in the request It will show the name s of the person s that already have approved the request in addition who still needs to approve the request mersifeam ferences r Multiple Approvers Example 00 034 636 PDE Be A 280 8a O Status Open Modified Susan Brooks 09 21 2013 12 2 My work Create gt Search Save Refresh Delete Copy Approve Reject Close J Sis Lamers Jan H Person 5 09 21 2013 12 17 Role Sales manager Accoun
6. gt GLM Systems Exact Synergy Enterprise Workflow Plus FreeNumberField_08 FreeNumberField_0O9 FreeNumberField_10 Free Number 11 FreeNumberField_11 Free Number 12 FreeNumberField_12 FreeNumberField_13 FreeNumberField_14 FreeNumberField_15 FreeNumberField_16 FreeNumberField_17 FreeNumberField_18 FreeNumberField_19 FreeNumberField_ 20 FreeNumberField_21 FreeNumberField_ 22 FreeNumberField_ 23 FreeNumberField_ 24 FreeNumberField_25 FreeNumberField_ 26 FreeNumberField_27 Free Number 8 Free Number 9 Free Number 10 Free Number 28 Free Number 29 Free Number 30 Free Guid 11 Free Guid 12 Free Guid 13 Free Guid 14 Free Guid 15 Free Guid 16 Free Guid 17 Free Guid 18 Free Guid 19 Free Guid 20 Free Guid 21 Free Guid 22 Free Guid 23 Free Guid 24 Free Guid 25 Free Guid 26 Free Guid 27 Free Guid 28 Free Guid 29 FreeNumberField_ 28 FreeNumberField_29 FreeNumberField_ 30 FreeGuidField_11 FreeGuidField_12 FreeGuidField_13 FreeGuidField_14 FreeGuidField_15 FreeGuidField_16 FreeGuidField_17 FreeGuidField_18 FreeGuidField_19 FreeGuidField_ 20 FreeGuidField_ 21 FreeGuidField_ 22 FreeGuidField_ 23 FreeGuidField_24 FreeGuidField_ 25 FreeGuidField_26 FreeGuidField_27 FreeGuidField_28 FreeGuidField_ 29 29 gt GLM Systems Exact Synergy Enterprise Workflow Plus FreeGuidField_30 FreeTextField_ 31 FreeTextField_ 32 FreeTextField_ 33 FreeTextField_ 34 Free Text 35
7. A list of available fields in the request type which can be used as input parameter By clicking the add button the selected field will be added to the parameters Parameters Parameters to be used by the url Format is URL Parameter name 1 Request field name 1 URL Parameter name 2 Request field name 2 Example Text Description DOCAuthor EmployeeID In the above screenshot that would mean that when the hyperlink is clicked it will open the document search screen with the Text and Created by already entered based on the values in the request 4 8 3 Free fields table and field names All the free fields are stored in the table GLMSysWflRequests Free Text 16 FreeTextField_ 16 Free Text 17 FreeTextField_17 Free Text 18 FreeTextField 18 Free Text 19 FreeTextField 19 Free Text 20 FreeTextField 20 Free Text 21 FreeTextField 21 Free Text 22 FreeTextField_22 Free Text 23 FreeTextField 23 26 gt GLM Systems Exact Synergy Enterprise Workflow Plus FreeTextField_24 FreeTextField_ 25 FreeTextField_26 FreeTextField_27 FreeTextField_28 FreeDateField_19 FreeDateField_ 20 FreeDateField_21 FreeDateField_22 FreeDateField 23 FreeDateField_24 FreeDateField_25 FreeDateField 26 FreeDateField_27 Free Yes No 15 FreeBooleanField 15 27 gt GLM Systems Exact Synergy Enterprise Workflow Plus Free Yes No 16 FreeBooleanField_16 Free Yes No 17 FreeBooleanField_17 FreeAmountField_19 28
8. About exact HRM Customers Financial Workflow Documents System v My work rs ny C gt Search People e D o Do o Criteria 0 Accounts Server Application Starts vith gt Person Bi Text Contains Requests Exclude v Documents Ip Av Date avy Server av Application av Person Av Session 1 See solution given in 4 1 1 The repository needs to be rebuilt 6 3 Repository failed to create class GLMSys WorkflowPlus Repository RequestExtension from assembly When opening a request and you get the message Repository failed to create class GlmSys WorkflowPlus Repository RequestExtension from assembly GlmSys WorkflowPlus Repository could not load file or assembly GlmSys WorkflowPlus Repository dll or one of its dependencies The system cannot find the file specified this is most likely after you have uninstalled the workflow plus add on To remove this message a repository rebuild need to be done After rebuild of the repository this message will not be shown anymore 53 De GLM Systems For a better fit Exact Synergy Enterprise Workflow Plus 6 4 Workflow email notification Failure sending email The remote name could not be resolved your email server This message is given when there is no internet connection Make sure you have a connection 6 5 Workflow email notification Value cannot be null Parameter name This message is given when the e
9. The Result columns we will give the value po ord_no po ord_no v vend_name this will overwrite the value given in the browser The first column po ord_no is used for the key the two other columns po ord_no and v vend_no are used in the reference link Reference URL ICEMPoOrder aspx OrderType N amp Division Division amp OrderNo is the link which will display after the browser In this case the link will start up the Interconnect purchase order application The parameter Division will automatically be replaced by the division of the creator The OrderNo will be filled automatically based on the selected account Reference SQL SELECT ord_no v vend_name FROM poordhdr_sgl po INNER JOIN apvenfil_sql v ON v vend_no po vend_no WHERE LTRIM RTRIM ord_no P1 The P1 parameter will be automatically replaced by the order number Show inputfield the show inputfield is checked and the order number also can be entered by the user The result in a request will look like GEM Systems Start Page Y History HRM Customers Financial Workflow Documents System InterConnect Logistics My work FreeField Reference and browse 00 034 643 G amp G GB 5 a a 6G Ba Create Statu Modified Giss 24 7 Search Save Refresh Delete Copy Appl E Exact Synergy Enterprise Webpage Dislog People Create Purchase order list Gus Lamers 09 22 2013 22 43 Search Reset Security level Interna Start dat
10. e When a role is used and there is nobody in a role level with a high enough limit it will look at a higher level For example in the division there is no person within the role with a high enough purchase limit then it will look for a person with the same role at group level 19 De GLM Systems For a better fit Exact Synergy Enterprise Workflow Plus Sim Systems_ Start Page History HRM Customers Financial Workflow Documents System j urrent No changes ur oc hd A My work Create Search Peopl Act t Requests tep action te Realize 4 san atahan te Realized _ Do t Division Person p Current Assign Remark No No ja Current No changes X lext Ac t Stat Current No changes M can process the request Process 5 tep status t Processed g3 Division Person Current Besine Flame No No Type Current No changes lext A t Stat Current No changes Current No changes bd l A Status Current No changes Exact Ard It all comes together we ial Level Division 4 7 1 Setting up multiple purchase limits Before the purchase limits can be set at the person the rules need to be defined for does purchase limits This can be done in the Rules menu enable the menu via preferences In this example we will setup a rule for inventory and non inventory items These rules will be later linked to the purchase limit and set in the request definition Open the rules via the rules menu click new to cre
11. t Level Division Approved sl Reg as Person a 4 Description Muliple approve Documents Account 2 Remarks Request Timestamp Full screen In the workflow search three new columns Approved everyone Realized everyone Processed everyone are available which shows all the users who approved realized or processed The columns can be added via the customize function of the workflow search amersdifemnbferences About Sim Systems coeur raa SS a ae 4 s N My work Workflow Search Requests a x o Close Creste Search Export Create letter Create email Search ID 034 636 11 a GLM System For a better fit Exact Synergy Enterprise Workflow Plus 4 3 Visibility request field based on security level or role The setup of the visibility request field is done at the request field as part of the maintenance of the request type When opening a specific request field or request section there are two new fields in the visible section e Security level e Role GEM Systems Start Page History HRM Customers Financial Workfiow Documents System My work Request Field Save Delete Close item 1 Sales price y Person Exact And it all comes together To determine who can view a request field set the specific security level or role Persons who can view the request but have a lower security level as defined for a specific f
12. 04 2014 Procurement Your icense Workflow us 09 01 2014 09 01 2016 wil expire soon 14 04 RoissPius 09 01 2014 09 01 2016 2014 Batch S 404 Create utions 4 gt Search Solutions People Code Tithe Ld GUUS fi GUM Systems Core MSys Procurement GLM Systems Procurement E GuvSys AolePtes GLM Systems Roles Pus Requests GLWSvs Work Sow Phas GLM Systems Workflow Plus Documents J Solution Title Description Batch Database Account code developer Account name developer GLM Systems Core GLM Systems Core 1 1 738314 GUM Systems Sdn Sha Application extensions Application Extension classes Menu sections Buttons Search fields Card sections Monitor items Solution Title Description Batch Database Account code developer Account name developer GLM Systems Procurement GUM Systems Procurement 9 9 738314 GLM Systems Sdn Bhd Add on applicabons Type aspx Custom GLWSys Procurement xmi 2251 Purchase requsfons 2252 Request for quotes 2253 Purchase orders Application extensions Applicaton 4 Menu sections Search fiekta Montor items A Q 2 Q Q WReavestT ype aspx 1 2 9 2 2 2 WR F x 1 2 2 g 2 Q Y WrSearch aspx 1 g Q 1 o Q a GLM Systems For a better fit Exact Synergy Enterprise Workflow Plus 4 Setup 4 1 Introduction This setup chapter will describe how to setup the modules Multiple Approval Visibility request field based on security level or role Email notification Email Free fields Purchase li
13. 2000 for non stock items the request would then be assigned to a person with high enough purchase limit When the item would be a stock item and the amount 3000 dollar Eric would be able to approve 22 a GLM Systems For a better fit Exact Synergy Enterprise Workflow Plus 4 8 Free fields 4 8 1 Additional Free Fields Standard there is a limited set of free fields the number of free fields with this module is extended All of the free field types have no 50 free fields or more with the same features as a standard free field e 65 free text fields e 50 free guid fields e 50 free number fields e 50 free yes no fields e 50 free amount fields e 50 free date fields e 20 free comment fields These free fields are also available to use in a standard workflow search or Pivot Analysis Views Sim Systems HRM Customers Financial Workflow Documents System s x 9 My work Workflow Request type Visibilty Request Field Example Create Created Gijs Lamers 03 26 2 Modified Gas Lamers 09 21 2013 1 gt Search Save Delete Copy E Geact Synergy Enterprise Webpage Dialog People General Fields Flow gt i Fields Fields Add Section ada Search Reset j Acc t a Name Default Note 1 Person Name Current x 4 TA manne d e 3 Amount zez uso x t 4 P Free Number 16 Documents 4 Security level Free Number 17 x t 5 Stan date Free Number 18 Current x t 4 6 Enddate Free Number 19 x 4
14. Administrator Corporate Inactive Marketing manager Division Blocked General manager Corporate Contract end date Professional Division Purchase limit_ 0 00 Enabling add on solutions Division Reseller manager Corporate Production manager Division HR Division 6 6 Server Error or Compilation error Server Error in Synergy Application Compilation Error Description An error occurred during the compilation of a resource required to service this request Please review the folowing specific error details and modify your source code appropriately Compiler Error Message BC32206 The project currently contains references to more than one version of Exact Core a direct reference to version 5 0 0 336 and an indirect reference through GLMSys VYorkflowPlus PageExtension YYorkflowPlusSettingsExtension New to version 5 0 0 338 Change the direct reference to use version 5 0 0 338 or higher of Exact Core Source Error Line 93 Dim workflowPlusSettings As GLMSys WorkflowP us PageExtension WorkflowP1lusSettingsExtension Line 94 Line 95 workflowPlusSettings New GLMSys WorkflowPlus PageExtension Workf lowPlusSettingsExtension Page env Line 96 Line 97 If IsNothing Employee Value Then Source File C Synergydocs GLMSysWorkflowPlusSettings aspx Line 95 ompiler Warning Messages show Detailed Compiler Output 54 gt GLM Systems Exact Synergy Enterprise Workflow Plus When opening the workflow plus settings ap
15. After these browsers all browsers available in the repository are displayed Division The field which will determine the division to be used for the browser The following options are available e Creator Division the division of the creator will be used for the browser e Person Division the division of person selected in the person field will be used for the browser e Current Division the division of the user currently logged in will be used for the browser e Division the division used for the browser is based on the division field division 2 Result columns The result columns are the normally two columns in the table with the first column being the key value the value which will be stored when saving the request and the description column which is used to display the description and or hyperlink of the browser The result columns field is also available in the browser maintenance when already filled in as required at the browser this doesn t need to be entered again Reference URL The application which should be opened when clicking the hyperlink right of the browser Reference SQL When a different reference description should be displayed a query can be entered here which will get the reference value The query will be similar to SELECT cmp_name FROM cicmpy WHERE cmp_wwn P1 Where cmp_name is the description which will be displayed and cmp_wwpn is the key the P1 will be automatically replaced by the actual value
16. Start date 09 21 2013 End date Duration 0 Remarks Request Remarks Workflow Exact And it all comes together 4 7 Purchase Limit In the standard request type definition at the approve stage you have the option to enable the purchase limit check The purchase limit set at the resource card will be checked against the amount in the request In case the amount in the request is above the purchase limit of the person it will look for the next person who has a high enough limit to approve The Purchase Limit module also enables this option for the realize stage and the process stage In the request definition there are five extra options e Approve Purchase limit remark e Realize Purchase limit e Realize Purchase limit remark e Process Purchase limit e Process Purchase limit remark When enabling this feature you can enable the purchase limit check also for the workflow realize and process step The purchase limit check has additional features which are not available in the standard purchase limit check e Multiple purchase limits can be linked to a person Normally only one purchase limit can be linked to a person but now it is possible to have multiple purchase limits per person which have different rules checks This allows to setup a purchase limit for purchasing of office Supply non inventory items which will normally have a lower limit and setting up a purchase limit for items needed for your production or project
17. TUM Systems NS SS Oe Ee ee HAM Customers Financial Workflow Documents System Logistics Projects Configurations Procurement My work Request Field d v Creste Save Close Search People lad Ace d Req feact Ard all comes together pe GLM Systems Exact Synergy Enterprise Workflow Plus 4 8 2 Free text fields hyperlink url With the free text field hyperlink feature it is possible to have an url in your text field and via a button this url can be opened The url parameters can be from other fields in the request A possible use could be that one of the request fields has the tracking number of a package and the hyperlink is using this value as parameter to open the website which tracks the package The hyperlink can be to an external website outside of Synergy or can be a webpage in Synergy When the user enters a valid url in the text field and hits enter tab or moves to the next field a button will appear behind the text field Attachments 25 pe GLM Systems Exact Synergy Enterprise Workflow Plus In the request field definition a new section for the hyperlink feature is added exact SS News Explorer Create Favorites a HubSpot Maikhimp ConstantContact Url The url for the hyperlink when the text field is set to read only and the default text is set the hyperlink will show the default text but when clicked it will go to the entered url Parameter
18. g 11 10 12 i 23 Payroll 0 16 15 11 35 7 4 PayroliNi Q 9 Q Z 16 6 25 PayroliDE 0 18 1 u 72 9 26 PayrolAT 0 11 3 12 38 1 27 PayrolMYy Q Q 5 Q 28 PayrolUS Q 4 1 2 I 1 29 Contract 0 4 i 1 4 31 PayrollES 0 8 i 6 4 2 32 PayrollAE Q Q 5 3 33 PayroliCN 9 5 Q 5 g 9 3 BA 0 ii 12 10 4 5 35 SOlReporingSeneces 0 11 11 9 2 36 HourEnt 0 1 1 Q 3 38 SMS 0 36 55 29 32 B 39 WordMerge U 4 2 1 3 40 ShopFloorControl Q I 1 Z 2 Q 1135 SCP 0 9 10 3 Q 3 1138 Configurator 0 18 17 ii 3 23 2257 GLMSys WorkdiowPlus 0 4 i Q 1 2258 zGLMSys WorkfiowPius 0 3 3 2 Q 1 2275 GLMSys SSRS 0 2 4 0 Q 2 2276 zGLMSys SSRS 0 2 1 0 Q 0 12540 nterConnect 0 1 j 0 Q 28 ERObjects asp piD 1 After opening the group look for the business component GLMSysWflSendEmail and open the businesss component De GLM Systems For a better fit Exact Synergy Enterprise Workflow Plus Gijs Lamers iftdferences About Sim Systems Start Page Customers Financial Workflow Documents System My work o Repository group 2 amp 9 v Create Edit XML Consistency check Close Ba Group WMSE riflowP lu X Description People Business entities 0 Business components 4 Data components 4 Functional components 1 Domains 0 Browsers 1 Accounts Business components Name Description Web service Properties Requests GLMSysWiEbcBrowser Work iow Browsers 17 GLMSys VE mailNotifcation Workflow Plus Enable Disable Email Notification 5 GLMSysWiR
19. gt GLM Systems Installation User manual Exact Synergy Enterprise Workflow Plus Version 19 GLM Systems Version 2 7 Version date 21 Jan 2015 gt GLM Systems Exact Synergy Enterprise Workflow Plus Contents 1 IMEFOGUCEION sssrin aeai 4 1 1 PEVISA EEEE A A A RR 4 Zi ANSTANAUION sssrds a 5 2 1 Run tne Stale sisepinna ie ipeni eiaa aapi aeia aiaiai 5 2 2 CODY ME Iene Tle perper EEEE EEEE EEA REREN 6 2 3 Generate Medai eosina nchialsechidadinckeid idan Munna huninde hides 6 Se LICCHNSC ivisceccccitienss rniseerecateenst a aaa 8 Bs SOUU jade csveesuasscdauaasnecuucennsesceneciestesudeasteatececessuseassasuecasecnsdeceteas 9 4 1 PITEPOGUCHOM trsxecactnarhcactnauhcactnanhsantnarhsacinanhsaxtoauhcacboanhsevinataniaaiatanaaiaTasATAaTaRATRETARE 9 4 2 MOTE DIC ADDI OV alesscssusecurscunececeuiaons otet r nE DENE EADE NS EESE ENNE Ea aa N 10 4 3 Visibility request field based on security level or role s ssssssssssenerererrensnnrnrnrnrrrrnnsrnnn 12 4 4 Fields only editable in MEW MOdeC cccccccccsceseeeeeeeccneeeeeseuneaeteesseusenteeseeuuentteetsaggangs 13 4 5 Elta MOUMCAUOM ii ci citicier titer eiieueucreteunueiiieunueieunreiieunueieatiuaduadiuadduadiuasduadiuaten 16 4 6 PEW alll sca P T eta ee TT cg gete ose ue sees eee Ab ered E eee ee oe eee ce oe eee ee 18 4 7 PUF Na e ILI Witesteenisrnteencrvntiviut EAEE E EEE EREE 19 4 7 1 Setting up multiple purchase limits cece cece eee eee esses eee eeeeeeeeeeeeeeeeeenee
20. no po vend_no Up PO No Down Both Both Caact Arc it si comes together When clicking Save Edit column info the above screen is shown To switch between the columns you can select the columns from the column list displayed on the right The Quick search column is set to Both When the quick search column is not set and the purchase order number is entered manually it can t be found The Domain is set to bkstnr_sub The domain will determine the length of the field in this case the bkstnr_sub length is 8 which means for the order number field the length is also 8 When the domain is not set the length will be the default length of the free text field 43 De GLM Systems For a better fit Exact Synergy Enterprise Workflow Plus Once the browser is created you can select the browser in any free text field as the browser key ord_no is a field of type text Browser Browser d PurchaseOrderBO New Division Creator Division v Result columns po ord_no po ord_no v vend_name Reference URL ICEMPoOrder aspx OrderType N amp Division Division amp OrderNo SELECT ord_no v vend_name FROM poordhdr_sql INNER JOIN apvenfil_sql v ON v vend_no po vend_no WHERE LTRIM RTRIM Reference SQL ord_no P1 Alternate Key Sql Show inputfield WV Browse The Division we will set to Creator division This means that the browser on the purchase orders will use the division of the creator of the request
21. v Style Nomai Tv i ee E New M Realized V Open V Precessed V Approve iM Rejected V Security leve intereal r 1 Role x y SSS en Say Open Resized Approve sO rocessed ejected Edit Curent new MA Mandatory S S Open Resize Approve a Process Reject Galette TS Field 1 x Field 2 Z Browser amp C Divison Reswk columns Reference URL Reference SQL For the standard item field we will create a new item browser ItemAssortmentsDependency this browser will replace that standard browser t SERRE EMEN 4 My work Workflow Browser ae 7 Create Save _ Detete Save Test Save Eau Column into Search home nermnAssontments epender People Caption amr Term 10 0 E Caption suttix Term 10 0 Accounts Query SELECT ItemCode Description FROM Items WHERE Assortment ORDER BY ItemCode gt Requests EEEE T gt Columa info TremCode Description The Query SELECT ItemCode Description FROM Items WHERE Assortment ORDER BY ItemCode The will be replaced by the value in the field which is the reference field in this case the Number field 1 The Column info ItemCode Description can be maintained via the Save Edit Column info The Result colums ItemCode Description are the key and the description which should be shown at the browser the fields are separated by a 47 De GLM System
22. 7 Duration Free Number 20 x t 4 8 Remarks Request Free Number 21 x 4 9 R Ke Word Free Number 22 x 4 a Free Number 23 10 Attachments Free Number 24 Aa t Free Number 25 Free Number 26 Free Number 27 Free Number 26 Free Number 29 Free Number 30 Free Text 16 Free Text 17 Free Text 18 Free Text 19 Free Text 20 Free Text 21 Free Text 22 Free Text 23 Free Text 24 Free Text 25 Free Text 26 Exact Ard it all comes together 23 a GLM Systems For a better fit Exact Synergy Enterprise Workflow Plus SIM Systems B My work Request Field x o gt Create Save Delete Close Request eld Free Text 28 Request type 782 Visibilty Request Field Example D ment z Posit 3 Free Text 28 d Front Search ns le fault Label 2 oo Me Size Default v Style Normal X n v s h7 od y y j v 7 Internat 10 Edit v Current Mandatory 7i 7 v 7 7 Select Exact Ard it all comes together Show Freezing of Free Fields such as Freeze Everyone may now be done for Multiple Type Requests for our 10 Free Comment Field This is not possible using Exact s two comment fields Remarks Request or Remarks Workflow For the free comment fields additional settings are available to show the remark section on top Comment above freeze and to save the remarks in descending order Add latest comment on top so that the last remarks will be shown first Lifa Preferences About
23. 8 Configurator Documents 0O o o g l IS le le or ten lo He ten le lo Sio Kw e e ia In in IS 5 IB ws la lo BIE IB 10 le IS me H e ls co Ico i j wn i aa m Ik lO lO I I I lO lw Ir lO Cm Cm w io E io lw ia lo w ie e N io le N la la R m a o el S wo e n E le g lo IO 19 IO 6 IO 9 IO 6 IO I IO I IO 6 IO 6 10 6 IO I IO IN IO 0 IO 0 IO 0 In nm ay ye H je IN IN W N j E lua e lO I Im IO Iw IN I Ie IO E ko Io Is Io It3 D I is Is Is jo iw I 10 Ww le a u im ie wie bo I Er wo ev wm be VS ten ten too a te in i Is A I In the above screen shot you don t see the group GLMSys WorkflowPlus and ZGLMSys WorkflowPlus Which indicates the repository is missing Check the Synergy installation folder and see if the files Repository GLMSys WorkflowPlus xml and Repository zGLMSys WorkflowPlus xml are available in your Synergy installation xml folder When the two files are available the repository need to be rebuild Rebuilding the reposiory is done via System Setup Repository Rebuild After the rebuild the group GLMSys WorkflowPlus and zGLMSys WorkflowPlus should be visible in the repository explorer System Setup Repository Explorer 52 De GLM System For a better fit Exact Synergy Enterprise Workflow Plus Gijs Lamers Preferences About E Xact HRM Customers Financial Workflow Documents System oy C Business entities Bu
24. 9 22 2013 22 43 Manager Person Ace t Person amp lGijs Lamers CEO integrated Requests Description test Secunty level Internal g 10 E Exact Synergy Enterprise Webpage Dialog aa Start date 09 22 2013 Accounts End date if T Hours 0 00 Remarks Request Timestamp Full screen American Electric Power AT amp T Corporation Remarks Workflow Automated Engrg Svcs Corp Brett Co Compagnolo Manufacturer Cycle Scene Demo Customer Projects Den Bike South Heritage Leasing involute Trading Company Timestamp Full screen Account creditor 2 Free Text 1 974 Free GUID 15 A AT amp T Corporation Exact Ard it all comes together lt When changing the person selected in the request the browser data displayed will also change 41 a GLM Systems For a better fit Exact Synergy Enterprise Workflow Plus Sim Systems FreeField Reference and browse 00 034 643 PDEA BB EA 2 Pag My work Create Status Oper Modified Gigs Lamers 09 24 2013 12 43 Search Save Refresh Delete Copy Approve Reject Close Gus Lamers Gijs Lamers 09 22 2013 22 43 maa e Accounts ad Person 11024 A Lance Taylor Facilites Manager Integrated Requests Description test d Security level Internal X 10 Documents S m Ss Pap i Start date 09 22 2013 j E Exact Synergy Enterprise Webpage Dialog End date i Accounts Hours 0 00 Search Reset Clear Remarks Request Sam s Pizza Lance Taylor Timestam
25. Delete Close General Ferson 2 Eric Meijer Rule 9 PurchaseLimitNonStock Purchase limit After linking the rules to the approvers the rules can be linked to the request definition in the Flow tab When linked during the approve the purchase limit will be checked for the PurchaseLimitNonStock rule and the PurchaseLimitStock rule based on the item which is entered in the request Who can edit the newly created request Step action term Create J E Exact Synergy Enterprise Webpage Dialog Creator v O Person Rules Role Refresh Add Close Name J Description Active v RuleFormula Who can approve the request Step action term Approve Person Name Description Active RuleFormula Role Procurement manag Approved Inform Creator PurchaseLimitNonStock Purchase limit for non stock items V Item IsStockItem 0 Assume Ownership Division PurchaseLimitStock Purchase limit for stock items Item IsStockItem 1 Assign Ownership No Next Account Type Current No changes Purchase limit Remark v Page size Purchase limit Rule Selected 2 Who can realize the request In this example when the item is entered in the request is a non stock item and the amount is 3000 Eric Meijer will not be able to approve this request as his limit is only
26. FreeTextField_35 Free Text 36 FreeTextField_36 Free Text 37 FreeTextField_37 FreeTextField_50 FreeDateField_31 FreeDateField_32 FreeDateField_33 FreeDateField_34 FreeDateField_35 FreeDateField_36 FreeDateField_37 FreeDateField_38 FreeBooleanField_31 30 gt GLM Systems Exact Synergy Enterprise Workflow Plus Free Yes No 32 FreeBooleanField_32 Free Yes No 33 FreeBooleanField_33 Free Amount 31 FreeAmountField_40 Free Number 33 FreeNumberField 33 31 gt GLM Systems Exact Synergy Enterprise Workflow Plus Free Number 34 FreeNumberField_34 Free Number 35 FreeNumberField_35 Free Number 36 FreeNumberField_36 Free Number 37 FreeNumberField_37 Free Number 50 FreeGuidField_ 34 FreeGuidField_35 FreeGuidField_ 36 FreeGuidField_37 FreeGuidField_38 FreeGuidField_39 FreeGuidField_40 FreeGuidField_41 FreeGuidField_42 Free Comment 5 FreeCommentField 05 32 gt GLM Systems Exact Synergy Enterprise Workflow Plus Free Comment 6 FreeCommentField_06 Free Comment 7 FreeCommentField_07 FreeCommentField_10 Free Comment 14 FreeCommentField_14 Free Comment 15 FreeCommentField_15 Free Comment 16 FreeCommentField_16 Free Comment 13 FreeCommentField_13 Free Text 55 FreeTextField_56 FreeTextField_57 FreeTextField_ 58 FreeTextField_ 59 FreeTextField_60 FreeTextField_ 61 FreeTextField_62 FreeTextField_63 FreeTextField_64 Free Comment HTML 10 FreeCommentHTMLField 10
27. Requests Documents U O DOD EB Exact And it all comes together Workflow Browser Save Delete Name Caption Caption suffix Query Column info Result columns Query parameters Table list Secunty level Placeholders Maintenance Application Enterprise search entity Secunty provider Save Test Secunty provider parameters Used by Request type HRM Save Edit Column info Close Accounts SELECT cmp_wwn cmp_name FROM cicmpy ORDER BY cicmpy cmp_name cmp_wan cmp_name crnp_wwn cmp_name Customers Financial Workflow Documents System InterConnect x Term ID 0 Term ID 0 Request Field Name This is the name of the browser it is used in the source and repository to define the browser to use Caption The caption show in the browser TermID The term id of the caption Query This is the query the browser uses You can use parameters in that case also Query 36 gt GLM Systems Exact Synergy Enterprise Workflow Plus parameters must be filled Column info This is the definition on how to show the columns this will be filled when choosing Save edit column info Result columns This defines the columns the browser returns to the code Query parameters This list the parameters used by the query Table list This is a list of the tables used in the browser query Security level The security level the user has to have to use the browser Maintenance Applicatio
28. Timestamp Full screen Remarks Workfiow Timestamp Full screen Account creditor amp Free Text 1 974 Free GUID 15 2 Orders Exact Globe Sales Order Back Office Exact And it allcomestogether lt 4 9 5 Item field depending on assortment freefield Browser dependency on other request field in the request You can add a standard item request field to the request which has a selection option this selection is fixed and can t be made dependable on other fields in the request This is possible with the browse field option In addition to the free fields having the browse section to link your own browser also the standard browse request field like item1 item2 person and project will have the browse section to link your own browser This browse will then replace the standard browser In this example we will make a browser which depends on an assortment freefield In this case when browsing only the items will be shown which are linked to the selected assortment We will use free number field 1 as the assortment field with the standard reference selection Assortments 46 De GLM Systems _ Exact Synergy Enterprise Workflow Plus 4 My work Request Field ae e Search General People field Free Number 1 equest type i Reporti a See _ Accounts Position ESC eT Front C J Columas 11 R Requests Detach J a T O M EEE O a EL Text Assortment _ Color i Size Osik
29. ate Refresh Search People Error message Applicaton SysBrowser aspx Exact Web UI Browser System Siring ParseResutColumnns System Sting The folowing results columns were not found in the column wfo lt br gt po vend_name Source Function Stack Exact Web Ul Browse BaseGrowser ParseResultColurnns Stnng sResultCols Exact Web Ul Browse BaseBrowser OnLoad EventArgs e Exact Web UI Browse Browser Onl oadiEventArgs System Web UI Control_LoadRecursive System Web Ul Control LoadRecursive System Web Ul Control LoadRecursive System Web Ul Page ProcessRequestMain Boolean includeStagesBeforeAsyncPaim Boolean includeStagesARerAsyncPoint PurchaseOrderBO po ord_no po vend_name Name ResultCols Options 1 BRS_BackOfficeDivsionCode 555 BRS_EntityEGBrowser faise BRS_BackOfficeSetting false BRS_BackOfficeUseFmedCredentials faise BRS_TouchMode 0 IsModal 1 Exact And it all comes together 6 10 Browser You have insufficient rights to perform this operation This happens when the browser can t be found When testing the browser which is a division browser the division should first be selected 56 pe GLM Systems Exact Synergy Enterprise Workflow Plus Sim Systems a a en Workflow Documents System Interconnect My work Test workflow browser x ate Tay Close E Exact Synergy Enterprise Webpage Dia
30. ate a new rule Rules Refresh New Close Name Description Active Formula PurchaseLimitNonStock Purchase limit for non stock items vi PurchaseLimitStock Purchase limit for stock item v Item IsStockIt 20 De GLM System For a better fit Exact Synergy Enterprise Workflow Plus Rule Gijs Lamers Save Delete Close General Name PurchaseLimitNonStock Active w Purchase limit for non stock items Description Formula oe fl et operator net tureton ltem IsStockltem 0 Rule formula Name The name of the rule Active Is the rule active or not Description Description of the rule Formula The formula section allow you to select the fields on which you want to include in the rule when the field is selected from the drop down box click insert field select the operator lt gt etc and enter the value in the Rule formula text section In the example above a rule is created which will check on items which are not a stock item Now the rules can be linked to the person and a purchase limit for each rule can be assigned In the person card there is a new Purchase Limit section Purchase limit Add Name Purchase limit PurchaseLimitNonStock s 27 000 00 PurchaseLimitStock 10 000 00 When clicking the add button or clicking the link of the amount the purchase limit can be added or changed 21 a GLM Systems For a better fit Exact Synergy Enterprise Workflow Plus Rule Purchase limit Gijs Lamers Save
31. ceive this email this feature can also be disabled The setup for the email notification is done at in the Workflow Plus Settings page and in the request type maintenance To be able to send the email the email server details need to be defined in Workflow Plus Settings application a GLM Systems Exchange SMTP sendone com 2525 gijs gimsystems com Email notification Request type emren Fields to setup the email server in the Workflow Plus Settings are settings can only be maintained by the administrator E mail Exchange or SMTP Server Server which has the email program to send from Port Port to use to send the email to the email server optional User name User name which will be used to login in to the email server Password Password to login to the email server Enabled SSL Enable or disable SSL In the settings there is also a list of request types and their respective actions Each user can open the Workflow Plus Settings and by clicking on the send email check or cross each user can choose if he she wants to receive a notification email yes or no Email Notification Person 1 d Gijs Lamers Request type Action Person Send email Sales question Approve Gijs Lamers e De GLM Systems For a better fit Exact Synergy Enterprise Workflow Plus In the request type maintenance Flow tab there are 5 new fields e Approve Send email e Rejected Sen
32. cial Workflow Documents System InterConnect Logistics I m a x C My work FreeField Reference and browse 00 034 643 im g4 2 m x Create Status E Exact Synergy Enterprise Webpage Dialog Search Save Refresh Delete Copy Approve Reject Close Sales Order People i Gys Lamers Gijs Lamer Ace t Pi Person A Eric Meijer Senior Vi Requests Description test Secunty level Internal id 10 Documents Start date 09 22 2013 z P End date i 7 20000001 01 30 2013 700032 OVERHAUL 300HP MOTOR PO 12323 02 04 2013 ELEKTRO SERVE M SON BHD Hours 0 00 20000002 05 20 2013 700091 13 AC MOTORS 36621 05 20 2013 FILM EXPENSE INVENTORY ORG Remarks Request 20000003 03 01 2013 700091 13 AC MOTORS 36621 05 20 2013 FILM EXPENSE INVENTORY ORG 20000004 03 21 2013 700051 OVERHAUL KS01823 04 20 2013 KEN AIR SYSTEM SERVICES SDN BHD 20000006 03 21 2013 700077 KLOC 13 4235 04 21 2013 MAKHOSTIA UTILITIES SON BHD 20000007 03 01 2013 700109 REWIND 2 UNITS 3600097717 03 01 2013 SOUTHERN STEEL BERHAD 20000009 08 19 2013 700135 TECHNOWRAP PPMSB RFQ 10 06 2013 PETRONAS PENAPISAN MELAKA SDN BHD 20000010 08 23 2013 700091 OVERHAUL 13 UNITS 36620 02 03 2013 FILM EXPENSE INVENTORY ORG 20000011 08 24 2013 700109 TO REWIND 2 UNITS 3600097717 02 03 2013 SOUTHERN STEEL BERHAD 20000012 08 24 2013 700002 OVERHAUL 110KW RFQ 3941 04 01 2013 ATLAS COPCO MALAYSIA SDN BHD 20000014 08 26 2013 700091 13 AC MOTORS Sales order 20000003 08 26 2013 FILM EXPENSE INVENTORY ORG
33. column info the above screen is shown To switch between the columns you can select the columns from the column list displayed on the right For the c cmp_wwn column we set the Visible to no as we don t want to see the guid uniqueidentifier in the result For the c cmp_name column we change the Header TermId to Name and 206 which is the term id for Name Sim Systems_ MRM Customers Financial Workflow Documents System Interconnect 4 My work Column info editor x o nde sah tase Save Refresh Close i Repository browse ge 4 lAccountManagers People 4 iaceunne SELECT c cmp_wwn cmp_name res_id h fullname FROM cicmpy c INNER JOWN humres h ON c cmp_acc_man h res_id WHERE h res_id ORDER BY c cmp_name ad Requests zd Doa t ad ccmp_wwn 2 c cmp_name 206 Name h res_id Resource Idh fullname Full name c ch wwn Up olumn name c cmp_name hres_id pree leader TermiD Name 206 hfuliname a Header Suffix TermiD Yes g None x None ncy r tion We aa miD column ght ed iD Enact Ard it si comes together Once created you can select the browser in any free guid field a GLM Systems For a better fit Exact Synergy Enterprise Workflow Plus Browser Browser 42_ AccountManagers New Division X Dependency Person h res_id Result columns Reference URL CRMACcountCard aspx BCAction 1 amp ID Reference SQL Alternate Key Sql Show inputf
34. d email e Approved Send email e Realize Send email e Process Send email Next Account Type Current No changes t Next Account Status Current No changes v Purchase limit Remar Approve Send emai i aE Rejected Send email Approved Send email Approve Everyone Who can realize the request Step action term Realize 5 Step status term Realized 5 Person v Person X Role X Level Division Division v Person X Assume Ownership Current Assign Remark No F Assign Ownership No Next Account Type Current No changes 7 Next Account Status Current No changes z Purchase limit Purchase limit Remark Realize Send email Realize Everyone E Who can process the request Step action term Process 3 Step status term Processed 5 Person F Role X Level Division Division v Person X Assume Ownership Current x Assign Remark No X Assign Ownership No X Next Account Type Current No changes X Next Account Status Current No changes X Purchase limit Purchase limit Remark Check Enable the option based on which action process step you want to inform the person by email that he she received a new request in the workflow a GLM Systems For a better fit Exact Synergy Enterprise Workflow Plus Once the setup is completed and all is setup correctly the user will receive the following standard email message OQ 1 ee U a w Request 2100 Test Email Notification Please review updated
35. e 09 22 2013 Spinergy Manufacturing End date ii 500 Involute Trading Company Hours 0 00 Shemani Corporathon Shamani Corporation Spinergy Manufacturing Stamani Corporation Shamani Corporation Shamani Corporation Trendy Products Co Spnergy Manufacturing Involute Trading Company Shimani Corporation Shimaani Corporation Timestamp Full screen 100 Siamani Corporation Remarks VWork ow Shimani Corporation Timestamp Full screen Account creditor Purchase order 4900 Free Text 1 4 Dave Kloepfer Free Number 1 Free GUID 15 AT amp T Corporation Duct Ard it alicomes together lt 4 9 4 Existing browser Sales order back office Exact Globe A new free text field is added to the request and the standard browser SalesOrder is selected The division from which the browser will get the data is based on the person division 44 De GLM Systems For a better fit Exact Synergy Enterprise Workflow Plus Browser Browser 42 SalesOrder New Division Person Division v Result columns Reference URL LogOrderBO aspx Type V8Division Division amp Number Reference SQL Alternate Key Sql Show inputfield v Browse When opening the browser the browser details can t be changed as this is a standard browser The information can only be viewed The standard browser result column is ordernr in this case we change this by setting the Result columns to ordernr refer in the request field definition Without changing th
36. e reference link will display the ordernr with the change it will display the sales order description The Reference URL is set to LogOrderBO aspx Type V amp Division Division amp Number which is the application to open the sales order from the Exact Globe backoffice in Synergy Sim Systems HRM Customers Financial Workflow Documents System InterConnect f Logistics My work Workflow Browser a o Creste Test Column info Close shia Name SalesOrder People Caption Sales Order Term ID 8783 Caption sufix Term ID 0 Query SELECT 1D ordemr orddat fakdebnr refer docnumber afidat ord_debtor_name inv_debtor_name FROM orkrg WHERE encoun iord_soort IN NV ORDER BY orderne Request De t Column info ID 1 ordernr 3996 SalesOrderNumber 272 1 orddat 0 SalesOrderDate fakdebnr 0 InvoiceDebtor 272 1 refer 4243 Des crption docnumber 78 YourRef afidat 0 DelveryDate ord_debtor_name 1 1 inv_debtor_name 1 1 Resul colu demr Query parameters Table list krg Security level 10 Placeholders Maintenance Applicat Enterprise search entity Security provider Secunty provider parameters Used by Request type FreeField Reference and browse Free Text 12 Enact Ard it af comes together 45 a GLM Systems For a better fit Exact Synergy Enterprise Workflow Plus In a request this browser will look like Sim Systems_ HRM Customers Finan
37. ebuild repository To make the uninstall complete open Synergy and rebuild the repository via System Setup Repository Rebuild 58
38. el for Gijs Lamers System Role Member ax e Detete Log Adv fxact And ati comes together In the request the realize step is for persons in the HR division role The person linked to the request is not in the cost center linked to Gijs Lamers so he will not be assigned 50 a GLM Systems For a better fit Exact Synergy Enterprise Workflow Plus Gis ee Preferences About Sim Systems HRM Customers Frenda Workflow Documents System Logistics Projects Configurations Procurement My work Role Access Level 00 034 666 P9DREBSKRPHRSB AFAA O Create Status Approved Modified Gis Leners 09 01 2014 1923 Be 1 Oer Siuti Be L E fo amare i Gin Lamers Accounts 09 01 2014 1923 29 11 2013 Bext And 2 ati cones together lt 51 De GLM System For a better fit Exact Synergy Enterprise Workflow Plus 6 Troubleshooting 6 1 Opening workflow plus settings Failed to initialize Repository Business Component GLMSysWflEmailNotification Gijs Lamers Preferences About exact _Homepage News Explorer Create Favorites History _ HRM Customers Financial Workflow Documents Syst v My work g Xaa O Uig gt Search People 5 ID Date time Accounts Server Application Starts with ied Person D Text Contains Requests Exclude v Documents ID av Date ay Server Av Application Av Person av Ses
39. entSubCategory Language Project PurchaseOrdesBO VATCodes VendorFile Aangiftenummers AccountByCode AccountByCodeGlobe i AccountClassByCode AccountManufacturer Name Query a SELECT po ord_no po vend_no v vend_name FROM poordhdr_sqi po INNER JOIN apvenfil_sqi v ON v vend_no po vend_no ORDER BY ord_no SELECT vend_no vend_name_addr_1 addr_2 addr_3 FROM apvenfil_sql ORDER BY vend_no SELECT rapnr AS AangifteNummer MAXGd AS ID FROM gbkmut WHERE TransType NN AND oorsprong N Y AND PayrollSubType N 3000 A SELECT gr ID gr rekne AS GLCode gr oms25_0 AS GLDescnption d1_Description d1_TermiD d3 Description d3 TermiD d gt bal_ww gr deberd gr omzrek FROM grtbk gr LEFT OUTER JOIN DDTests d1 ON gr bal_wwed Databasechar AND d1 Tablename Ngrtbi SELECT reknr oms25_0 d1 Description d1 TermiD d2 Description d2 TermiD bal_vw debcrd FROM gitbk LEFT OUTER JOIN D SELECT AccountClassCode Description IdentiD ClassID FROM AccountClasses WHERE ClassID ORDER BY AccountClassCode SELECT c cmp_wan AS ID c cmp_code c cmp_name c cmp_fadd1 c cmp_feity c cmp_fctry FROM cicmpy c WHERE c cmp_type IN T LP r eee Le Reference Dependency Column name Jon table Jom Clause 4 9 1 Creating a new browser In the request field at the browser section there is also a new button which will redirect you to the application to create your own browser Sim Systems _ My work Create Search People Accounts
40. equestTask Workflow Plus Request Task 13 Documents GLMSysW8SendE mail Workfaw send email GLMSysWiSendE mail a ad In the business component click Generate metadata This will update the file Exact ServiceLocation config This update is needed to enable the email functionality Gijs amerslieedferences About Sim Systems _ HRM Customers Financial Workflow Documents System My work Business component 2 ax ee Edit Test Consistency check Generate metadata Close Search Mee GLMSysWflSendEmail Group GLMSys WorkfowPlus People Description Workflow Plus ad Properties 8 Data components 3 Functional components 0 Business components 0 Operation permissions 0 Accounts a can dele If Aaa Creatormoainer New O Property Data source Source field Precision Scale Mandatory Service exposed Service property name Security context included Requests g Z Creates GLMSysWiiSendEmailData syscreated DateTime datetime 0 0 v CreatedDate Documents Creator GLMSysWhiSengE mailData syscreator HumResiD number 10 0 v Creator CrestorFyliName HumresRefData FullName Name humres string 64 0 v CreatorName 10 Guib guid 16 0 v 1D Modified GLMSysWfiSendEmailData sysmodified DateTime datetime 0 0 v ModifiedDate Modifier GMSysWiSenge mailData sysmodiier HumResiD number 10 0 v Modifier M IN HumresRefData FullName Name humres string 64 0 v ModifierName Requestid GLMSysWiSendEmailData Requestld Guin guid 16 0 Y Requ
41. estid a GLM Systems For a better fit Exact Synergy Enterprise Workflow Plus 3 License The license has an end date When the end date is within one month a license message will be Shown in your left menu This is to inform you that you have to request for a new license SIM Systems ES news Explorer Create Favorites mistory HAM Customers Financial Workflow Documents System Logistics Projects Configurations Procurement RolesPus Your icense we Procurement ia expire soon 09 01 2016 Procurement News WorkfowPus Your es icanse wil expire soon meron athens ecnes Headlines 09 01 2016 New Brake Pad in Development New Project SSRS Your icense wil New Project amp Customer more expire soon 14 04 2014 Procurement Your icense wil expire soon 14 04 2014 Unk Document Example for a ink more My work Create gt Search People You can see when your license will expire via the menu system reports add ons solutions The first table will display the add on license start date and end date E Sim Systems news txplorer_ Favorites nistory 4 z RolesPus Your icense we Add on Solution 2 d O expire soon 09 01 2016 A Close WorkfowPus Your n canse wil expre soon Solutions license end date 09 01 2016 Code Start date tnd date SSRS Your icense wil Procurement 14 04 2013 14 04 2014 EU 2014 OPPOmWSNO cong 14 04 2013 14
42. ferences About SUM Systems My work Role Access Level New aaa 2h a Create Status Nev HAM Customers Financial Workflow Documents System Logistics Projects Configurations Procurement Person Account Request Document Role HR Levet Division Person Search rma a l Berson A Gis Lamers CEO integrates Descrgton Only editable in new mode Security level eena v 10 Start Gate 09 01 2014 E End date Ed Feact Ard aii comes together lt gt 14 De GLM Systems For a better fit Exact Synergy Enterprise Workflow Plus Gis Limal Preferences About Tim Systems Start Page v mews Explorer Create Favorites nistory My work Role Access Level 00 034 668 Create Status Ope HAM Customers Financial Workflow Documents System Logistics Projects Configurations Procuremen P9ARESBHASBEHREGAaA O Modified Gas Lamers 09 01 2014 21 21 d Acenents pene O Y 2 Levet Devision Peson __ eon C Requests on o agia imena v C 10 Kinnarin Start date osom A Bees fe Bext Ard amp ati cones together lt 15 De GLM Systems For a better fit Exact Synergy Enterprise Workflow Plus 4 5 Email notification The email notification feature will automatically send an email when the recipient receives a new request in the workflow For persons who don t want to re
43. ield ia Browse Because the browser has a parameter an additional field Dependency h res_id is shown with a drop down box of available fields in the request where the value for the parameter should come from In this case we select the request field person The Result columns is empty as this is already entered in the browser Reference URL CRMACcountCard aspx BCAction 1 amp ID is the link which will display after the browser In this case the link will start up the account card The ID will be filled automatically based on the selected account Reference SQL is empty as the reference sql will be build up automatically based on the browser details There could be cases when using a standard browser you will get a query error in that case you can define your own query For the AccoutnManagers browser that query would look like SELECT c cmp_name FROM cicmpy c WHERE c cmp_wwn P1 The P1 parameter will be automatically replace by the account id Show inputfield the show inputfield is automatically unchecked because the browse has a guid as key The result in a request will look like GEM Systems Start Page 7 History ise Customers Financial Workfiw Documents System Interconnect 4 p My work FreeField Reference and browse 00 034 643 Psa EOE B A j Pa ag O Create Status Modified Gijs Lamers Search Save Refresh Delete Copy Approve Reject Close Peopl Approve Guys Lamers Gijs Lamers e 0
44. ield will not see this field Persons who have the same or a higher security level will see this specific field Same logic applies for the role where only person with the role as defined for a specific field will be able to see the field in the request If a person doesn t have the role then this person will not be able to see this field De GLM Systems For a better fit Exact Synergy Enterprise Workflow Plus In the setup as shown before where the field is only visible for the procurement manager only he will be able to see the field when creating a new request For a person without the procurement manager role the field will not be visible SIM Systems a My work Visibilty Request Field Example New sco Ba e i ate Pe IN u Approve a Manager Person 11052 amp Randy Pearson Legal Staff Integrated Description Amount Planned USD 4 US Dollar l X Security level intemal 10 Start date 09 21 2013 End date fl Ea Hours 0 00 Remarks Request Timestamp Full screen Attachments Browse Total attachments s ze allowed 500 MB Sim Systems HRM Customers Financial Workflow Documents System 4 2 28 fi 2 My work Visibilty Request Field Example New Creat Status N Person Submit Edit Draft Close Request f ques G D Manager Person Documen t 09 21 2013 12 38 Search Person sus Lamers CEO Integrated Description
45. l receive an email for the related request action In case the send email column has a red cross this person will not receive an email for the related request action e exact Homepage News Explorer Create Favorites History My work Workflow Plus Settings amp O Enabled Features Visibility field Ho amp E amp Password seeeeeeece 55 a GLM System For a better fit Exact Synergy Enterprise Workflow Plus exact Homepage News Explorer Create Favorites History _Mywork Workflow Plus Settings EO My work Create Search Enabled Features People Multiple Approval 5 lity field Ac Email notification a Email Notification g tm Exchange SMT Do Sen send one com EJ t 2525 User name oe pit systems com Dassror d seseeeseee Enabled s Vv Email Notification Person 1 Bsa Lamers Request type Action Person Send email Contract Review Review Gis Lamers x Newly created users need to be selected via the person field upon selection the correct entries will be created and this person will also receive email 6 9 Browser The following result columns where not found in the column info This happens when the columns specified in the result columns are not in the colinfo Change the result columns in the browse to use the correct columns SUM Systems oo oo eo HRM Customers Financial Wortdlow Documents System InterConnect D uv My work z Test workflow browser Cre
46. le and this is also linked in a request type with the level division the person s which has have the division level will get the request assigned Assume a scenario whereby in a division one or more persons in the HR cost center should get a request for the cost centers HR IT and Finance and not for Operations The requirement is that only the request which have the person from HR or IT or Finance should be assigned to the person s in the HR cost center With the current standard implementation of the role levels this is not possible When I set the level to division also requests for the operations cost center will be assigned to the person responsible for HR IT and Finance Setting the level to cost center group could be possible but in this case HR IT and Finance are not in the same cost center group Setting the level at cost center will also not work as the request for cost center HR IT and Finance should be routed to the HR person s The new role access level workflow plus feature will make this possible as for each role linked to a person additional division group s division s cost center group s and or cost center s can be added So in this case we can add the HR IT and Finance cost center to this person role This means that this person will only get a request assigned when a person is in the HR IT or Finance cost center and not in Operations Below screenshot shows that two cost centers are assigned to the HR role on division lev
47. log Search Access denied rats Close i You have insufficient rights to perform this operation Browser Exact And it all comes together lt 6 11 No Valid License Installed When an error message like this appears please contact us so that we can review your Synergy Enterprise license from Exact and determine if changes were made to it that affect the GLM Licensing Error Message WorkflowPlus No valid license installed Number 140965 101 007 Name Exact Synergy Enterprise We recommend before updating the Synergy License either for new Functionality Annual Contract or Additional Users to contact GLM Systems first so that we may review and if necessary provide a new license proactively 57 pe GLM Systems Exact Synergy Enterprise Workflow Plus 7 Uninstall Uninstalling of the Workflow Plus add on consist of two steps 1 Run the installer GLMSysAddOnInstaller exe in the uninstall mode Open the GLMSysAddOnInstaller exe and select install mode Uninstall Select or enter the location of the Synergy installation folder ws GLM Systems Workflow Plus Version 4 Installation install mode Install Uninstall GLM Systems P a teem Synergy folder C Program Files amp lt 86 Exact Synergy Enterprise Start To uninstall click start The uninstall will remove the customization files from your Synergy folder and will copy back the original Synergy files 2 R
48. lues This field can be used to predefine the selection values of the column used in the quick search 37 gt GLM Systems Exact Synergy Enterprise Workflow Plus Selection columns TermID column The term id of the value in the result This can be used when this is a status field which has value like A active P proposed Where the database value will be A but the value you want to be displayed in the browser should be Active Suffix TermID column The suffix termed of the value in the result Right aligned This is to right align string fields Human id Show the result as a Human id This can be used for the request Id where in the database the value is 15367 which will then be displayed as 15 367 Date time format The format in which the date time field should be displayed Search option This is to configure the search operator used in the quick search 38 De GLM Systems For a better fit Exact Synergy Enterprise Workflow Plus After the query is created it can be selected in the free field The new browser can only be selected in the free field type which is the same as the browser key type In the case where we make a browser on the accounts table cicmpy and the key used is cmp_wwn where the type is a guid uniqueidentifier the browser is only available in the request free guid fields When saving the browser it will open the test application to test the browser 4 9 2 New browser Accou
49. mail address is not set for the person who should receive the address email Check the persons who are supposed to get the email and confirm the email field is set Gijs Lamers Preferences About Xact Created 27 07 2012 18 54 HRM Customers Financial Workflow Documents System Modified Gijs Lamers 15 08 2012 16 33 v Create tan men merge Re Actvities amp materia cs oo gt Search eee a OOOO pP Monitor eople m g Name Gijs Lamers ch Accounts Calendar B Documents Status Active 1 Months 1 00 FTE Avy Deca Renee E oe HA Rccomets Time 15 08 2012 10 33 Documants Recent r g Action Last 15 08 2012 16 33 0 Minutes a Projects wi Dossier a Transactions Office phone Workflow Reports Requests Extension g Mobile Personal Mobile extension Nationality Language EN English Documents E mail First name Initials Gijs 5 Physical location Middle name Contractual location Last name Lamers Room Maiden name Place of birth Organization Date of birth Division 001 Deltabike Holding N V Marital status era Marital status date sistan Address Number Map Route Subordinates 2 Adius 2 Security level 15 City State Job group General amp Management Country Netherlands Job activity Holding General Home phone Job title CEO ste Home e mail gijs glmsystems com E Type User name Employee Gijs Lamers FTE 1 00 Role Level Start date 27 07 2012
50. mit Browse and Reference field which are all part of the Workflow Plus add on Which module s is are avalaible in your license depends on the module s you have purchased Under the Workflow Setup General menu their is a new function Settings Workflow Plus this function is to maintain the settings of the Workflow Plus add on and it will show which features are enabled gt GUM Systems Start Page News Explorer Favontes History 5508 Oustomers Financial Workfion Documents System aed Workflow Plus Settings x De GLM Systems For a better fit Exact Synergy Enterprise Workflow Plus 4 2 Multiple approval When the multiple approval feature is used it will only go to the next stage step in the workflow when all involved users have completed their action For example when you enable the multiple approve for the approve stage where a role is linked and this role has 3 users all of the users should approve before the request will go to the realize stage For the multiple approvals the setup is done in the maintenance of the request type in the flow section Determine the request type where you want to have multiple approval realization or processing and open the maintenance for this request type in Workflow Setup Requests Request Types At the flow tab there are three extra checkboxes for the multiple approval e Approve everyone e Realize everyone e Process everyone GUM Systems
51. n The maintenance application to start if the user presses the New button in the browser Enterprise search entity Security provider security definition for the browser Security provider parameters the parameters for the security definition gt GiM Systems se HRM Customers Financial Workflow Documents System InterConnect My work Column info editor x Save Refresh Close SELECT cmp_wwn cmp_name FROM cicmpy ORDER BY cicmpy cmp_name cmp_wean cmp name Exact And it all comes together 4 In the left list box you can change the order of the columns On the right you can configure the properties per column remember to choose the column in the combo box Header TermID This is the caption and term id of the column Header Suffix TermlID This is the suffix and suffix term id of the column Visible This is to set columns visible or hidden Sorting This field is for enabling sorting on the column Quick search column This field is to enable the column for searching in the browser Checkmark This field is to change a 0 or 1 value from the database to a checkmark in the browser Domain This field is to select the repository domain to be used This will determine the way the column is displayed and the length which can be entered for the input field related to the browser Scale Currency column The currency to display for an amount where the currency is available in another colum Selection va
52. nce field feature shows additional data based on other fields in the request You can show for example address data phone number email address from the account field in the request The data to be shown will be entered in the request field by defining the database fields When adding a new request free text field the following section will be avalable Dependency v Column name Join table Join Clause Dependency The field on which the reference is depending Column name The column name of the data to be displayed Join table The table to join on the dependency column the join table will be used in case you want to display data which is not in the dependency table but in a related table Join clause The join clause for the join table 5 1 1 New reference email phone number of person Dependency Person bd Column name mail char 13 telnr_prv Join table Join Clause Mail and telnr_prv are columns in the humres table for email address and phone number the table used by the person field By separating them with char 13 the phone number will be displayed below the email address FreeField Reference and browse 00 034 643 Psa FAB w A A A amp A Status Open Modified Gijs Lamers 09 24 2013 16 51 Save Refresh Delete Copy Approve Reject Close Gijs Lamers _ s Gijs Lamers 09 22 2013 22 43 scanner Porson Person E__ J Gijs Lamers CEO Integrated gijs glmsystems com 815 226 9479 5 1 2 New refe
53. nctionality 2 1 Run the installer The installer as delivered contains an installer executable GLMSysAddOnInstaller exe To install the add on run this executable When starting the GLMSysAddOnInstaller exe the following screen will be shown sw GLM Systems Workflow Plus Version 9 Installation Install mode Install Uninstall synergy folder C Exact Synergy Enterprise 251 The title of the screen shows which version of the Workflow Plus add on is being installed Choose the install mode Install and in the Synergy folder field select the location where Synergy is installed After the Synergy folder is selected click start and the installation will start When finished succesfully the following message is shown GLMSysAddOnInsta E Installation complete a GLM Systems For a better fit Exact Synergy Enterprise Workflow Plus 2 2 Copy the license file With the setup of the Workflow Plus add on you should have received a license file GLMSys License Your exact license number xml For the Workfow Plus add on to work you need to copy this file to the Synergy xml folder In case you have the Event Manager from Vineyardsoft KnowledgeSync Product installed you will need to copy the license file also to the location where the Event Manager is looking for the Synergy files This could be the Vinyard installation folder or a self defined folder 2 3 Generate metadata If yo
54. neaeeegs 20 4 8 Free feldo serer rir eae une eae Ae AE ASAE REE Lede ANA aea R a ENAERE 23 ABL Additonal Flee PICIOS sgasstessniusigeniusysgeniet yivenianuuniuaneubsniaryuasneasyatiurdanmavidanndanedius 23 4 8 2 Free text fields hyperlink Url cece eecccccsce sent eeescnneteeseensenteeeseaueeneesteuueantestsaugange 25 4 56 35 Free fields Table and Meld NAMES stuieiscrteterusereterucrreiereimendteneteRdtenite ete tewnenine 26 4 9 DOW SS TEIGS ye tetetemeteretonetetetenetetetonetet OAE EEEE 34 49 1 Creatihg a PEW DIOWSEN seccgece gate tece sass teueueieiensesectssesekadanceededevecessSaeuaecseser ENEAN 36 4 9 2 New browser Accounts per manager 1 ccccccccccee cece seen eee eee seen eee e ee ee eee ee eesee eens 39 4 9 3 New browser Purchase orders from Macola back office cece cece eee eee eee eee eee 42 4 9 4 Existing browser Sales order back office Exact Globe cc cccceeee cece eeeeeeeeeeeeeeeeeeees 44 4 9 5 Item field depending on assortment freefield Browser dependency on other request field I N Aa EEE T A T E EEE A ce acandenices 46 5 Reference Meld ssisstasicaiacenscasetasiuaistanscatecasasnicdecduassmnsseaiaieasciacecinasinnswseweneseins 49 5 1 1 New reference email phone number of person s sssssssssrersrsrsrrerrrrnrnrrrnrsrerrrerenre 49 5 1 2 New reference address detail for parent account ssssssserersrsrerrrrrrnrernrsrsrererrnre 49 5 2 ROIC ACCESS DOVE leorra r tenet ones E eror yuneteewubontboragadaga
55. nrsnsnnnnnnrnnnrnnnnnnnnnnnnrnrnnnnnnnnnnrnnnnnnnnnnnnnnrnnno 57 Z U iNStal sccar aaa aaa 58 gt GLM Systems Exact Synergy Enterprise Workflow Plus 1 Introduction This document is for the installation and use of the features part of the Workflow Plus add on The following Workflow Plus add ons are available and explained Multiple approval Visibility request field based on security level or role Email notification Email Purchase Limit Free fields Browse fields Reference fields 1 1 Revision Version 1 0 2 0 2 1 2 2 29 2 4 2 5 2 6 2 7 Date Author Description 23 04 2012 Gijs Lamers First version 21 09 2013 Gijs Lamers General update for the manual 17 10 2013 Gijs Lamers Freefield extended to 50 and 10 additional free comment fields 09 01 2014 Gijs Lamers License expiry message in left menu Extended role access level control 14 01 2014 Gijs Lamers Updates based on comments Donas Group Dave Kloepfer 16 03 2014 Gijs Lamers Version 13 support for browse field dependency on other request fields 02 06 2014 Gijs Lamers Version 15 suppport for url links for free text fields 31 10 2014 Glenn Madjid Text updates 21 01 2015 Gijs Lamers Multiple purchase limits Added list of free field columns pe GLM Systems Exact Synergy Enterprise Workflow Plus 2 Installation The installation consists of 3 steps 1 Run the installer 2 Copy the license file 3 Generate metadata for email fu
56. nts per manager The following example will show all accounts where the person in the request is the account manager gt Sim Systems start page Y news explorer create ravorites nstory me e z aT el zI HRM Customers Financial Workfiow Documents System InterConnect Workflow Browser x Save Delete Save Test Save Edit Column info Close Caption Accounts Term ID 9 Caption sufix Term iD 0 Query wwn c cmp_name h res_id h fullname FROM cicmpy c acc_man h res_id WHERE hres SELECT c cmp_y INNER JOIN humres h ON c emp_ mar h res_id ORDER BY ccmp_name c cmp_wwn 2 c cmp_name Name h res_id_ Resource Id h fullname Full name Used by Request type Exact And It af comes together First create a new browser we will name the browser AccountManagers the name of the browser which is displayed when browsing is Accounts The term ID 9 for accounts can be found by looking for the term via System Setup Terms Search The Query SELECT c cmp_wwn c cmp_name h res_id h fullname FROM cicmpy c INNER JOIN humres h ON c cmp_acc_man h res_id WHERE h res_id ORDER BY c cmp_name will look for the accounts and the account manager which is linked to the account The is the parameter which need to be supplied for the browser The Column info c cmp_wwn 2 c cmp_name Name h res_id Resource Id h fullname Full name can be maintained via the Sa
57. p Full screen Remarks Workfiow Timestamp Full screen Account creditor 2 Free Text 15 5900 5900 Free Text 1 974 A Dave Kloepfer Free Number 1 Free GUID 15 2 Exact Ard it all comes together bd 4 9 3 New browser Purchase orders from Macola back office The following example will show the purchase orders directly from the Exact Globe Macola database Sim Systems HRM Customers Financial Workfiow Documents System InterConnect 4 My work Workflow Browser x 8 Creste Save Delete Save Test Save Edit Column info Close Search a a E People Caption Purchase order list Term ID 490 Caption sux Term ID 0 Accounts Query SELECT po ord_no po vend_no v vend_name FROM poordhdr_sql po INNER JOIN apvenfil_sql v ON v vend_no po vend_no ORDER BY ord_no Requests Documents Column mfo po ord_no PO No po vend_no Vendor number v vend_name Vendor name Result columns po ord_no v vend_name Query parameters Table list poordhdr_sqi Secunty level 10 Placeholders Maintenance Application Enterpnse search entity Security provider Security provider parameters FreeField Reference and browse Free Text 15 Enact Arc it si comes together First create a new browser we will name the browser PurchaseOrderBO the name of the browser which is displayed when browsing is Purchase order list The term ID 490 for purchase order list can be found by looking for the term via System Setup Term
58. plication and a message as shown above is given this means there is a conflict in versions In this case let your vendor know which Synergy version you are currently using to make sure the correct version of the workflow plus settings tool is installed To solution for this problem will be either updating Synergy to make sure you have the latest versions of all components or installing a different version of the Workflow Plus tool 6 7 Email is not send out and no message in the error log 1 Open the Exact ServiceLocation config in your Synergy installation XMD folder and check if the following line can be found lt service name GLMSysWflSendEmail path xmd Exact Metadata GLMSysWflSendEmail xml bcname GLMSysWflSendEmail description Workflow send email operationsprovidername Exact EntityOperations ESE entitiesoperationprovidername Exact EntitiesOperations ESE fixedcriteriapath gt In case this line is missing in the Exact ServiceLocation config run the Generate metadata as described in paragraph 2 3 After running the generate metadata run an IISRESET 6 8 Email is not send out and no message in the error log 2 This can be related to the workflow plus settings as described in paragraph 4 5 In the section Email notification there is a list where you can see per person if an email need to be send First select the person which is not receiving any email In case the send email column has a green check this person wil
59. rence address detail for parent account Dependency Account v Column name ISNULL c2 cmp_fadd1 char 13 ISNULL c2 cmp_fadd2 char 13 ISNULL c2 cmp_fadd3 char 13 ISNULL c2 cmp_fadd3 char 13 ISNULL c2 cmp_fpc ISNULL c2 cmp_fcity Join table cicmpy c2 Join Clause c2 cmp_wwn cicmpy cmp_parent The column name adds the address 1 address 2 address 3 postcode and city together The join table is the accounts table and the join clause is the join to the parent account The ISNULL is used in the query in case one of the columns doesn t have a value otherwise the result will always return NULL The result in the request will look like FreeField Reference and browse 00 034 643 PDD FAB MB Aw BS a Status Open Modified Gijs Lamers 09 24 2013 16 51 Save Refresh Delete Copy Approve Reject Close Gijs Lamers PY Gijs Lamers 09 22 2013 22 43 Manager Person Ld Person 42 Gijs Lamers CEO Integrated gijs aqlmsystems com 815 226 9479 Account 287383 1401 East State Stree 61104 Rockford Swedish American Midtown United States of America Customer Active io gt GLM Systems Exact Synergy Enterprise Workflow Plus 5 2 Role Access Level In Synergy you have the option to assign a role to a person with one of the following levels corporate group division cost center group and cost center When the division level is assigned for a ro
60. rssaasgtrareaeGeuaerensads 50 6 TEGUDISSMOOUIING ci R a aR Raa 52 gt GLM Systems Exact Synergy Enterprise Workflow Plus 6 1 Opening workflow plus settings Failed to initialize Repository Business Component GEMS YVSVTIErlaiINOLIMGACIOWN sas camnanacitecamensiinaiemnatiaintecananatetawineuionsncumniaapietasadunesainiananesaians 52 6 2 Opening a request Non existing property WorkflowOrigin retrieved for Repository USMS SSC ONO MeN ker ri irer kE EFEN EEEE EEEE EE EEEE EEEE AAAA 53 6 3 Repository failed to create class GLMSys WorkflowPlus Repository RequestExtension from 72S EI AET EEEE EE ee EA EA EETA ee A TT 53 6 4 Workflow email notification Failure sending email The remote name could not be resolved LOU E N E errare EEEE E EE A A A E 54 6 5 Workflow email notification Value cannot be null Parameter name address 0085 54 6 6 Server Error or Compilation CF OF wsitciacetitidanatantccertavetavsadsadinasdianisatddanasaidianteaadvetaienss 54 6 7 Email is not send out and no message in the error log 1 c cece cece eeeeeeeeeeeee ee eeees 55 6 8 Email is not send out and no message in the error log 2 cccceeeeeeseeeeeeeeeeeeeeeeneneeeens 55 6 9 Browser The following result columns where not found in the column infoO 00000e 56 6 10 Browser You have insufficient rights to perform this operation ccceeeeeeeeeeeeeeeeeeeees 56 6 11 No Valid License Installed ssssssusnsnenenere
61. s Search 42 De GLM Systems Exact Synergy Enterprise Workflow Plus The Query SELECT po ord_no po vend_no v vend_name FROM poordhdr_sql po INNER JOIN apvenfil_sql v ON v vend_no po vend_no ORDER BY ord_no will look for the purchase orders in the Macola purchase order table as additional information the vendor name is also added to the query by joining the vendor table to the purchase order table The Column info po ord_no PO No po vend_no Vendor number v vend_name Vendor name can be maintained via the Save Edit Column info Before clicking on the Save Edit Column Info each of the columns already need to be entered manually in the Column info field The columns are separated by a So intiallly the column info will look like po ord_no po vend_no v vend_name The Result colums po ord_no v vend_name are the key and the description which should be Shown at the browser the fields are separated by a The Table list poordhdr_sq po apvenfil_sql v is the list of tables in the query including the alias if used separated by a SEM Systems Column info editor ax 9 Save Refresh Close po nd_name po ID FROM poordhdr_ sql po po vend_no ORDER BY ord_no SELECT po ord_no po vend_no v ver INNER JON apven l_sqi v ON v vend_no po ord_no PO No bkstnr_sub 272 1 po vend_no Vendor numberv vend_name Vendor name po iD me poord
62. siness components Data components Functional components Domains Browsers 61 3636 469 524 383 v My work Wd gt Search People i o 0 general 1 system 2 sales 3 XML 4 humres Accounts Requests le is lE lo Ie tJ m 6 absence 7 BLogistics 8 banking 9 BFinancial 10 Web 20 documents 21 Project 22 Assets 23 Payroll 24 PayrollNL 25 PayrollDE 26 PayrollAT 27 PayrollMY 28 PayrollUS 29 Contract 31 PayrollES 32 PayrollAE 33 PayrollCN 34 BA 35 SQOLReportingServices 36 HourEntry 38 SMS 1136 SCP 1138 Configurator 2257 GLMSys WorkflovPlus 2258 zGLMSys WorkflovPlus Documents Hee u l ton lo US ten FE Meo IS to WB IB IS ia IS SB mw be le IS 1B 10 BIS m Kon lE Nox ISS toy l IS le le N n IBS la co co H H BREEK miao eB RRw er eege H H N IO 10 I ie Ie Io lw I Jo E N io 1 l6 u u m i iwa e e wl Sio lu a lo w la m Aio H g Ix is gE lo lo l lo IO lo lO lo IO lo IO lo IO io lO lo IO lo IO lo IO IO IO lO IN IO IO lO IO IO IO In e In t H je j jN Ww jn j 10 10 w IB io m m lo w iw i Ie 10 E w m lS la I A 1 1S IS win a no A e e E la u to a leio e i IN IN lon IN IO co lo Io lw lo Open the workflow plus settings again and the message is disappeared 6 2 Opening a request Non existing property WorkflowOrigin retrieved for Repository business Component Gijs Lamers Preferences
63. sion 5 i4 02 08 2012 16 13 39 GIJS GLMSysWorkflovPlusSettings aspx Gijs Lamers 285107067 Failed to initialize Repository Business Component GLMSysWflEmailNotification Error message Object reference not set to an instance of an object Application GLMSysWorkflovPlusSettings aspx Source Exact Repository Function Void ctor Exact Core Environment System String Stack Exact Repository BusinessComponent ctor Environment Environment String Name This message is caused by a missing repository for the workflow plus add on To confirm the repository is missing you can look at the repository System Setup Repository Explorer Gijs Lamers Preferences About Exact _Homepage News Explorer Create Favorites History _ HRM Customers Financial Workflow Documents System My work Ki v Create New XML Consistency check gt Search ID Name Business entities Business components Data components Functional components Domains Browsers 464 52 3636 People Alb 381 19 0 general 1 system 2 sales 3 XML 4 humres o Bgg Accounts N IN le a l le le Requests tW 6 absence 7 Blogistics 8 banking 9 BFinancial 10 Web 20 documents 21 Project 22 Assets 23 Payroll 24 PayrollNL 25 PayrollIDE 26 PayrollAT 27 PayrollMY 28 PayrollUS 29 Contract 31 PayrollES 32 PayrollAE 33 PayrollCN 34 BA 35 SOLReportingServices 36 HourEntry 38 SMS 1136 SCP 113
64. u are using the GLM tool s Workflow Plus e Mail and or Workflow Plus e Mail Notification then this step must be taken If you are not using these functions you may disregard this section After the intallation and copying the license file open Synergy and when you install the Workflow Plus add on for the first time the following screen will be shown Database Update J ot u Database Version SDK Solutions Solution Batch From Batch To GUM Systems Workflow Plus Naot installed 9 Login Yl GijsLamers HP Gijs Lamers When clicking update the database and repository of Exact Synergy will be updated to enable the Workflow Plus add on After the update go to System Setup Repository Explorer Look for the repository group GLMSys WorkflowPlus ID 2257 and open this repository group SLM Systems 0 Cd Ea HRM Customers Financial Workflow Documents System 4 e My work Repository groups x Crente New XML Consistency check Close Search gt ame ie usiness Components Data components Functional components Domains Peopl Al 2 500 552 402 G26 3712 0 general Q 4 19 1 50 15 pom t 1 system 0 31 26 10 30 18 2 sales Q 42 66 43 82 87 3 XML Q I l Q 2 4 Request 4 humres Q 59 72 43 62 58 6 absence 0 8 19 14 10 3143 7 BLogistics 2 Td 68 65 iz 51 8 banking Q 18 22 13 47 21 9 BFinancial 0 31 49 16 59 3 10 Web a 6 2 3 1 20 documents Q u uv 23 4 2 1 Project Q 24 23 16 1 25 22 Assets
65. ule allows for sending an email directly from the request without having Outlook and also has the option to include For the attachments related to the request if needed setup of the email server see 4 5 Email notifications In the request a new email icon toolbar button is available When clicking this button it will redirect to a new screen from where you can send the email Sim Systems _ My work Create Email Notification Example 00 034 638 PDE BSB p BeeBea ee Status Open Modified Enc Meger 09 21 2013 2 Search People Save Refresh Delete Copy Approve Reject Close eyer 09 21 2013 1254 A Person Description Emad 18 De GLM Systems For a better fit Exact Synergy Enterprise Workflow Plus In the screen you have the option to select the email from a person current actions and or project members The other option is to select any email from Synergy or entering the email manually Es GEM Systems Start Page 7 History HRM Customers Financial Workflow Documents System 4 My work Request E Mail Email x Send Close 10600 4 Enc Meyer gijs gimsystems com 2 gys gimsystems com J GLMSystemsLogoWebsite png Admirastrabon 555 Integrated Date September 22 2013 By Gijs Lamers mail fication le 346 Enc Mener s Lame 09 21 2013 12 54 Person Eric Meijer Description Email Security level 10 Project 1272 Marketing 2012
66. ve Edit Column info Before clicking on the Save Edit Column Info each of the columns already need to be entered manually in the Column info field The columns are separated by a So intiallly the column info will look like c cmp_wwn c cmp_name h res_id h fullname The Result colums c cmp_wwn c cmp_name are the key and the description which should be Shown at the browser the fields are separated by a The Query Parameters h res_id is the list of columns which require a parameter The Table list cicmpy c humres h is the list of tables in the query including the alias if used separated by a 39 a GLM System For a better fit Exact Synergy Enterprise Workflow Plus Sim Systems HRM Customers Financial Workfiow Documents System InterConnect 4 My work Column info editor ax 8 Purana Save Refresh Close m Ja Peopl a Rescue PR SELECT c crp_wwn c cmp_name hres _id h fullname FROM cicenpy c INNER JOWN humres h ON c cmp_acc_man hres_id WHERE h res_id ORDER BY c cmp_name a4 Request ad Doo t ad fe cmp_wwn 2 c cmp_name Name h res_id Resource Id h fullnarne Full name a Column name c cmp_wean ccmp_name Up hres_id Down ees hfullname emi ble No g None X rcr imr None prency Column ae lection yes lechon imn ermiD column ermiD jmn hd Right aligned n ID Dat mat Enact Acc it si comes together When clicking Save Edit
67. website Review Message HTML ox je Message N YV ind A a XxX F amp amp Safe Lists aes a Fin Dy Related Reply Reply Forward Delete Moveto Create Other Block J Not Junk Follow Markas to All Folder Rule Actions Sender Up Unread h Select Respond Actions i Junk E mail m Options Find From gijs glmsystems com Sent Sat 4 21 2012 11 44 AM To gijs glmsystems com glenn glmsystems com cc Subject Request 2100 Test Email Notification Please review updated website Review _ htt Please follow the hyperlink for more details 2100 Test Email Notification Please review updated website Hyperlink not showing copy URL to your browser satu synergyenterpri rise docs WflRequest aspx BCAction 1 amp ID In case the email is not received any error can be checked via System Reports Log Errors GEM Systems ae HRM Customers Financial Workflow Documents System My work Log Errors A O eres esel c e Applica St th WiRequest aspx q 5 3 ay Application J 22142 09 21 2013 13 17 18 GUSLAMERS HP WfiRequest aspx Gijs Lamers 1581676379 Worfklow Emad Notification The SMTP host was not specified 4 6 Email The standard request functionality has the option to send an email via Outlook but the attachments or attachments linked to a document can t be attached to the email The Email mod

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