This page presents some miscellaneous IFS Business Reporter (BR) related configurations.
Use this page to learn more in detail about how to handle IFS Business Reporter related configurations of general nature.
Please refer to the following link >>
This section describes necessary settings to enable access of IFS Business Reporter reports from IFS Document Management.
It is not necessary to have a separate Document Class for IFS Business Reporter reports but to avoid problems it is recommended that a separate class is used.
Add the Document Class in the Document Class page.
Create a repository for the new class. This is done in the Repositories page as part of EDM Basic information.
Attribute | Value |
---|---|
Repository ID | BR |
Document Class | BR |
Repository Type | Database |
Status | Generating |
When a IFS Business Reporter report is opened from Document Management, no macros should be executed.
Open the Document Class Process Action page.
Create a new action for your Document Class.
Attribute | Value |
---|---|
Document Class | BR |
Document Process | VIEW |
Macro Option | NoMacro |
Name Files Using | Default to Document Title and Name |
When a report with connection to Document Management is executed, the new version of the report will be saved and the status will be set to Released. However, this requires that no manual security check-points have been activated.
It is also recommended to make sure that document revisions do not require any format.
Open the Document Class Management page and select your Document Class.
Next use command Copy All Defaults to copy current document default values to your document class.
Make sure to override the following settings:
DB Column | Override Default | Override | Note |
---|---|---|---|
FORMAT_MANDATORY | selected | N | |
SET_APPROVED_SEC_CHKPT | selected | N | If the default value is for this parameter, it means that a manual approval must be done and the document will not be set to status Released by default. This is not the wanted behavior in this case. |
To be able to connect an IFS Business Reporter
report to Document Management, it is required
that a new document is created.
This can be done in different ways. One
possibility is to create a new document using Create Document assistant.
Supply Document Class and a Title.
Note down the document number; you will need it when scheduling an IFS Business Reporter report.
This step is required if you want to change the default settings for the revision handling of the document.
To access these settings open the Document Revision window and search for the document.
Use the Report Archive Settings command to start an assistant. By default, a previous released revision will set to obsolete when a new released revision is created. It is recommended to always have this option enabled. In addition to this setting, you can also choose to delete an obsolete revision, using the Delete Obsolete Revisions option in the assistant.
Open the Document Folders page.
Create a new document folder.
Select the folder and use command Document Folder Navigator to navigator to the Document Folder Navigator page.
Make sure that Publish is enabled.
In details, DOCUMENTS tab, add the created document to the folder.
Next navigate to Document Revision
Release the document by enabling Release in On-Save Operations group and then Save.
In order to connect an executed IFS Business Reporter (BR) report to a document in Document Management, the report execution must be scheduled.
In Reporting create a new report schedule. Make sure to give the schedule a name that is logical/easy to remember.
Find the IFS Business Reporter report to be scheduled.
Supply necessary report parameters.
Next make sure that in settings for the Report Archive the Archive the report as a document field is updated with the previously created document number. If a mail should be sent with the executed report when the report is archived, enter an E-mail address in the E-Mail to field.
Next select scheduling option and save the schedule.
In the Scheduled Reports you will find the started schedule and the number of executions is also displayed.
When the job has executed, go to Document Revisions page.
The new revision of the document will be in Release state while the previous revision will be in Obsolete state.
The process is as follows:
Things that can go wrong:
This means that the background job will not complete successfully.
These errors will be written in the log associated with the document revision.
Look at a scheduled data base task by finding the background job in the Background Jobs page. Depending on the log information, it might be necessary to look further at e.g. the IFS Business Reporter Execution Server log, if that service is used, to look at the document revisions. If everything is ok then the last revision should be released and the others should be obsolete. If that is not the case, the details of the revisions must be investigated.
Document revision related things to check:
IFS Business Reporter is integrated with IFS Financials as follows: