Every ERP system comes with some standard set of processes and functions. System processes are designed and built to accommodate the needs of different businesses and various industries at the same time. When we have to implement unit4 ERP, we may need to add some custom processes at the beginning or end of the standard processes to achieve business requirements. System reports won’t suffice the need for reporting and unit4 report developer has to build many custom reports. For all such cases, AG16 plays a very crucial role in Agresso(Unit4 Business World/ Unit4 ERP) system customization.
Where to find AG16 in the system?
AG16 menu is present in the report section under the system administrator.
Setting -> System Administrator -> Reports -> SQL queries -> Query Definition
What is AG16?
Let’s understand what is standard processes first. The set of rules/business logic or queries is applied in a sequential manner to achieve a specific goal. In a similar way, You can define various SQL statements or stored procedure blocks in the AG16 menu under different names. All these stored statements will be executed sequentially when the ag16 is invoked in any standard/standalone process. Also, AG16 is capable of generating output as per the defined report template format.
Where Ag16 can be used in Agresso?
1) Adding pre-process/post-process block in the standard process,
2) Building a custom report,
3) Execute stored procedure at some event in the workflow,
4) Data updated or dynamic entries of values, value matrix,
5) Number crunching like leave balance calculation, salary deduction, overtime, etc.
How to build the AG16 process/Report?
Step 1 – Create AG16 in the Query definition
Navigation – Setting-> System Administrator–> Reports -> SQL queries -> Query Definition
Field Report – Give the name to your query block. This name is referred to in other places to execute this runtime.
Field Type – You will find a dropdown with two default values.
B – This indicates the System Process
R – Server process to generate a report at the end using a given report template.
SeqNo – unique row number and the SQL statements in the query definition are executed in order of the SeqNo.
C – Commit or No commit
C — A commit is executed
N — A commit is not executed
E – Exit.
C — The program continues to execute
S — The program stops
Description – Allows you to enter a meaningful description of the query. This is written to the log file.
Query – The SQL query statement to be executed, either in Agresso SQL or “pass-through” (i.e. native SQL according to the underlying database engine). The maximum length of a query defined here is 4000 characters.
Step 2 – Configure the ‘user define menu’.
Navigation – Setting-> System Administrator–> Menus-> User defined menu
To understand the user defined menu in detail, please refer to the User defined Menu Article here.
Step 3 – Add report template
All report templates are present in the customized report folder on the application server. These are the places where the system process will check the template name and if found then the same will be used for report generation. You have to check with your system administrator or hosting partner to understand the path of this folder. You need to write access to this folder to add the report template created by you.
Step 4 – Configure scheduling if required
Navigation – Setting-> System Administrator-> Report -> Report Schedule
The report schedule is commonplace to schedule all reports and processes of Unit4 ERP. The scheduling can be achieved for a specific day of the week/month. You can ask the scheduler to run the process for a fixed number of cycles or can be ended on a given date. You can build any running schedule using given parameters in the schedule tab.
If you have any queries or issues related to your scheduling report then feel free to reach us.
If you can use the combination of the above options for your problem statement then you can build various smart processes and can achieve much automation of manual processes.
How to build custom processes or reports using AG16 in Unit4 business world ERP? The following diagram will give you a stepwise process to make the custom solution for reporting/system processes.
AG16 is used here smartly to make the entire process automatic. If you are looking further to know more about the smart reporting then please refer the blog-Smart Reporting.
If you want to learn more about the AG16 then connect with us for training or make custom training request. If your business is looking to build custom processes and looking for some assistance then please contact us. We can analyze your requirements and help you to achieve your goals.