clickable hr reporting with smart fields session 101680 n.
Download
Skip this Video
Loading SlideShow in 5 Seconds..
Clickable HR Reporting with Smart Fields Session #: 101680 PowerPoint Presentation
Download Presentation
Clickable HR Reporting with Smart Fields Session #: 101680

Loading in 2 Seconds...

play fullscreen
1 / 24

Clickable HR Reporting with Smart Fields Session #: 101680 - PowerPoint PPT Presentation


  • 84 Views
  • Uploaded on

Clickable HR Reporting with Smart Fields Session #: 101680. Heather Lawrence JDE CNC Administrator, Pacific Western Transportation Calgary, Alberta, Canada. Pacific Western Transportation. A privately, family owned, Calgary based transportation company. Student Special needs services

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about 'Clickable HR Reporting with Smart Fields Session #: 101680' - meir


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
clickable hr reporting with smart fields session 101680

Clickable HR Reporting with Smart FieldsSession #: 101680

Heather Lawrence

JDE CNC Administrator, Pacific Western Transportation

Calgary, Alberta, Canada

pacific western transportation
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
diversified transportation ltd
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
the request
The Request
  • HR Headcount Report
    • By Employment Status
    • By Job Code/Job Step
  • HR Turnover Report
  • PDF and CSV
  • “Drill-down” functionality
smart fields defined
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)

the challenges
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
basic setup data structure
Basic Setup – Data Structure
  • Variables for NER
  • One return value
basic setup named mapping
Basic Setup – Named Mapping
  • Source for data structure values
  • Literal, Prompt, Table, DD, or System Value
  • Return Value
basic setup ner
Basic Setup – NER
  • Returns value to be printed
  • Output will be totaled
  • Can be simple or complex
  • Uses data structure with Named Mapping
basic setup data dictionary
Basic Setup – Data Dictionary
  • Glossary Group ‘K’
  • Standard DD setup
  • Form -> Smart Field
basic setup smart field
Basic Setup – Smart Field
  • Links data dictionary to NER
basic setup s f template
Basic Setup – S. F. Template

E1 LifeCycle Tools -> Report Management -> Advanced Report Setup -> Smart Field Templates

basic setup template criteria
Basic Setup – Template Criteria
  • Defined based on return value
  • Unclear on proper design
basic setup report director
Basic Setup – Report Director

E1 LifeCycle Tools -> Report Management -> Advanced Report Setup -> Report Director Templates

basic setup report director1
Basic Setup – Report Director
  • Must choose Tabular Section
  • Select Business View
  • Define Level Break columns
basic setup report director2
Basic Setup – Report Director
  • Define drill-down application
tabular section only
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
automatic totaling
Automatic Totaling
  • Based on Level Breaks
  • Could not be suppressed
  • Created workfile
  • Inserted single line per “level break”
  • Smart field defined over workfile
one drill down
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
business view column values
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
column specific links
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)
no links in csv
No Links in CSV
  • Processing option
  • Same workfile build
  • Conditional sections
  • Suppress PDF sections
  • Detail displayed after “level break” line
  • Left-aligned data
slide24

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.