No, we addressed this in a CRIM to create similar functionality as we could not get the standard functionality working
Hi, Can anyone guide me on how to Create a Planning Rule under Business Planning for Allocation of Expenses from One GL Code to Other GL Code Based on Set parameters. Hi, hope this is what you are looking for, I demonstate on Entertainment Account for a specific Cost centre where a budget will be loaded: Create Assumption Drivers for the Set parameters and add to the Business Plan under Assumption Drivers. Open the Planning Unit and add these Assumption Drivers and populate with Percentage (%) values (eg. 0.8 for 80%) Now create Transaction Based Planning Rule: Execute the transaction based rule on the business unit and you should see transactions created as above (first picture). Regards, Jacques Here is the Assumption Driver included in Planning Rule:
Hi, Can anyone guide me on how to Create a Planning Rule under Business Planning for Allocation of Expenses from One GL Code to Other GL Code Based on Set parameters. Hi, hope this is what you are looking for, I demonstate on Entertainment Account for a specific Cost centre where a budget will be loaded:Create Assumption Drivers for the Set parameters and add to the Business Plan under Assumption Drivers. Open the Planning Unit and add these Assumption Drivers and populate with Percentage (%) values (eg. 0.8 for 80%) Now create Transaction Based Planning Rule:Execute the transaction based rule on the business unit and you should see transactions created as above (first picture). Regards,Jacques
Instead of specifying the company in the URL address use the page parameters within the navigation section e.g. Hope this helps. Regards John Hi John, Thanks for this. Yes I have tried like you said but it doesn’t work, it just defaults to the default company. Would I have to add something more specific to the datasource though to make this navigation setup work properly? Thanks Alice Hi Alice, Best solution I can suggest will be to add a parameter to the lobby called: ‘Company’ and update the Data Source with this condition: This will filter the user’s results per company. Then on the Element Designer refer to the parameter, then it will update the company correct on the jump: Hope that helps? Regards, Jacques You can created another element on the lobby page to update the parameter to the correct database value, before jumping using the solution above:
Instead of specifying the company in the URL address use the page parameters within the navigation section e.g. Hope this helps. Regards John Hi John, Thanks for this. Yes I have tried like you said but it doesn’t work, it just defaults to the default company. Would I have to add something more specific to the datasource though to make this navigation setup work properly? Thanks Alice Hi Alice,Best solution I can suggest will be to add a parameter to the lobby called: ‘Company’ and update the Data Source with this condition:This will filter the user’s results per company.Then on the Element Designer refer to the parameter, then it will update the company correct on the jump:Hope that helps?Regards,Jacques
Thank you Paul, very nicely demonstrated and thanks for your effort on this, everybody can now benefit from it
Can you program Lobby Parameters have dropdown selections? Our Managers would like the ability to select the Sales team instead of typing the name. Unfortunately it is not possible to assign dropdown selections on lobby parameters yet, would be great if you could use a custom enumeration to define it for instance, but will have to wait and see how it will evolve. You can however try to minimise the input characters and the format of the data (Upper/Low case) required from the end user. Let me explain using your example:To eliminate case sensitive characters convert the parameter input to upper case and compare on database field that also need to be converted to upper case.To allow parameter to be completed parsley add ‘%’ || to the front of the parameter if you would like to allow in-between comparison and || ‘%’ at the end to allow everything after the comparison.The example I extracted on Customer_Order but can be modified to your requirements: Hope that helps for the int
Hello, @JacquesK This is a common problem, especially on lobby screens. Since there is data restriction in lobby items, it can perform limited data processing. What you have to do is eliminate the coming days. for example the 1st, 5th, 15th, 25th day of a month. Instead of bringing thirty days, you should summarize the information or get the average information. It was not possible to solve your transaction as requested. IFS cannot provide a complete solution to your request. Thank you Adnan, is this something that IFS will look at in the future? I will summarise the results into weeks instead of days to limit the information that is returned to the Element
Hi I’ve got a question. How can I use different views in the datasource designer? I must generate a Lobby element, wich collects the data from two views. I know that I could add the second view over SUBSELECT in the condition Parameter. I’ve set up the code in PL/SQL and it works fine when I can enter two views in the FROM statement. If I try to generate the same data but using a SUBSELECT, I receive several different and strange results. Does anybody has a clue, how to collect data from different views in the same Lobby element? Thanks for your support Achilles0129 You can, if you use the query builder. Otherwise you can create an IAL with your query and use that in the lobby. When using IAL’s, a view is created on user ifsinfo and can be used on Data Source Designer to retrieve data, see below:
Hi,When designing Line or Bar Graph Elements, do the application limit the amount of data that is retrieved and presented on the graph? How do you see the rest of the graph data when only presented with some of the data? For eg. this should show a full months data but stops at the 16th of November:Thank you for this invite on lobby’s assistance.Best regards,Jacques
Already have an account? Login
No account yet? Create an account
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
Sorry, our virus scanner detected that this file isn't safe to download.
