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Development Tools Part 1 Activity Guide

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0% found this document useful (0 votes)

24 views219 pages

Development Tools Part 1 Activity Guide

Uploaded by

Sai Chandra

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Available Formats

Download as PDF, TXT or read online on Scribd

You are on page 1/ 219

Development Tools Part 1

Rel 8.96
Activity Guide
CONTENTS

Preface JD Edwards EnterpriseOne Development Tools 8.96 Part 1 ..................................... v

Typographical Conventions and Visual Cues .................................................................. v
Related Documentation and Resources .............................................................................vii

Lesson 1 Course Overview ...............................................................................................................1

Lesson 2 Technology Overview........................................................................................................3

Lesson 3 Identifying the Development Foundation........................................................................5

Lesson 4 Describing the Change Management System..................................................................7

Activity 1: Working with Object Management Workbench............................................8
Activity 2: Working with Projects .................................................................................22

Lesson 5 Creating User Defined Codes and Next Numbers ........................................................27

Activity 3: Creating User Defined Codes for the Class Address Book .........................28
Activity 4: Creating User Defined Codes for the Class Item Master.............................30
Activity 5: Creating a Next Numbers Table for the Class Address Book .....................32
Activity 6: Creating a Next Numbers Table for the Class Item Master.........................34

Lesson 6 Creating and Modifying Data Items ..............................................................................37

Activity 7: Adding Data Items for the Class Address Book..........................................38
Activity 8: Adding Data Items for the Class Item Master .............................................45

Lesson 7 Creating Custom Tables .................................................................................................49

Activity 9: Creating Tables for the Class Address Book...............................................50
Activity 10: Creating Tables for the Class Item Master..............................................56
Activity 11: Using the Universal Table Browser ........................................................60
Activity 12: Using the Data Browser ..........................................................................62

Lesson 8 Creating Business Views .................................................................................................65

Activity 13: Creating Business Views for the Class Address Book............................66
Activity 14: Creating Business Views for the Class Item Master ...............................71

Lesson 9 Describing Form Design Aid ..........................................................................................73

Activity 15: Identifying Form Types...........................................................................74

Lesson 10 Creating Custom Applications .......................................................................................79

Activity 16: Creating Forms for the Class Address Book ...........................................80
Activity 17: Creating Forms for the Class Item Master ..............................................95
Activity 18: Creating Additional Forms for the Class Address Book .......................107
Activity 19: Adding Forms to the Class Item Master................................................117

iii
JD Edwards EnterpriseOne Development Tools 8.96 Part 1 Contents

Lesson 11 Enabling Media Object Functionality .........................................................................119

Activity 20: Enabling Media Object Functionality for the Class Address Book ......120
Activity 21: Adding New Media Object Selections ..................................................124

Lesson 12 Using Runtime Processing Controls ............................................................................129

Activity 22: Creating Form Interconnects for the Class Address Book ....................130
Activity 23: Creating Form Interconnects for the Class Item Master .......................137
Activity 24: Adding Form Controls to the Class Address Book ...............................146
Activity 25: Adding Form Controls to the Class Item Master ..................................153
Activity 26: Attaching Processing Options to the Class Address Book....................159
Activity 27: Attaching Processing Options to the Class Item Master .......................163

Lesson 13 Adding Applications to the EnterpriseOne Menu ......................................................167

Activity 28: Creating Task Views and Tasks ............................................................168

Lesson 14 Troubleshooting Applications ......................................................................................173

Activity 29: Reviewing Application Event Rules .....................................................174

Lesson 15 Describing the Cross Reference Facility......................................................................177

Lesson 16 Describing Modification Rules .....................................................................................179

Lesson 17 Final Course Activity ....................................................................................................181

Activity 30: Creating the Class Purchase Order Application ....................................182

Lesson 18 Course Review ...............................................................................................................211

iv
Preface

JD Edwards EnterpriseOne
Development Tools 8.96 Part 1

Typographical Conventions and Visual Cues

This section discusses:

• Typographical conventions.

• Visual cues.

• Country, region, and industry identifiers.

• Currency codes.

Typographical Conventions
This table contains the typographical conventions that are used in this guide:

Typographical Convention Description

Bold Indicates function names, method names, language constructs, and
reserved words that must be included literally in the function call.
Italics Indicates field values, emphasis, and Oracle or other book-length
publication titles.
We also use italics when we refer to words as words or letters as
letters, as in the following: Enter the letter O.
KEY+KEY Indicates a key combination action. For example, a plus sign (+)
between keys means that you must hold down the first key while
you press the second key. For ALT+W, hold down the ALT key
while you press the W key.
Monospace font Indicates a program or other code example.
“ ” (quotation marks) Indicate lesson and chapter titles in cross-references and words that
are used differently from their intended meanings.

Visual Cues
Training courses contain the following visual cues.

v
JD Edwards EnterpriseOne Development Tools 8.96 Part 1 Preface

Notes
Notes indicate information that you should pay particular attention to as you work with
the JD Edwards EnterpriseOne system from Oracle.

Note. Example of a note.

If the note is preceded by Important!, the note is crucial and includes information that
concerns what you must do for the system to function properly.

Important! Example of an important note.

Warnings
Warnings indicate crucial configuration considerations. Pay close attention to warning
messages.

Warning! Example of a warning.

Cross-References
Training guides provide cross-references either under the heading “See Also” or on a
separate line preceded by the word See. Cross-references lead to other documents, such
as implementation guides, that are pertinent to the immediately preceding documentation.

Example:

Example of cross-reference to an implementation guide

Country, Region, and Industry Identifiers

Information that applies only to a specific country, region, or industry is preceded by a
standard identifier in parentheses. This identifier typically appears at the beginning of a
section heading, but it may also appear at the beginning of a note or other text.

Example of a country-specific heading: “(FRA) Hiring an Employee”

Example of a region-specific heading: “(Latin America) Setting Up Depreciation”

Country Identifiers
Countries are identified with the International Organization for Standardization (ISO)
country code. The following country identifiers appear in this guide:

• JPN (Japan)

• USA (United States)

Region Identifiers
Regions are identified by the region name. The following region identifiers appear in this
guide:

vi
Preface JD Edwards EnterpriseOne Development Tools 8.96 Part 1

• Asia Pacific

• Europe

• Latin America

• North America

Industry Identifiers
Industries are identified by the industry name or by an abbreviation for that industry. The
following industry identifiers appear in this guide:

• USF (U.S. Federal)

• E&G (Education and Government)

Currency Codes
Monetary amounts are identified by the ISO currency code. The following currency code
appears in this guide: USD (U.S. dollars).

See Oracle’s PeopleSoft Customer Connection,

http://www.peoplesoft.com/corp/en/login.jsp.

The following resources are located on the Oracle’s PeopleSoft Customer Connection
website:

Resource Navigation
Application maintenance information Updates + Fixes
Business process diagrams Support, Documentation, Business Process Maps
Hardware and software requirements Implement, Optimize + Upgrade, Implementation
Guide, Implementation Documentation & Software,
Hardware/Software Requirements
Installation guides Implement, Optimize + Upgrade, Implementation
Guide, Implementation Documentation & Software,
Installation Guides and Notes
Integration information Implement, Optimize + Upgrade, Implementation
Guide, Implementation Documentation and
Software, Pre-Built Integrations for PeopleSoft
Enterprise and JD Edwards EnterpriseOne
Applications
Interactive Services Repository Interactive Services Repository

vii
JD Edwards EnterpriseOne Development Tools 8.96 Part 1 Preface

Resource Navigation
Minimum technical requirements (MTRs) Implement, Optimize + Upgrade, Implementation
(JD Edwards EnterpriseOne only) Guide, Supported Platforms

Implementation guide documentation updates Support, Documentation, Documentation Updates

JD Edwards EnterpriseOne support policy Support, Support Policy
Prerelease notes Support, Documentation, Documentation Updates,
Category, Prerelease Notes
Product release roadmap Support, Roadmaps + Schedules
Release notes Support, Documentation, Documentation Updates,
Category, Release Notes
Release value proposition Support, Documentation, Documentation Updates,
Category, Release Value Proposition
Statement of direction Support, Documentation, Documentation Updates,
Category, Statement of Direction
Troubleshooting information Support, Troubleshooting
Upgrade documentation Support, Documentation, Upgrade Documentation
and Scripts

viii
Lesson 1

Course Overview
This lesson has no activities.

1
Course Overview Lesson 1

Notes

______________________________________________________________________

2
Lesson 2

Technology Overview
This lesson has no activities.

3
Technology Overview Lesson 2

Notes

______________________________________________________________________

4
Lesson 3

Identifying the Development

Foundation
This lesson has no activities.

5
Identifying the Development Foundation Lesson 3

Notes

______________________________________________________________________

6
Lesson 4

Describing the Change

Management System

7
Describing the Change Management System Lesson 4

Activity 1: Working with Object Management Workbench

In this activity, you will review the activity overview and:

• Access Object Management Workbench.

• Use the default project.

• Add projects to Object Management Workbench.

• Access the design tools.

• Work with tokens.

• View attachments.

• Advance projects through the development cycle.

• Work with object specifications.

Slide 52 _______________________________________________________________________________________________________

Activity Overview
You have been asked to create an interactive application similar to the Address Book
(P01012) application. In preparation for this custom development, you need to research
how the P01012 application was designed. Move the P01012 application into the default
project, enter design, and review the business view and event rules that are attached.

You will also need a project in which to add objects that are required for the custom
application. In Object Management Workbench, add a project, include DEMO as a
developer on the project, and advance the project to the programming status in
preparation for developing a custom application.

Activity Detailed Steps

Perform the detailed steps to complete the activity.

Accessing Object Management Workbench

To access Object Management Workbench:

1. In Solution Explorer, expand the Tools menu.

2. Select Object Management Workbench.

Using the Default Project

To use the default project:

1. Add objects to the default project.

2. Access JD Edwards EnterpriseOne tools.

8
Lesson 4 Describing the Change Management System

3. Use Start Design.

4. Remove objects from the default project.

Adding Objects to the Default Project

To add objects to the default project:

1. Focus on the Objects node of the default project.

2. Enter the following information on the Search tab:

Form Element Value or Status

Category Object Librarian
Search Type Object Name
Search P01012

3. Move the P01012 - Address Book application into the default project by clicking the
Add Object or User to the Project arrow.

Note. Notice that if you focus on the project name when you move an object into the
project, the project collapses. You have to expand the project to view the objects. If you
focus on the Objects node when you move an object into the project, the project remains
expanded.

Accessing JD Edwards EnterpriseOne Tools

To access JD Edwards EnterpriseOne tools:

1. Click the P01012 – Address Book application in the default project.

2. Click the Design button, and select the Design Tools tab.

3. Click Start Form Design Aid.

Note. The system displays a warning that the object is not currently checked out. Click
Yes to continue; the system launches Form Design Aid.

4. Review the application.

5. Exit Form Design Aid.

6. Return to Object Management Workbench.

Using Start Design

To use Start Design:

1. Click the P01012 – Address Book application in the default project.

2. From the View menu, select Start Design.

Start Design takes you directly into the appropriate design tool.

9
Describing the Change Management System Lesson 4

Removing Objects from the Default Project

When research is complete, the P01012 Address Book application can be removed from
the default project.

To remove objects from the default project:

1. Select the P01012 object in the default project.

2. Use the right-pointing arrow to move the object out of the project.

Adding Projects to Object Management Workbench

To add projects to Object Management Workbench:

1. Add projects.

2. Add owners to projects.

3. Advance projects.

4. Add objects to projects.

Adding Projects
To add projects:

1. In Object Management Workbench, click Add.

2. Select the OMW Project option, and click OK.

3. Select the Summary tab, and enter the following information:

Form Element Value or Status

Project ID TRN1001
Description Project Demonstration
Status 11 (New Project Pending Review)
Type 02 (Enhancement)
Severity 03 (Not Critical/No Workaround)
Product System Code 55 (Reserved for Clients)
SAR Number inactive
Release <current release>

The Status field is already populated with an 11 and is unavailable for input. The system
administrator defines this beginning project status in the Object Management
Configuration application.

Note. Your company might choose to begin a project at the New Project/Pending Review
status, which allows for a request to be reviewed determining whether the modification or
addition is important to the company.

10
Lesson 4 Describing the Change Management System

The SAR Number field is also unavailable for input. This field is available only if you are
integrated with the JD Edwards SAR system. Again, this integration is defined by the
system administrator in the Object Management Configuration application. This is an
internal only integration feature not supported for customer use.

4. Select the Date tab and enter the following information:

Form Element Value or Status

Date Started (populated by the system)
Planned Completion Date <30 days from Date Started>
Date Entered (populated by the system)
Completion Date (populated by the system)

The system populates the Date Started field with the date that the project is created; this
date might not be the actual date that development begins on the project. You can change
this field if needed.

The Date Entered field is unavailable for input. This value comes from the system and
reflects the date that the project is created.

The Completion Date field is also unavailable for input. The system populates this field
when the project advances through the development cycle and reaches the 01 -
completion status.

Tab Description
Category Codes Enable you to further categorize your development
projects. Your company defines these codes.

Attachments Enable you to document the purpose of this

project. You can create text attachments and links
to documentation or screen prints.

5. Select the Attachments tab and enter: The purpose of this project is to demonstrate
Object Management Workbench.

6. Click OK.

Adding Owners to Projects

To add owners to projects:

1. Select the Owners node of the Project Demonstration project.

Your user ID is the default value for the originator user role on this project. The
Object Management Configuration application defines the user role that is assigned
to a new project. Ensure that you add yourself as a developer on a project before you
make any modifications to objects.

If you need multiple people to work on a project, you can add multiple developers.
The system allows you to designate one of these developers as a lead.

11
Describing the Change Management System Lesson 4

2. To add another user to the project as a developer, select the Owners node of the new
Project Demonstration project and enter the following information on the Search tab:

Form Element Value or Status

Category Owners
Search Type User ID
Search DEMO

3. Select the user ID and move it into the project using the Add Object or User to the
Project arrow.

You can also double-click the user ID.

4. On the Add User to Project form, select developer as the user role: 02.

5. Expand the Owners folder to show the new user displayed in the list.

Important! To keep users from adding themselves in a project in any user role, you must
apply security to either the User Role table or the Add User to Project form. We will
discuss security during the Object Management Configuration portion of the class.

6. To return to the project information, select the project name and click Select.

Advancing Projects
Before you can do any development, you must advance the project status.

To advance projects:

1. Select the project.

2. Click the Advance Project button.

3. Change the status from 11 (New Project Pending Review) to 21 (Development).

Adding Objects to Projects

To add objects to projects:

1. Select the Objects node of the Project Demonstration project, and enter the following
information on the Search tab:

Form Element Value or Status

Category Object Librarian
Search Type Object Name
Search P01012

2. Move the P01012 - Address Book application into the project using the Add Object
or User to the Project arrow at the bottom of the action buttons.

12
Lesson 4 Describing the Change Management System

3. Answer this question:

Question Answer
What is meant when the object’s icon is gray?

4. Try to move the P01012 - Address Book application into the project again from the
Search tab.

Note. A Release Search and Select form appears. This form appears only if the object
is already included in the project. The system assumes that if it already exists in the
project, you must want to modify the object for a different release. This form enables
you to choose a different release if you are maintaining JD Edwards EnterpriseOne
objects in more than one release

5. Search for and move the P4210 - Sales Order Entry application into the Project
Demonstration project.

6. Expand the Objects node to show the new objects displayed in the list.

7. Click the P4210 application and click the Check Out button.

8. Click the P01012 application and click the Check Out button.

9. Click Yes on the Overwrite/Delete Specs confirmation box.

10. Answer this question:

Question Answer
What is meant when an object’s icon is colorful
and includes a red check mark?

The Status tab also reveals that the object is checked out and that the project holds
the token.

11. Click the P01012 application and click the Design button.

Tab Description
Summary Displays the general information that was entered
when the object was created. The object name and
object type cannot be modified.

13
Describing the Change Management System Lesson 4

Tab Description
Design Tools Includes links to all of the tools that are necessary for
creating or modifying the related object. Because this
object is an application, we have access to:
Form Design Aid
Browse Event Rules
Run HTML Application
Vocabulary Overrides
View Forms
Visual ER Compare
Versions List
Category Codes Includes fields to further categorize the newly
created or modified object.
Install/Merge Codes Includes information relating to installing, setting up,
and deploying the object.
Attachments Enables the developer to attach text documenting the
creation or modification of the object. You can
attach:
Text
Shortcuts
Files
URLs

12. On the Attachments tab, enter: The ZJDE7001 version of the P01012 Address Book
object requires that the processing option be set to display the CSMS form.

Accessing the Design Tools

To access the design tools:

1. On the Design Tools tab, click the Version List button to launch the Work With
Interactive Versions application.

2. Use the query by example (QBE) line to locate the ZJDE7001 version with the title
of Localization Address Book-Protected Tax ID.

3. Select the ZJDE7001 version and click Copy.

4. Enter the following information:

Form Element Value or Status

New Version VER1001
Security 0
Version Title CSMS Version

5. Click OK.

14
Lesson 4 Describing the Change Management System

6. On the General tab, select Processing Options.

7. On the Entry tab of the processing option, enter 1 in the Customer Master field.

8. Click OK.

9. Return to the Design Tools tab.

Previewing Applications from Object Management Workbench

To preview applications from Object Management Workbench:

1. On the Design Tools tab, click the Run HTML Application button.

Note. The application launches after performing a web JITI.

2. Close the application.

3. Return to the main Object Management Workbench form.

Working with Tokens

To work with tokens:

1. Check in objects.

2. Create a new project.

3. Check out objects.

4. Queue up for token.

5. Release the token.

Checking In Objects
To check in objects:

1. Click the P4210 application in the project.

2. Click the Check In action button.

If a project contains multiple objects, you can check in all of the objects at once by
selecting the project name and clicking Check In.

Notice that the icon for P4210 is still colorful.

3. Answer this question:

Question Answer
Why is the icon still colorful?

Creating a New Project

To create a new project:

1. Create a new project, and enter the following information on the Summary tab:

15
Describing the Change Management System Lesson 4

Form Element Value or Status

Project ID TRN1002
Description Token Demonstration
Status 11 (New Project Pending Review)
Type 02 (Enhancement)
Severity 03 (Not Critical/No Workaround)
Product System Code 55 (Reserved for Clients)
SAR Number inactive
Release <current release>

2. Expand the project, and focus on the Owners node.

3. Enter the following information on the Search tab:

Form Element Value or Status

Category Owners
Search Type User ID
Search DEMO

4. Add the DEMO user ID to the project by clicking the Add Object or User to the
Project arrow.

5. On the Add User to Project form, use the visual assist to select the developer role.

6. Advance the project from status 11 to status 21.

Checking Out Objects

To check out objects:

1. On the Search tab, locate the P01012 application and move it into the Token
Demonstration project.

2. Answer this question:

Question Answer
The icon is gray with a dark check mark included
with it. What does this mean?

3. Check out the P01012 application.

A dialog box prompts you to either queue up for the token or inherit the token.

Queuing Up for the Token

To queue up for the token:

16
Lesson 4 Describing the Change Management System

1. On the Token Not Available for Project form, select to queue up for the token.

2. Select the P01012 application in the Project Demonstration project.

3. From the Row menu, select Advanced, Token Queue.

Also you can select Token Queue from the Row menu.

On View Object’s Token Queue, you can see what position you are in the queue. The
project with the check mark currently holds the token. This queue is a first-in, first-
out queue.

Use a similar form for switching the token.

Important! If you move an object into a project, select to queue up for the token,
and then decide that you do not need to modify the object, you can remove the object
from the project. Removing the object from the project also removes the project from
the token queue.

4. Exit the Token Queue.

5. Select the P01012 object in the Token Demonstration project.

6. Use the Remove Object or User from the Project arrow under the action buttons to
remove the object from the project.

7. Select the P01012 object in the Project Demonstration project.

8. From the Row menu, select Advanced, Token Queue.

9. Verify that the Token Demonstration project is no longer waiting for the token.

Releasing the Token

To release the token:

1. Select the P4210 application in the Project Demonstration project.

2. Click the Release Token button to manually release the token for this object.

Important! Releasing the token manually is not the recommended method of

releasing a token. Generally, you want the system to release the token at the
designated project status. Releasing the token manually is an alternative method in
case you cannot work on the object right away and you want to release the token so
that other developers can access the object.

3. Select the P4210 application.

4. Review the News/Status tab to see that the object is no longer checked out.

Releasing the token also erases the checkout

Viewing Attachments

To view attachments:

17
Describing the Change Management System Lesson 4

1. On the Object Management Workbench form, select the Project Demonstration

project.

2. Select the News/Status tab.

3. From the Row menu, select Attachments to view the attachments for this project.

4. Select the P01012 Address Book object in the Project Demonstration project.

5. From the Row menu, select Attachments to view the attachments for this object.

Advancing Projects through the Development Cycle

To advance projects through the development cycle:

1. Advance the projects.

2. Review logs.

Advancing the Projects

To advance projects:

1. Check in the P01012 object.

2. Click the Project Demonstration project ID.

3. Click the Advance Project action button.

4. Advance the Project Demonstration project to status 26 – QA Test/Review.

5. Advance the Project Demonstration project to status 28.

Note. The action button to advance the project is no longer visible because, if you are
a developer, the system allows actions only at the programming status: 21. The
developer is not allowed any actions at other statuses. Allowed actions are defined by
the system administrator in the Object Management Configuration application

6. Add Demo to the project in the PVC Administrator role using the Search tab:

Form Element Value or Status

Category Owners
Search Type User ID
Search Demo

7. Answer this question:

Question Answer
Notice that you now have a new action button for
Switch Token. Why does it appear now?

18
Lesson 4 Describing the Change Management System

8. Advance the project to status 38.

9. Answer this question:

Question Answer
The appearance of the icon has changed. Why?

10. Finish the development cycle by advancing the project to status 01.

11. Click Find to refresh the screen.

12. Change the status filter field to display projects that are currently at status: 01 -
Complete.

Reviewing Logs
To review logs:

1. Click the Project Demonstration project ID to review project logs.

2. From the Row menu, select Logging.

3. Drill down to show the level of detail.

4. Click Find to display the log information.

5. Click an object in the Project Demonstration project to review object logs.

6. From the Row menu, select Logging.

7. Drill down to show the level of detail.

Working with Object Specifications

To work with object specifications:

1. Save and restore object specifications.

2. Get object specifications.

3. Use Advanced Get.

4. Delete versus remove objects.

Saving and Restoring Object Specifications

The Save action button saves object specifications that are still in the process of being
developed to a save location. This save location is different from the checkout location.

For example, on Friday afternoon you have made substantial modifications to your
application but it is not complete or ready to check in. You can save the application to a
predefined location, as defined by the system administrator in the Object Management
Configuration application.

On Monday morning, you use the Restore action button to restore the saved object
specifications to your workstation.

19
Describing the Change Management System Lesson 4

A Save Location must be set up in the JD Edwards EnterpriseOne system and then
configured in the Object Management Configuration application.

Getting Object Specifications

The Get action copies the latest object specifications to your local workstation. The Get
action is the same as checking out an object and erasing the checkout.

This function is useful if you want to view the changes that another developer made to
the object since you last used it.

If you perform a Get and make any modifications to the object, the modifications cannot
be checked in because you never checked out the object.

Get copies the specifications from the same location as checkout based on the Activity
Rules defined for the status of the project.

Using Advanced Get

The purpose of Advanced Get is to be able to select a path code or data source from
where you want to retrieve object specifications or object information. This feature
enables you to select a path code or data source other than the one that is defined by the
activity rules in Object Management Configuration.

Non Object Librarian objects reside in a data source; Object Librarian objects reside in a
path code.

Deleting versus Removing Objects

Deleting an object is different than removing an object from a project. When you want to
delete an object, you can select from these options:

Action Description
Delete Object from the Server This option deletes object specifications
from the central object checkout location
based on the activity rules defined for the
project status.

Delete Object Locally This option deletes object specifications

from your local workstation.

Delete Object from the Save Location This option deletes object specifications
from the save location.

Mark Object to be Deleted from Transfer Location The system displays the object in boldface
type in the project window. It is marked for
deletion from the transfer location. The
system will delete it when a transfer status
change occurs.

Remove Object from All Locations This option deletes from all the preceding
locations. The project must be promoted
through the development cycle to remove
the object from all central object path
codes.

20
Lesson 4 Describing the Change Management System

When you want to remove an object from a project, click on the object and then click the
Remove Object or User from the Project arrow at the bottom of the action buttons. This
removes the object from the list of objects to be modified; all object specifications remain
intact.

This concludes the activity. Please do not continue.

21
Describing the Change Management System Lesson 4

Activity 2: Working with Projects

In this activity, you will review the activity overview and:

• Add a project for the Class Address Book.

• Add a project for the Class Item Master.

Slide 53 _______________________________________________________________________________________________________

Activity Overview
You need two projects in which to add objects that are required for custom applications.
In Object Management Workbench:

• Add two projects.

• Include yourself as a developer on both projects.

• Advance the projects to the programming status in preparation for developing custom
applications.

• Define the first project for product system code 55.

• Define the second project for product system code 56.

Because subsequent activities are dependent on this activity, you must use the following
naming conventions:

Project Names:

Name Description
TRN1003 Class Address Book
TRN2003 Class Item Master

22
Lesson 4 Describing the Change Management System

Activity Detailed Steps

Perform the detailed steps to complete the activity.

Adding a Project for the Class Address Book

To add a project for the Class Address Book:

1. Create a project.

2. Add owners to the project.

3. Advance the project.

Creating a Project
To create a project:

1. In Solution Explorer, from the Tools menu, select Object Management Workbench.

2. Click the Add button on the toolbar.

3. On the Add Object to the Project form, select OMW Project in the Object
Management Workbench group box.

4. Enter the following information on the Summary tab:

Form Element Value or Status

Project ID TRN1003
Description Class Address Book
Status 11 (New Project Pending Review)
Type 02 (Enhancement)
Severity 03 (Not Critical/No Workaround)
Product System Code 55
SAR Number (inactive)
Release <current release>

5. On the Dates tab, enter the following information:

Form Element Value or Status

Date Started (populated by the system)
Planned Completion Date <30 days from Date Started>

6. On the Attachments tab, enter This project was created to add the Class Address
Book application.

Note. Do not make any entries on the Category Codes tab. These codes are used to
further categorize development and modification of objects.

23
Describing the Change Management System Lesson 4

Adding Owners to the Project

To add owners to the project:

1. Expand the project and click the Owners node.

2. Enter the following information on the Search tab:

Form Element Value or Status

Category Owners
Search Type User ID
Search DEMO

3. Select the DEMO user ID and move it into the project using the Add Object or User
to the Project arrow.

4. On the Add User to Project form, select the developer user role.

Advancing the Project

To advance the project:

1. Select the project.

2. Click the Advance Project button.

3. Change the status from 11 (New Project Pending Review) to 21 (Development).

Adding a Project for the Class Item Master

To add a project for the Class Item Master:

1. Create a project.

2. Add owners to the project.

3. Advance the project.

Creating a Project
To create a project:

1. In Solution Explorer, from the Tools menu, select Object Management Workbench.

2. Click the Add button on the toolbar.

3. On the Add Object to the Project form, select OMW Project in the Object
Management Workbench group box.

4. Enter the following information on the Summary tab:

Form Element Value or Status

Project ID TRN2003
Description Class Item Master
Status 11 (New Project Pending Review)

24
Lesson 4 Describing the Change Management System

Form Element Value or Status

Type 02 (Enhancement)
Severity 03 (Not Critical/No Workaround)
Product System Code 56
SAR Number (inactive)
Release <current release>

5. On the Dates tab, enter the following information:

Form Element Value or Status

Date Started (populated by the system)
Planned Completion Date <30 days from Date Started>

6. On the Attachments tab, enter This project was created to add the Class Item Master
application.

Note. Do not make any entries on the Category Codes tab. These codes are used to
further categorize development and modification of objects.

Adding Owners to the Project

To add owners to the project:

1. Expand the project, and click on the Owners node.

2. Enter the following information on the Search tab:

Form Element Value or Status

Category Owners
Search Type User ID
Search DEMO

3. Select the DEMO user ID and move it into the project using the Add Object or User
to the Project arrow.

4. On the Add User to Project form, select the developer user role.

Advancing the Project

To advance the project:

1. Select the project.

2. Click the Advance Project button.

3. Change the status from 11 (New Project Pending Review) to 21 (Development).

25
Describing the Change Management System Lesson 4

This concludes the activity. Please do not continue.

26
Lesson 5

Creating User Defined Codes and

Next Numbers

27
Creating User Defined Codes and Next Numbers Lesson 5

Activity 3: Creating User Defined Codes for the Class Address Book
In this activity, you will review the activity overview and create the 55|RE UDC.

Slide 64 _______________________________________________________________________________________________________

Activity Overview
The Class Address Book application requires a user-defined code to indicate the valid
values for the region in which an employee, a supplier, or a customer is located. The
codes should represent the following regions:

• Central

• Northeast

• Northwest

• Southeast

• Southwest

Because subsequent activities are dependent on this activity, you must use the following
naming conventions:

UDC:

Name Description
RE Region

The 55|RE will be associated with data items in subsequent activities.

Activity Detailed Steps

Perform the detailed steps to complete the activity.

Creating the 55|RE UDC

To create the 55|RE UDC:

1. Access Object Management Workbench.

2. Click the Objects node of the Class Address Book project and click Add.

3. Select the User Defined Code option.

4. On the User Defined Code Types form, enter the following information:

Form Element Value or Status

Product Code 55
User Defined Codes RE

28
Lesson 5 Creating User Defined Codes and Next Numbers

Form Element Value or Status

Description Region
Code Length 2
2nd Line (cleared)
Numeric (cleared)

5. Click OK.

6. On the User Defined Codes form, enter the following information:

Codes Description Hard Coded

CE Central N
NE Northeast N
NW Northwest N
SE Southeast N
SW Southwest N

7. Leave the Special Handling column cleared.

8. Click OK.

Results
55|RE – Region now appears with a UDC icon under the Objects node of the Class
Address Book project.

29
Creating User Defined Codes and Next Numbers Lesson 5

Activity 4: Creating User Defined Codes for the Class Item Master
In this activity, you will review the activity overview and create the 56|PN UDC.

Slide 65 _______________________________________________________________________________________________________

Activity Overview
The Item Master application requires a user defined code to indicate the valid values for
the manner in which a product is stored. The codes should represent the following storage
options:

• Perishable

• Non-perishable

Because subsequent activities are dependent on this activity, you must use the following
naming conventions:

UDC:

Name Description
PN Storage Type

The 56|PN will be associated with data items in subsequent activities.

30
Lesson 5 Creating User Defined Codes and Next Numbers

Activity Detailed Steps

Perform the detailed steps to complete the activity.

Creating the 56|PN UDC

To create the 56|PN UDC:

1. Click the Objects node of the Class Item Master project and click Add.

2. Select the User Defined Code Option.

3. On the User Defined Code Types form, enter the following information:

Form Element Value or Status

Product Code 56
User Defined Codes PN
Description Storage Type
Code Length 1
nd
2 Line (cleared)
Numeric (cleared)

4. Click OK.

5. On the User Defined Codes form, enter the following information:

Codes Description Hard Coded

P Perishable N
N Non-perishable N

6. Leave the Special Handling column cleared.

7. Answer these questions:

Question Answer
User defined codes provide a structure to ensure
what?
Explain why you would create a custom list of user
defined code values.

Results
56|PN – Region now appears with a UDC icon under the Objects node of the Class Item
Master project.

This concludes the activity. Please do not continue.

31
Creating User Defined Codes and Next Numbers Lesson 5

Activity 5: Creating a Next Numbers Table for the Class Address Book
In this activity, you will review the activity overview and create next numbers for the
Class Address Book.

Slide 69 _______________________________________________________________________________________________________

Activity Overview
Create a next numbers table for the address number in the Class Address Book
application. Since it is likely that a transposition error might occur during data entry,
define the system to use check digits.

Because subsequent activities are dependent on this activity, you must use the following
information:

Next Numbers:

Use Next Number

Address 300

Activity Detailed Steps

Perform the detailed steps to complete the activity.

Creating Next Numbers for the Class Address Book

To create next numbers for the Class Address Book:

1. From Solution Explorer, type NN in the Fast Path.

2. On the Work With Next Numbers form, verify that no entries exist for system code
55.

Note. For the system to automatically assign a number for each Address Book record that
you enter, you need to create a table for system 55 and then add Address Number as an
index in that table.

3. Click Add to add an entry for system 55.

4. On the Set Up Next Numbers by System form, enter the following information:

Form Element Value or Status

System 55
Use Address
Next Number 300
Check Digit Used Select

32
Lesson 5 Creating User Defined Codes and Next Numbers

This concludes the activity. Please do not continue.

33
Creating User Defined Codes and Next Numbers Lesson 5

Activity 6: Creating a Next Numbers Table for the Class Item Master
In this activity, you will review the activity overview and create next numbers for the
Class Item Master.

Slide 70 _______________________________________________________________________________________________________

Activity Overview
Create a next numbers table for the item number in the Class Item Master application.
There is no need for the system to check digits.

Because subsequent activities are dependent on this activity, you must use the following
information:

Next Numbers:

Use Next Number

Item Number 900

34
Lesson 5 Creating User Defined Codes and Next Numbers

Activity Detailed Steps

Perform the detailed steps to complete the activity.

Creating Next Numbers for the Class Item Master

To create next numbers for the Class Item Master:

1. From Solution Explorer, type NN in the Fast Path.

2. On the Work With Next Numbers form, verify that no entries exist for system code
56.

Note. For the system to automatically assign a number for each Item Master record that
you enter, you need to create a table for system 56 and then add Item Number as an index
in that table.

3. Click Add to add an entry for system 56.

4. On the Set Up Next Numbers by System form, enter the following information:

Form Element Value or Status

System 56
Use Item Number
Next Number 900
Check Digit Used Cleared

Important! Do not change any next numbers after you start using the applications. Do
not change the sequence of the next numbers in the table.

This concludes the activity. Please do not continue.

35
Creating User Defined Codes and Next Numbers Lesson 5

Notes

______________________________________________________________________

36
Lesson 6

Creating and Modifying Data Items

37
Creating and Modifying Data Items Lesson 6

Activity 7: Adding Data Items for the Class Address Book

In this activity, you will review the activity overview and:

• Copy data items.

• Move data items.

• Review data item specifications.

• Add data items.

Slide 83 _______________________________________________________________________________________________________

Activity Overview
Before you create new data items for an application, you should determine whether an
existing data item meets your specifications. The Class Address Book application
requires these data items:

• Monthly salary for an employee.

• Address number

• Region with an associated UDC.

The Address Book system requires that a data item be used to indicate whether an
employee, supplier, or customer is considered active or inactive. You must create an
Address Book Status data item to fulfill this need.

Because subsequent activities are dependent on this activity, you must use the following
naming conventions:

Data Item Alias

SAAddressBkStatus SASTAT00

The following data items can be copied and modified to meet the stated business need.

Data Item Alias New Data Item Name New Alias

SASAL SASalary00 SASAL00
SAAN8A SAAddressNumberA00 SAAN8A00
SAAC01 SARegion00 SAAC0100

Activity Detailed Steps

Perform the detailed steps to complete the activity.

38
Lesson 6 Creating and Modifying Data Items

Copying Data Items

To copy data items:

1. From the EnterpriseOne Life Cycle Tools task view in Solution Explorer, select
Application Development, Data Dictionary Design, Work With Data Dictionary
Items.

2. On the Work With Data Items form, enter SASAL on the Alias QBE line and click
Find.

3. Click Copy on the toolbar.

4. Modify the Data Item and Alias fields to append 00 to the name and alias as
indicated:

Data Item Alias

SASalary00 SASAL00

5. Click OK.

6. Follow the same steps to copy and rename these data items:

Data Item Alias New Data Item Name New Alias

SAAN8A SAAddressNumberA00 SAAN8A00
SAAC01 SARegion00 SAAC0100

7. Exit Data Dictionary.

Moving Data Items

To move data items:

1. Return to Object Management Workbench.

Note. The copied and renamed data items appear in the default project.

2. Expand the Objects node of the default project.

3. Drag these data items from the default project into the Class Address Book project:

Alias Description
SASAL00 Monthly Salary
SAAN8A00 Address Number
SAAC0100 Sample Application - Category Code

39
Creating and Modifying Data Items Lesson 6

Reviewing Data Item Specifications

To review data item specifications:

1. Review and modify specifications for salary.

2. Review and modify specifications for address number.

3. Review and modify specifications for region.

Review and Modify Specifications for Salary

To review and modify specifications for salary:

1. Expand the Objects node of the Class Address Book project.

2. Click the SASAL00 data item and click the Design action button.

3. Review the specifications and modify as needed according to this table:

Tab Form Element Value or Status

Item Specifications Data Item SASalary00
Alias SASAL00
Glossary Group D
Item Parent (unavailable for input)
Description Monthly Salary
Product Code 55
Product System Code 55
Data Type 9
Size 15
File Decimals (cleared)
Class (cleared)
Display Decimals 2
Control Type 4
Item Occurrences (cleared)
Row Description Monthly Salary
Column Title Monthly
Salary
Upper Case Only (cleared)
Row Security (cleared)
Allow Blank Entry select
Auto Include (cleared)
Do Not Total (cleared)
Item Glossary If the glossary text does not exist,
enter a meaningful definition for
this item.

40
Lesson 6 Creating and Modifying Data Items

Tab Form Element Value or Status

Default Value No default value
Visual Assist Calculator
Edit Rule No Edit Rule
Display Rule Rule Code
K
Next Number No Next Numbering

Review and Modify Specifications for Address Number

To review and modify specifications for address number:

1. Click the SAAN8A00 data item and click the Design action button.

2. Review the specifications and modify as needed according to this table:

Tab Form Element Value or Status

Item Specifications Data Item SAAddressNumberA00
Alias SAAN8A00
Glossary Group D
Item Parent (unavailable for input)
Description Address Number
Product Code 55
Product System Code 55
Data Type 9
Size 8
File Decimals (cleared)
Class (cleared)
Display Decimals 0
Control Type 4
Item Occurrences (cleared)
Row Description Address Number
Column Title Address
Number
Upper Case Only (cleared)
Row Security (cleared)
Allow Blank Entry (cleared)
Auto Include (cleared)
Do Not Total (cleared)

41
Creating and Modifying Data Items Lesson 6

Tab Form Element Value or Status

Item Glossary If the glossary text does not exist,
enter a meaningful definition for
this item.
Default Value No default value
Visual Assist No visual assist
Edit Rule No Edit Rule
Display Rule Rule Code
Z
Next Number System Code 55
Index 1

Review and Modify Specifications for Region

To review and modify specifications for region:

1. Click the SAAC0100 data item and click the Design action button.

2. Review the specifications and modify as needed according to this table:

Tab Form Element Value or Status

Item Specifications Data Item SARegion00
Alias SAACO100
Glossary Group D
Item Parent (unavailable for input)
Description Sample Application – Category
Code
Product Code 55
Product Code Reporting 55
Data Type 2
Size 3
File Decimals (unavailable for input)
Class (cleared)
Display Decimals (unavailable for input)
Control Type 1
Item Occurrences (cleared)
Row Description Region
Column Title Region
Upper Case Only select
Row Security (cleared)
Allow Blank Entry (cleared)

42
Lesson 6 Creating and Modifying Data Items

Tab Form Element Value or Status

Auto Include (cleared)
Do Not Total (cleared)
Item Glossary If the glossary text does not exist,
enter a meaningful definition for
this item.
Default Value No default value
Visual Assist Search Form Select User Define Code
(W0005SB)
Edit Rule Rule UDC

Product Code 55
Record Type RE
Display Rule No Display Rule
Next Number No Next Numbering

Results
• Class Address Book project:

• The only change for data item SASAL00 is to add glossary text.

• Change the next number for SAAddressNumberA00 (SAAN8A00) from 98SA,

Index 1 to 55.

• Change the Edit Rule for SAAC0100 to UDC 55|RE.

Adding Data Items

To add data items:

1. Select the Objects node of the project and click Add.

2. Select the Data Item option and click OK.

3. On the Data Dictionary Item Type message box, click No.

Note. The message box asks you if you want to create a glossary data item. The answer is
no, you want to create a regular primary data elements data item.

4. Enter the following information:

Tab Form Element Value or Status

Item Specifications Data Item SAAddressBkStatus00
Alias SASTAT00
Glossary Group D
Item Parent (unavailable for input)

43
Creating and Modifying Data Items Lesson 6

Tab Form Element Value or Status

Description Status Active/Inactive Flag
Product Code 55
Product Code Reporting 55
Data Type 1
Size (unavailable for input)
File Decimals (unavailable for input)
Class (cleared)
Display Decimals (unavailable for input)
Control Type 4
Item Occurrences (cleared)
Row Description Status
Column Title Status
Upper Case Only On
Row Security (cleared)
Allow Blank Entry (cleared)
Auto Include (cleared)
Do Not Total Not Applicable
Item Glossary This field serves as a flag indication
whether an employee, customer or
vendor is considered active or
inactive.
Default Value No default value
Visual Assist No Visual Assist
Edit Rule No Edit Rule
Display Rule No Display Rule
Next Number No Next Numbering

This concludes the activity. Please do not continue.

44
Lesson 6 Creating and Modifying Data Items

Activity 8: Adding Data Items for the Class Item Master

In this activity, you will review the activity overview and:

• Move data items.

• Review and modify data item specifications.

• Search the data dictionary.

Slide 84 _______________________________________________________________________________________________________

Activity Overview
The Class Item Master application must have a data item for a code that specifies whether
an inventory item is perishable or non-perishable. This data item requires an associated
UDC.

Then research the system to ensure that all of the rest of the data items required for
development already exist. You can use either:

• The Work With Data Dictionary Items selection on the Data Dictionary Design menu
in Solution Explorer.

• The Search Tab in Object Management Workbench.

Because subsequent activities are dependent on this activity, you must use the following
naming conventions:

Data Item Alias New Data Item Name New Alias

SASTRITM SAItemStorage00 SAITMS00

45
Creating and Modifying Data Items Lesson 6

Activity Detailed Steps

Perform the detailed steps to complete the activity.

Moving Data Items

To move data items:

1. Return to Object Management Workbench.

Note. The copied and renamed data items appear in the default project.

2. Expand the Objects node of the default project.

3. Drag this data item from the default project into the Class Item Master project:

Alias Description
SAITMS00 Item Storage

Review and Modify Specifications for Item Storage

To review and modify specifications for item storage:

1. Expand the Objects node of the Class Item Master project.

2. Click the SAITMS00 data item and click the Design action button.

3. Review the specifications and modify as needed according to this table:

Tab Form Element Value or Status

Item Specifications Data Item SAItemStorage00
Alias SAITMS00
Glossary Group D
Item Parent (unavailable for input)
Description Item Storage
Product Code 56
Product Code Reporting 56
Data Type 1
Size 1
File Decimals (unavailable for input)
Class (cleared)
Display Decimals (unavailable for input)
Control Type 1
Item Occurrences (cleared)
Row Description Item Storage

46
Lesson 6 Creating and Modifying Data Items

Tab Form Element Value or Status

Column Title Item
Storage
Upper Case Only select
Row Security (cleared)
Allow Blank Entry select
Auto Include (cleared)
Do Not Total (cleared)
Item Glossary If the glossary text does not exist,
enter a meaningful definition for
this item.
Default Value No default value
Visual Assist Search Form Select User Defined Code
(W0005SB)
Edit Rule Rule UDC
56
PN
Display Rule No Display Rule
Next Number No Next Numbering

Results
Change the Edit Rule for SAITMS00 to UDC 56|PN.

Searching the Data Dictionary

To search the data dictionary:

1. Access Work With Data Items form.

2. Referencing the table in step 3, enter each alias name in the alias name field of the
QBE line and click Find.

3. Write the data item name next to the corresponding alias in the table:

Alias Data Item

SAITM
SADSC1
SADSC2
SAAN8A00
SATYPE
SAPREQ
SAUOM1
SAPRRC

47
Creating and Modifying Data Items Lesson 6

Alias Data Item

SAPQOH
SAROP
SAITMS00
USER
PID
UPMJ
JOBN
UPMT

This concludes the activity. Please do not continue.

48
Lesson 7

Creating Custom Tables

49
Creating Custom Tables Lesson 7

Activity 9: Creating Tables for the Class Address Book

In this activity, you will review the activity overview and:

• Create the Class Address Book table – F550100.

• Create the Class Phones table – F551500.

Slide 98 _______________________________________________________________________________________________________

Activity Overview
The Class Address Book application requires custom tables to be created. Each record in
the Class Address Book can have more than one phone number associated with it. A
customer might have a business number, a home number, and a fax number. To ensure
that the right records are associated from both tables, create the appropriate primary
indices.

It has been determined that two tables are needed and should include the following data
items:

Table One:

• SAAN8A00

• SAAT1

• SAALPH

• SAADD2

• SAADD3

• SACTY1

• SAADDS

• SAADDZ

• SASTAT00

• SACTR

• SAAC0100

• SASAL00

• USER

• PID

• UPMJ

• JOBN

50
Lesson 7 Creating Custom Tables

• UPMT

Primary index needs to include:

• SAAddressNumberA00

Table Two:

• SAAN8A00

• SALNID

• SAAR1

• SAPH1

• SAPHTP

• USER

• PID

• UPMJ

• JOBN

• UPMT

Primary index needs to include:

• SAAddressNumberA00

• LineNumber

Because subsequent activities are dependent on this activity, you must use the following
naming conventions:

Name Description
F550100 Class Address Book Master
F551500 Class Phones

Activity Detailed Steps

Perform the detailed steps to complete the activity.

Creating the Class Address Book Table – F550100

To create the Class Address Book table - F550100:

1. Create table objects.

2. Create tables.

3. Create primary indexes.

51
Creating Custom Tables Lesson 7

4. Generate tables.

Creating Table Objects

To create table objects:

1. Select the Objects node in the Class Address Book project and click Add.

2. Select the Table option.

3. Enter the following information on the Add Objects form:

Form Element Value or Status

Object Name F550100
Description Class Address Book Master
Product Code 55
Product System Code 55
Object Use 2
Column Prefix AB

Creating Tables
To create tables:

1. Access the Design Tools tab and click Start Table Design Aid.

2. On the Windows menu, select Tile to view all of the forms.

3. Use the Data Dictionary browser to search for the following data items and move
them to the Columns form:

Alias Data Item

SAAN8A00 SAAddressNumberA00
SAAT1 SASearchType
SAALPH SAAlphaName
SAADD2 SAAddressLine2
SAADD3 SAAddressLine3
SACTY1 SACity
SAADDS SAState
SAADDZ SAPostalCode
SASTAT00 SAAddressBkStatus00
SACTR SACountry
SAAC0100 SARegion00
SASAL00 SASalary00
USER UserId
PID ProgramId

52
Lesson 7 Creating Custom Tables

Alias Data Item

UPMJ DateUpdated
JOBN WorkStationId
UPMT TimeLastUpdated

Creating Primary Indexes

To create primary indexes:

1. From the Columns form, drag SAAddressNumberA00 to the Indices form and drop it
onto the Class Address Book Master icon.

2. Rename the index as Address Number.

Note. The index is marked with the letter P to indicate that it is the primary index.

3. Save the table and exit Table Design Aid.

Generating Tables
To generate tables:

1. Select the Table Operations tab.

2. In the password field of the Generate Table form, enter dbo.

3. Click Generate Table.

Note. Verify that the data source is Business Data Local and that the password is the
same as the object owner ID.

4. Click OK.

Creating the Class Phones Table – F551500

To create the Class Phones table - F551500:

1. Create table objects.

2. Create tables.

3. Create primary indexes.

4. Generate tables.

Creating Table Objects

To create table objects:

1. Select the Objects node in the Class Address Book project and click Add.

2. Select the Table option.

3. Enter the following information on the Add Objects form:

53
Creating Custom Tables Lesson 7

Form Element Value or Status

Object Name F551500
Description Class Phones
Product Code 55
Product System Code 55
Object Use 2
Column Prefix PH

4. Access the Design Tools tab and click Start Table Design Aid.

5. On the Windows menu, select Tile to view all of the forms.

Creating Tables
To create tables:

1. Access the Design Tools tab and click Start Table Design Aid.

2. On the Windows menu, select Tile to view all of the forms.

3. Use the Data Dictionary browser to search for the following data items and move
them to the Columns form:

Alias Data Item

SAAN8A00 SAAddressNumberA00
SALNID SALineNumber
SAAR1 SAAreaCode
SAPH1 SAPhoneNumber
SAPHTP SAPhoneNumberType
USER UserId
PID ProgramId
UPMJ DateUpdated
JOBN WorkStationId
UPMT TimeLastUpdated

Creating Primary Indexes

To create primary indexes:

1. Drag SAAddressNumberA00 the Indices form and drop it onto the Class Phones
icon.

2. Drag SALineNumber to the Indices form and drop it onto the Untitled icon.

3. Rename the index: Addr Nbr, Line Id.

54
Lesson 7 Creating Custom Tables

Note. The index is marked with the letter P to indicate that it is the primary index.

4. Save the table and exit Table Design Aid.

Generating Tables
To generate tables:

1. Select the Table Operations tab.

2. In the password field of the Generate Table form, enter dbo.

3. Click Generate Table.

Note. Verify that the data source is Business Data Local and that the password is the
same as the object owner ID.

4. Click OK.

This concludes the activity. Please do not continue.

55
Creating Custom Tables Lesson 7

Activity 10: Creating Tables for the Class Item Master

In this activity, you will review the activity overview and create the Class Item Master
table – F560100.

Slide 99 _______________________________________________________________________________________________________

Activity Overview
The Class Item Master application requires a custom table to be created. Create the
appropriate primary index.

It has been determined that the following data items are required in the table:

• SAITM

• SADSC1

• SADSC2

• SAAN8A00

• SATYPE

• SAPREQ

• SAUOM1

• SAPRRC

• SAPQOH

• SAROP

• SAITMS00

• USER

• PID

• UPMJ

• JOBN

• UPMT

Primary index needs to include:

• SAItemNumber

Because subsequent activities are dependent on this activity, you must use the following
naming conventions:

56
Lesson 7 Creating Custom Tables

Name Description
F560100 Class Item Master

57
Creating Custom Tables Lesson 7

Activity Detailed Steps

Perform the detailed steps to complete the activity.

Creating the Item Master Table – F560100

To create the Item Master table - F560100:

1. Create table objects.

2. Create tables.

3. Create primary indexes.

4. Generate tables.

Creating Table Objects

To create table objects:

1. Select the Objects node in the Class Item Master project and click Add.

2. Select the Table option.

3. Enter the following information on the Add Objects form:

Form Element Value or Status

Object Name F560100
Description Class Item Master
Product Code 56
Product System Code 56
Object Use 2
Column Prefix IT

4. Access the Design Tools tab and click Start Table Design Aid.

Creating Tables
To create tables:

1. On the Windows menu, select Tile to view all of the forms.

2. Use the Data Dictionary browser to search for the following data items and move
them to the Columns form:

Alias Data Item

SAITM SAItemNumber
SADSC1 SADescription
SADSC2 SACatalogDescription
SAAN8A00 SAAddressNumberA00
SATYPE SAItemType

58
Lesson 7 Creating Custom Tables

Alias Data Item

SAPREQ SAQuantityOnOrder
SAUOM1 SAUnitOfMeasure
SAPRRC SAAmountUnit
SAPQOH SAQuantityOnHand
SAROP SAReorderPoint
SAITMS00 SAItemStorage00
USER UserId
PID ProgramId
UPMJ DateUpdated
JOBN WorkStationId
UPMT TimeLastUpdated

Creating Primary Indexes

To create primary indexes:

1. Drag SAItemNumber to the Indices form and drop it onto the Class Item Master icon.

2. Rename the index to Item Number.

3. Save the table and exit Table Design Aid.

Generating Tables
To generate tables:

1. Select the Table Operations tab.

2. In the password field of the Generate Table form, enter dbo.

3. Click Generate Table.

Note. Verify that the data source is Business Data Local and that the password is the
same as the object owner ID.

4. Click OK.

This concludes the activity. Please do not continue.

59
Creating Custom Tables Lesson 7

Activity 11: Using the Universal Table Browser

In this activity, you will review the activity overview and:

• Access the Universal Table Browser.

• Locate tables using Universal Table Browser.

Slide 104 ______________________________________________________________________________________________________

Activity Overview
Use the Universal Table Browser to locate the tables that were created in the previous
activities: F550100, F551500 and F560100.

60
Lesson 7 Creating Custom Tables

Activity Detailed Steps

Perform the detailed steps to complete the activity.

Accessing Universal Table Browser

To access Universal Table Browser:

1. Access Universal Table Browser from the EnterpriseOne Life Cycle Tools task view.

2. Access Universal Table Browser using Fast Path.

Accessing Universal Table Browser from the EnterpriseOne Life Cycle Tools Task View
To access Universal Table Browser from the EnterpriseOne Life Cycle Tools task view:

1. Access Solution Explorer.

2. Expand the Application Development task.

3. Expand the Object Management task.

4. Double-click the Universal Table Browser task.

5. Click Open Table from the File menu.

6. Exit Universal Table Browser.

Accessing Universal Table Browser Using Fast Path

To access Universal Table Browser using Fast Path:

1. Access Solution Explorer.

2. In the Fast Path, enter UTB.

3. Click Open Table from the File menu.

Locating Tables in Universal Table Browser

To locate tables in Universal Table Browser:

1. On the Table and Data Source Selection dialog box, enter the following information:

Form Element Value or Status

Table F550100
Data Source Business Data Local

2. Click OK.

3. Repeat the previous steps for tables F551500 and F560100.

This concludes the activity. Please do not continue.

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Creating Custom Tables Lesson 7

Activity 12: Using the Data Browser

In this activity, you will review the activity overview and:

• Access the Data Browser.

• Locate tables using Data Browser.

Slide 105 ______________________________________________________________________________________________________

Activity Overview
Use the Data Browser to locate the tables that were created in the previous activities:
F550100, F551500 and F560100.

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Lesson 7 Creating Custom Tables

Activity Detailed Steps

Perform the detailed steps to complete the activity.

Accessing the Data Browser

To access the Data Browser:

1. Access Solution Explorer.

2. From the Tools menu, select EnterpriseOne Menu.

Note. Accessing EnterpriseOne Menu from Solution Explorer accesses the H4A, or local
web client. In a real-life environment you would want to sign onto the web client. This
training environment is standalone and does not include a web server.

3. In the Fast Path, enter databrowser.

4. On the Query Selector form, select the By Table option.

5. In the Name field, enter F550100.

6. Tab into the Data Source field, verify that the system displays Business Data Local,
and then click OK.

If you had data in this table, you could filter the data and display only the records that
you wanted to review.

You can use the up and down arrows in the column headings to sort the data.

This concludes the activity. Please do not continue.

63
Creating Custom Tables Lesson 7

Notes

______________________________________________________________________

64
Lesson 8

Creating Business Views

65
Creating Business Views Lesson 8

Activity 13: Creating Business Views for the Class Address Book
In this activity, you will review the activity overview and:

• Create business view V550100A.

• Create business view V550100S.

• Create business view V551500A.

Slide 123 ______________________________________________________________________________________________________

Activity Overview
You need business views to access each of the tables that you created for the Class
Address Book application. Create three business views over the custom tables to use in
designing the Class Address Book application.

Since these are not text search business views, you can close the two data structure forms
in Business View Design Aid and retile the forms.

It has been determined that the following data items are required in the business views:

Business View 1:

• All fields from the F550100 table.

Business View 2:

The following fields from the F550100 table:

• SAAN8A00

• SAAT1

• SAALPH

Business View 3:

• All fields from the F551500 table.

Because subsequent activities are dependent on this activity, you must use the following
naming conventions:

Name Description
V550100A Class Address Book – All Columns
V550100S Class Address Book Search & Select
V551500A Class Phones – All Columns

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Lesson 8 Creating Business Views

Activity Detailed Steps

Perform the detailed steps to complete the activity.

Creating Business View V550100A

To create business view V550100A:

1. Add a business view object.

2. Select all fields for the business view.

Creating Business View Objects

To create business view objects:

1. Click the Objects node of the Class Address Book project.

2. Select to add a business view.

3. On the Add Objects form, enter the following information:

Form Elements Value or Status

Object Name V550100A
Description Class Address Book – All Columns
Product Code 55
Product System Code 55
Object Use 300
Text Search (cleared)

4. Access the Design Tools tab and click Start the Business View Design Aid.

Note. Close the Available GT and Selected GT forms. These forms are used in
conjunction with media objects and the work center.

Selecting All Fields for the Business View

To select all fields for the business view:

1. Close the two generic text data structure forms.

2. From the Window menu, select Tile.

3. On the Available Tables form, enter F550100 in the QBE Object Name field.

4. Drag the table to the Table Joins form.

5. Focus on the table in the Table Joins form and click Select All Columns from the
Table menu.

6. Save the business view and exit Business View Design Aid.

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Creating Business Views Lesson 8

Results
The V550100A– Class Address Book – All Columns business view appears as an object
under the Class Address Book project.

Creating Business View V550100S

To create business view V550100S:

1. Add a business view object.

2. Select specific fields for the business view.

Creating Business View Objects

To create business view objects:

1. Click the Objects node of the Class Address Book project.

2. Select to add a business view.

3. On the Add Objects form, enter the following information:

Form Element Value or Status

Object Name V550100S
Description Class Address Book Search and Select
Product Code 55
Product System Code 55
Object Use 300

4. Access the Design Tools tab and click Start the Business View Design Aid.

Selecting Specific Fields for the Business View

To select specific fields for the business view:

1. Enter F550100 in the QBE Object Name field in the Available Tables form.

2. Drag the F550100 table to the Table Joins form.

3. On the Table Joins form, double-click these data items to move them to the Selected
Columns form:

• SASearchType (SAAT1)

• SAAlphName (SAALPH)

4. Compare your results with the results section.

5. Save the business view and exit Business View Design Aid.

Results
You should have the following three data items listed in the Selected Columns form:

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Lesson 8 Creating Business Views

Alias Name
SAAN8A00 Address Number00
SAAT1 Sample Applications – Search Type
SAALPH Sample Application – Alpha Name

The V550100S– Class Address Book Search and Select business view appears as an
object under the Class Address Book project.

Creating Business View V551500A

To create business view V551500A:

1. Add a business view object.

2. Select all fields for the business view.

Creating Business View Objects

To create business view objects:

1. Click the Objects node of the Class Address Book project.

2. Select to add a business view.

3. On the Add Objects form, enter the following information:

Form Element Value or Status

Object Name V551500A
Description Class Phones – All Columns
Product Code 55
Product System Code 55
Object Use 300

4. Access the Design Tools tab and click Start the Business View Design Aid.

Selecting All Fields for the Business View

To select all fields for the business view:

1. Enter F551500 in the QBE Object Name field in the Available Tables form.

2. Drag the F551500 table to the Table Joins form.

3. Focus on the table in the Table Joins form and click Select All Columns from the
Table menu.

4. Save the business view and exit Business View Design Aid.

69
Creating Business Views Lesson 8

Results
The V551500A– Class Address Book – All Columns business view appears as an object
under the Class Address Book project.

This concludes the activity. Please do not continue.

70
Lesson 8 Creating Business Views

Activity 14: Creating Business Views for the Class Item Master
In this activity, you will review the activity overview and create business view
V560100A.

Slide 124 ______________________________________________________________________________________________________

Activity Overview
You need a business view to access the custom table that you created for the Class Item
Master application. Create a business view to use in designing the Class Item Master
application.

Since this is not a text search business view, you can close the two data structure forms in
Business View Design Aid and retile the forms.

It has been determined that all fields from the F560100 table are required in the business
view.

Because subsequent activities are dependent on this activity, you must use the following
naming conventions:

Name Description
V560100A Class Item Master – All Columns

71
Creating Business Views Lesson 8

Activity Detailed Steps

Perform the detailed steps to complete the activity.

Creating Business View V560100A

To create business view V560100A:

1. Add a business view object.

2. Select all fields for the business view.

Creating Business View Objects:

To create business view objects:

1. Click the Objects node of the Class Item Master project.

2. Select to add a business view.

3. On the Add Objects form, enter the following information:

Form Element Value or Status

Object Name V560100A
Description Class Item Master – All Columns
Product Code 56
Product System Code 56
Object Use 300

4. Access the Design Tools tab and click Start the Business View Design Aid.

Selecting All Fields for the Business View

To select all fields for the business view:

1. Enter F560100 in the QBE Object Name field in the Available Tables form.

2. Drag the F560100 table to the Table Joins form.

3. Focus on the table in the Table Joins form and click Select All Columns from the
Table menu.

4. Save the business view and exit Business View Design Aid.

Results
The V560100A – Class Address Book – All Columns business view appears as an object
under the Class Address Book project.

This concludes the activity. Please do not continue.

72
Lesson 9

Describing Form Design Aid

73
Describing Form Design Aid Lesson 9

Activity 15: Identifying Form Types

In this activity, you will review the activity overview and:

• Demonstrate knowledge of form types.

• Identify form types and characteristics.

Slide 150 ______________________________________________________________________________________________________

Activity Overview
This activity is a series of questions that will reinforce what you have learned regarding
form types. One of the most challenging aspects of form design is determining which
type of form to create for an application. You need to understand the available form
types, because each form has characteristics that facilitate different tasks.

Demonstrating Knowledge of Form Types

To demonstrate knowledge of form types:

1. Answer these questions:

Question Answer
To add a new record to a table, which type of form
would you use?
You are adding a new record to a table, but the form
you are using does not have a grid. Which type of
form is it?
Which type of form do you use to locate a record in a
table?
To delete more than one detail record from the same
form, which form would you use?
Which form would you use to locate a value and
return it to the search field?
Use this type of form to display a request or action
from the user:
Which type of form has a tree format?
What is the primary difference between a headerless
detail and a header detail form?
Which type of form is the initial entry point to an
application?
Which is the only form type that has more than one
business view?

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Lesson 9 Describing Form Design Aid

Identifying Form Types and Characteristics

To identify form types and characteristics:

1. Answer these questions:

Example One

Form example one

Question Answer
What type of form is example one?
Identify one characteristic of this form.

Example Two

Form example two

75
Describing Form Design Aid Lesson 9

Question Answer
What type of form is example two?
Identify one characteristic of this form.

Example Three

Form example three

Question Answer
What type of form is example three?
Identify one characteristic of this form.

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Lesson 9 Describing Form Design Aid

Example Four

Form example four

Question Answer
What type of form is example four?
Identify one characteristic of this form.

Example Five

Form example five

Question Answer
What type of form is example five?
Identify one characteristic of this form.

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Describing Form Design Aid Lesson 9

Example Six

Form example six

Question Answer
What type of form is example six?
Identify one characteristic of this form.

Example Seven

Form example seven

Question Answer
What type of form is example seven?
Identify one characteristic of this form.

This concludes the activity. Please do not continue.

78
Lesson 10

Creating Custom Applications

79
Creating Custom Applications Lesson 10

Activity 16: Creating Forms for the Class Address Book

In this activity, you will review the activity overview and:

• Create the P550100 find/browse form.

• Modify the P550100 find/browse form.

• Create the P550100 fix/inspect form.

Slide 158 ______________________________________________________________________________________________________

Activity Overview
You are ready to begin creating the Class Address Book application. You need to create a
find/browse form and a fix/inspect form to begin the application design. You will add
controls on forms, grids, and tabs to add functionality to the application. You will also
need menu and toolbar exits for the application.

The interactive application should be created in the Class Address Book project.

It has been determined that the following controls are required on the find/browse form:

• SAAT1

• SAALPH

It has been determined that the following controls are required in the grid of the
find/browse form:

• SAAN8A00

• SAAT1

• SAALPH

• SACTY1

• SAAC0100

It has been determined that the following controls are required on the fix/inspect form:

• SAAN8A00

• SAALPH

• SAAT1

It has been determined that the following controls are required on the Address tab of the
fix/inspect form:

• SAADD2

• SAADD3

80
Lesson 10 Creating Custom Applications

• SACTY1

• SAADDS

• SAADDZ

• SACTR

• SAAC0100

It has been determined that the following controls are required on the Employee tab of
the fix/inspect form:

• SASAL00

• SAL data item

When the forms are complete, enter data into the application. Enter the following record
and then verify using UTB that the record exists in the table:

Form Element Value or Status

Name Customer One
Search Type C
Street Address Box 10
City Denver
State CO
Postal 80212
Country US
Region NW

After validating that the F550100 table is being updated by the application, add a
minimum of:

• Three customers

• Three employees

• Three suppliers

Because subsequent activities are dependent on this activity, you must use the following
naming conventions:

Interactive Application:

Name Description
P550100 Class Address Book

Forms:

81
Creating Custom Applications Lesson 10

Form Type Description

Find/Browse Work With Addresses - Find/Browse
Fix/Inspect Address Book Revisions - Fix/Inspect

Activity Detailed Steps

Perform the detailed steps to complete the activity.

Creating the P550100 Find/Browse Form

To create the P550100 Find/Browse form:

1. Create the find/browse form.

2. Select a business view.

3. Add field controls.

Creating the Find/Browse Form

To create the find/browse form:

1. Click the Objects node of the Class Address Book project.

2. Select to add an interactive application.

3. On the Add Objects form, enter the following information:

Form Element Value or Status

Object Name P550100
Description Class Address Book
Product Code 55
Product System Code 55
Object Use 1

4. Select the Design Tools tab and click Start Form Design Aid.

5. From the Form menu, select Create, Find/Browse.

6. Enter the following information for the form properties and click OK:

Form Element Value or Status

Title Work With Addresses - Find/Browse

Selecting a Business View

To select a business view:

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Lesson 10 Creating Custom Applications

1. From the Form menu, select Business View, Add Business View.

2. Use the QBE line to search for and select the V550100A business view.

Adding Field Controls

To add field controls:

1. From the View menu, select Business View Columns Browser.

2. Add Search Type as a form control on the Find/Browse form.

3. Add Alpha Name as a form control, positioning it below the Search Type control.

4. Compare your results to the results section.

Results
Your find/browse form should look as follows:

Find/Browse form - Work With Addresses - P550100

Modifying the P550100 Find/Browse Form

To modify the find/browse form:

1. Modify controls.

2. Align controls.

3. Associate a description.

4. Add columns to the grid.

5. Modify the toolbar.

6. Set the tab sequence.

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Creating Custom Applications Lesson 10

7. Test the form.

Modifying Controls
To modify controls:

1. Right-click the Alpha Name label and select Properties.

2. Select the Override Text option.

3. In the Event Rules Title field, modify the text to Name.

4. Right-click the Search Type control and select Properties.

5. Select the Filter tab and modify the filter criteria as follows:

Form Element Value or Status

Filter Criteria =
Wildcard Display Yes

6. Right-click the Name control and select Properties.

7. Select the Filter tab and modify the filter criteria as follows:

Form Element Value or Status

Filter Criteria >=
Wildcard Display Yes

Aligning Controls
To align controls:

1. Using the mouse and the Ctrl key, select first the control with which you want to
align the other control, Search Type.

2. Then select the out-of-align control, Name.

3. From the Layout Menu, select Align, Left.

The system aligns the Name control with the Search Type control.

4. Using the mouse, draw a box around the Search Type and Name fields.

5. From the Insert menu, select Group Box.

6. While the group box is outlined, right-click on the group box to access the properties
form.

7. Remove the text in the Event Rules Title field.

8. Using the little black square on the right side of the group box, drag the box to size
the group box to match the results.

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Lesson 10 Creating Custom Applications

Associating a Description
To associate a description:

1. Click the Search Type control.

2. From the Edit menu, select Associate Description.

3. Position the description to the right of the Search Type field.

4. Modify the associated description to display in all capital letters.

Important! Modifying the associated description helps differentiate it from the form
control in Event Rules Design. Otherwise, both fields display exactly the same.

5. Compare your results to the results section.

Results
Your find/browse form should look as follows:

Find/Browse form - Work With Addresses - P550100

Adding Columns to the Grid

To add fields to the grid:

1. Click on the grid area of the find/browse form.

2. From the View menu, select Business View Columns Browser.

3. Click each of the following business view columns, and click the Insert Column
button after each to add the column to the grid:

85
Creating Custom Applications Lesson 10

Alias Name
F550100.SAAN8A00 SAAddressNumberA00
F550100.SAAT1 SASearchType
F550100.SAALPH SAAlphaName
F550100.SACTY1 SACity
F550100.SAAC0100 SARegion00

4. Close the Business View Columns Browser.

5. Click the grid area.

6. From the Property Browser window, select Column Sort Order.

7. Move Address Number from the Unsorted Columns list to Sorted Columns and then
click OK.

Note. Pressing the CTRL key and the left or right arrow keys moves the selected grid
column.

8. Increase the width of the grid so that it matches the example in the results section.

9. Double-click each of the following grid columns, click Override Text, modify as
indicated, and click OK:

Current Name New Name

Alpha Name Name
City City City

10. Compare your results to the results section.

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Lesson 10 Creating Custom Applications

Results
The grid of your find/browse form should look as follows:

Find/Browse form - Work With Addresses - P550100

Modifying the Toolbar

To modify the toolbar:

1. From the Form menu, select Menu/Toolbar Exits.

2. On the Menu Exits form, select Insert.

3. On Menu Exit Properties, select Delete from the Class drop-down list box and click
OK.

4. On the Menu Exits form, select Insert.

5. Select Add from the Class drop-down list box and click OK.

6. On the Menu Exits form, click OK.

Setting the Tab Sequence

To set the tab sequence:

1. Click the Tab Sequence button on the toolbar.

2. Click each control in the order in which you want the user to move through the form.

3. After the sequence is defined, click Tab Sequence again.

4. Save the form.

Testing the Form

To test the tab form:

87
Creating Custom Applications Lesson 10

1. From the Preview menu, select Run.

2. Compare your results to the results section.

3. Click the Close button.

4. On the Welcome form of the local web, click Sign Out.

5. Close the Oracle JD Edwards EnterpriseOne sign in form.

Results
Your find/browse form should look as follows in the web browser:

Find/Browse form - Work With Addresses - P550100

Creating the P550100 Fix/Inspect Form

To create the P550100 fix/inspect form:

1. Create the fix/inspect form.

2. Add the header section.

3. Design the Address tab.

4. Design the Employee tab.

5. Set the tab sequence.

6. Test the form.

Creating the Fix/Inspect Form

To create the fix/inspect form:

1. In Form Design Aid, from the Form menu, select Create, Fix/Inspect.

2. On Fix/Inspect Form Properties, enter the following information:

88
Lesson 10 Creating Custom Applications

Form Element Value or Status

Title Address Book Revisions - Fix/Inspect

3. Attach business view V550100A.

4. From the Insert menu, select Tab Control.

5. Position the control in the bottom portion of the form.

6. Name the tab control Address.

7. Click the tab control and from the Insert menu, select Tab Page.

8. Name the second tab Employee.

9. Size the tab control.

10. Compare your results to the results section.

Results
The tab control of your fix/inspect form should look as follows:

Fix/Inspect form - Address Book Revisions - P550100

Adding the Header Section

To add the header section:

1. Insert these business view fields in the top half of the form according to the example
in the results section:

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Creating Custom Applications Lesson 10

Alias Name
F550100.SAAN8A00 SAAdderssNumberA00
F550100.SAALPH SAAlphaName
F550100.SAAT1 SASearchType

2. Change Alpha Name to Name.

3. Align the three controls using the Layout toolbar.

4. Right-click the Name control and select Properties.

5. Select the Control Options tab and select the Default cursor on add mode option.

6. Click the Search Type control and add an associated description for Search Type.

7. Modify the associated description to display in all capital letters.

8. Right-click the Address Number control and select Properties.

9. On the General tab, select the Disabled option under Attributes.

10. Create a group box around the business view fields and delete the group box name on
the Group Box Properties form.

11. Compare your results to the results section.

Results
The header portion of your fix/inspect form should look as follows:

Fix/Inspect form - Address Book Revisions - P550100

Designing the Address Tab

To design the Address tab:

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Lesson 10 Creating Custom Applications

1. Insert each of the following business view columns onto the Address tab:

Alias Name
F550100.SAADD2 SAAddressLine2
F550100.SAADD3 SAAddressLine3
F550100.SACTY1 SACity
F550100.SAADDS SAState
F550100.SAADDZ SAPostal Code
F550100.SACTR SACountry
F550100.SAAC0100 SARegion00

2. Change the label for Address 2 to Street Address.

3. Click the Address Line 3 label and from the Edit menu, click Disconnect.

You must disconnect a label from a control before you can delete the label.

4. Right-click the label and select Delete.

5. Disconnect and delete the labels from these controls:

• State

• Postal Code.

6. Change the static text for City to City/State/Postal.

7. Move the State and Postal controls next to the City control.

8. Add associated descriptions for these controls:

• Country

• Region.

9. Modify the associated description to display in all capital letters.

10. Compare your results to the results section.

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Creating Custom Applications Lesson 10

Results
The Address tab of your fix/inspect form should look as follows:

Fix/Inspect form - Address Book Revisions - Address tab

Designing the Employee Tab

To design the Employee tab:

1. Select the Employee tab.

2. Insert this business view field according to the example in the results section:

Alias Name
F550100.SASAL00 SASalary00

3. Access the Data Dictionary Browser.

4. Enter SAL in the Alias QBE line and click the Search button.

5. Drag the Rate - Salary, Annual data item onto the Employee tab and position it after
the Monthly Salary control.

6. Right-click the Annual Salary control and select Properties.

7. On the General tab, select the Disabled option under Attributes.

Note. In a future activity, you will create logic that calculates the annual salary and
updates this field automatically.

Setting the Tab Sequence

To set the tab sequence:

1. Click the Tab Sequence button on the toolbar.

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Lesson 10 Creating Custom Applications

2. Click each control in the order in which you want the user to move through the form.

3. After the sequence is defined, click Tab Sequence again.

4. Compare your results to the results section.

5. Save the form and exit Form Design Aid.

Results
The Employee tab of your fix/inspect form should look as follows:

Fix/Inspect form - Address Book Revisions - Employee tab

Testing the Form

To test the form:

1. From the Preview menu, select Run.

2. Enter the following information:

Form Element Value or Status

Name Customer One
Search Type C
Street Address Box 10
City Denver
State CO
Postal 80212
Country US
Region NW

93
Creating Custom Applications Lesson 10

3. Minimize the P550100 fix/inspect form.

4. From Solution Explorer, enter UTB in the Fast Path to access Universal Table
Browser.

5. From the File menu, select Open Table.

6. In the Table field, enter F550100.

7. Verify that Business Data Local appears in the Data Source field.

8. Click Find and verify that the data that you entered in the previous step is included in
the F550100 table.

9. Return to the fix/inspect form and add a minimum of three customers, three
employees, and three suppliers.

10. Compare your results to the results section.

Note. If the Monthly Salary is displaying as More Options delete the control and insert it
again.

11. Exit and return to Object Management Workbench.

Results
Your fix/inspect form should look as follows in the web browser:

Fix/Inspect form - Address Book Revisions - P550100

This concludes the activity. Please do not continue.

94
Lesson 10 Creating Custom Applications

Activity 17: Creating Forms for the Class Item Master

In this activity, you will review the activity overview and:

• Create the P560100 find/browse form.

• Create the P560100 fix/inspect form.

Slide 159 ______________________________________________________________________________________________________

Activity Overview
You are ready to begin creating the Class Item Master application. You need to create a
find/browse form and a fix/inspect form to begin the application design. You will insert
controls on forms and grids to add functionality to the application. You will also need
menu and toolbar exists for the application.

The interactive application should be created in the Class Item Master project.

It has been determined that the following controls are required on the find/browse form:

• SATYPE

• SADSC1

It has been determined that the following controls are required in the grid of the
find/browse form:

• SAITM

• SAAN8A00

• SATYPE

• SADSC2

It has been determined that the following controls are required on the fix/inspect form:

• SAITM

• SAAN8A00

• SADSC1

• SATYPE

• SADSC2

• SAUOM1

• SAPRRC

• SAPQOH

95
Creating Custom Applications Lesson 10

• SAPREQ

• SAROP

Because subsequent activities are dependent on this activity, you must use the following
naming conventions:

Interactive Application:

Name Description
P560100 Class Item Master

Forms:

Form Type Description

Find/Browse Work With Item Master - Find/Browse
Fix/Inspect Item Master Revisions - Fix/Inspect

96
Lesson 10 Creating Custom Applications

Activity Detailed Steps

Perform the detailed steps to complete the activity.

Creating the P560100 Find/Browse Form

To create the P560100 find/browse form:

1. Create the find/browse form.

2. Add form controls.

3. Add columns to the grid.

4. Modify the form.

5. Modify the toolbar.

6. Set the tab sequence.

7. Test the form.

Creating the Find/Browse Form

To create the find/browse form:

1. Add a new interactive application object to the Class Item Master project.

2. Enter the following information:

Form Element Value or Status

Object Name P560100
Description Class Item Master
Product Code 56
Product System Code 56
Object Use 1

3. Select the Design Tools tab and click Start Form Design Aid.

4. From the Form menu, select Create, Find/Browse.

5. Enter the following information for the form properties and click OK:

Form Element Value or Status

Title Work With Item Master - Find/Browse

6. From the Form menu, select Business View, Add Business View.

7. Search for and select the V560100A business view.

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Creating Custom Applications Lesson 10

Adding Form Controls

To add form controls:

1. From the View menu, select Business View Columns Browser.

2. Add these business view columns as form controls:

Alias Name
F560100.SATYPE SAItemType
F560100.SADCS1 SAItemDescription

3. Position these controls on the form as illustrated in the results section of this task.

4. Modify the filter criteria for the Item Type and Item Description controls to the
following:

Form Element Value or Status

Filter Criteria =
Wildcard Display Yes

5. Select both controls by using the mouse pointer and the control key.

6. Select the control farthest to the left.

7. From the Layout Menu, select Align, Left.

8. Select the Item Type control.

9. From the Edit menu, select Associate Description.

10. Place the control to the right of the Item Type field.

11. Modify the associated description to display in all capital letters.

12. Compare your results to the results section.

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Results
Your find/browse form should look as follows:

Find/Browse form - Work With Item Master - P560100

Adding Columns to the Grid

To add columns to the grid:

1. From the View menu, select Business View Columns Browser.

2. Select each of the following data items and click the Insert Column button:

Alias Name
F560100.SAITM SAItemNumber
F560100.SAAN8A00 SAAddressNumberA00
F560100.SATYPE SAItemType
F560100.SADSC2 SACatalogDescription

3. After you have selected all items, close the Business View Columns Browser.

4. Click the grid area and in the Property Browser window, select Column Sort Order.

5. Sort the grid by Item Number, and then click OK.

6. Compare your results to the results section.

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Results
Your find/browse form should look as follows:

Find/Browse form - Work With Item Master - P560100

Modifying the Form

To modify the form:

1. Double-click the Address Number grid column.

2. On the General tab of the Grid Column Properties form, select the Override Text
option.

3. Change the grid column to Supplier Number and click OK.

4. Draw a box around the Item Type and Item Description fields.

5. From the Insert menu, select Group Box.

6. Remove the name of the group box by double-clicking the box to access Group Box
Properties.

7. Size the group box and the grid to match the example in the results section.

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Results
Your find/browse form should look as follows:

Find/Browse form - Work With Item Master - P560100

Modifying the Toolbar

To modify the toolbar:

1. From the Form menu, select Menu/Toolbar Exits.

2. On the Menu Exits form, select Insert.

3. On Menu Exit Properties, select Delete from the Class drop-down list box, and then
click OK.

4. On the Menu Exits form, select Insert again.

5. On Menu Exit Properties, select Add from the Class drop-down list box, and then
click OK.

6. On the Menu Exits form, click OK.

Setting the Tab Sequence

To set the tab sequence:

1. Click the Tab Sequence button on the toolbar.

2. Click each control in the order in which you want the user to move through the form.

3. After the sequence is defined, click Tab Sequence again to turn it off.

4. Save the form.

Testing the Form

To test the form:

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Creating Custom Applications Lesson 10

1. From the Preview menu, select Run.

2. Compare your results to the results section.

3. Click the Close button.

4. On the Welcome form of the local web, click Sign Out.

5. Close the Oracle JD Edwards EnterpriseOne sign in form.

Results
Your find/browse form should look as follows in the web browser:

Find/Browse form - Work With Item Master - P560100

Creating the P560100 Fix/Inspect Form

To create the P560100 fix/inspect form:

1. Create the fix/inspect form.

2. Add form controls.

3. Override Next Numbers.

4. Set the tab sequence.

5. Test the form.

Creating the Fix/Inspect Form

To create the fix/inspect form:

1. Return to Form Design Aid.

2. From the Form menu, select Create, Fix/Inspect.

3. On Fix/Inspect Form Properties, enter the following information:

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Form Element Value or Status

Title Item Master Revisions - Fix/Inspect

4. Attach business view V560100A.

5. Insert the following fields into the form according to the example in the results
section:

Alias Data Item

F560100.SAITM SAItemNumber
F560100.SAAN8A00 SAAddressNumberA00
F560100.SADSC1 SAItemDescription
F560100.SATYPE SAItemType
F560100.SADSC2 SACatalogDescription
F560100.SAUOM1 SAUnitofMeasure
F560100.SAPRRC SAAmountUnit
F560100.SAPQOH SAQuantityOnHand
F560100.SAPREQ SAQuantityOnOrder
F560100.SAROP SAReorderPoint

6. Align the controls using the Layout toolbar according to the example in the results
section.

7. Change the Address Number text and control to Supplier Number.

8. Add an associated description for these controls:

• Item Type

• Unit of Measure

9. Modify both associated descriptions to display in all capital letters.

10. Compare your results to the results section.

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Results
Your fix/inspect form should look as follows:

Fix/Inspect form - Work With Item Master - P560100

Adding Form Controls

To add form controls:

1. From the View menu, select Data Dictionary Browser.

2. Enter math01 in the QBE line above Alias.

3. Click and drag the data item onto the form.

4. Rename the static text to Inventory and the control to Inventory Value.

5. Click and drag the data item onto the form again.

6. Rename the static text and control to Deficit Amount.

7. Position the data items as indicated by the example in the results section.

8. Double-click each of these controls and select the Disabled option on the General tab
of the properties: form

• Item Number

• Inventory

• Deficit Amount

9. Create three group boxes according to the example in the results section.

10. Compare your results to the results section.

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Results
Your fix/inspect form should look as follows:

Fix/Inspect form - Work With Item Master - P560100

Overriding Next Numbers

To override Next Numbers:

1. Double-click the Item Number control.

2. Select the Overrides tab and click Data Dictionary Overrides.

3. On Data Dictionary Overrides, click the Next Number button.

4. On Override Next Number, select Override and enter the following information:

Form Element Value or Status

Next Number System Code 56
Next Number Index 1

5. Double-click the Supplier Number control.

6. Select the Overrides tab and click Data Dictionary Overrides.

7. In the Disable group box, select Next Numbering.

Setting the Tab Sequence

To set the tab sequence:

1. Click Tab Sequence.

2. After you define the sequence, click Tab Sequence again to turn it off.

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Testing the Form

To test the form:

1. From the Preview menu, select Run.

2. Compare your results to the results section.

3. Exit and return to Object Management Workbench.

Results
Your fix/inspect form should look as follows in the web browser:

Fix/Inspect form - Item Master Revisions - P560100

Note. The associated description for Item Type and Unit of Measure do not appear in the
results because inventory has not been added to the table.

This concludes the activity. Please do not continue.

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Activity 18: Creating Additional Forms for the Class Address Book
In this activity, you will review the activity overview and:

• Create the P550100 headlerless detail form.

• Create the P550100 search and select form.

Slide 164 ______________________________________________________________________________________________________

Activity Overview
The Class Address Book application (P550100) requires a way to display phone number
information. You need to create a headerless detail form to display phone number
information in the grid of the form.

Create a search & select application in the Class Address Book project. Attach the
business view that you designed specifically for this form (V550100S).

Check in the search & select application when it is complete so that it can be used in
future activities.

It has been determined that the following controls are required on the headerless/detail
form:

• SAAN8A00

It has been determined that the following controls are required in the grid of the
headerless/detail form:

• SAAR1

• SAPH1

• SAPHTP

• SALNID

It has been determined that the following controls are required on the search & select
form:

• SAALPH

• SAAT1

It has been determined that the following controls are required in the grid of the search &
select form:

• SAAN8A00

• SAALPH

• SAAT1

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Creating Custom Applications Lesson 10

Because subsequent activities are dependent on this activity, you must use the following
naming conventions:

Form:

Name Description
Headerless Detail Phone Numbers - Headerless/Detail

Interactive Application:

Name Description
P550100S Class Address Book Search & Select

Form:

Form Type Description

Search & Select Class Address Book Search & Select

Activity Detailed Steps

Perform the detailed steps to complete the activity.

Creating the P550100 Headerless Detail Form

To create the P550100 headerless detail form:

1. Create the headerless detail form.

2. Add form controls.

3. Add columns to the grid.

4. Set the tab sequence.

5. Test the form.

Creating the Headerless Detail Form

To create the headerless detail form:

1. In Object Management Workbench, click the P550100 Class Address Book

application in the Class Address Book project.

2. Click Design.

3. Select the Design Tools tab, and click Start Form Design Aid.

4. On Form Design Aid, from the Form menu, select Create, Headerless Detail.

5. On the Headerless Detail Form Properties, enter the following information:

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Form Element Value or Status

Title Phone Numbers - Headerless Detail

6. From the Form menu, attach business view V551500A.

Adding Form Controls

To add form controls:

1. Add this business view field as a form control using the Business View Column
Browser.

Alias Name
F551500.SAAN8A00 SAAddressNumber00

2. Double-click the Address Number control to access the properties form.

3. On the General tab, under Attributes, select the Disabled option.

4. Select the Overrides tab and click Data Dictionary Overrides.

5. Under Disable, select the Next Numbering option.

6. Select the Filter tab and verify that the equal to (=) option is selected.

7. Create a group box around Address Number.

8. Size the group box as shown in the example in the results section.

9. Compare your results to the results section.

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Creating Custom Applications Lesson 10

Results
Your headerless detail form should look as follows:

Headerless Detail form - Phone Numbers - P550100

Adding Columns to the Grid

To add columns to the grid:

1. Add the following business view fields to the grid using the Business View Columns
Browser:

Alias Name
F551500.SAAR1 SAAreaCode
F551500.SAPH1 SAPhoneNumber
F551500.SAPHTP SAPhoneNumberType
F551500.SALNID SALineNumber

2. From the Property Browser window, select Column Sort Order and sort the grid by
Line Number.

3. Double-click the grid to access the grid properties.

4. On the Options tab, select the Automatically Find On Entry option.

Note. Selecting the Automatically Find on Entry option on the grid replaces the need
to include a Find button on the menu toolbar.

5. From the Form menu, select Menu/Toolbar Exits.

6. Click Insert and in the Class field, select Delete.

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7. Double-click the form to access the form properties.

8. On the Headerless Detail From Properties form, select the Options tab.

9. Select the End form on add option.

10. Compare your results to the results section.

Results
Your headerless detail form should look as follows:

Headerless Detail form - Phone Numbers - P550100

Setting the Tab Sequence

To set the tab sequence:

1. Click the Tab Sequence button on the toolbar.

2. Define the sequence.

3. Click the Tab Sequence button again.

4. Save the form.

Testing the Form

To test the form:

1. From the Preview menu, select Run.

2. Compare your results to the results section.

3. Exit Form Design Aid.

4. Return to Object Management Workbench.

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Results
Your headerless detail form should look as follows in the web browser:

Headerless Detail form - Phone Numbers - P550100

Creating the P550100 Search and Select Form

To create the P550100 search and select form:

1. Create the search and select form.

2. Add form controls.

3. Add grid columns.

4. Set the tab sequencing.

5. Test the form.

6. Check in the form.

Creating the Search and Select Form

To create the search and select form:

1. Add an interactive application object to the Class Address Book project.

2. Enter the following information for the new the object:

Form Element Value or Status

Object Name P550100S
Description Class Address Book Search & Select
Product Code 55
Product System Code 55
Object Use 1

3. Launch Form Design Aid.

4. From the Form menu, select Create, Search & Select.

5. On Search & Select Form Properties, enter the following information:

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Lesson 10 Creating Custom Applications

Form Element Value or Status

Title Class Address Book Search & Select

6. From the Form menu, select Business View, Add Business View.

7. On the Individual Object Search & Select Form, enter V550100S on the Object Name
QBE line and then click Find.

8. Select the V550100S business view.

Adding Form Controls

To add form controls:

1. Add these business view fields to the form using the Business View Columns
Browser:

Alias Name
F550100.SAALPH SAAlphaName
F550100.SAAT1 SASearchType

2. Double-click the Alpha Name control to access the properties form.

3. On the Filter tab, select these options:

Form Element Value or Status

Filter Criteria >=
Wildcard Display Yes

4. Change the Alpha Name text to Name Search.

5. Double-click the Search Type control to access the properties form.

6. On the Filter tab, select these options:

Form Element Value or Status

Filter Criteria =
Wildcard Display Yes

7. Align the Search Type and Name Search controls.

8. Click on the Search Type control and add an associated description.

9. Create a group box around Search Type and Name Search.

10. Compare your results to the results section.

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Creating Custom Applications Lesson 10

Results
Your search & select form should look as follows:

Search & Select form - Class Address Book Search & Select - P550100S

Adding Grid Columns

To add grid columns:

1. Click the grid.

2. Add these business view fields as grid columns using the Business View Columns
Browser:

Alias Name
F550100.SAAN8A00 SAAddressNumber00
F550100.SAALPH SAAlphaName
F550100.SAAT1 SASearchType

3. From the Property Browser window, select Column Sort Order and sort the grid by
Address Number.

4. Rename the grid column Alpha Name to Name.

5. Rename the grid column Sch Typ to Search Type.

6. Compare your results to the results section.

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Lesson 10 Creating Custom Applications

Results
Your search & select form should look as follows:

Search & Select form - Class Address Book Search & Select - P550100S

Setting the Tab Sequence

To set the tab sequence:

1. Set the tab sequence by clicking the Tab Sequence button.

After you define the sequence, click Tab Sequence again to turn it off.

2. Right-click the form and select Properties.

3. On Form Properties, select Entry Point.

4. Save the form and exit Form Design Aid.

Testing the Form

To test the form:

1. From the Design Tools tab, click the Run HTML Application button.

2. Compare your results to the results section.

3. When the search & select form appears, click Find.

The records that you previously entered in the Class Address Book appear.

4. Test the Name Search and Search Type controls to verify that they are working
correctly.

Note. For example, if you select E for the search type, only the employees should
display. A search using the Name Search control should display all names that are equal
to and greater than the criterion that you entered.

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Creating Custom Applications Lesson 10

5. Close the Class Address Book Search & Select form.

6. Close the web browser.

Results
Your search & select form should look as follows in the web browser:

Search & Select form - Class Address Book Search & Select - P550100S

Checking in the Form

To check in the form:

1. On Interactive Application Design, click OK to return to Object Management

Workbench.

2. In the Class Address Book project, click the P550100S form.

3. Click the Check In button.

Important! The P550100S interactive application must be checked in so that the search
and select form is available for the data dictionary procedures that follow.

This concludes the activity. Please do not continue.

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Activity 19: Adding Forms to the Class Item Master

In this activity, you will review the activity overview and attach the search & select form
to the Class Item Master Application.

Slide 165 ______________________________________________________________________________________________________

Activity Overview
The purpose of a search & select form is to locate a value and return it to the calling field.
The field in this case is the supplier number field of the Class Address Book application.

In the Class Item Master application, on the Item Master Revisions form, attach the
search & select form (W550100SA) as a visual assist override to the supplier number
control.

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Creating Custom Applications Lesson 10

Activity Detailed Steps

Perform the detailed steps to complete the activity.

Attaching the Search and Select Form to a Data Dictionary Item

To attach the search and select form to a data dictionary item:

1. In Object Management Workbench, click the Class Item Master P560100 application
in the Class Item Master project and click Design.

2. Access the Design Tools tab and click the Start Form Design Aid button.

3. On the Item Master Revisions form, double-click the Supplier Number control.

4. On the Overrides tab, click Data Dictionary Overrides.

5. Click the Visual Assist button.

6. Select the Search Form option and enter W550100SA in the Search Form field.

7. Save the Class Item Master application.

4. Run the form from the Preview menu.

The system displays a visual assist for the supplier number, which launches the
search and select form when clicked.

Note. If the visual assist were added to the data item in the data dictionary, the visual
assist would appear globally—that is, wherever the Address Number field is used. This
situation is not appropriate in some applications.

8. Exit and return to Object Management Workbench.

This concludes the activity. Please do not continue.

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Lesson 11

Enabling Media Object

Functionality

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Enabling Media Object Functionality Lesson 11

Activity 20: Enabling Media Object Functionality for the Class Address
Book
In this activity, you will review the activity overview and:

• Create a data structure for media objects.

• Attach the data structure to the application.

• Add text and image attachments to records.

Slide 178 ______________________________________________________________________________________________________

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Lesson 11 Enabling Media Object Functionality

Activity Overview
Media objects are used to link information to application transactions. You can use the
attachments feature in an application to attach text, photos, drawings, spreadsheets, video
images, and sounds to forms and grid rows. Applications do not automatically have
media object functionality. If you want to implement this feature, you need to complete
several tasks.

You can enable media objects functionality using standard processing within Forms
Design Aid. If you choose not to use standard processing for a form, you can develop
your own system for handling media objects by using existing event rules or event rules
that you develop.

To enable a form for media objects, you need a GT type data structure to pass arguments
from the form table to the media object table. You can use an existing GT object type or
create a new one. In this activity, you need to create a new GT type data structure, attach
it to an application, and then use the application to add media objects to records.

Creating a Data Structure for Media Objects

To create a data structure for media objects:

1. Click the Object node of the Class Address Book project.

2. Select to add a media object data structure.

3. On the Add Objects form, enter the following information:

Field Value or Status

Object Name GT550100
Description Class Address Book Media Objects
Product Code 55
Product System Code 55
Object Use 360

4. On the Design Tools tab, click the Data Structure Design button.

5. On the Dictionary Items tab, search for the SAAN8A00 data dictionary field and
move it to the Structure Members list.

Note. AN8 is the field on the grid of the Find/Browse form that will be used as the
row key for each record’s media object attachments.

6. Save the data structure and exit Data Structure Design.

7. Return to Object Management Workbench.

Attaching the Data Structure to the Application

To attach the data structure to the application:

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Enabling Media Object Functionality Lesson 11

1. Access the find/browse form of the application.

2. Enable automatic media object functionality.

Accessing the Find/Browse Form of the Application

To access the find/browse form of the application:

1. In Object Management Workbench, click the P550100 Class Address Book

application in the Class Address Book project.

2. Click Design.

3. On the Design Tools tab, click Start Form Design Aid.

4. Select the Work With Addresses - Find/Browse form.

Enabling Automatic Media Object Functionality

To enable automatic media object functionality:

1. From the Form menu, select Media Objects Setup.

2. On the Media Objects Setup form, select the Enable Automatic Media Object
Functionality option.

3. Select the Media Objects & Document Handling option.

4. Under Row Level Defaults, select Edit Mode.

5. Click the Define Row Key button.

You select Row Key because you are designing a media object attachment for rows
in the grid of a find/browse form.

6. On the System Functions window, find and select GT550100 under Media Object
Structures.

7. Define the Parameter Mapping as follows:

Data Item Value

mnSAAddressNumberA00 GC AddressNumber

8. Click OK twice to exit Media Objects Setup.

9. On the Work With Addresses - Find/Browse form, access the grid properties.

10. On the Advanced tab, clear the Hide Row Headers option.

If the Hide Row Headers option is selected, the media object paperclip column does
not appear in the form.

Note. In the Property browser, the Hide Row Headers option is called Hide Row
Numbers. In the Property browser, Hide Row Numbers should be set to No.

11. Save the application and exit.

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Lesson 11 Enabling Media Object Functionality

Adding Text and Image Attachments to Records

To add text and image attachments to records:

1. Run the application.

2. Add a text attachment.

3. Add a file attachment.

Running the Application

To run the application:

1. From the Design Tools tab, click Run HTML Application.

2. Verify the following:

a. Attachment is an option on the Row menu.

b. The media object paper clip column is shown in the grid portion of the form.

3. Click Find to display all of the records in the grid.

Adding a Text Attachment

To add a text attachment:

1. In the grid, select an employee record.

2. From the Row menu, select Attachment.

3. On the Media Object Viewer form, click Text on the toolbar.

4. In the workspace, enter This employee has successfully completed the CPA exam.

5. Click Save.

Adding an File Attachment

To add a file attachment:

1. In the grid, select a customer record.

2. From the Row menu, select Attachment.

3. On the Media Object Viewer form, click File on the toolbar.

4. On the Media Object Viewer Add - File form, click the Select Queue option.

5. Browse to the MiscImages queue.

6. Select the consulting agreement file.

7. Click Add.

This concludes the activity. Please do not continue.

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Enabling Media Object Functionality Lesson 11

Activity 21: Adding New Media Object Selections

In this activity, you will review the activity overview and:

• Locate media object queues.

• Add OLE objects to the Oleque.

• Add file objects to the Misc Images queue.

• Create attachments to Class Address Book records.

• Review media objects.

Slide 179 ______________________________________________________________________________________________________

Activity Overview
When you add OLE, image, or animation attachments to database records, you can select
available media objects from media object queues. Although the JD Edwards
EnterpriseOne software includes media object queues and media objects, you might find
it necessary to add new media objects for users to select.

You can also select images or attachments from an alternate location. When you create
these media objects as OLE attachments, they are stored in the Media Object queues.

In this activity, you add new OLE objects and images to media object queues and attach
the media objects to the Class Address Book application.

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Lesson 11 Enabling Media Object Functionality

Activity Detailed Steps

Perform the detailed steps to complete the activity.

Locating Media Object Queues

To locate media object queues:

1. Locate the media object queues on your system.

In the standalone training environment, they can be found in the MediaObj folder on
the E: drive under the E812 folder.

2. Expand the MediaObj folder to see the existing queue categories.

Adding OLE Objects to the Oleque

To add an OLE media object to the Oleque:

1. From your desktop, click Start, Programs.

2. Open the Microsoft® Excel application to access a new spreadsheet.

3. Enter your name in the first column of the spreadsheet.

4. On the File menu, select Save As and save the file using the following parameters:

Field Value
Save in E:\E812\ MediaObj\Oleque
File name Excel.xls
Save as type Microsoft® Excel Workbook (*.xls)

5. From the File menu, select Exit.

6. In Windows Explorer, navigate to E:\E812\ MediaObj\Oleque and verify that the .xls
file that you created is located there.

Adding File Objects to the Misc Images Queue

Note. At your company, there are many ways that you might obtain images to add to the
Misc Images or other queues. You might obtain them from scanned images or from other
sources. In the training environment, you will have to search for an image from another
location to add to the Misc Images queue.

To add file objects to the Misc Images queue:

1. From your desktop, access Windows Explorer.

2. Locate an image under the directory: E:\E812\ MediaObj\Distribution.

3. Right-click the image and select Copy.

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Enabling Media Object Functionality Lesson 11

4. In Microsoft® Explorer, locate the Misc Images queue on E:\E812\ MediaObj\Misc

Images.

5. Paste the object that you copied into the Misc Images queue.

6. Right-click the object and rename it Image, retaining the existing file extension.

Creating Attachments to Class Address Book Records

To create attachments to Class Address Book records:

1. Run the Class Address Book application.

2. Attach the Microsoft Excel spreadsheet.

3. Attach the image file.

Running the Class Address Book Application

To run the Class Address Book application:

1. In Object Management Workbench, click the P550100 Class Address Book

application in the Class Address Book project.

2. Click Design.

3. On the Design Tools tab, click Run HTML Application.

4. On the Work With Addresses - Find/Browse form, click Find.

Attaching the Microsoft Excel Spreadsheet

To attach the Microsoft Excel spreadsheet:

1. Select a record from the grid.

2. From the Row menu, select Attachment.

3. On Media Object Viewer, select OLE from the toolbar.

4. From the Please choose a queue drop-down list box, select Oleque.

5. On the Insert Object form, select Create from File and then click the Browse button.

6. Navigate to E:\E812\ MediaObj\Oleque.

7. Select the Excel.xls spreadsheet and click Open.

8. Click OK.

The Excel spreadsheet appears as a media object for the record that you selected.

Attaching the Image File

To attach the image file:

1. Select a record from the grid.

2. From the Row menu, select Attachment.

3. On Media Object Viewer, select File from the toolbar.

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Lesson 11 Enabling Media Object Functionality

4. On Media Object Viewer Add - File, select Misc Images in the queue drop-down list
box.

5. In the File drop-down list box, select the Image file that you copied and click Add.

6. Click Save.

Reviewing Media Objects

To review media objects:

1. On the row header of the grid, click the attachment search icon.

2. Click the paper clip icon next to a record.

3. Review the media object.

4. Click Cancel.

5. Exit the application.

6. Return to Object Management Workbench.

This concludes the activity. Please do not continue.

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Enabling Media Object Functionality Lesson 11

Notes

______________________________________________________________________

128
Lesson 12

Using Runtime Processing

Controls

129
Using Runtime Processing Controls Lesson 12

Activity 22: Creating Form Interconnects for the Class Address Book
In this activity, you will review the activity overview and:

• Create a form interconnect for P550100.

• Create event rules for P550100.

• Create automatic line numbering for P550100.

Slide 196 ______________________________________________________________________________________________________

Activity Overview
Form interconnects are required for the user to access the fix/inspect form from the
find/browse form in the Class Address Book application. Create a form interconnect and
pass the address number as a parameter in the data structure. Select the modeless option.

The Class Address Book application contains records for employees, customers, and
suppliers. The following functionality must be defined in the Class Address Book
application:

• When a user is working with an employee record, the Monthly Salary and Annual
Salary controls should appear on the form. Use system functions to show the control
when this condition is met.

• When a user is working with a record that is not an employee, the Monthly Salary
and Annual Salary controls should not appear. Use system functions to hide the
control when this condition is met.

• When the monthly salary field contains a value, the system calculates the annual
salary. Create event rules to calculate the annual salary as 12 times the monthly
salary.

• A Form exit must be added to the Address Book Revisions form so that it can access
the Phone Numbers form. Create a Menu/Toolbar exit called &Phones. Add a form
interconnect to access the Phone Numbers form and pass the address number as a
parameter in the data structure.

Consider what might happen if a record were originally designated as an employee, and
then changed to another search type.

When you added phone numbers to the Class Address Book application you entered the
associated line numbers manually. Set up automatic line numbering for the Phone
Numbers grid.

Activity Detailed Steps

Perform the detailed steps to complete the activity.

Creating a Form Interconnect for P550100

To create a form interconnect for P550100:

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Lesson 12 Using Runtime Processing Controls

1. Access the P550100 application.

2. Define the form interconnect for the &Add menu exit.

3. Define the form interconnect for the &Select menu exit.

4. Test form interconnects.

Accessing the P550100 Application

To access the P550100 application:

1. In the Class Address Book project, click the Class Address Book P550100
application.

2. Click Design.

3. On the Design Tools tab, click Start Form Design Aid.

Defining the Form Interconnect for the &Add Menu Exit

To define the form interconnect for the &Add menu exit:

1. Select the Work With Addresses - Find/Browse form.

2. From the Form menu, select Menu/Toolbar Exits.

3. On the Menu Exits form, expand the &File node.

4. Select the &Add menu exit and click Event Rules.

5. On the Button Clicked event, click Form Interconnect.

6. On the Work With Applications form, type P550100 in the Object Name field in the
QBE line, and then click Find.

7. Select P550100.

8. On the Work With Forms form, select the Address Book Revisions form.

9. On the Form Interconnections form, select the Modeless option.

Note. Do not change the Data Structure window. When adding a record, no values exist
to pass from the Work With Addresses form to the Address Book Revisions form.

10. Save and exit from the Event Rules Design window.

11. Save the Menu/Toolbar modification.

12. Save the application.

Defining the Form Interconnect for the &Select Menu Exit

To define the form interconnect for the &Select menu exit:

1. From the Form menu, select Menu/Toolbar Exits.

2. On the Menu Exists form, expand the &File node.

3. Select the &Select menu exit and click Event Rules.

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4. On the Button Clicked event, click Form Interconnect.

5. On the Work With Applications form, type P550100 in the Object Name field of the
QBE line, and then click Find.

6. Select P550100.

7. On the Work With Forms form, select the Address Book Revisions form.

8. On the Form Interconnections form, select the Modeless option.

9. Change the mapping in the Data Structure window to the following:

Value Dir Data Item

GC AddressNumber Æ mnSAAddressNumber

10. Save and exit from the Event Rules Design window.

11. Save the Menu/Toolbar modification.

12. Save the application.

Testing Form Interconnects

To test form interconnects:

1. Save and exit the Class Address Book application.

2. On the Design Tools tab, select Run HTML Application.

3. Add one record on the Address Book Revisions - Fix/Inspect form.

4. Select a record in the grid of the Work With Addresses form to test the form
interconnect that you created for the Select button menu exit.

5. Close the application.

Creating Event Rules for P550100

To create event rules for P550100:

1. Create event rules to display Monthly Salary and Annual Salary.

2. Calculate annual salary.

3. Add menu exits.

4. Define form interconnects.

5. Test form interconnects.

Creating Event Rules to Display Monthly Salary and Annual Salary

To create event rules to display Monthly Salary and Annual Salary:

1. On the Design Tools tab, click Start Form Design Aid.

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2. From the Address Book Revisions form access the Employee tab.

Important. If the Monthly Salary field has changed to More Options, delete the field.
Open up the Business View Columns Browser and add the SASAL00 field again.

3. Right-click the Address Book Revisions form and select Event Rules

4. Select the Post Dialog is Initialized event and enter the following event rules:
If BC Sample Application - Search Type (F550100) is equal to “E”
Show Control(FC Monthly Salary)
Show Control(FC Annual Salary)
Else
Hide Control(FC Monthly Salary)
Hide Control(FC Annual Salary)
End If
5. Save and exit Event Rules Design.

6. Right-click the Search Type control and select Event Rules.

7. Select the Control is Exited/Changed-Inline event and enter the following event rules:
If FC Sample Application - Search Type (F550100) is equal to “E”
Show Control(FC Monthly Salary)
Show Control(FC Annual Salary)
Else
Hide Control(FC Monthly Salary)
Hide Control(FC Annual Salary)
End If
8. Save and exit Event Rules Design.

Calculating Annual Salary

To calculate annual salary:

1. Right-click the Address Book Revisions form and select Event Rules.

2. On the Post Dialog is Initialized event, enter the following event rules:
FC Annual Salary = [FC Monthly Salary]*12
3. Right-click the Monthly Salary control and select Event Rules.

4. On the Control is Exited/Changed-Inline event, enter the following event rules:

FC Annual Salary = [FC Monthly Salary]*12
5. Save and exit Event Rules Design.

Adding Menu Exits

To add menu exits:

1. On the Form menu, select Menu/Toolbar Exits.

2. On Menu Exits, click Insert.

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3. On Menu Exit Properties, select Form from the Class drop-down list box, and then
click OK.

4. On Menu Exits, click Insert.

5. On Menu Exit Properties, select User Defined from the Class drop-down list box, and
enter the following information:

Form Element Value or Status

Short Text &Phones
Long Text Phones

Defining Form Interconnects

To define form interconnects:

1. On Menu Exits, select &Phones and click Event Rules.

2. On the Button Clicked event, click Form Interconnect.

3. On the Work With Applications form, enter P550100 in the Object Name field of the
QBE line, and click Find.

4. Select P550100.

5. On the Work With Forms form, select the Phone Numbers form and click Select.

6. On the Form Interconnections form, change the data structure as follows:

Value Dir Data Item

FC AddressNumber Æ mnSAAddressNumber
<Not Assigned> Ø mnSALineNumber

Note. Do not change the second entry (mnSALineNumber); it should remain <NOT
Assigned>.

7. Save and exit Event Rules Design.

8. Save and exit the Class Address Book application.

Testing Form Interconnects

To test form interconnects:

1. On the Design Tools tab, click Run HTML Application.

2. On the Work With Addresses form, find and select a record.

3. From the Form menu of the Address Book Revisions form, select Phones.

4. Enter several phone numbers.

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5. Save the records and exit the application.

Note. You must enter the line number for each phone number that you add to the form.

Creating Automatic Line Numbering for P550100

To create automatic line numbering for P550100:

1. Create event rule variables.

2. Initialize the event rule variable.

3. Number lines when fetched from the database.

4. Increment the line numbers.

5. Test the line numbering.

Creating Event Rule Variables

To create event rule variables:

1. On the Design Tools tab, click Start Form Design Aid.

2. Right-click the Phone Numbers - Headerless Detail form and select Event Rules.

3. On any event, click the Variable button.

4. On Event Rules Variables, enter LNID in the DD Item field, and click Add.

5. On Variable Options Selection, under Scope, select Form.

6. Change the User Name field to mnLineNumberCounter_LNID.

7. Click Finish and then OK.

Initializing the Event Rule Variable

To initialize the event rule variable:

1. Access the Post Dialog is Initialized event.

2. Initialize the variable upon entering the Phone Numbers form by creating the
following assignment:
VA frm_mnLineNumberCounter_LNID = 0

Numbering the Lines When Fetched from the Database

To number the lines when fetched from the database:

1. Access the Grid Record is Fetched event.

2. Enter the following event rules:

If BC Line Number (F551500) is greater than VA
frm_mnLineCounterNumber_LNID
VA frm_mnLineCounterNumber_LNID = BC Line Number (F551500)
End If

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3. Save and exit Event Rules Design.

Incrementing the Line Numbers

To increment the line numbers:

1. Right-click the grid and select Event Rules.

2. Access the Add Last Entry Row to Grid event.

3. Increment the variable by 1 and assign the new value to the next available line by
entering the following event rules:
VA frm_mnLineCounterNumber_LNID = [VA frm_mnLineCounterNumber_LNID]+1
GC LineNumber = VA frm_mnLineCounterNumber_LNID
4. Save and exit Event Rules Design.

5. Double-click the Line Number control in the grid to access Grid Column Properties.

6. Under Attributes, select Disable Input to disable the Line Number control.

7. Save and exit the application.

Testing the Line Numbering

To test the line numbering:

1. On the Design Tools tab, click Run HTML Application.

2. Click Find, click a record in the grid, and then click Select.

3. On Address Book Revisions, from the Form menu, select Phones.

4. On Phone Numbers, add two new phone numbers.

5. Verify that the system automatically assigns a line number to the new phone
numbers.

6. Exit and return to Object Management Workbench.

This concludes the activity. Please do not continue.

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Activity 23: Creating Form Interconnects for the Class Item Master
In this activity, you will review the activity overview and:

• Create a form interconnect to Item Master Revisions.

• Create a form interconnect to Phone Numbers.

• Create event rules.

Slide 197 ______________________________________________________________________________________________________

Activity Overview
Form interconnects are required to access the fix/inspect form from the find/browse form
in the P560100 Class Item Master application.

The Class Item Master application contains inventory records for purchased items. If a
valid supplier number appears for an item on the Item Master Revisions form, the user
might want to call that supplier.

Create two form interconnects:

• Create an &Add Menu/Toolbar exit for the Item Master Revisions form. Define a
form interconnect and pass the item number parameter in the data structure.

• Create a &Form exit to the Phone Numbers form so that the user can access the
supplier’s phone numbers directly from the Item Master Revisions form. Create a
Menu/Toolbar exit named &Phones. Define a form interconnect and pass the supplier
number to the address number field of the Phone Numbers form.

Additional event rule logic is required to:

• Calculate inventory value

Create event rules to calculate the Unit Cost x Quantity on Hand and populate the
Inventory Value.

• Calculate deficit amount

Create event rules to calculate the Quantity on Hand + Quantity on Purchase Order –
Reorder Point and populate the Deficit Amount.

• Display controls

Use system functions to show the deficit amount only if it is less than zero.

• Handle blank fields

Create event rules to populate the Catalog Description with the Item Description
value if the Catalog Description field is left blank.

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Activity Detailed Steps

Perform the detailed steps to complete the activity.

Creating a Form Interconnect to Item Master Revisions

To create a form interconnect to Item Master Revisions:

1. Access the P560100 application.

2. Define a form interconnect for &Add.

3. Define a form interconnect for &Select.

4. Test the form interconnects.

Accessing the P560100 Application

To access the P560100 application:

1. In the Class Item Master project, click the Class Item Master P560100 application.

2. Click Design.

3. On the Design Tools tab, click Start Form Design Aid.

Defining a Form Interconnect for &Add

To define a form interconnect for &Add:

1. Select the Work With Item Master - Find/Browse form.

2. From the Form menu, select Menu/Toolbar Exits.

3. Expand the &File node.

4. Select &Add and click the Event Rules button.

5. On the Button Clicked event, select the Form Interconnect button.

6. On the Work with Applications form, enter P560100 in the Object Name field in the
QBE line and click Find.

7. Select P560100.

8. On the Work With Forms form, select the Item Master Revisions form - W560100B.

Note. Do not change the Data Structure window. When you add a record, no values pass
from the Work With Item Master form to the Item Master Revisions form.

9. Select the Modeless option.

10. Save and exit Event Rules Design.

11. Save the Menu/Toolbar modification.

12. Save the application.

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Defining a Form Interconnect for &Select

To define a form interconnect for &Select:

1. From the Form menu, select Menu/Toolbar Exits.

2. On Menu/Toolbar Exits, select &Select and click Event Rules.

3. On the Button Clicked event, select Form Interconnect.

4. On the Work with Applications form, enter P560100 in the Object Name field in the
QBE line, and then click Find.

5. Select P560100.

6. On the Work With Forms form, select the Item Master Revisions form - W560100B.

7. Select the Modeless option.

8. Change the information in the Data Structure window as follows:

Value Dir Data Item

GC ItemNumber Æ mnSAItemNumber

9. Save and exit Event Rules Design.

10. Close the Menu Exits window.

11. Save and exit the Item Master application.

Testing the Form Interconnects

To test the form interconnects:

1. On the Design Tools tab, click Run HTML Application.

2. On Work With Item Master, click Add.

3. Add one record on the Item Master Fix/Inspect form.

4. In Solution Explorer, enter UTB (Universal Table Browser) in the Fast Path field and
press Enter.

5. From the File menu, click Open Table and enter the following:

Form Element Value or Status

Table F560100
Data Source Business Data Local

6. Verify that the record that you entered appears in the F560100 table.

7. Click OK.

8. From the Records menu, select Find.

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Note. Do not continue to add records in the Class Item Master application until you
verify that the system is adding the data to the table.

9. Add at least six inventory items to the Class Item Master assigning the Furniture item
type to at least two records.

10. Select one record in the grid of the Work With Item Master form.

11. Verify the form interconnect that you created for the Select button.

Selecting a record in the grid displays the corresponding details on the Item Master
Revisions form.

Creating a Form Interconnect to Phone Numbers

To create a form interconnect to Phone Numbers:

1. Define a form interconnect.

2. Define logic for the form interconnect.

Defining a Form Interconnect

To define a form interconnect:

1. On the Design Tools tab, click Start Form Design Aid.

2. Select the Item Master Revisions - Fix/Inspect form.

3. From the Form menu, select Menu/Toolbar Exits.

4. On Menu Exits, click Insert.

5. On Menu Exit Properties, select Form from the Class drop-down list box and click
OK.

6. On Menu Exits, click Insert.

7. On Menu Exit Properties, select User Defined from the Class drop-down list box and
enter the following information:

Form Element Value or Status

Short Text &Phones
Long Text Phones

8. On Menu Exits, select &Phones and click Event Rules.

9. On the Button Clicked event, select Form Interconnect.

10. On the Work with Applications form, enter P550100 in the Object Name field of the
QBE line, and then click Find.

11. Select P550100.

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12. On the Work With Forms form, select the Phone Numbers form.

Defining Logic for the Form Interconnect

To define logic for the form interconnect:

1. On Form Interconnections, change the information in the Data Structure window as

follows:

Value Dir Data Item

FC Address Number Æ mnSAAddressNumber
<NOT Assigned> ∅ mnSALineNumber

Note. Do not change the second entry (mnSALineNumber). It should remain <NOT
Assigned>.

2. Add the following event rules before the form interconnect call statement to
condition the form interconnection to occur only if a value is entered in the Supplier
Number field:
If FC Address Number is greater than <Zero>
Call( App:P550100 , Form: W550100C)
End If
3. Save and exit Event Rules Design.

Creating Event Rules

To create event rules:

1. Create logic to calculate inventory.

2. Create logic to calculate the deficit.

3. Create logic to display the deficit.

4. Create logic for catalog description.

5. Add a row exit to the Phone Numbers form.

6. Test the logic.

Creating Logic to Calculate Inventory

To create logic to calculate inventory:

1. Right-click the fix/inspect form and select Event Rules.

2. On the Post Dialog is Initialized event, create the following event rules:

3. FC Inventory Value=[BC Sample Application - Quantity on Hand (F560100)]*[BC

Sample Application - Amount – Unit Cost (F560100)]

4. Save and exit Event Rules Design.

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5. Right-click the Unit Cost control and select Event Rules.

6. On the Control Exited/Changed-Inline event, create the following even rules:

FC Inventory Value = [FC Unit Cost]*[FC Quantity on Hand]
7. Save and exit Event Rules Design.

8. Right click the Quantity on Hand control and select Event Rules.

9. On the Control Exited/Changed-Inline event, create the following event rules:

FC Inventory Value = [FC Unit Cost]*[FC Quantity on Hand]
10. Save and exit Event Rules Design.

Creating Logic to Calculate the Deficit

If the reorder point for an item is greater than the sum of the quantity on hand and the
quantity on purchase order, inventory will still be short when the quantity on purchase
order is received. The deficit field should reveal this shortage.

To create logic to calculate the deficit:

1. Right-click the fix/inspect form and select Event Rules.

2. On the Post Dialog is Initialized event, create the following event rules:
FC Deficit Amount = [FC Quantity on Hand]+[FC Quantity on Purchase
Order]-[FC Reorder Point]
3. Save and exit Event Rules Design.

4. Right click the Quantity on Hand control and select Event Rules.

5. On the Control Exited/Changed-Inline event, create the following even rules:

FC Deficit Amount = [FC Quantity on Hand]+[FC Quantity on Purchase
Order]-[FC Reorder Point]
6. Save and exit Event Rules Design.

7. Right click the Quantity on Purchase Order control and select Event Rules.

8. On the Control Exited/Changed-Inline event, create the following even rules:

FC Deficit Amount = [FC Quantity on Hand]+[FC Quantity on Purchase
Order]-[FC Reorder Point]
9. Save and exit Event Rules Design.

10. Right click the Reorder Point control and select Event Rules.

11. On the Control Exited/Changed-Inline event, create the following even rules:
FC Deficit Amount = [FC Quantity on Hand]+[FC Quantity on Purchase
Order]-[FC Reorder Point]
12. Save and exit Event Rules Design.

Creating Logic to Display the Deficit

The deficit amount should display only if the amount is less than zero.

To create logic to display the deficit:

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1. Right-click the fix/inspect form and select Event Rules.

2. On the Post Dialog is Initialized event, create the following event rules:
If FC Deficit Amount is less than <Zero>
Show Control(FC Deficit Amount)
Else
Hide Control(FC Deficit Amount)
End If
3. Save and exit Event Rules Design.

4. Right-click the Quantity on Hand control and select Event Rules.

5. On the Control Exited/Changed-Inline event, create the following even rules:

If FC Deficit Amount is less than <Zero>
Show Control(FC Deficit Amount)
Else
Hide Control(FC Deficit Amount)
End If
6. Save and exit Event Rules Design.

7. Right-click the Quantity on Purchase Order control and select Event Rules.

8. On the Control Exited/Changed-Inline event, create the following even rules:

If FC Deficit Amount is less than <Zero>
Show Control(FC Deficit Amount)
Else
Hide Control(FC Deficit Amount)
End If
9. Save and exit Event Rules Design.

10. Right-click the Reorder Point control and select Event Rules.

11. On the Control Exited/Changed-Inline event, create the following even rules:
If FC Deficit Amount is less than <Zero>
Show Control(FC Deficit Amount)
Else
Hide Control(FC Deficit Amount)
End If
12. Save and exit Event Rules Design.

Creating Logic for Catalog Description

The item description should populate the catalog description field if the user leaves the
catalog description field blank.

To create logic for catalog description:

1. Right-click the fix/inspect form and select Event Rules.

2. On the Add Record to DB - Before event, create the following event rules:

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Using Runtime Processing Controls Lesson 12

If FC Catalog Description is equal to <Blank>

FC Catalog Description = FC Item Description
End If
3. Save and exit Event Rules Design.

4. Right-click the Catalog Description control and select Event Rules.

5. On the Control Exited/Changed-Inline event, create the following event rules:

If FC Catalog Description is equal to <Blank>
FC Catalog Description = FC Item Description
End If
6. Save and exit Event Rules Design.

Adding a Row Exit to the Phone Numbers Form

To add a row exit to the phone numbers form:

1. Select the Work With Item Master - Find/Browse form.

2. From the Form menu, select Menu/Toolbar Exits.

3. On the Menu Exits form, click Insert.

4. On Menu Exit Properties, select Row from the Class drop-down list box and then
click OK.

5. On the Menu Exits form, select &Row and click Insert.

6. On Menu Exit Properties, select User Defined from the Class drop-down list box and
enter the following information:

Form Element Value or Status

Short Text &Phones
Long Text Phones

7. On the Menu Exits form, select the &Phones row and click Event Rules.

8. On the Button Clicked event, select Form Interconnect.

9. On Work with Applications, enter P550100 in the Object Name field on the QBE
line, and then click Find.

10. Select P550100.

11. On Work With Forms, select the Phone Numbers form.

12. On the Form Interconnections form, change the data structure as follows:

Value Dir Data Item

GC Supplier Number Æ mnSAAddressNumber
<Not Assigned> Ø mnSALineNumber

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13. Save and exit Event Rules Design.

14. Save the application and exit Form Design Aid.

Testing the Logic

To test the logic:

1. On the Design Tools tab, click Run HTML Application.

2. On Work With Item Master, select a record.

3. Verify that the Inventory Value is populated correctly.

4. Enter a value in the Reorder Point that is greater than the sum of the Quantity on
Hand and the Quantity on Purchase Order.

5. Verify that the Deficit field is populated correctly.

6. Exit and return to Object Management Workbench.

This concludes the activity. Please do not continue.

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Activity 24: Adding Form Controls to the Class Address Book

In this activity, you will review the activity overview and:

• Create radio buttons for P550100.

• Add logic for the radio buttons.

• Create a message form.

• Test the radio buttons.

Slide 199 ______________________________________________________________________________________________________

Activity Overview
The Class Address Book application requires radio buttons to indicate whether the status
of the address book record is active or inactive. The radio buttons need to be placed on
the fix/inspect form.

• Name the first radio button Active and the second radio button Inactive.

• Indicate a unique value for each radio button.

• Associate the radio buttons with the SASTAT00 data item.

• Create a group box around the radio buttons.

• Create logic on the buttons and on the form to indicate how the radio buttons should
be processed by the system

Create a message form that displays when the user selects a record that is defined as
inactive. Add a form interconnect to the fix/inspect form that calls the message form
when the record is defined as inactive.

Activity Detailed Steps

Perform the detailed steps to complete the activity.

Creating Radio Buttons for P550100

To create radio buttons for P550100:

1. Add radio buttons to the Address Book Revisions form.

2. Define the active radio button.

3. Define the inactive radio button.

Adding Radio Buttons to the Address Book Revisions Form

To add radio buttons to the Address Book Revisions form:

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Lesson 12 Using Runtime Processing Controls

1. In the Class Address Book project, click the Class Address Book P550100
application.

2. Click Design.

3. On the Design Tools tab, click Start Form Design Aid.

4. Select the Address Book Revisions - Fix/Inspect form.

5. From the Insert menu, select Radio Button.

6. Position the radio button so that it matches the example in the results section.

7. Click the form (not the radio button) and from the Insert menu, select Radio Button.

8. Position the second radio button so that it matches the example in the results section.

9. Compare your results to the results section.

Results
Your fix/inspect form should look as follows:

Fix/Inspect form - Address Book Revisions - radio buttons

Defining the Active Radio Button

To define the active radio buttons:

1. Double-click the first radio button to access the properties.

2. On the properties form, select the Data Item tab.

3. On the Data Item tab, select the Data Items tab.

4. Find and select the Status Active/Inactive Flag (SASTAT00) data item.

SASTAT00 appears in Data Item Information.

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Using Runtime Processing Controls Lesson 12

5. Click OK.

6. Go back into properties for the Status radio button.

7. On the General tab, select the Override Text option, and enter Active in the Event
Rules Title field.

8. On the Value tab, enter A.

Defining the Inactive Radio Button

To define the inactive radio button:

1. Double-click the second radio button to access the properties.

2. On the properties form, select the Data Item tab.

3. On the Data Item tab, select the Data Items tab.

4. Find and select the Status Active/Inactive Flag (SASTAT00) data item.

SASTAT00 appears in Data Item Information.

5. Click OK.

6. Go back into properties for the Status radio button.

7. On the General tab, select the Override Text option, and enter Inactive in the Event
Rules Title field.

8. On the Value tab, enter I.

9. Compare your results to the results section.

Results
Your fix/inspect form should look as follows:

Fix/Inspect form - Address Book Revisions - radio buttons

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Adding Logic for the Radio Buttons

To add logic for the radio buttons:

1. Create logic on radio buttons.

2. Create logic on form for radio buttons.

3. Insert a group box.

Creating Logic on Radio Buttons

To create logic on radio buttons:

1. Right-click the Active radio button and select Event Rules.

2. On the Selection Changed event, enter the following logic to update the status
business view field if this radio button is selected:
If FC Active is equal to “A”
BC Status Active/Inactive (F550100) Flag = “A”
End If
3. Save the event rules and exit Event Rules Design.

4. Right-click the Inactive radio button and select Event Rules.

5. On the Selection Changed event, enter the following logic to update the status
business view field if this radio button is selected:
If FC Inactive is equal to “I”
BC Status Active/Inactive (F550100) Flag = “I”
End If

Creating Logic on Form for Radio Buttons

To create logic on Form for radio buttons:

1. Right-click the Address Book Revisions - Fix/Inspect form and select Event Rules.

2. On the Post Dialog is Initialized event, enter the following logic to ensure that the
default status for a records is set to active if no status is selected:
If BC Status Active/Inactive (F550100) Flag is equal to <Blank>
BC Status Active/Inactive (F550100) Flag = “A”
End If
3. Also on the Post Dialog is Initialized event, enter the following logic to ensure that
the application fetches the appropriate status from the database:
If BC Status Active/Inactive (F550100) Flag is equal to “A”
FC Active = “A”
Else
FC Inactive = “I”
End If

Inserting a Group Box

To insert a group box:

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Using Runtime Processing Controls Lesson 12

1. Draw a rectangle around the two radio buttons.

2. From the Insert menu, select Group Box.

3. Double-click the Group Box to access the properties.

4. Remove the value from the Group Box Title field.

Creating a Message Form

To create a message form:

1. From the Form menu, select Create, Message Form.

2. On the General tab of the Message Form Form Properties, enter WARNING in the
Title field, and then click OK.

3. Double-click the text portion of the Warning form and in the in the text box enter,
The selected record is in an inactive state.

4. Save the application.

Note. You must save the application to see the message form in the form interconnect.

5. Select the fix/inspect form.

6. Right-click the form and select Event Rules.

7. On the Post Dialog Is Initialized event, add the following event rules:
If BC Status Active/Inactive (F550100)Flag is equal "I"
Call(App:P550100 , Form: W550100D)
End If
8. Compare your results to the results section.

9. Save the application and exit Form Design Aid.

10. Return to Object Management Workbench.

Note. Exiting out to Object Management Workbench allows the serialized objects in
standalone to be updated.

Results
Your warning form should look as follows:

Warning form - Address Book Revisions - P550100

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Lesson 12 Using Runtime Processing Controls

Testing the Radio Buttons

To test the radio buttons:

1. In the Class Address Book project, click the Class Address Book P550100
application.

2. Click Design.

3. From the Design Tools tab, click the Run HTML Application button.

4. Verify that the radio buttons function properly by modifying a record to be inactive.

5. Select the inactive record and verify that you receive the warning message.

6. Compare your results to the results section.

7. Exit and return to Object Management Workbench.

Results
Your fix/inspect form should look as follows in the web browser:

Fix/Inspect form - Address Book Revisions - radio buttons

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Using Runtime Processing Controls Lesson 12

Your warning form should look as follows when an inactive record is selected in the web
browser:

Warning form - Address Book Revisions - inactive

This concludes the activity. Please do not continue.

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Activity 25: Adding Form Controls to the Class Item Master

In this activity, you will review the activity overview and:

• Create radio buttons for P560100.

• Add logic for the radio buttons.

• Test the radio buttons.

Slide 200 ______________________________________________________________________________________________________

Activity Overview
The Class Item Master application requires radio buttons to indicate whether the
inventory item is perishable or non-perishable. The radio buttons need to be placed on the
fix/inspect form.

• Name the first radio button Perishable and the second radio button Non-perishable.

• Indicate a unique value for each radio button.

• Associate the radio buttons with the SASTRITM00 data item.

• Create a group box around the radio buttons.

• Create logic on the buttons and on the form to indicate how the radio buttons should
be processed by the system.

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Activity Detailed Steps

Perform the detailed steps to complete the activity.

Creating Radio Buttons for P560100

To create radio buttons for P560100:

1. Add radio buttons to the Item Master Revisions form.

2. Define the perishable radio button.

3. Define the non-perishable radio button.

Adding Radio Buttons to the Item Master Revisions Form

To add radio buttons to the Item Master Revisions form:

1. In the Class Item Master project, click the Class Item Master P560100 application.

2. Click Design.

3. On the Design Tools tab, click Start Form Design Aid.

4. Select the Item Master Revisions - Fix/Inspect form.

5. From the Insert menu, select Radio Button.

6. Position the radio button so that it matches the example in the results section.

7. Click the form (not the radio button) and from the Insert menu, select Radio Button.

8. Position the radio button so that it matches the example in the results section.

9. Compare your results to the results section.

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Results
Your fix/inspect form should look as follows:

Fix/Inspect - Item Master Revisions - radio buttons

Defining the Perishable Radio Button

To define the perishable radio button:

1. Double-click the first radio button to access the properties.

2. On the properties form, select the Data Item tab.

3. On the Data Item tab, select the Data Items tab.

4. Find and select the Item Storage (SAITMS00) data item.

SAITMS00 appears in Data Item Information.

5. Click OK.

6. Go back into properties for the Item Storage radio button.

7. On the General tab, select the Override Text option, and enter Perishable in the
Event Rules Title field.

8. On the Value tab, enter P.

Defining the Non-perishable Radio Button

To define the non-perishable radio button:

1. Double-click the second radio button and access the properties.

2. Select the Data Item tab.

3. Find and select the Item Storage SAITMS00 data item.

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Using Runtime Processing Controls Lesson 12

SAITMS00 should appear in Data Item Information.

4. Click OK.

5. Go back into properties for the Item Storage radio button.

6. On the General tab, select the Override Text option, and enter Non-perishable in the
Event Rules Title field..

7. On the Value tab, enter N.

8. Compare your results to the results section.

Results
Your fix/inspect form should look as follows:

Fix/Inspect - Item Master Revisions - radio buttons

Adding Logic for the Radio Buttons

To add logic for the radio buttons:

1. Create logic on radio buttons.

2. Create logic on form for radio buttons.

3. Insert a group box.

Creating Logic on Radio Buttons

To create logic on radio buttons:

1. On the Perishable radio button, access Event Rules.

2. On the Selection Changed event, enter the following logic to update the status
business view field if this radio button is selected:
If FC Perishable is equal to "P"

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BC Item (F560100) Storage = “P”

End If
3. Save and exit Event Rules Design.

4. On the Non-perishable radio button, access Event Rules.

5. On the Selection Changed event, enter the following logic to update the status
business view field if this radio button is selected:
If FC Non-perishable is equal to "N"
BC Item (F560100) Storage = “N”
End If
6. Save and exit Event Rules Design.

Creating Logic on Form for Radio Buttons

To create logic on form for radio buttons:

1. On the Address Book Revisions fix/inspect form, access Event Rules.

2. On the Post Dialog is Initialized event, enter the following logic to ensure that the
default status for a record is set to active if no status is selected:
If BC Item (F560100) Storage is equal to <Blank>
BC Item (F560100) Storage = “P”
End If
3. Also on the Post Dialog is Initialized event, enter the following logic to ensure that
the application fetches the appropriate status from the database:
If BC Item (F560100) Storage is equal to “P”
FC Perishable = “P”
Else
FC Non-perishable = “N”
End If
4. Save and exit Event Rules Design.

Inserting a Group Box

To insert a group box:

1. Draw a rectangle around the two radio buttons, click Insert, and then select Group
Box.

2. Access Group Box Properties and remove the value from the Group Box Title field.

3. Save the application and exit Form Design Aid.

4. Return to Object Management Workbench.

Note: Exiting out to Object Management Workbench allows the serialized objects in
standalone to be updated.

Testing the Radio Buttons

To test the radio buttons:

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Using Runtime Processing Controls Lesson 12

1. In the Class Item Master project, click the Class Item Master P560100 application.

2. Click Design.

3. From the Design Tools tab, click the Run HTML Application button.

4. Select a record for a non-perishable item.

5. Select the Non-perishable radio button.

6. Verify that the radio buttons function properly.

7. Compare your results to the results section.

8. Exit and return to Object Management Workbench.

Results
Your fix/inspect form should look as follows in the web browser:

Fix/Inspect form - Item Master Revisions - radio buttons

This concludes the activity. Please do not continue.

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Activity 26: Attaching Processing Options to the Class Address Book

In this activity, you will review the activity overview and:

• Create processing option templates.

• Attach the processing option template to the P550100.

• Define event rules for the processing options.

• Create versions.

• Test processing options.

Slide 205 ______________________________________________________________________________________________________

Activity Overview
The Class Address Book application requires a processing option that enables users to
select a default search type for the Class Address Book application.

• Create a processing option template using the SAAT1 data item.

• Attach the processing option template to the Class Address Book application.

• Create event rules on the Post Dialog is Initialized event of the find/browse form to
indicate how the system should process the processing option values.

Create two versions of the application:

• One version that prompts the user for a search type processing option value.

• One version that defines suppliers as the default search type value.

Because subsequent activities are dependent on this activity, you must use the following
naming conventions:

Processing Option Template:

Name Description
T550100 Class Address Book PO

Versions:

Name Description
VER0001 Class Version – Prompt
VER0002 Class Version – Suppliers

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Using Runtime Processing Controls Lesson 12

Activity Detailed Steps

Perform the detailed steps to complete the activity.

Creating Processing Option Templates

To create processing option templates:

1. Click the Objects node of the Class Address Book project and then click Add.

2. Select to add a data structure to the project.

3. On the Add Objects form, enter the following information:

Field Value
Object Name T550100
Description Class Address Book Processing Option
Product Code 55
Product System Code 55
Object Use 360
Type Processing Option Template

4. On the Design Tools tab, click Start the Processing Option Design Aid.

5. On the Processing Options Design Aid form, right-click <NewTab>.

6. Select Current Tab Properties and enter the following information:

Field Value
Short Name Default
Long Name Default Search Type

7. In the Data Dictionary Browser area, enter SAAT1 in the Alias column and press
Enter.

8. When the data item appears, drag it to the Default tab of the processing option.

9. Click the Sample Application - Search Type text and change it to the following:

Enter a default Search Type:

E = Employee

C = Customer

V = Supplier

10. Save the processing option and return to Object Management Workbench.

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Lesson 12 Using Runtime Processing Controls

Attaching the Processing Option Template to the P550100

To attach the processing option template to the P550100:

1. In the Class Address Book project, click the Class Address Book P550100
application and then click Design.

2. On the Design Tools tab, click Start Form Design Aid.

3. From the File menu, select Application Properties.

4. Click the ellipse for Processing Options Template.

5. On Select Processing Option Template, enter T550100 in the Object Name field of
the QBE line, and then click Find.

6. Select T550100 and click OK.

Adding Event Rules for the Processing Options

To add event rules for the processing options:

1. Right-click the Work With Addresses - Find/Browse form and select Event Rules.

2. Select the Post Dialog is Initialized event and add the following event rules:
If PO szSASearchType is greater than <Blank>
FC Search Type = PO szSASearchType
End If

Note. Do not select the FC SEARCH TYPE that is in all capital letters. The FC SEARCH
TYPE is the associated description.

3. Save and exit Event Rules Design.

4. Save the application and exit Form Design Aid.

Creating Versions

To create versions:

1. Create a version to prompt the user.

2. Create a version that executes blindly.

Creating a Version to Prompt the User

To create a version to prompt the user:

1. On Design Tools, click Version List.

2. On the Work With Interactive Versions form, click Add.

3. On the Version Add form, enter the following information:

Form Element Value or Status

Version VER0001

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Using Runtime Processing Controls Lesson 12

Form Element Value or Status

Version Title Class Version - Prompt
Prompting Options 2
Security 0

4. Click OK on both the Version Add and the Interactive Version Design forms.

Creating a Version that Executes Blindly

To create a version that executes blindly:

1. On the Work With Interactive Versions form, click Add.

2. On the Version Add form, enter the following information:

Form Element Value or Status

Version VER0002
Version Title Class Version – Suppliers (Blind)
Prompting Options 1
Security 0

3. On the General tab, click the Processing Options button.

4. Enter V as a default for the Search Type field.

5. Click Ok to return to the Work With Interactive Versions form.

Testing Processing Options

To test processing options:

1. On the Work With Interactive Versions form, click the VER0002 version.

2. From the Row menu, click Run HTML.

3. On the Work With Addresses - Find/Browse form, click Find.

4. Verify that only suppliers are displayed.

5. Return to Object Management Workbench.

This concludes the activity. Please do not continue.

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Lesson 12 Using Runtime Processing Controls

Activity 27: Attaching Processing Options to the Class Item Master

In this activity, you will review the activity overview and:

• Create processing option templates.

• Attach the processing option template to the P560100.

• Define event rules for the processing options.

• Create versions.

• Test processing options.

Slide 206 ______________________________________________________________________________________________________

Activity Overview
The Class Item Master application requires a processing option that enables users to
select a default item type for the Class Item Master application.

• Create a processing option template using the SATYPE data item.

• Attach the processing option template to the Class Item Master application.

• Create event rules on the Post Dialog is Initialized event of the find/browse form to
indicate how the system should process the processing option values.

Create two versions of the application:

• One version that prompts the user for an item type processing option value.

• One version that defines furniture as the default item type value.

Because subsequent activities are dependent on this activity, you must use the following
naming conventions:

Processing Option Template:

Name Description
T560100 Class Item Master PO

Versions:

Name Description
VER0001 Class Version – Prompt
VER0002 Class Version – Furniture

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Using Runtime Processing Controls Lesson 12

Activity Detailed Steps

Perform the detailed steps to complete the activity.

Creating Processing Option Templates

To create processing option templates:

1. Click the objects node of the Class Item Master project and click Add.

2. Select to add a data structure to the project.

3. On the Add Objects form, enter the following information:

Form Element Value or Status

Object Name T560100
Description Class Item Master Processing Option
Product Code 56
Product System Code 56
Object Use 360
Object Type Processing Option Template

4. On the Design Tools tab, click Start the Processing Option Design Aid.

5. On Processing Options Design, right-click <NewTab>.

6. Select Current Tab Properties and enter the following information:

Form Element Value or Status

Short Name Default
Long Name Default Item Type

7. In the Data Dictionary Browser area, enter SATYPE in the Alias column and press
Enter.

8. When the data item appears, drag it to the Default tab of the processing option.

9. Click the text and change it to the following:

Enter a default Item Type.

10. Save the processing option and return to Object Management Workbench.

Attaching the Processing Option Template to the P560100

To attach the processing option template to the P560100:

1. In the Class Item Master project, click the Class Item Master P560100 application
and then click Design.

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Lesson 12 Using Runtime Processing Controls

2. On the Design Tools tab, click Start Form Design Aid.

3. From the File menu, select Application Properties.

4. Click the ellipse for Processing Options Template.

5. On Select Processing Options Template, enter T560100 in the Object Name field of
the QBE line, and then click Find.

6. Select T560100, and click OK.

Adding Event Rules for the Processing Options

To add event rules for the processing options:

1. Right-click the Work With Item Master - Find/Browse form and select Event Rules.

2. Select the Post Dialog is Initialized event and add the following event rules:
If PO szSAItemType is greater than <Blank>
FC Item Type = PO szSAItemType
Else
FC Item Type = “*”
End If
3. Save the application and exit Form Design Aid.

Creating Versions

To create versions:

1. On Design Tools, click Version List.

2. On the Work With Interactive Versions form, click Add.

3. On the Version Add form, enter the following information:

Form Element Value or Status

Version VER0001
Version Title Class Version - Prompt
Prompting Options 2
Security 0

4. Click OK on both the Version Add and the Interactive Version Design forms.

5. On the Work With Interactive Versions form, click Add.

6. On the Version Add form, enter the following information:

Form Element Value or Status

Version VER0002
Version Title Class Version – Furniture

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Using Runtime Processing Controls Lesson 12

Form Element Value or Status

Prompting Options 1
Security 0

7. On the General tab, click the Processing Options button.

8. Enter V as a default for the Search Type field.

9. Click Ok to return to the Work With Interactive Versions form.

Testing Processing Options

To test processing options:

1. On the Work With Interactive Versions form, click the VER0002 version.

2. From the Row menu, click Run HTML.

3. On the Work With Item Master - Find/Browse form, click Find.

4. Verify that only furniture items are displayed.

5. Return to Object Management Workbench.

This concludes the activity. Please do not continue.

166
Lesson 13

Adding Applications to the

EnterpriseOne Menu

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Adding Applications to the EnterpriseOne Menu Lesson 13

Activity 28: Creating Task Views and Tasks

In this activity, you will review the activity overview and:

• Create a new task view.

• Add the Class Address Book application to the task view.

• Add the Class Item Master application to the task view.

• Test the tasks.

Slide 219 ______________________________________________________________________________________________________

Activity Overview
You need to provide end users access to the Class Address Book and the Class Item
Master applications from the web client. In Solution Explorer, you must create a task
view and add the applications to the task view as tasks.

Add the Class Address Book to the task view twice:

• Define one task to prompt the user for a processing option.

• Define the second task to access suppliers by default.

Add the Class Item Master to the task view once defined to prompt the users for a
version.

Because subsequent activities are dependent on this activity, you must use the following
naming conventions:

Task View:

Task ID Task Name

<system populated> Class Applications

Tasks:

Task ID Task Name

<system populated> Class Address Book
<system populated> Class Address Book – Suppliers
<system populated> Class Item Master

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Lesson 13 Adding Applications to the EnterpriseOne Menu

Activity Detailed Steps

Perform the detailed steps to complete the activity.

Creating a New Task View

To create a new task view:

1. In Object Management Workbench, check in the Class Address Book and Class Item
Master applications.

2. In Solution Explorer, click the Menu Design button to enter Menu Design mode.

3. From the Tools menu, select Add New Task View.

4. On the Task View Revisions form enter the following information:

Form Element Value or Status

Task View 1001
Name DEVTOOLS
Description Class Applications
Secured Task View <cleared>

5. Click OK.

6. Select the Class Applications task view from the Views drop down list box.

Adding the Class Address Book Application to the Task View

To add the Class Address Book application to the task view:

1. Add the Class Address Book to prompt for values.

2. Add the Class Address Book as a blind execution.

Adding the Class Address Book to Prompt for Values

To add the Class Address Book to prompt for values:

1. In Solution Explorer, right-click the Class Applications task view.

2. Select Inset New Task.

3. On the Task Revisions dialog box, enter the following information:

Field Element Value or Status

Task Id (Allow system to populate)
Task Name Class Address Book

4. On the Common tab, enter the following information:

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Adding Applications to the EnterpriseOne Menu Lesson 13

Field Element Value or Status

Product Code 55
Jargon 55
Country Code <cleared>

5. On the Executable tab, enter the following information:

Field Element Value or Status

Task Type Interactive
Application P550100
Version VER0001
Form <cleared>
Option Code 3
Form Mode <cleared>
Application <cleared>

Adding the Class Address Book as a Blind Execution

To add the Class Address Book as a blind execution:

1. Right-click the Class Applications task view.

2. Select Insert New Task.

3. On the Task Revisions dialog box, enter the following information:

Form Element Value or Status

Task Id (Allow system to populate)
Task Name Class Address Book – Suppliers

4. On the Common tab, enter the following information:

Form Element Value or Status

Product Code 55
Jargon 55
Country Code <cleared>

5. On the Executable tab, enter the following information:

Form Element Value or Status

Task Type Interactive

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Lesson 13 Adding Applications to the EnterpriseOne Menu

Form Element Value or Status

Application P550100
Version VER0002
Form <cleared>
Option Code 1
Form Mode <cleared>
Application <cleared>

Adding the Class Item Master Application to the Task View

To add the Class Item Master application to the task view:

1. Right-click the Class Applications task view.

2. Select Inset New Task.

3. On the Task Revisions dialog box, enter the following information:

Form Element Value or Status

Task Id (Allow system to populate)
Task Name Class Item Master

4. On the Common tab, enter the following information:

Form Element Value or Status

Product Code 56
Jargon 56
Country Code <cleared>

5. On the Executable tab, enter the following information:

Form Element Value or Status

Task Type Interactive
Application P560100
Version <cleared>
Form <cleared>
Option Code 2
Form Mode <cleared>
Application <cleared>

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Adding Applications to the EnterpriseOne Menu Lesson 13

6. Click the Menu Design button to exit Menu Design mode.

Testing the Tasks

To test the tasks:

1. In Solution Explorer, from the Tools menu, select EnterpriseOne Menu.

2. Expand the Class Applications task view.

3. Launch each of the tasks and verify that they function properly.

a. Class Address Book: The processing option should appear prompting

you for a search type value.

b. Class Address Book - Suppliers: Application appears with a V in the

Search Type field. When you click Find, only suppliers appear in the
grid.

c. Class Item Master: Work With Versions form appears to prompt you for
a version.

4. Exit and return to Object Management Workbench.

This concludes the activity. Please do not continue.

172
Lesson 14

Troubleshooting Applications

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Troubleshooting Applications Lesson 14

Activity 29: Reviewing Application Event Rules

In this activity, you will review the activity overview and:

• Review event rules for the Class Address Book application.

• Review event rules for the Class Item Master application.

Slide 226 ______________________________________________________________________________________________________

Activity Overview
You have been asked to create other custom interactive applications. You need to review
the event rules in the Class Address Book and Class Item Master applications to plan out
the event rules for future application development.

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Lesson 14 Troubleshooting Applications

Activity Detailed Steps

Perform the detailed steps to complete the activity.

Reviewing Event Rules for the Class Address Book Application

To review event rules for the Class Address Book application:

1. In the Class Address Book project, click the Class Address Book P550100
application.

2. Click Design.

3. On the Design Tools tab, click Browse Event Rules.

4. Verify that you see three nodes representing the three forms included in the Class
Address Book application.

5. Expand the Work With Addresses – Find/Browse node.

6. Verify that you see three nodes with plus signs indicating that they contain event
rules.

7. Expand the Form node to view two nodes that include event rules.

8. Expand the Post Dialog is Initialized node.

9. Click the If statement and then click the Disable button.

10. Verify that the If statement portion of the event rules has been disabled.

11. Click the Disable button again to enable the If statement.

12. Review the remaining event rules.

13. Click Cancel and return to Object Management Workbench.

Reviewing Event Rules for the Class Item Master Application

To review event rules for the Class Item Master application:

1. In the Class Item Master project, click the Class Item Master P560100 application.

2. Click Design.

3. On the Design Tools tab, click Start Form Design Aid.

4. From the View menu, select BrowsER.

5. Verify that you see two nodes representing the two forms included in the Class Item
Master application.

6. Expand the Item Master Revisions – Fix/Inspect node.

7. Expand the RADBTN nodes to review the event rules included on the radio buttons.

8. Test disabling and enabling lines of event rules.

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Troubleshooting Applications Lesson 14

9. Review the remaining event rules.

10. Click Cancel.

11. Exit the application and return to Object Management Workbench.

This concludes the activity. Please do not continue.

176
Lesson 15

Describing the Cross Reference

Facility
This lesson has no activities.

177
Describing the Cross Reference Facility Lesson 15

Notes

______________________________________________________________________

178
Lesson 16

Describing Modification Rules

This lesson has no activities.

179
Describing Modification Rules Lesson 16

Notes

______________________________________________________________________

180
Lesson 17

Final Course Activity

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Final Course Activity Lesson 17

Activity 30: Creating the Class Purchase Order Application

In this activity, you will review the activity overview and:

• Create projects.

• Create tables.

• Create business views.

• Create the Work With Purchase Orders form.

• Create the Purchase Orders Revisions form.

• Create the Item Master Search & Select form.

• Create processing options.

• Incorporate advanced functionality.

Slide 265 ______________________________________________________________________________________________________

Activity Overview
Application Specifications
You have been asked to develop an application for entering purchase orders. Analyze the
design specifications and formulate a plan to build an integrated application. Be prepared
to explain your design decisions and the reasoning behind them.

Design and build a purchase order application that enables users to find, select, add, and
delete purchase orders. Ensure that:

• The forms in the application look like the samples provided.

• The application functions as described in the specifications.

• The application runs without errors.

As a part of the application design, determine the objects that are required to successfully
complete the purchase order application, such as:

• Tables

• Business views

• Forms

• Processing options

• Versions

Name the application Class Purchase Orders. The application requires a form that serves
as an entry point to the application. This form enables the user to:

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Lesson 17 Final Course Activity

• Search for purchase orders.

• Select an individual purchase order.

• Delete a purchase order.

If the user selects a specific purchase order record, the form should exit to the Purchase
Order Revisions form, where the user can:

• Add purchase orders.

• Update purchase orders.

• View individual purchase orders.

A header detail form is required to work with data from two separate tables. The user can
access this form to add or update a single header record. The form should also enable the
user to add, update, or delete multiple detail records.

Because the header detail form enables the user to update and add records in two
different tables, you must attach two separate business views to the form. Attach one
business view to the grid and the other to the form itself, thereby initiating updates to two
tables from a single form.

In the process of creating a purchase order, the user will need to enter an item number for
each ordered item. To make the entry process more efficient, create an Item Master
Search & Select form and attach it to the Item Number data item. In this way, any time
that the user encounters the Item Number field on a form or in a grid, the user can use the
visual assist to access the Search & Select form to search for an item. When the user
selects an item from the Search & Select form, the system should automatically display
the item number on the calling form.

Project Specifications
Because you will be developing many components that are all related to the development
of an application, create a project to hold the objects that make up the Class Purchase
Orders application.

Table Specifications
The Class Purchase Orders application requires two tables, one for the purchase order
header information and one for the detail information about each item ordered.

Business View Specifications

Create two business views, one over each new table. Create a separate business view over
the F560100 table for the Item Master Search & Select form.

Form Specifications
The specifications for the Work With Purchase Orders - Find/Browse form are:

• This form should be the entry point into the application.

• Users should be able to find, select, add, and delete purchase orders from the form.

• Filter fields should include these data items:

• Order Type - with an associated description for the Order Type code.

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Final Course Activity Lesson 17

• Date Requested.

• The grid should include these data items:

• Order Number

• Order Type

• Order Company

• Address Number

• Order Date

• Date Requested

• Order Status

• The grid should be sorted by these date items:

• Order Type

• Order Number.

• Define the Add button to call the Purchase Order Revisions form and pass no
parameters.

• Define the Select button to make a modeless call to the Purchase Order Revisions
form and pass these parameters:

• Order Number

• Order Type

• Order Company

• All forms should be designed in accordance with the examples in the results sections
and should adhere to all form standards.

The specifications for the Purchase Order Revisions - Header/Detail form are:

• Enable users to work with purchase order header information from the F570100
table.

• Enable users to add and modify purchase order information and delete individual
purchase order lines.

• Disable the Order Number field for input.

• Display the description for the Order Status code field.

• Define today's date as the default value for the Order Date field on the header portion
of the form if the user leaves this field blank (null).

• Define Date Requested as a required entry field.

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Lesson 17 Final Course Activity

• Disable next numbering for the Address (Supplier) Number and Ship To Address
Number fields.

• Enable users to work with the purchase order details information from the F571100
table.

185
Final Course Activity Lesson 17

Activity Detailed Steps

Perform the detailed steps to complete the activity.

Creating Projects

To create projects:

1. Add a project in Object Management Workbench.

2. Add a user to the project.

3. Promote the project.

Adding a Project in Object Management Workbench

To add a project in Object Management Workbench:

1. In Solution Explorer, on the Tools menu, select Object Management Workbench

(P98220).

2. In Object Management Workbench, click the Add button on the toolbar.

3. On the Add EnterpriseOne Object to the Project form, select OMW Project in the
Object Management Workbench group box.

4. On the Project Revisions Summary tab, enter the following information:

Form Element Value or Status

Project ID TRN3003
Description Class Purchase Orders
Type 02
Severity 03
Product System Code 57
Release < current release>

5. Enter the following information on the Dates tab:

Form Element Value or Status

Date Started <populated by the system>
Planned Completion Date <five days after the Date Started>

6. Do not make any entries on the Category Codes tab.

These codes are used to further categorize development and modification of objects.

7. On the Attachments tab, enter This project was added to create the Class Purchase
Order application.

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Lesson 17 Final Course Activity

Adding a User to the Project

To add a user to the project:

1. Expand the tree structure for the current project and click on the Owners node.

2. Select the Search tab on the right-hand side.

3. Enter the following information and click the Search button:

Form Element Value or Status

Category Owners
Search Type User ID
Search DEMO

4. Click DEMO - AB Common and then click the Add Object or User to Project button.

5. On the Add User to Project form, add DEMO as a developer.

Promoting the Project

To promote the project:

1. Click the project name and click the Advance Project button.

2. On the Confirm Project Change form, change the status to Programming (21).

Creating Tables

To create tables:

1. Create the Purchase Order Header table.

2. Create the Purchase Order Detail table.

Creating the Purchase Order Header Table

To create the Purchase Order Header table:

1. Click the Objects node of the Class Purchase Orders project.

2. Click Add on the toolbar.

3. Select to add a table to the Class Purchase Orders project.

4. On Add Objects, enter the following information:

Form Element Value or Status

Object Name F570100
Description Class Purchase Order Header
Product Code 57
Product System Code 57
Object Use 210

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Final Course Activity Lesson 17

Column Prefix PH

5. Select the Design Tools tab, and then click Start Table Design Aid.

6. Add the following data items from the Data Dictionary Browser window to the
Columns window:

Alias Data Item

SADOCO SADocumentNumber
SADCTO SAOrderType
KCOO CompanyKeyOrderNo
SAAN8A00 SAAddressNumberA00
SHAN AddressNumberShipTo
SASRST SAPOStatusCode
SAADDJ SADateShip
SATRDJ SAOrderDate
SADRQJ SADateRequested
AG AmountGross
USER UserId
PID ProgramId
JOBN WorkStationId
UPMJ DateUpdated
UPMT TimeLastUpdated

7. Select SADocumentNumber, drag it to the Indices window, and drop it onto the Class
Purchase Order Header name.

8. Drag the following data items and drop onto the Untitled index node:

• SAOrderType

• CompanyKeyOrderNo

9. Rename the index as Ord No, Ord Type,.

10. Save the table and exit Table Design Aid.

11. Select the Table Operations tab and then select Generate Table.

12. Verify that the data source is Business Data Local.

13. Use the object owner Id as the password.

14. After you generate the table, click OK to return to OMW.

188
Lesson 17 Final Course Activity

Creating the Purchase Order Detail Table

To create the Purchase Order Detail table:

1. Click the Objects node of the Class Purchase Orders project.

2. Click Add on the toolbar.

3. Select to add a table to the Class Purchase Orders project.

4. On Add Objects, enter the following information:

Form Element Value or Status

Object Name F571100
Description Class Purchase Order Detail
Product Code 57
Product System Code 57
Object Use 230
Column Prefix PD

5. Select the Design Tools tab, and then click Start Table Design Aid.

6. Add the following data items from the Data Dictionary Browser window to the
Columns window:

Alias Data Item

SADOCO SADocumentNumber
SADCTO SAOrderType
KCOO CompanyKeyOrderNo
SALNID SALineNumber
SAITM SAItemNumber
SAUORG SAOrderUnits
SAPRRC SAAmountUnit Cost
SATRDJ SAOrderDate
SAADDJ SADateShip
SADRQJ SADateRequested
USER UserId
PID ProgramId
JOBN WorkStationId
UPMJ DateUpdated
UPMT TimeLastUpdated

7. Drag SADocumentNumber to the Indices window and drop it onto the Class
Purchase Order Header name.

189
Final Course Activity Lesson 17

8. Drag the following data items and drop onto the Untitled index node:

• SAOrderType

• CompanyKeyOrderNo

• SALineNumber

9. Rename the untitled index as Ord No, Ord Type,.

10. Save the table and exit Table Design Aid.

11. Select the Table Operations tab and then select Generate Table.

12. Verify that the data source is Business Data Local.

13. Use the object owner Id as the password.

14. After you generate the table, click OK to return to OMW.

Results
The Class Purchase Order Header table and Class Purchase Order Detail table appear as
objects under the Class Purchase Orders project.

Creating Business Views

To create business views:

1. Create the Class Purchase Order Header – All Columns business view.

2. Create the Class Purchase Order Detail - All Columns business view.

3. Create the Item Master Search & Select business view.

Creating the Class Purchase Order Header - All Columns Business View
To create the Class Purchase Order Header - All Columns business view:

1. Click the Objects node of the Class Purchase Orders project.

2. Click Add on the toolbar.

3. Select to add a business view to the Class Purchase Orders project.

4. On Add Objects, enter the following information:

Form Element Value or Status

Object Name V570100A
Description Class Purchase Order Header - All Columns
Product Code 57
Product System Code 57
Object Use 300

5. Select the Design Tools tab, and then click Start the Business View Design Aid.

190
Lesson 17 Final Course Activity

6. On Available Tables, enter F570100 in the QBE Object Name field.

7. Drag the F570100 table to the Table Joins window.

8. Select the table, and then click the Select All button from the menu toolbar to select
all of the columns for the business view.

9. Save the business view and then exit from the Business View Design Aid.

10. Click OK to return to Object Management Workbench.

Creating the Class Purchase Order Detail - All Columns Business View
To create the Class Purchase Order Detail - All Columns business view:

1. Click the Objects node of the Class Purchase Orders project.

2. Click Add on the toolbar.

3. Select to add a business view object to the Class Purchase Orders project.

4. On the Add Objects form, enter the following information:

Form Element Value or Status

Object Name V571100A
Description Class Purchase Order Detail - All Columns
Product Code 57
Product System Code 57
Object Use 300

5. Select the Design Tools tab, and then click Start the Business View Design Aid.

6. On Available Tables, enter F571100 in the QBE Object Name field.

7. Drag the F571100 table to the Table Joins window.

8. Select the table, and then click the Select All button from the menu toolbar to select
all the columns for the business view.

9. Save the business view and then exit from the Business View Design Aid.

10. Click OK to return to Object Management Workbench.

Creating the Item Master Search & Select Business View

To create the Item Master Search & Select business view:

1. Click the Objects node of the Class Purchase Orders project.

2. Click Add on the toolbar.

3. Select to add a business view to the Class Purchase Orders project.

4. On Add Objects, enter the following information:

191
Final Course Activity Lesson 17

Field Value
Object Name V560100S
Description Item Master Search & Select
Product Code 56
Product System Code 56
Object Use 300

5. Select the Design Tools tab, and then click Start the Business View Design Aid.

6. On Available Tables, enter F560100 in the QBE Object Name field.

7. Drag the F560100 table to the Table Joins window.

Note. Notice that SAItemNumber (SAITM) already appears in the Selected Columns
window because it is the primary key for the F560100 table.

8. Select the Table Joins window and then double-click the following data items to
move them to the Selected Columns window:

• SAItemDescription (SADSC1)

• SAAddressNumberA00 (SAAN8A00)

• SAItemType (SATYPE)

9. Save the business view and then exit from the Business View Design Aid.

10. Click OK to return to Object Management Workbench.

Creating the Work With Purchase Orders Form

To create the Work With Purchase Orders form:

1. Create a find/browse form.

2. Add form controls.

3. Add grid controls.

Creating a Find/Browse Form

To create a find/browse form:

1. Add an interactive application object to the Class Purchase Orders project:

2. On Add Objects, enter the following information:

Form Element Value or Status

Object Name P570100
Description Class Purchase Orders
Product Code 57

192
Lesson 17 Final Course Activity

Product System Code 57

Object Use 1

3. Select the Design Tools tab, and then click Start Form Design Aid.

4. From the Form menu, select Create and then select Find/Browse.

5. On the Find/Browse properties form, enter the following information:

Form Element Value or Status

Title Work With Purchase Orders - Find/Browse

6. From the Form menu, select Business View, and then select Add Business View.

7. Find and select business view V570100A.

Adding Form Controls

To add form controls:

1. From the View menu, select Business View Columns Browser.

2. Insert the following form controls:

Alias Name
F570100.SADCTO SAOrderType
F570100.SADRQJ SADateRequested

3. Add an associated description to the Order Type field on the form.

4. Modify the associated description to be in all capital letters.

5. On the Order Type field, define the following filter properties:

Form Element Value or Status

Filter Equal to
Wildcard Display Yes

6. On the Requested Date field, define the following filter properties:

Form Element Value or Status

Filter Greater than or equal to
Wildcard Display Yes

193
Final Course Activity Lesson 17

7. Insert a group box around the Order Type and Requested Date fields.

Adding Grid Controls

To add grid controls:

1. Insert the following grid controls:

Alias Name
SADOCO SADocumentNumber
SADCTO SAOrderType
KCOO CompanyKeyOrderNo
SAAN8A00 SAAddressNumberA00
SATRDJ SAOrderDate
SADRQJ SADateRequested
SASRST SAPOStatusCode

2. In the Column Sort Order property, sort the grid by these fields:

• Order Type

• Order Number

3. Change control names for these fields as indicated:

Original Name Revised Name

Or Ty Order Type
Address Number Supplier Number
PO St PO Status

4. Define the tab sequence for the form.

5. From the Form menu, select Menu/Toolbar Exits.

6. Add the following buttons to the toolbar:

• Delete

• Add

194
Lesson 17 Final Course Activity

Results
Your Work With Purchase Orders form should appear as follows:

Work With Purchase Orders - Find/Browse - P570100

Creating the Purchase Orders Revisions Form

To create the Purchase Orders Revisions form:

1. Create a header detail form.

2. Add form controls.

3. Add grid controls.

4. Add logic to the grid.

5. Add line numbering.

6. Add logic to the form.

7. Add logic to controls.

8. Add logic to menu/toolbar exits.

Creating a Header Detail Form

To create a header detail form:

1. From the Form menu, select Create and then select Header Detail.

2. On the Header Detail properties form, enter the following information:

Form Element Value or Status

Title Purchase Order Revisions – Header Detail

195
Final Course Activity Lesson 17

3. Click on the form and from the Form menu, select Business View, Add Business
View.

4. Find and select business view V570100A.

5. Click on the grid and from the Form menu, select Business View, Add Business
View.

6. Find and select business view V571100A.

Adding Form Controls

To add form controls:

1. Access the Business View Columns Browser.

2. Insert the following controls onto the form according to the example in the results
section:

Alias Name
SADOCO SADocumentNumber
SADCTO SAOrderType
KCOO CompanyKeyOrderNo
SASRST SAPOStatusCode
SAAN8A00 SAAddressNumberA00
SHAN AddressNumberShipTo
SATRDJ SAOrderDate
SADRQJ SADateRequested
SAADDJ SADateShip
AG AmountGross

3. Disconnect and delete the text portion of the following controls:

• Order Type

• Order Company

4. Change the text portion of the following controls as indicated:

Current Text Modified Text

Requested Requested Date
Actual Ship Actual Ship Date
Address Number Supplier Number
Order Number Order No/Type/Co
Amount Gross Total Amount of Purchase Order

196
Lesson 17 Final Course Activity

5. Access Event Rules and on the Post Dialog is Initialized event, using system function
calls to disable the Order Type and Order Company fields:
If SV Form_ Mode is equal to CO UPDATE_MODE
Disable Control(FC Order Type)
Disable Control(FC Order Company)
End If
6. Add an associated description to the Status field and revise the name to be in all
capital letters.

7. For the Order Number field, select the following property options:

• Tab Stop

• Disabled

8. Set the filter to equal for these fields:

• Order Number

• Order Type

• Order Company

9. For the Requested Date field, on the Control Options tab, select the Required field
option.

10. For the Supplier Number control, on the Overrides tab, click Data Dictionary
Overrides and disable the Next Numbering option.

11. For the Ship To field, on the Overrides tab, click Data Dictionary Overrides and
disable these options:

• Editing

• Next Numbering

12. Still in Data Dictionary Overrides for the Ship To field, in the Overrides section,
click the Visual Assist button.

13. Create an override to the Class Address Book Search & Select (W550100SA) form.

Note. Use the form override for the Class Address Book Search & Select, rather than
changing the item in the data dictionary itself. This data item is used in other applications
where the Class Address Book Search & Select form is not appropriate.

14. From the Form menu, select Menu/Toolbar Exits and add a Delete button to the
toolbar.

15. For the Total Amount of Purchase Order field, on the General tab, select the
following property options:

• Tab Stop

• Disabled

197
Final Course Activity Lesson 17

16. Compare your results to the results section.

Results
Your Purchase Order Revisions form should appear as follows in HTML:

Purchase Order Revisions - Header Detail - P570100

Adding Grid Controls

To add grid controls:

1. Access the Business View Columns Browser.

2. Insert the following grid controls:

Alias Name
SADOCO SADocumentNumber
SADCTO SAOrderType
KCOO CompanyKeyOrderNo
SALNID SALineNumber
SAITM SAItemNumber
SAUORG SAOrderUnits
SAPRRC SAAmountUnit
SATRDJ SAOrderDate
SADRQJ SADateRequested
SAADDJ SADateShip

3. Sort the grid by line number.

198
Lesson 17 Final Course Activity

4. On the grid properties, on the Options tab, select the Automatically Find On Entry
option.

5. For the Line Number field, on the General tab of the properties form, select the
Disable Input attribute.

6. Insert data dictionary item math01 into the grid.

7. On the General tab of the grid column properties for the math01 data item:

• Change the grid column heading to Extended Cost.

• Select the Disable Input attribute.

8. Rename the Request Date grid column heading to Requested Date.

9. Define the tab sequence for the form.

Adding Logic to the Grid

To add logic to the grid:

1. On the grid, access Event Rules and then access the Row Exit & Changed – Inline
event.

2. Create the following logic to assign default values to the Order Date, Requested Date,
and Actual Ship Date fields if the user leaves these fields blank (null):
If GC OrderDate is equal to <Null Date>
GC OrderDate = FC Order Date
End If
If GC RequestedDate is equal to <Null Date>
GC RequestedDate = FC Requested
End If
If GC Actual ShipDate is equal to <Null Date>
GC Actual ShipDate = FC Actual Ship
End If
3. Click on the last End If and create the following assignments to pass values from the
Order Number, Order Type, and Order Company fields in the header portion of the
form to the same fields in the grid:
GC OrderNumber = FC Order Number
GC OrTy = FC Order Type
GC OrderCo = FC Order Company
4. Access the Delete Grid Rec Verify – After grid event and create the following
assignment:
FC Gross Amount = [FC Gross Amount]-[GC ExtendedCost]
5. Access the grid properties for the following columns and clear the Visible attribute:

• Order Number

• Order Type

• Order Company columns

199
Final Course Activity Lesson 17

Adding Line Numbering

To add line numbering:

1. In Event Rules on the grid, select to create a variable.

2. On Event Rules Variables, in the DD Item field enter the math numeric data item
LNID and click Add.

3. Under Scope, select Form.

4. In the User Name field enter mnLineNumberCounter_LNID.

5. Access the Add Grid Rec to DB – After event and create the following assignment to
initialize the variable:
VA frm_mnLineNumberCounter_LNID = "0"
6. Access the Add Last Entry Row to Grid event and create the following assignments
to increment the line number and assign the new value to the next available line:
VA frm_mnLineNumberCounter_LNID = [VA frm_mnLineNumberCounter_LNID]+1
GC LineNumber = VA frm_mnLineNumberCounter_LNID
7. On the form, access Event Rules and then access the Grid Record is Fetched event.

8. Create the following assignment to number the lines as the system retrieves each line
from the database:
If BC Line Number (F571100) is greater than VA
frm_mnLineNumberCounter_LNID
VA frm_mnLineNumberCounter_LNID = BC Line Number (F571100)
EndIf

Adding Logic to the Form

To add logic to the form:

1. On the form, access Event Rules and then access the Add Record to DB—Before
event.

2. Before adding the record to the database, create the following logic to assign the
business view the values of the form keys in the header area:
BC Sample Application – Document (F570100) Number = FC Order Number
BC Sample Application - Order (F570100) Type = FC Order Type
BC OrderCompany (Order) (F570100) Number = FC Order Company
3. Access the Grid Record is Fetched event and create the following assignment to
calculate the extended cost.:
GC ExtendedCost = [BC Sample Application - Order Units (F571100)]*
[BC Sample Application - Amount - Unit Cost (F571100)]

Adding Logic to Controls

To add logic to controls:

1. On Order Date, access the Control Exited/Changed – Inline event.

2. Create the following logic to assign today’s date to the Order Date field on the form
when the user leaves this field blank:

200
Lesson 17 Final Course Activity

If FC Order Date is equal to <Null Date>

FC Order Date = SL DateToday
End If
3. On Quantity Ordered in the grid, access the Col Exited & Changed – Inline event.

4. Create the following assignments to calculate the Total Amount of Purchase Order as
the sum of the extended cost for all purchase order lines that appear on the form, and
then disable the field for input:
FC Gross Amount = [FC Gross Amount]-[GC ExtendedCost]
GC ExtendedCost = [GC QuantityOrdered]*[GC UnitCost]
FC Gross Amount = [FC Gross Amount]+[GC ExtendedCost]
5. On Unit Cost in the grid, access the Col Exited & Changed – Inline event and create
the following assignments:
FC Gross Amount = [FC Gross Amount]-[GC ExtendedCost]
GC ExtendedCost = [GC QuantityOrdered]*[GC UnitCost]
FC Gross Amount = [FC Gross Amount]+[GC ExtendedCost]

Adding Logic to Menu/Toolbar Exits

To add logic to menu/toolbar exits:

1. Access the Work With Purchase Orders - Find/Browse form.

2. From the Form menu, select Menu/Toolbar Exits.

3. Ensure that there is an &Add under &File.

4. On the Add button, access Event Rules.

5. On the Button Clicked event, create the following form interconnect to call the
Purchase Order Revisions form from the Add button:
Call( App:P570100 , Form: W570100B)
6. Do not pass any data structure parameters.

7. On the Select button, access Event Rules.

8. On the Button Clicked event, create the following modeless form interconnect:
Call( App:P570100, Form: W570100B)
9. Pass the following data structure parameters:

Value Dir Data Item

GC OrderNumber Æ mnSADocumentNumber
GC OrderType Æ szSAOrderType
GC OrderCo Æ szCompanyKeyOrderNo

10. Save the event rules and exit from Event Rules Design.

11. Close the Menu Exits form.

201
Final Course Activity Lesson 17

12. Compare your results to the results section.

13. Save the application and exit Form Design Aid.

14. Return to Object Management Workbench.

Results
Your Purchase Order Revision form should appear as follows:

Purchase Order Revisions - Header/Detail - P570100

Creating the Item Master Search & Select Form

To create the Item Master Search & Select form:

1. Create a search & select form.

2. Add form controls.

3. Add grid controls.

4. Attach the search & select form to a data item.

Creating a Search & Select Form

To create a search & select form:

1. Click on the Object node of the Class Item Master project.

2. Add an interactive application to the project.

3. On Add Object, enter the following information:

Form Element Value or Status

Object Name P560100S
Description Item Master Search & Select
Product Code 56

202
Lesson 17 Final Course Activity

Product System Code 56

Object Use 1

4. Select the Design Tools tab, and then click Start Form Design Aid.

5. On Form Design Aid, from the Form menu, select Create, Search & Select.

6. On the Search & Select form properties, select Entry Point and enter the following
information:

Form Element Value or Status

Title Item Master Search & Select

7. From the Form menu, select Business View, Add Business View.

8. Find and select business view V560100S.

Adding Form Controls

To add form controls:

1. Insert the following form controls:

Alias Name
SATYPE SAItemType
SAAN8A00 SAAddressNumberA00

2. Add an associated description to the Item Type field on the form and revise the title
to all capital letters.

3. Create a group box around the Item Type and Address Number fields.

4. Rename the Address Number text to Supplier Number.

5. Access properties for the Item Type field and define the following properties:

Form Element Value or Status

Filter Criteria equal to
Wildcard Display Yes

6. Access properties for the Supplier Number field and define the following properties:

Form Element Value or Status

Filter Criteria greater than or equal to
Wildcard Display Yes

203
Final Course Activity Lesson 17

7. Compare your results to the results section.

Results
Your Item Master Search & Select form should appear as follows:

Item Master Search & Select form - P560100S

Adding Grid Controls

To add grid controls:

1. Add the following grid controls:

Alias Name
SAITM SAItemNumber
SADSC1 SAItemDescription
SATYPE SAItemType
SAAN8A00 SAAddressNumberA00

2. Sort the grid by item number.

3. Define the tab sequence for the form.

4. Compare your results to the results section.

5. Save the application.

6. Exit Form Design Aid and return to Object Management Workbench.

7. Check in the Item Master Search & Select application.

204
Lesson 17 Final Course Activity

Results
Your Item Master Search & Select form should appear as follows:

Item Master Search & Select form - P560100S

Attaching the Search & Select Form to a Data Item

To attach the search & select form to a data item:

1. Click on the Class Purchase Orders application and access Form Design Aid.

2. Access the Purchase Orders Revision - Header/Detail form.

3. On the Item Number column, access the grid column properties.

4. Access the Overrides tab and click Data Dictionary Overrides.

5. Click the Visual Assist button.

6. Select the Search Form option, and then browse for the W560100SA form using the
Form Name field on the QBE line.

7. Select the form when it appears in the grid.

8. On Data Dictionary Overrides, Item Master Search & Select appears next to the
Visual Assist button.

9. Save the application.

10. From the Preview menu, select Run to test the form.

11. Compare your results to the results section.

205
Final Course Activity Lesson 17

Results
The Item Number field of your Purchase Order Revisions - Header/Detail form should
appear as follows in HTML:

Purchase Order Revisions - Header/Detail - P570100

Creating Processing Options

To create processing options:

1. Create a processing option template.

2. Attach processing option template to the application.

3. Create interactive versions.

4. Add the application to Solution Explorer.

5. Test the application.

Creating a Processing Option Template

Create processing options to enable users to select a default order type to pass to the
Order Type filter on the Work With Purchase Order find/browse form.

To create a processing option template:

1. Click on the Object node of the Class Purchase Orders project.

2. Add a data structure to the project.

3. On Add Object, enter the following information:

Form Element Value or Status

Object Name T570100
Description Class Purchase Orders Processing Option
Product Code 57
Product System Code 57

206
Lesson 17 Final Course Activity

Object Use 360

Type Processing Option Template

4. On the Design Tools tab, click Start the Processing Option Design Aid.

5. On Processing Options Design, right-click <NewTab> and select Current Tab

Properties.

6. In the Short Name field, type Default.

7. In the Long Name field type Default Order Type.

8. In the Data Dictionary Browser, enter SADCTO in the Alias column and press Enter.

9. Drag the data item onto the processing option template, under the Default tab.

10. Change the Sample Application Order Type text to the following:

Enter a default Order Type:

PO = Standard Purchase Order
PA = Preapproved Purchase Order
11. Save the processing option and return to Object Management Workbench.

Attaching Processing Option Template to the Application

To attach processing option template to the application:

1. In the Class Purchase Orders project, click the Class Purchase Orders application,
and then click Design.

2. On the Design Tools tab, then click Start Form Design Aid.

3. From the File menu, select Application Properties.

4. On the Application Properties form, click the ellipse at the end of the Processing
Options Template field.

5. On Select Processing Options Template, enter T570100 in the Object Name field of
the QBE line, and then click Find.

6. Select T570100 and click OK.

7. Click the Work With Purchase Orders - Find/Browse form.

8. Right-click the form and select Event Rules.

9. Access the Post Dialog is Initialized event and add the following logic:
If PO szSAOrderType is greater than <Blank>
FC Order Type = PO szSAOrderType
Else
FC Order Type = “*”
End If
10. Save the application and exit Form Design Aid.

207
Final Course Activity Lesson 17

Creating Interactive Versions

To create interactive versions:

1. On the Design Tools tab, select Version List.

2. On Work With Interactive Versions, click Add.

3. On Version Add, enter the following information:

Form Element Value or Status

Version VER0001
Version Title Class Version --Prompt
Prompting Options 2
Security 0

4. Return to Object Management Workbench.

5. Check in the Class Purchase Orders application.

Adding the Application to Solution Explorer

To add the application to Solution Explorer:

1. In Solution Explorer, click the Menu Design button.

2. From the Views drop down menu box, select the Class Applications task view.

3. Right-click the Class Applications task view and select Insert New Task.

4. On the Task Revisions form, complete the Common tab as follows:

Form Element Value or Status

Task ID <System will populate>
Task Name Class Purchase Orders
Product Code 57
Jargon 57
Country Code Blank

5. On the Executable tab, enter the following information:

Form Element Value or Status

Task Type Interactive
Application P570100
Version VER0001
Form Blank
Option Code 3

208
Lesson 17 Final Course Activity

Form Mode Blank

Application Blank

6. Click OK.

7. Click the Menu Design button to exit the menu design mode.

Testing the Application

To test the application:

1. From the Tools menu, select EnterpriseOne Menu.

2. Expand the Class Applications task view.

3. Click the Class Purchase Orders task.

The Processing Options window appears, prompting you to add an Order Type.

4. Enter a valid order type and click OK.

5. Compare your results to the results section.

Results
Your Class Purchase Order application should look as follows launched from
EnterpriseOne Menu:

Class Purchase Orders - P570100

209
Final Course Activity Lesson 17

This concludes the activity. Please do not continue.

210
Lesson 18

Course Review
This lesson has no activities.

211
Course Review Lesson 18

Notes

______________________________________________________________________

212

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