VXL - Net Change Report - 2.2019.09.20


Vince

VXL - Net Change Report - 2.2019.09.20

Date: 2019-09-20

Santhosh Balakrishna, Mikael Malmberg

Table of Contents

Data type 
Data type Decimal
Is Critical
Export
Import
Additional options added to Input Fields
Re-Use Input Field from Previous Transaction
Cell
With predefined excel file
Without predefined excel file
UserID
Current Date
New features: Output Cell
With predefined excel file
Without predefined excel file
Support for EXPORTMI – Select
Filter on Import
Example 1 (filter applies for the specific ImportDetail):
Example 2 (filter applies for API-transactions within the step):
VXL Report
Appendix
Users
Role-Users
Role-Functions
Role-Users-Functions
User-Functions
View by Label
Activate/deactivate User
Support for M3 Web Service (MWS)
How to find the Web Service XML-file
M3 Display Program (type = MPD)
SQL Query (type = SQL)
Enhancement Function Documentation
Mandatory Input Fields Are Highlighted
Enhancement to Labels
Download of the Function Template
Enhancement File Extensions
XML-Elements Not Supported by the Configurator
Associate End Run with any Start Run
Setup of the function
Enhancement made to End Run
Require All Details Success
Support for M3 CE
Setup of Cloud Edition
Establish Secure Connection
Upload Credentials to VPM
Setup of TCP/IP
Expand without Excel-file


Data type

Data type column for Input fields is editable with the following options:

  • String
  • Data
  • Integer
  • Decimal


Please note that the default data type is set according to how its defined in the API-transaction.

Data type Decimal

For data type Decimal and additional column called Dec. is added in which the number of decimal places can be added (default value is 2).
A checkbox is also added called Comma in which if checked, the support for Decimal Separator as Comma is set as true.

Is Critical

The "Is Critical"-parameter controls two objects:

  • Export
  • Import


Export

If a List-API uses associated API transactions (Get-API) the "Is Critical"-parameter how the Get-API should be executed. If the selected the Get-API run in sequence with the List-API.



Import

Controls which API in an Import Task that should update the M3 Message column.




Additional options added to Input Fields

New options have been added to Input fields:

  • Re-use input field from previous transaction
  • Cell
  • UserID
  • Current Date


Re-Use Input Field from Previous Transaction

The input fields from the main API-transaction can be used as input fields to associated API-transactions:



Cell

When Source = Cell is selected the input value to the API-transaction is retrieved from the cell specified.

With predefined excel file

When Source = Cell is selected the following must be entered:

  • Value = the cell from which the value is read



Without predefined excel file

When Source = Cell is selected the following must be entered:

  • Value = the cell from which the value is read
  • Source Cell Constant = the value that is read
  • Label Cell
  • Label






UserID

Current UserID is used as input to the API-transaction.

Current Date

Current Data is used as input to the API-transaction.

New features: Output Cell

When output cells are defined data will be written to the specified cells. It is possible to add one or several output cells.

With predefined excel file

The labels are retrieved from the predefined excel file.





Without predefined excel file

The label for each cell is entered in the configurator.





Support for EXPORTMI – Select

For reference please read Net Change 9966 – Generic List API available on Infor Xtreme.
To make the an M3 table available on the VPM it is must be imported from M3. Note that it is only the table definition that is imported (i.e. fields including definitions).
Click on the Update Repository-button and enter your M3 credentials:



Enter the M3 tables to be imported and press the OK-button:
Note: You can also enter the table names as semicolon separated string in the Tables field and on tab out it gets added to the list below (for ex: MITMAS;MITBAL;MITFAC;MITTRA;MITLOC).


Once the import is completed the following message will be prompted:






Go to the Configurator and create an Export-task:
Enter:

  • Function name
  • API Environment
  • Type = Export data from M3 BE

Press the Next-button:

Select an excel file or let the Configurator generate one. Press the Next-button:



Click the search-button:

Search for EXPORTMI and all table that have been imported are listed as transactions. Select MITMAS and press the Select-button:

Enter a Separator character (make sure that is unique, so it doesn't interfere with the data retrieved):

Add output-fields:



The WHERE-statement is generated using the Filer fields:


Execute the function:

Filter on Import

Filters are used to control if and when a specific API or group of APIs should be ran.

Example 1 (filter applies for the specific ImportDetail):


OIS017MI – DelBasePrice is only executed for lines where column A is equal to DEL.



Example 2 (filter applies for API-transactions within the step):

OIS017MI – AddBasePrice and OIS017MI – UpdBasePrice are only executed for lines where the Sales Price in column D is greater than 0 (zero).




VXL Report

A set of reports have been added to the VPM which makes it possible for Company Administrators analyze the company setup with regards to:

  • Users
  • Role-Users
  • Role-Functions
  • Role-Users-Functions
  • User-Functions


The reports are launched from the Administration-tab:



Select which report to run in the Report Type-dropdown:

It is possible to search directly in the report or by downloading the report as Excels-file by pressing the Download-button:

Appendix

Users

Lists all the users within a company:

  • Email id
  • Name
  • Company admin
  • External user




Role-Users

Lists the connection between:

  • Role
  • Email id
  • Name




Role-Functions

Lists the connection between:

  • Role
  • Function/Version




Role-Users-Functions

Lists the connection between:

  • Role
  • Email id
  • Name
  • Function/Version




User-Functions

Lists the connection between

  • Email id
  • Name
  • Role
  • Function


View by Label

In the VPM it is possible to view functions by labels:

Activate/deactivate User

It is possible to activate/deactivate a user:

Support for M3 Web Service (MWS)

The following types are supported:

  • M3 Display Program (type = MPD)
    • Only support for Import
  • SQL Query (type = SQL)
    • Only support for Export
    • No support for Expand

Please note:
M3 Web Service is not supported in Cloud Edition.


How to find the Web Service XML-file


Go to ION Grid Management Pages > MWS > Management Pages:




Click on List:


Click on services:




Click on your web service and click on the WSDL Address (the Web Service is opened in a browser):


Right-click and select Save as..



Press Save and the Web Service is ready to be upload to the VPM Configurator.

M3 Display Program (type = MPD)



Enter:

  • Name
  • API Environment
  • Type = Import data to M3 BE


Press the Next-button.

Select an excel file and enter:

  • Header start row
  • Data start row
  • Start column
  • End column
  • Message column
  • Type = MWS
  • Select xml-file


Press the Next-button.

Add steps:

Add-transaction
Field Name, MWS Field and MWS Program are retrieved from the Web Service XML-file.

Update-transaction
Field Name, MWS Field and MWS Program are retrieved from the Web Service XML-file.



Execute the function:



SQL Query (type = SQL)

Enter:

  • Name
  • API Environment
  • Type = Export data from M3 BE


Press the Next-button.

Select without excel file and enter:

  • Header start row
  • Data start row
  • Type = MWS
  • Select xml-file


Press the Next-button.

Select transaction and enter source for the Field name (input field):

Output fields are mapped automatically when the excel-file is created by the configurator:

Execute the function:


Enhancement Function Documentation

In each function it possible to add an Information URL which makes it possible to open documentation (stored for example on SharePoint) directly from the VXL client by clicking
the link ( ):

Mandatory Input Fields Are Highlighted

Mandatory input fields are highlighted in VPM and VXL according definition on the API-transaction:


Enhancement to Labels

Labels are used to organize the function repository in VPM and VXL. One function can have one or several labels. The functions are displayed according to an OR-condition meaning that if function has one of the labels it will be displayed.


Download of the Function Template

It is now possible to download the function template (i.e. the excel file associated with the function) directly from VXL by clicking on the download-button ( ):

Enhancement File Extensions

In earlier release VPM couldn't handle file extensions in upper case. If files are added in uppercase VPM convert them to lowercase.
Note: For the files that are already existing in VPM, the user will have to open the function for Edit and click on Save & Close and that will take care of changing the file extensions to lower case.



XML-Elements Not Supported by the Configurator

When editing a Function containing XML-elements not supported by the Configurator a warning be prompted. The warning contains information about which XML-elements that aren't supported and appropriate actions.


Associate End Run with any Start Run

When building a function that runs a set of of API-transactions in sequence to create one or several packages that consist of a Header (ImportHeading, StartRun) and associated lines (ImportDetail) there is a parameter that controls when the confirmation transaction should be executed for each package and to which Header (ImportHeading, StartRun) it should be executed for. This parameter is called End Run.
Example:
In the example below customer orders are created using the following APIs:

Sequence

API-transaction

Type

Group Columns

1

OIS100MI – AddBatchHead

ImportHeading/StartRun

A, B, C, D, E

2

OIS100MI – AddBatchLine

ImportDetail


3

OIS100MI - Confirm

ImportHeading/EndRun

A, B, C, D, E


Sample data and file layout:

Since OIS100MI – AddBatchHead is ran once per unique combination of the following columns (controlled by Group By):

  • A = Customer
  • B = Order type
  • C = Facility
  • D = Warehouse
  • E = Requested delivery date


Two customer orders will be created:
Customer order 1:

  • Customer = MM02
  • Ordre type = M01
  • Facility = A01
  • Warehouse = 001
  • Requested delivery date = 2019-09-25
  • 6 associated lines

Customer order 2:

  • Customer = MM02
  • Ordre type = M01
  • Facility = A01
  • Warehouse = 001
  • Requested delivery date = 2019-10-02
  • 3 associated lines

Packages 1 Customer order 1:

Package 2 Customer order 2:

Execute the function:


Result:

OIS300:

OIS101: 0011000591


OIS101: 0011000592

Setup of the function

Import steps:

OIS100MI – AddBatchHead
Group by controls how OIS100MI – AddBatchHead should be ran, i.e. for every unique combination of column A, B, C, D the API is ran.

OIS100MI – AddBatchLine
The associated lines will be automatically be connected via the common keys (i.e. column A, B, C, D and E).

OIS100MI - Confirm
By selecting the Is End Run-checkbox and selecting OIS100.AddBatchHead for transaction=OIS100MI.Confirm will result in that the OIS100MI – Confirm will be executed once the last line in the package has been submitted.

Enhancement made to End Run

Require All Details Success


Option

Condition

Select

End Run will always run

True

End Run will run if ALL ImportDetails return OK

False

End Run will run if ONE ImportDetail return NOK




Support for M3 CE

VXL now has extended its support from TCP/IP to also include support Cloud Edition. The configuration is done per M3 environment connected to the company.

Setup of Cloud Edition

Establish Secure Connection

To establish a secure connection between M3CE and VXL using Infor ION API gateway, you need to do the following steps.
Go to Infor ION API setup:

Open Authorized Apps:

From this screen you can create a new connection by pressing the plus sign:

Enter the following information:


Then save connection (top of page).

The next step is to Download the Credentials. Note that if it is stated that the Redirect URL is invalid, that should not cause any problems.

When the Credentials has been downloaded it must be uploaded on the VPM server.

Upload Credentials to VPM


Go to https://vpm.vincesoftware.org and login:

Go to the Environments-tab:

Click on the +Environment-button:

Enter the following information:

  • Name
  • M3 Environment: Cloud Edition
  • Protocol
  • Server name/IP
  • Press the Browse button located to the left Authorization File to upload the Credentials.


The Server name/IP is found by logging into you M3 Portal and going to Infor ION API and open InforM3 APIs:

All URLs are listed:

Copy the marked part, and past it into Server name/IP:
https://mingle-ionapi.eu1.inforcloudsuite.com/VINCE_DEM/M3


The remaining details is then retrieved from the Credentials file:

Note that Default M3 userid, Description and color code are optional fields.
Press the Save-button to finish the setup.

Parameter

Description

Name

Name of the environment

M3 Environment

Select Cloud Edition

Protocol

Select protocol (https or http)

Server name/IP

See instruction above how to find this

Port number

n/a

API URL

/m3api-rest/execute/

Rest API URL

Concatenation of protocol, Server name/IP and API URL

Authorization file

Upload of the Credential file .json* or {}.ionapi{*}).

Authorization URL

From the Credential file (.json* or {}.ionapi)*

Token URL

From the Credential file (.json* or {}.ionapi)*

Client ID

From the Credential file (.json* or {}.ionapi)*

Client secret

From the Credential file (.json* or {}.ionapi)*

Redirect URL

From the Credential file (.json* or {}.ionapi)* - (The URL to which it will get redirected once we login to M3 CE from VXL)

Default M3 userid

Optional

Description

Optional

Color code

Optional


Setup of TCP/IP

Enter the following information:

Parameter

Description

Name

Name of the environment

M3 Environment

Select TCP/IP

Server name/IP


Port number


Default M3 userid

Optional

Description

Optional

Color code

Optional


 Expand without Excel-file

In an Expand task without excel-file the message column must be selected along with other fields: