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Advanced Modeling Tutorial

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nunofilipesf edited this page Nov 3, 2016 · 40 revisions

Introduction

After you complete the first tutorial's steps, and create a basic purchases management application, this Advanced tutorial adds a request fulfillment logic, as well as customized lists and dashboards to it. It also explains the roles and security functions of the platform, allowing you to define multiple profiles for different types of users.

Prerequisites

This tutorial assumes that you have created a tenant based on the myMIS Modeling Template, and are using a user with modeling privileges (preferably not the subscription's master account) to access this tenant. See this page to assist in tenant creation.

This tutorial also requires an understanding of the concepts driving the platform, which are described in this page.

It is necessary to have completed the steps in the Modeling tutorial, as this tutorial builds upon it.

Request fulfillment

  1. Access the modeler. Create a new interaction (GoodsPurchaseReceipt) under the PurchasesManagement process.

  2. Under the Details section, use the option Add new to create an Event with code ItemReceipt and name Item Receipt.
    It should be of Increment kind, between the provider Supplier and the receiver myCompany, transactioning the resource Item.

  1. Save the Interaction.

  2. Go back to the modeler and through the top navigation menu access Processes and Interactions. Using the context menu to GoodsPurchaseReceipt interaction, select the Configure Fulfillments option.

Select the commitment GoodsPurchaseRequest as the one you want to fulfill and click in Add Fulfillment option. The configurations will be filled in by default.
Save the changes.

  1. Go back to the application. Submit a new Goods Purchase Receipt interaction, and note the Import option.

Use it to satisfy the commitment you approved in the last section. If you create a new Goods Purchase Receipt afterwards and access the Import button again, the previous commitment will not show up, because it was already fulfilled.

Customizing lists

  1. Go back to the modeler and through the top navigation menu access Processes and Interactions. Using the context menu to PurchaseRequest interaction, select the Configure Views option.

  2. Add a new list, named Pending Purchase Requests, with the following settings:

    2.1. Add the NumberSerieCode, Number, DateCreated, Supplier (Agent:#Supplier.Code), CompanyCode (Agent:Company.Code) and ApproverEmail fields to the list. The ApproverEmail field will have to be entered manually, but the others are available from the selector. Add labels to identify these fields.

    2.2. In the Data filtering section, add the condition ApprovalStageCode='ManagerApprove'

2.3. Access the tab Operations, and make all operations unavailable except for Approve.

2.4. Save the list.

  1. In Data Visualisation > Dashboards, create a Dashboard named Homepage.

  2. Mark the Homepage dashboard checkbox.

  3. Add a List type element to the dashboard, identifying the list you just created, and setting it to size 12, row 1 and column 1.

  1. Save the dashboard

  2. Access the application again, and submit a new Purchase Request for approval. Verify that it is seen in the Dashboard you just created by accessing the homepage or Dashboards > Homepage.

Security configurations

  1. In the application, access Administration > Security Configurations > Roles > Create, to create a role, named SubmittingUser.

  2. Set access to Data Access and List on every entity and interaction.

  3. For the Purchase Request and Goods Purchase Receipt interactions, they should also have access to Create and Edit, as well as the default view for those operations.

  1. Save the created role.

  2. Create a new user, accessing Administration > Security Configurations > Users > Create, utilizing this role. Login with them (preferrably on a separate browser) and verify what options they have access to. Submit a PurchaseOrder and approve it with your modeling user.

Next Steps

Continue learning about the platform by following through to the next tutorial, the SQL tutorial.

See the Primavera tutorial if you want to add integration into a Primavera ERP external system to this tutorial.

There are a set of exercises associated with this tutorial you can follow to improve the produced application and your knowledge of the platform. See the exercises page.

If you have any questions, or if you encounter any problems at all along the way, just contact our support team.

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