Component Interfaces for: Daily Setup Activities by Functional Users Presenter: Jerry Golse: Business Systems Analyst – Boise Inc Co-Presenter: James Quijas: Business Systems Analyst – Boise Inc
Daily Setup Activity • Create a new Permission List -Copy Existing List -Create Unit by Permission List -Create Book by Permission List -Create TableSet by Permission List
-Navigate to the Page that you would like component interface to populate (Unit by Permission List)
-Identify the Component by selecting “CTRL + J”. The component name is SEC_BU_CLS.
Access Application Designer: Select File -> New -> Component Interface -> OK
The new component name will need to be added to the security for the Permission List that accesses the specific functionality
Click on the Connect Information tab and enter the pertinent information. Many fields are case sensitive.
Click on the Template tab and select New Template from the Template Actions menu
Enter the pertinent sign on information and the new component interface name
Select the input fields by clicking in the cell and clicking Select Input Cell for each field required
Enter data from Excel sheet into fields,then select Stage Data for Submission. Hints: Always choose “Paste Special – Values” when pasting data from separate excel sheets. Remove all “special” characters (#, *, %, etc.)
After selecting Submit Data, focus will be moved to the Staging & Submission tab. Select the Submit Data option.
Successful rows will be shaded green with the Status of OK. If a failure occurs, the field will be red and have a description of the problem.
Navigating to the Unit by Permission List page will reveal the newly added rows for the specific Permission List
Complete Daily Setup Activity • Repeat component interface process for remaining two tasks: -Create Book by Permission List -Create TableSet by Permission List
Additional Daily Tasks via CI • Enter AR Deposit Reference Numbers from a file • Setup GL Projects • Define Assets • Relate Assets to Projects • Change Life of Assets (miscellaneous Asset data updates)
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