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Basic Developer Training

Contents
Introduction .......................................................................................................... 9
JD Edwards Common Foundation ................................................................... 11
Menus and Navigation ....................................................................................... 11
Why Use a Demo Environment? ................................................................... 11
Rule to Live By .............................................................................................. 11
Log In to 8.12 ................................................................................................ 12
Log In to Demo Environment .................................................................. 12
Fat Client................................................................................................. 13
EnterpriseOne Menus ................................................................................... 13
Open Applications ................................................................................... 21
Fast Path Commands ............................................................................. 25
System Options....................................................................................... 26
Hot Keys for Navigation ................................................................................. 31
Overall Navigation Hotkeys ................................................................. 32
EnterpriseOne Menu Hotkeys.............................................................. 33
Grid ......................................................................................................... 33
Tree......................................................................................................... 34
Button Hotkeys........................................................................................ 35
Applications ....................................................................................................... 37
Open Applications ......................................................................................... 38
Find/Browse Form ......................................................................................... 38
Query by Example Rules............................................................................... 41
Form and Row Exits ...................................................................................... 42
Tools .............................................................................................................. 43
Data Browser .......................................................................................... 43
Export Grid Data ..................................................................................... 44
Send Shortcut ......................................................................................... 46
Grid Formats ........................................................................................... 49
Media Objects/Attachments .......................................................................... 54
Item Revisions ............................................................................................... 56
Field Level Helps ........................................................................................... 57
Versions and Processing Options ................................................................... 61

Developer Basic
Basic Developer Master.doc

Rev. 09/09/10

Introduction

Klee Associates, Inc.

Processing Options ........................................................................................ 61


Defaults Tab ............................................................................................ 62
Display Tab ............................................................................................. 62
Versions Tab ........................................................................................... 63
Versions ......................................................................................................... 66
Interactive Versions ................................................................................. 67
Batch Versions ........................................................................................ 71
Sales Order Entry .......................................................................................... 82
Update Customer Sales ................................................................................. 85
User Defined Codes ........................................................................................... 87
Address Book UDCs ...................................................................................... 87
Address Book Category Codes ..................................................................... 93
Visual Assist ............................................................................................ 98
Hard Coded Logic Associated with UDC .............................................. 101
User Defined Code ...................................................................................... 103
Product Codes for Clients ..................................................................... 105
Address Book ................................................................................................... 109
Address Book Revisions .............................................................................. 109
Who's Who ................................................................................................... 118
Customers ............................................................................................. 123
Suppliers ............................................................................................... 125
Exercise ....................................................................................................... 126
Address Book Constants ....................................................................... 127
Parent/Child and Organizational Structure .................................................. 130
Add New Member to a Buying Structure ..................................................... 132
Enhanced Parent/Child Relationships ................................................... 136
Summary...................................................................................................... 139
Interactive Development .................................................................................. 141
Objects of Interactive Development ............................................................... 141
Object Management Workbench .................................................................... 143
Understanding the OMW Form .................................................................... 143
Understanding Objects ................................................................................ 144
Understanding Tokens ................................................................................. 146
Developing with OMW ................................................................................. 146
Creating a Project ........................................................................................ 147
Steps to Create a Project ...................................................................... 147
Default Project ....................................................................................... 149

Rev. 09/09/10

Developer Basic

Klee Associates, Inc.

Introduction

Assign Users ............................................................................................... 149


Add a User to a Project ......................................................................... 149
Remove a User from a Project ............................................................. 151
Adding Objects to a Project ......................................................................... 151
Add an Object from Existing Objects .................................................... 152
Add a New Object to a Project:............................................................. 152
Move an Object from One Project to Another: ...................................... 153
Remove an Object from a Project......................................................... 153
Checkout ..................................................................................................... 153
Checkout an Object: ............................................................................. 153
Erase Checkout .................................................................................... 154
Erase a Checkout of an Object: ............................................................ 154
Modify Object .............................................................................................. 155
Check-in ...................................................................................................... 155
To Check-in an Object: ......................................................................... 155
Advance a Project ....................................................................................... 156
To Advance a Project ........................................................................... 156
Other Center Column Tasks ....................................................................... 156
Get Object ............................................................................................. 156
Remove Object/User ............................................................................ 157
Save/Restore ........................................................................................ 157
Save an object to save location ............................................................ 158
Design Button ....................................................................................... 159
Working with Tokens ................................................................................... 159
View Token Status in the Project Window ............................................ 159
View Token Queue ............................................................................... 159
View Token in the News/Status Window .............................................. 161
Manipulate Object Tokens .................................................................... 161
Release Token ...................................................................................... 162
Switch Tokens....................................................................................... 162
Switch a Token From One Project to Another: ..................................... 162
Searching .................................................................................................... 162
Logging ........................................................................................................ 163
Data Dictionary................................................................................................. 165
Overview...................................................................................................... 165
Item Specifications ...................................................................................... 166
Item Glossary .............................................................................................. 167

Developer Basic

Rev. 09/09/10

Introduction

Klee Associates, Inc.

Data Item Glossaries ............................................................................. 167


Error Message Glossaries ..................................................................... 168
Processing Option Glossaries ............................................................... 169
Default Values.............................................................................................. 170
Visual Assist................................................................................................. 171
Edit Rules ..................................................................................................... 172
Display Rules ............................................................................................... 173
Next Number ................................................................................................ 175
Understanding Table Design Aid .................................................................... 177
Overview ...................................................................................................... 177
Create Table ................................................................................................ 178
Create a Table ....................................................................................... 178
Access the TDA Tools ........................................................................... 179
Select Data Items ........................................................................................ 180
Select Data Items for the Table ............................................................. 180
View the Data Dictionary Properties of Columns in the Table .............. 180
Create Index ................................................................................................ 181
Create an Index ..................................................................................... 181
Generate Table/Index .................................................................................. 184
Generate a Table .................................................................................. 184
Generate an Index................................................................................. 184
Table Triggers .............................................................................................. 185
Add or Modify Table Trigger Logic ........................................................ 185
Build a Table Trigger ............................................................................ 187
Understanding Business View Design Aid .................................................... 189
Overview ...................................................................................................... 189
Create Business View .................................................................................. 190
Create a Business View ........................................................................ 190
Access the BVDA tools ......................................................................... 190
Select Tables ............................................................................................... 191
Select a Table for the Business View.................................................... 191
View the Data Dictionary Properties of Columns in the Business View 192
Select Columns ............................................................................................ 193
Select Data Items for the Business View .............................................. 193
Joins/Unions ................................................................................................ 194
Business View Table Indexes ............................................................... 197
Join Type ............................................................................................... 197

Rev. 09/09/10

Developer Basic

Klee Associates, Inc.

Introduction

Simple Join ........................................................................................... 197


Left Outer Join ...................................................................................... 198
Right Outer Join .................................................................................... 198
Unions ................................................................................................... 199
Distinct Mode ........................................................................................ 199
Understanding Form Design Aid (FDA) ......................................................... 201
Overview...................................................................................................... 201
Create Application ....................................................................................... 202
Create an Application ........................................................................... 202
Access the FDA Tools .......................................................................... 202
Select Form Type ........................................................................................ 203
Components of a Form ......................................................................... 203
Create a Form ....................................................................................... 204
Form Data Structure ............................................................................. 206
Find/Browse .......................................................................................... 207
Headerless Detail ................................................................................. 209
Header Detail ........................................................................................ 210
Fix Inspect............................................................................................. 211
Search and Select ................................................................................ 212
Form Controls and Layout ........................................................................... 213
Determine Form Size ............................................................................ 214
Placing Business View and Data Dictionary Columns ......................... 216
Tab Controls ......................................................................................... 217
Properties .............................................................................................. 218
Push Buttons Checkboxes and Radio Controls.................................... 219
Group Boxes ......................................................................................... 220
Align Controls........................................................................................ 220
Tab Sequence....................................................................................... 221
Media Objects ....................................................................................... 221
Event Rules ................................................................................................. 225
ER Flow ................................................................................................ 225
Event Rules Design .............................................................................. 229
Understanding Asynchronous Processing ................................................... 247
Understanding Processing Options .............................................................. 249
Overview...................................................................................................... 249
Create Processing Options ......................................................................... 250
Select Data Items ........................................................................................ 251

Developer Basic

Rev. 09/09/10

Introduction

Klee Associates, Inc.

Processing Option Description .................................................................... 253


Adding Help Text ......................................................................................... 254
Attach to a Form .......................................................................................... 255
Exercises Overview .......................................................................................... 257
Object Management Workbench .................................................................... 259
Business Requirement ................................................................................. 259
Objective ...................................................................................................... 259
Exercise ....................................................................................................... 259
Create an OMW Project. ....................................................................... 259
Users and Roles .................................................................................... 259
Token Inheritance .................................................................................. 260
Data Dictionary ................................................................................................. 261
Business Requirement ................................................................................. 261
Objective ...................................................................................................... 261
Exercise ....................................................................................................... 261
Add UDC Table Entries ......................................................................... 261
Add Data Dictionary Items .................................................................... 262
Table Design Aid .............................................................................................. 269
Business Requirement ................................................................................. 269
Objective ...................................................................................................... 269
Exercise ....................................................................................................... 269
Create and Generate Tables ................................................................. 269
Business View Design Aid .............................................................................. 271
Business Requirement ................................................................................. 271
Objective ...................................................................................................... 271
Exercise ....................................................................................................... 271
Create Business Views ......................................................................... 271
Form Design Aid ............................................................................................... 273
Business Requirement ................................................................................. 273
Objective ...................................................................................................... 273
Exercise ....................................................................................................... 273
Create Item Master Application (Instructor Lead) ................................. 273
Create Item Branch Application ............................................................ 275
Create Search Select ............................................................................ 278
Enhancing Item Branch Application (Instructor Lead) ........................... 278
Enhancing Item Master Application ....................................................... 280
Add Headerless Detail to Item Master Application (Instructor Lead) .... 280

Rev. 09/09/10

Developer Basic

Klee Associates, Inc.

Introduction

Add Headerless Detail to Item Branch Application ............................... 282


Processing Option Design Aid ....................................................................... 285
Business Requirement ................................................................................ 285
Objective...................................................................................................... 285
Exercise ....................................................................................................... 285
Create Processing Option for Item Master (instructor Lead) ................ 285
Create Processing Option for Item Branch ........................................... 285
Case Study ....................................................................................................... 287
Business Requirement ................................................................................ 287
Objective...................................................................................................... 287
Exercise ....................................................................................................... 287
Create Item Balances Table ................................................................. 287
Create Item Branch and Balances Join V5541021JA ....................... 288
Create Item Balance Application .......................................................... 288
Enterprise Report Writer ................................................................................. 291
Basics ............................................................................................................... 291
Setup ........................................................................................................... 291
Getting Back To Basics ............................................................................... 293
Object Management Workbench ................................................................. 295
Reporting Overview ......................................................................................... 299
Report Planning ........................................................................................... 299
Report Components .................................................................................... 299
Report Sections ........................................................................................... 300
Report Design ............................................................................................. 308
Getting Started ................................................................................................. 311
Navigation ................................................................................................... 311
Create a Columnar Section ............................................................................. 329
Create a Group Section ................................................................................... 337
Change Formats & Modify Objects Columnar Section ............................. 345
Change Formats & Modify Objects Group Section ................................... 355
Create Page Header and Report Header ....................................................... 363
Create Report Footer ....................................................................................... 369
Create a Level-Break Header .......................................................................... 373
Create a Level-Break Footer ........................................................................... 381
Subsection Joins ............................................................................................. 387
Batch Versions ................................................................................................. 399
Submit and View Reports ............................................................................... 407

Developer Basic

Rev. 09/09/10

Introduction

Klee Associates, Inc.

Create Version Overrides ................................................................................ 413


Create Event Rules ........................................................................................... 419
Create a Tabular Section with Drill Down ...................................................... 435
Appendix A ....................................................................................................... 443
Object Management Workbench ................................................................. 443
Appendix B ....................................................................................................... 475
Tools ............................................................................................................ 475
EnterpriseOne Modification Rules ......................................................... 475
Appendix C ....................................................................................................... 487
Naming Conventions ................................................................................... 487
Glossary ............................................................................................................ 493

Rev. 09/09/10

Developer Basic

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