[IFS/BA End User Help Guide]
Perform Writeback
Explanation
This activity is used to write back information back in to IFS Applications
or to a text file. You can either perform a Complete Writeback or a Modified
Writeback. Complete Writeback will collect all data to be
written back regardless of whether it has been modified or not. Modified Writeback will only collect data that has been changed.
You
can select the items that you wish to writeback to IFS Applications or to a CSV
file from the data items that are collected for writeback. Zero and null values will be included or
excluded and the database values of the writeback items
will be available for comparison with new values depending on the writeback options selected in the design. Writeback could only be performed on reports that have been designed to support
the Writeback functionality.
Prerequisites
Make sure to select a report where Writeback has been applied in the
report design.
Set the required writeback settings and options in
designer mode as preferred.
System Effects
Writing information back to IFS Applications will alter the related data in
IFS Applications immediately. Writing information to a file makes it possible to import the
data to IFS Applications at a later stage.
Related Process Model
Analyze Report
Related Activity
Analyze Report
Procedure
To perform a complete writeback
- Change the output of some of the figures in the report.
- Click Writeback.
- Click Collect Data Sets.
All figures are collected to the Writeback
pane. Null/ Zero Values can be
excluded depending on the writeback options selected.
Note: The Status filed, Group Message field and Set
Message field will be empty at this point.
- Use the original value columns and current value
columns for writeback values in the Writeback
pane if you want to compare the new values with original database values
before writing them back.
Note: Original value columns will be available only if
the Allow Comparison with Database Values option is selected when designing the report.
- Select All Writeback Data check box in the
Writeback pane will be selected by
default. Clear/select
the corresponding check boxes for each collected writeback item in order to
specify which of the collected items should be written back to the database.
- Click Collective
Writeback. At this point you will see the fields Status, Group Message
and Set Message having messages displayed in them. If the Collective
Writeback process was successful the icon for each row will become green and
the following messages will be displayed:
Status: Processed.
Group Message: Write back ready. Transactions in all data sets have
been successfully processed.
Set Message: Process of data set 0 OK. All budget templates in that
set successfully processed.
Note: The Keys area will be populated with relevant data once a field item is
selected. Fields selected as Mandatory require a valid value to
ensure an error free writeback. Any value that can be derived from the
design will be shown. If no value exists for a mandatory field it is
possible to add filter criteria or to give the value directly in Value
field. Once
all mandatory fields have values writeback will be enabled.
To perform a partial writeback
- Change the data in the writeback enabled report.
- Click Writeback.
- Click Collect Modified Data Sets
to collect the figures which have been modified in to the
Writeback pane.
- Compare new writeback values with original
database values using original and current value columns and select the
items to be written back to the database using the Select check box.
- Click Collective Writeback.
This will save the modified figures back in to IFS Applications.
To Insert values for Writeback
Prerequisites: Select Enable Insert of New Values for Writeback check box in design mode for the required repeater level.
- Select a row or column where the values need to be inserted for the writeback.
- Right-click and select Insert New Row/Column for BA Writeback.
- Select values from the list of values, for each field in the Insert New Values for Writeback window.
Note: Fields in this window will dynamically change according to the writeback design and the selected repeater level.
- Report will be re-executed and the rows and columns will be inserted.
- Change the data necessarily as the user expectation and perform a complete or partial writeback.
To export to a CSV file:
- Change the figures in the writeback enabled report.
- Click Writeback
- Click Collect Modified Data Sets or Collect Data Sets.
- Click Export to File and save the CSV file giving a name. The CSV file can be used to upload the writeback information to IFS
Applications at a later time.