understanding dataflows, monitors and workflows #373
TRANSCRIPT
ROB THAYERNSA – SENIOR TECHNICAL [email protected]
Understanding Dataflows, Monitors and Workflows
#373
WHAT’S NEEDED FOR A DOCUMENT FLOW, WORKFLOW OR MONITOR TO WORK?
1.BODS
2.Connection Points
3.Routing (Data Flow)
BODS – BUSINESS OBJECT DOCUMENTS
What is a BOD? • A BOD is an XML document
• The OAGIS group is a widely accepted
standard within the supply chain domain.
• Infor has defined a set of standard
BODS.
• Infor uses the OAGIS standard for it’s
BODS
• https://oagi.org/
BODS – BUSINESS OBJECT DOCUMENTS
What is a BOD? Noun
• Defines business data contained in a
BOD.
• Contains the properties of a business
object.
• SalesOrder, Item and PurchaseOrder
are examples of a noun
• A noun is called a document.
Verb
• Describes the action that is requested
for the noun
• Indicates a response to an action.
• Announce that a business object has
been created, updated or deleted.
• Indicate a request to create, update or
delete a business object.
• Provide a response to a request.
• Report an exception
A BOD contains:
• An Application Area
• A Data Area
• A Noun and a Verb
• Compounds and Fields
BODS – BUSINESS OBJECT DOCUMENTS
•Acknowledge
•Get
• Process
• Sync
• Show
• Confirm
Common verbs
BODS – BUSINESS OBJECT DOCUMENTSHere is a BOD and its contents.
INFOR APPLICATION CONNECTION POINT
What is it? SX.e
Syteline
• Connection to an application
• Connection to a 3rd party database
• Connection to an API
• Connection to a folder
INFOR APPLICATION CONNECTION POINT
What types are available?
• Infor Application
• IMS
• IMS via ION API
• Infor LN
• File
• Database
• sFTP
• Message Queue
• ION API
• d
Other On Premise Types:
• Infor Cloud 1.0/2.0
• CRM Business Extension
• Web Service
INFOR APPLICATION CONNECTION POINT
Think of a connection point as a
connection to a water tap
INFOR DATABASE CONNECTION POINT
Define what kind of BOD you plan to
send or receive.
INFOR DATABASE CONNECTION POINT
DOCUMENT FLOWS
What’s a document flow?
• Sends BOD documents between one connection point and another.
• A document flow provides routing.
• A document flow must have a connection point.
• A connection point is configured on each end of the document flow
SX.e
DOCUMENT FLOWS
ION Desk Provides a Graphical Modeler to design document flows
?
Data Flow or
Document Flow?
DOCUMENT FLOWS
Demo:
Create a routed document flow that routes purchase orders to 3 different file locations
based on the supplier party ID
In this demonstration I will perform the following steps:
• Create a routed document flow
• Configure a file connection point
• Add the Sync.PurchaseOrder BOD to the document flow
• Configure a condition for the flow to route the bods appropriately
• Activate and test our new document flow
DOCUMENT FLOWS
Demo
DOCUMENT FLOWS
A document flow: Is event driven
DOCUMENT FLOWS
Document Flow Use Cases
• Send documents to EDI trading partner and filter destination based on vendor ID
• Receive documents from vendor using an sFTP connector
• Transfer documents between CSD and Ming.le
• Transfer documents between CSD and IDM
• Transfer documents between CSD and Unform or BillTrust or Unilink or all 3 at the same
time
DOCUMENT FLOWS
Document Flow Use Cases Cont’d…
• Transfer documents between CSD and 3rd party database
• Transfer documents between CSD and BIRST
• Transfer documents between connection points to trigger a workflow
• Transfer documents between connection points to trigger an alert
WORKFLOWS
• Are a sequence of steps that complete a business goal.
• Enable communication between an application and a user.
• Can present a document to a user for approval or…
• Can prompt a user to perform a specific task
WORKFLOWS
An approval flow:
Can be a sequence of approval
requests to several approvers.
WORKFLOWS
A review flow:
A set of parallel tasks that is sent to multiple users to review the same document.
WORKFLOWS
Workflow example:
The workflow steps can be
performed by various users, based
on the distribution rules for each
step.
Sales closes deal, enters order.
Manager receives order notification &approves order.
WORKFLOWS
The order is shipped The customer receives the order AR receives payment
The order is closed
WORKFLOWS
ION Desk Provides a Graphical Modeler to design workflows
WORKFLOWS
Demo:
Release an order that was placed on credit hold using a workflow
In this demonstration I will perform the following steps:
• Acquire the necessary workflow and activation policies from Infor
• Import the oe-credhold workflow and activation policy
• Import the SXEvent BOD into the data catalog
• Configure the workflows
• Activate the oe-credhold event in CSD
• Put an order on hold and release it through a home page widget.
WORKFLOWS
Demo
WORKFLOWS
Tasks that are generated by a workflow in ION are displayed in:
• The user's Infor Ming.le page
• The Infor Inbox application
• The task list widget
• The context or utility app
MONITORS/ALERTS
If the result of this evaluation is true, the monitor generates an alert.
A monitor verifies incoming BODS against a monitoring rule.
MONITORS/ALERTS
To configure a monitor these configuration details are required.
• One or more BOD documents such as the SalesOrder BOD
• A monitoring rule
• A list of document attributes
• The alert message
MONITORS/ALERTS
A Homepage widget
Alerts can be received from:
MONITORS/ALERTS
Your Ming.le Page
Alerts can be received from:
MONITORS/ALERTS
Your InforOS Inbox
Alerts can be received from:
MONITORS/ALERTS
A context or utility app
Alerts can be received from:
MONITORS/ALERTS
An E-Mail
Alerts can be received from:
MONITORS/ALERTS
For any business scenario, you can use a set of monitors to
generate alerts relevant to its business scenario.
MONITORS/ALERTS
Demo:
Create a monitor that sends an alert when an order has been shipped
In this demonstration I will perform the following steps:
• Create a monitor that monitors the Sync.Shipment BOD
• Add attributes from the Shipment BOD to the monitor
• Create a condition where status = shipped to the monitor
• Configure the alert and distribution
• Configure a drillback to oeio.detail
• Activate and test the monitor
• Use IONAPI to change the status of the order from picked to shipped.
MONITORS/ALERTS
Demo
DOCUMENT FLOWS AND WORKFLOWS IN ACTION
ION Workflow
Custom WebService
Custom IONAPI
Custom Swagger Documentation
Raspberry PI
55” Flat Screen Monitors
The sky’s the limit!!
Customer example:
Warehouse Order Board using ION
ADDITIONAL RESOURCES
NSA Support:
Infor Concierge:• Infor ION Desk User Guide Infor ION
• Technology Connectors Admin Guide
• Infor CloudSuite Distribution Configuration Guide
ROB THAYERS E N I O R B U S I N E S S C O N S U LTA N T
P 516.240.6020 | C 514,298.1306 | F 516.240.6035
Sessions:
3/9 1:30pm
373 Understanding Dataflows, Monitors and Workflows
3/10 4:00pm
307 Post Provisioning a New CSD Tenant
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