Admin
- Documents
- Document types
- Stock transactions
- Scheduled jobs
- Overview
- Create scheduled job
- Update existing scheduled job
- Delete scheduled job
- Run a scheduled job manually
- Custom actions scheduled job
- Event actions
- System options
- Rebook matrix
- Request promo
- Print signers
- Custom models
- Custom fields
Documents
Overview
The documents page lists all ERP sections, currently used in the ERP. Users cannot add any new document entries or export a generated excel file.
Users with proper permissions can edit existing documents, but adding new documents is not available.
Update existing document
This action requires the "update documents" permission.
On the edit page, document's name and description can be edited, while the table name is not.
Users can add new and remove existing document types and edit the document type's description and numbering format, which defines the document number format (eg. SE-%5N-%YYYY -> SE-00001-2024 ).
Users an also add, edit or remove status categories and define category's default name, background color and font style.
Create new document
To add a new document into the ERP, contact your ERP's administrator.
Delete document
This action requires the "delete document" permission.
To delete a document, select it with the checkbox. Once the "trash" icon appears, click it and confirm the deletion. Tee document will then be deleted.
Be careful, while deleting documents, as currently, adding documents is not supported for users.
Document types
Overview
Document types are used in the ERP, to tell apart documents with different purposes, for example Sale orders and Calibration orders ( Both are orders, but of different types ). Document types are always connected to the document, whose sub-type they are.
Users with proper permissions can add new and edit existing document types. Document types can also be exported into an excel file.
Create new document type
This action requires the "create document type" permission.
Creating a new document type requires no special procedures. When on document types' table view, click the "Add new" button to open the "Add new form".
While filling out the form, select a document to which this document type belongs. After adding it's name, you have to write a formula, that will be used to generate document numbers for this document type.
Adding a generator formula is important, because the formula defines the structure of a document type's document number.
In this example, the formula is NEW-QUOTE-%5N-%YYYY, which will generate document numbers, structured as NEW-QUOTE-00001-2024.
NEW-QUOTE- is the prefix that is always the same for all instances of the document type.
%5N is markdown, that defines this as 5 numbers, starting from 00001 up to 99999.
%YYYY is markdown, that defines the date, formatted as year, eg. 2024.
The document number prefix should always be unique to the document type in order to avoid confusion. These prefixes are also useful for quickly discerning a document's type.
To begin using it, just toggle the "Enabled" switch to Yes, ans save the new document type.
Update existing document types
This action requires the "update document type" permission.
When updating a document type, all information, with the exception of the generator formula, can be changed.
The generator formula must not be changed without consult. If a different document number is required, a new document type with the proper generator formula should be created.
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Delete document types
For deletion of existing document types, contact your ERP's administrator.
Stock transactions
Overview
Stock transactions are data entries, used for tracking stock of materials, products, serials and other goods within the ERP system.
These entries are created automatically, when an action involving any kind of stock change is performed. This includes, among others, goods receipts, goods transfers and goods write-offs.
Because these entries are created through automations within the system, they cannot be created, edited or deleted by users.
Users can, however, export or print stock transaction entries.
Scheduled jobs
Overview
Scheduled jobs are automated tasks, performed by the system through server commands. These "jobs" can be scheduled to run at specific intervals (hourly, daily, weekly, monthly...), but can be also be ran manually through the ERP system.
Scheduled jobs are tasks, that the system can perform on it's own, such as creating announcements, indexing data...
Create scheduled job
This task should be done only by developer administrators.
To create a new scheduled job, you must click on the "+" icon on the top right corner. You will be redirected to the "Create new scheduled job form"
Scheduled jobs are commands, that are run in the server's command line. Since only administrators with access to the code base can see all available commands, scheduled jobs should be added only by those users.
Once a unique name and job's corresponding command are inputted, the "Cron inverval" must be defined. This attribute defines the job's regular schedule (when it will run). A job can be run on intervals, ranging from every few minutes to running once a year.
The "Last job success" attribute does not need to be set when creating a new scheduled job. This attribute is updated every time the scheduled job runs and shows, if the last run of the scheduled job was successful.
A job has to be enabled to run on it's regular intervals. If we want to notify the development team of a failed scheduled job, we must enable the "Notify on fail" option.
Command parameters
You can pass parameters to any commands with space delimiter. This parameter (argument) will be used in both, a scheduled or on-demand run. Example, where we pass callClass parameter in the command field:
scheduled-job:run-action callClass=App\Containers\ExternalApplication\Actions\BusinessCentral\SyncExpenseEventsFromBcAction
Update existing scheduled job
Existing scheduled jobs should only be updated by users with access to the code base.
Viable updates for scheduled jobs are changing description, enabling/disabling the job, it's email notification on failed run, or changing the "Cron interval", that specifies when the job runs.
Delete scheduled job
Scheduled jobs should ONLY be deleted by administrators with access to the code base.
If a scheduled job is no longer needed, rather than deleting it, disable it, leaving a chance for it to be reactivated if ever needed.
Run a scheduled job manually
Some scheduled jobs can be run manually from the ERP, if a need for that ever arises. Manual runs should not be the norm, as scheduled jobs are configured to auto-run atregular intervals.
To run a scheduled job, go to scheduled job's edit page and look for the "Run scheduled job now" button in the top right corner of the page.
On clicking it, the scheduled job will perform a manual run. Once the manual run is completed, it will be displayed on the list of last 30 runs logs with the message "on demand run".
Custom actions scheduled job
Scheduled jobs can invoke on existing commands from inside of ERP code.
To fix this there is a command, that receives a parameter called "callClass", that can call any Action or Task in ERP.
Sample command code:scheduled-job:run-action callClass=App\Containers\ExternalApplication\Actions\BusinessCentral\SyncExpenseEventsFromBcAction
It also takes an additional argument, that can be passed to it if want/needed: additionalArgument
Event actions
Overview
Event actions are tasks, automatically performed by the system, when a set of defined conditions is met or a certain action is performed (updating a product's information, changing an order's status...).
Event actions are used for a variety of automated tasks, such as sending email notifications, updating statuses, performing hook calls...
Event actions are added/edited by ERP administrators.
Create new event action
This action requires the "create event action" permission.
To add a new event action, navigate to the "Add new action" form, by pressing the "+" button in the top right corner above the table.
Event actions should (at current time) only be added by administrators with access to the code base, as a class names with full path are mandatory when creating a new event action and that information is only available to developers.
On the form, once all a name, full class names and required arguments have been entered, the three top switches should be toggled on/off.
- Enabled:
- An event action can be either activated or not. Deactivated event actions will never run.
- Fail in error:
- When this option is toggled on, any error that appears when running the event action, will cause the action to stop and report an error. If notify option is toggled on, the error will be emailed to the development team.
- Notify on error:
- When this option is toggled on, whenever the event action runs and encounters an error, an email is sent to the development team to inform them of a failure when performing the event action.
Update existing event action
Existing event actions should currently never be updated by anyone else but the developers. When a need arises for a different functionality, a new event action should be created, deactivating the old one.
Delete event action
Existing event action should never be deleted, instead being deactivated.
System options
Overview
System options are settings that are used by the administrators to customize the ERP system.
These options should only be managed by people, who understand their purpose and context, as changing a key option could lead to severe issues within the ERP, if done wrong.
These settings can range from the primary color of the web site to a predefined greeting on auto-generated documents.
Create new system option
This action requires the "create system option" permission.
A new option can be created by accessing the creation form on the system options page through the "Create new" button.
You get redirected to the creation form page, where you can input required information to add a new system option.
All required form fields are marked with a red asterisk.
Be careful, as you should define only either value or data. If both are defined, only value will be used.
Update existing system option
This action requires the "update system option" permission.
To update an existing system option, find it in the table, and click the "edit" button at the end of it's row.
This takes you to the editing form, where you can update the option's name, slug, description and value/data.
TIP: Data is required to be in the JSON format. When editing it here, a preview is shown on the right, and you are notified if errors are present in the JSON structure itself.
Delete system option
This action requires the "delete system option" permission.
To delete a system option, use the checkbox to select it, and then click on the "trash" icon, that appears in the top right corner of the page. You will be asked to confirm you want to delete the system option.
NOTICE: Deletion of system options should only be done, when the option is no longer used, and should be done only after consulting with someone, who understands ERP's utilization of options.
Rebook matrix
An interface for managing ERP product rebookability.
Rebook Matrix
This page acts as an interface for managing what product types can be rebooked into what other product types.
After a product type is selected, a switch is displayed for each available product type. These switches can be used to toggle, if products of the selected product type can be rebooked into any of displayed product types.
Request promo
A page to create a promotional material order.
Request promo
This page can only be accessed by users with proper permissions.
On this page, users can create promotional material orders for themselves or other users.
To add items to the order, click the "Add" button next to the product, the items and their quantity will be displayed in the cart where you can also change their quantity.
Once all desired items are in the cart, select the requester user and the proper promo warehouse. Once all that is selected, clicking the "Request promo" button will create a promo order, that will then get processed in the warehouse.
Print signers
Overview
Print signers are users, who are responsible for signing certain documents.
The "print signers" table is used to define, which user is signing which document print and for how long (from and until dates).
Create new print signer
This action requires the "create print signer" permission.
New print signers can be created through the Create new print signer form.
There can be only one print signer of a document type's template active at any given time.
The selected "Signer" can be any existing user, but the user must have a signature set on their profile, otherwise the only thing, shown on the print will be their full name and department.
When creating a new print signer, mind the "Active from" and "Active to" date fields. If these dates would conflict with an existing print signer, an error message will appear when saving the form. This message will explain, which print signer (past or current) is in conflict with the print signer, that is being created.
Another requirement regarding the "Active from" and "Active to" date fields is that the "Active to" field must always be after the "Active from" date.
Update existing print signer
This action requires the "update print signer" permission.
Past signers cannot be edited. Signers have the "Active/Inactive" state, determined by the "Active from" and "Active to" dates. If a signer is inactive, the entire edit form is disabled, to prevent changes that could cause problems.
Only currently active print signers can be updated, as changing past print signers could cause conflicts.
Once a print signer has been created, its "Document type" is locked and cannot be changed. This is to ensure no conflicts occur when updating active signers.
When updating the "Signer" , keep in mind that changing the selected user will impact all document prints in the selected active range (active from - active until).
While active range dates can be edited, the "Active from" date should not be changed, as that could cause conflicts with past print signers.
If the dates are changed and would cause conflicts when saved, a message is displayed, informing the user, which print signer's dates overlap with the new ones.
If a print signer is, for whatever reason, no longer signing a document print, the "Active to" date should be set to the previous day and the form will disable itself automatically.
After that, a new print signer has to be created to replace the now inactive print signer.
Delete print signer
This action requires the "delete print signer" permission.
Print signers, who are no longer active, should never be deleted, as they are still used when generating signed documents, created in the past (during the time when they were active signers).
Inactive print signers should never be deleted.
Only signers, whose "active from" date is set in the future, should be deleted, if necessary, since they have not been active yet.