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 The purpose of the Manage Deploy Reports Record View is to add or edit reports within NorthScope.   Reports can be added to the 'Reports' left hand menu or the Print Dialog window for a Functional Area within the system.......


Software Version: YYYY.MM.DD and newer

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Database Field: ERPx_RSReport.IsHistoryTracked

Identifies where the report can be opened from.   This is a single select lookup that defaults to blank on New.  This is required else the message 'Report Location is required' will be displayed on Save.  The lookup contains: Print Dialog, Reports Page, Direct Print.  

Note: The editability rules do not apply to 'Direct Print' type reports. 

Database Field: ERPx_RSReport.ReportLocationEN
FieldsDescription
Allowed Formats

Identifies the available file formats that the associated report can be exported in from the Print Dialog window.  This is a single select lookup that defaults to blank on New.  This field is required else the message 'At least one allowed format must be specified' will be displayed on Save.  This is always editable and affects the format that the user can export the report in from the Print Dialog window for example.  The lookup contains: PDF, Word, Excel, CSV. 

Note: The editability rules do not apply to 'Direct Print' type reports. Server


Database Field: ERPx_RSReport.ReportExportTypeEN

Description

ADD DEF/ GLOBAL CONTROL HERE.  This is a text box that defaults to blank on New and allows the user to enter information pertaining to the report that is useful to users and the company. This field is not required and must be <= 1000 characters.  This is always editable and will be visible for reports set to be located on the Reports Page.  

Note: The editability rules do not apply to 'Direct Print' type reports. Data Source


Database Field: ERPx_RSReport.Description

Display Name

Identifies the name of the report that is shown on the associated Reports List View or Print Dialog window. This is a text box that defaults to blank on New and allows the user to enter a name for the report that will be displayed to the user.  This field is required and must be <= 50 characters.  If left blank, this will default to the 'Report Name' value.  This is always editable. 

Note: The editability rules do not apply to 'Direct Print' type reports. 

Report Folder


Database Field: ERPx_RSReport.DisplayName

File to upload
Form

ADD DEF/ GLOBAL CONTROL HERE. This is a single select lookup that defaults to blank and is disabled on New until the Location type 'Print Dialog' is selected.  This field is not required, however if a value is not selected the associated report will not be displayed in any print dialog window.  This field is only editable when the Location is set to 'Print Dialog'.  The lookup contains the available pages the report can be added to appear in the print dialog window based upon the Functional Area selected. 

Note: The editability rules do not apply to 'Direct Print' type reports. 

Database Field: ERPx_RSReportForm.FormSK

Functional Area

Identifies which area in NorthScope the report is located.  This is a single select lookup that defaults to the first value available in the list.  This field is required and is always editable. 

Note: The editability rules do not apply to 'Direct Print' type reports. 

Database Fields: ERPx_MFFunctionalArea.FunctionalAreaSK, ERPx_RSReport.FunctionalAreaSK

Is History TrackedLocation

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Description
Deploy Reports
Re-Deploy DataSource
FieldsDescription
CheckboxUsed to select the report to deploy/re-deploy. 
Current Version 



Database Field: ERPx_RSReportDefinition.VersionNumber

Error


Database Field: 

Latest Version


Database Field: ERPx_RSReportDefinition.VersionNumber

On Report Server


Database Field: 

Report Name

Identifies the name of the

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selected report that the user entered on the record view. This field displays the name of the report that the user wants to Deploy/Re-Deploy.  This is required and must be <= 50 characters

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. This field is

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not editable

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after save on the Manage Reports Record View.

Database Field:

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 ERPx_RSReport.ReportName

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Status

Identifies the status of the report.  

Database Field: ERPx_RSReport.

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ReportStatusEN

Use in Company

Identifies which Company/Companies within NorthScope has access to the

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selected report after it is deployed.

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  This is a single select lookup that defaults to

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the value that was selected on the record view for the associated report. This field is not required, however if no company is selected the report will not be available for use within NorthScope

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Database Field:

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 ERPx_RSReportCompany.DataEntityCompanySK


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