Clickable HR Reporting with Smart Fields Session #: 101680

1. Clickable HR Reporting with Smart FieldsSession #: 101680 Heather Lawrence JDE CNC Administrator, Pacific Western Transportation Calgary, Alberta, Canada

2. Pacific Western Transportation A privately, family owned, Calgary based transportation company. • Student • Special needs services • Transit • Motorcoach • Intercity passenger services • Airport passenger services • Charter and destination travel services • Oilsands • Employee transportation services

3. Diversified Transportation Ltd. • Is located in Fort McMurray, AB • Primary business is employee transportation in the oil sands • We operate 400 motor coaches, 246 site service (yellows) • We have 1400+ employees – 4 in-town locations + remote sites • We perform ~ 300,000 ‘trips’ per annum • We travel 25 million miles annually or ~ 2.7 times around the globe daily

4. The Request • HR Headcount Report • By Employment Status • By Job Code/Job Step • HR Turnover Report • PDF and CSV • “Drill-down” functionality

5. Smart Fields Defined Smart fields are reusable objects that simplify using business functions in event rules. They are data dictionary items with attached business functions. The business functions include a named mapping that maps the source for each parameter of the business function data structure. Instead of needing to know which business function to use and what parameters to pass, the user merely selects a data item that inherently has this information. Smart fields can be used for deriving column headings or to populate a value in a report section using the Report Design tool.  Smart fields enable you to include complex, reusable calculations in detail sections of a report. You can edit the event rules that are generated by smart fields using Event Rules Design. Smart fields are used in JD Edwards EnterpriseOne Report Design Aid (RDA) and are not currently available for use in any other EnterpriseOne tools. Smart fields are organized in smart field templates. Each smart field template is associated with a particular business view. All smart fields in a template use the same business view columns for data selection. Because smart fields are grouped in smart field templates, you must attach a smart field template to a detail section before smart fields are available for the section layout. If you attach a smart field template to a section and the section uses a different business view from the one that is required by the smart field, the system provides you with the opportunity to change the business view. E1: RDA: Understanding Smart Fields (Doc ID 626620.1)

6. The Challenges • Basic setup • Tabular section only • Automatic totaling • One drill-down per section • Business View column values • Column-specific links • No links in CSV

7. Basic Setup – Data Structure • Variables for NER • One return value

8. Basic Setup – Named Mapping • Source for data structure values • Literal, Prompt, Table, DD, or System Value • Return Value

9. Basic Setup – NER • Returns value to be printed • Output will be totaled • Can be simple or complex • Uses data structure with Named Mapping

10. Basic Setup – Data Dictionary • Glossary Group ‘K’ • Standard DD setup • Form -> Smart Field

11. Basic Setup – Smart Field • Links data dictionary to NER

12. Basic Setup – S. F. Template E1 LifeCycle Tools -> Report Management -> Advanced Report Setup -> Smart Field Templates

13. Basic Setup – Template Criteria • Defined based on return value • Unclear on proper design

14. Basic Setup – Report Director E1 LifeCycle Tools -> Report Management -> Advanced Report Setup -> Report Director Templates

15. Basic Setup – Report Director • Must choose Tabular Section • Select Business View • Define Level Break columns

16. Basic Setup – Report Director • Define drill-down application

17. Tabular Section Only • Cannot use Columnar/Group • Automatic Row Description • “Spreadsheet Capability” • Fewer design options • Level break header/footers • Conditional sections (*) • Subsection joins • Automatic totaling

18. Automatic Totaling • Based on Level Breaks • Could not be suppressed • Created workfile • Inserted single line per “level break” • Smart field defined over workfile

19. One Drill-Down • Needed two different drill-down apps • Only one can be defined per section • Created flag in drill-down data structure • When flag set, passed through to second application

20. Business View Column Values • Wrong values being passed to drill-down • Called from “Do Balance Auditor” section • Stored values to pass in “Do Section” • Manually pass drill-down variables into Form Interconnect

21. Column-Specific Links • Need to pass different values depending on column • Use SL CurrentColumn • Triggers different variable values (Separation Reason) • Triggers different drill-down application (pass through)

22. No Links in CSV • Processing option • Same workfile build • Conditional sections • Suppress PDF sections • Detail displayed after “level break” line • Left-aligned data

23. Results

24. April 7-11, 2014 The Venetian and Sands Expo Center Las Vegas, Nevada QuestDirect.org/COLLABORATE Attend COLLABORATE 14 to hear high-level, strategic education for the JD Edwards audience. Register through Quest to receive exclusive JD Edwards updates, materials and networking events. Registration OPEN! Early Bird rates end February 12, 2014.