9 Using Interactive Versions for Applications

This chapter contains the following topics:

9.1 Understanding Interactive Versions for Applications

In JD Edwards EnterpriseOne applications, a version is a user-defined set of specifications. These specifications help to control how interactive applications run. Interactive versions are associated with applications (usually as a menu selection) and always run on a workstation.

Interactive versions for applications contain processing options with different sets of data for each version. These processing options are passed to the application when it runs.

Versions enable you to modify the behavior of applications because they exist independently of the application. Typically, administrators control the creation, modification, and location of the actual version tables. When you upgrade JD Edwards EnterpriseOne software applications to a new release level, you can apply the existing versions to the new applications.

When a user starts an interactive application, the user might have the option to select from a list of versions. A user only has this option if the application designer attached processing options to the application. If the system administrator sets the version for blind execution, when the user starts the application, the application uses the saved processing option values for the version without prompting you for new processing option values. If the system administrator sets the version for Prompt for Values, the user will be prompted to enter processing option values. Depending on how you assign security to your JD Edwards EnterpriseOne software applications, end users can select or create different versions based on business requirements.

For example, on the System Administration Tools menu (GH9011), the Interactive Versions option (P983051) does not have processing options attached, so a version does not exist for the application. However, the Work With Servers application (P986116) has processing options attached so that the system administrator must attach a version for the application. Otherwise, the application uses the default. For each interactive application, the system administrator can set up multiple versions that contain different processing options values for each version.

9.1.1 How Processing Options Affect Versions

The processing options that you define in versions are a set of parameters that alter how an application runs. They are similar to initialization (.ini) files and command-line arguments for a traditional executable. These processing options let you specify the options that you want when you open an application. For example, you can specify the appearance of a form, show or hide a field, change the default status for order activity rules, and set default information to appear in a field. Depending on how the developer coded the application, the following functionality could be available:

  • Change the functionality of an application. For example, you can set up processing options to select or deselect logic in order holds. You also can specify whether you want to automatically print pick slips after you enter an order.

  • Change default values. For example, in Sales Order Entry you can set up processing options to set default values for document type values (such as Sales Order or Sales Quote) or line type (such as stock or nonstock item).

  • Control the display of forms. For example, you can set processing options to hide or show a cost field, a price field, or a commission field.

Not all JD Edwards EnterpriseOne applications have processing options. If the Prompt For Values option on the Edit menu is grayed out, either no processing options are associated with the application or the system administrator has disabled the processing options. To use versions with an application, you must first attach processing options to the interactive application.

The system administrator can secure a version for an application. In this case, the Prompt For Version option on the Edit menu appears grayed out. When a user opens a secured version of an application from the Work With Interactive Versions application, a security message appears to alert the user that she or he does not have access to the version.

9.1.2 How Interactive and Batch Versions Differ

Interactive versions have processing options. Batch versions have processing options, data selection and sequencing, and template overrides. You do not check in and check out interactive versions, whereas batch versions have local specifications that must be checked in and checked out.

9.1.3 Versions Compare Report (Release 9.1 Update 2)

The Versions Compare report (RD983051NA) compares the processing options for interactive versions and batch versions between two environments or data sources. You can use this report as an audit or validation tool to determine which versions were added, deleted, or changed.

Before an upgrade, you can compare the versions in the Production and Pristine environments. After the upgrade, you can use the report to verify that your modifications were carried forward to the new release.

See ”Versions Compare Report” in the JD Edwards EnterpriseOne Tools Software Updates Guide.

9.2 Working with Interactive Versions

This section provides an overview of how to work with interactive versions and discusses how to:

  • Work with version detail for interactive versions.

  • Copy an interactive version.

  • Create an interactive version.

9.2.1 Understanding How to Work with Interactive Versions

When you work with interactive versions, you change processing options, version detail, and copy or create versions. You can also review information such as the date the version was last modified and the user who performed the modification. Interactive versions must be associated with a menu selection in order to run the specified version.

In JD Edwards Solution Explorer, you can display the available versions of an interactive application by choosing Prompt for Version from the Edit menu or by choosing the Interactive Versions (P983051) menu selection. You can filter the versions that you want to display to show all versions or only your versions. To filter the version display, select the Display option from the Form menu.

9.2.2 Working with Version Detail for Interactive Versions

Access the Work With Interactive Versions form. Enter IV in the Fast Path.

Note:

Depending on your security level and the level of security for the version, you might not be able to change the version detail information.
  1. Enter an application ID in the Interactive Application field and click Find.

    For example, to locate a version for the Sales Order Entry application, enter P42101.

  2. In the grid, select a version with which to work, and then from the Row menu, select Version Detail.

  3. On the Interactive Application Version Details form, you can modify the information in these fields:

    Field Description
    Version Title Enter information that describes the use of a version in this field. This field should describe the use of a version. For example, an application for generating pick slips might have a version called Pick Slips - Accounting and another version called Pick Slips - Inventory Management.
    Prompting Enter a value to determine whether the processing options for the version are disabled, run with blind execution, or chosen by the user at run time.
    Security Enter a value to determine the security for the version, ranging from no security to full security. This security is based on the user and is not related to the application security. Depending upon your security level and the level of security for the version, you might not be able to work with version detail.

  4. Review the additional information that appears on the form, as needed.

9.2.3 Copying an Interactive Version

You can copy an existing version and then tailor its information to fit your needs. The copied version inherits the processing option values of the existing version.

When you copy a version, you should add security to the new version. Security settings range from none (anyone has the authority to modify or run the version) to full (only the person who last modified the version can modify and run the version).

Note:

Depending on your security level and the level of security for the version, you might not be able to copy the version.

Access the Work With Interactive Versions form. Enter IV in the Fast Path.

  1. Enter an application ID in the Interactive Application field and click Find.

  2. In the grid, select a version with which to work, and then click Copy.

  3. On the Copy Interactive Application Version form, complete these fields and then click OK:

    Field Description
    New Version Enter a unique identifier for this version of the application in this field.
    Version Title Enter information that describes the use of a version in this field.
    Security Enter a value to determine the security for the version, ranging from no security to total security.

  4. On the Interactive Version Design form, click one of these buttons:

    Option Description
    Revise Version Click this option to access the Version Detail form and modify this version.

    See Working with Version Detail for Interactive Versions.

    Processing Options Click this option to change the processing options for the version.
    Run Local Web Click this option to run the version.

  5. Click OK when you are finished modifying the interactive version.

9.2.4 Creating (Adding) an Interactive Version

You can create (add) a new interactive version that is not based on an existing version. When you create an interactive version, you should add security to the new version. Security settings range from none (anyone has the authority to modify or run the version) to full (only the person who last modified the version can modify and run the version).

Access the Work With Interactive Versions form. Enter IV in the Fast Path.

  1. Enter an application ID in the Interactive Application field.

    For example, to add a version for the Sales Order Entry application, enter P42101.

  2. Click Add to create a new version.

  3. On the Version Add form, complete these fields, and then click OK:

    Field Description
    Version Enter a unique identifier for this version of the application in this field.
    Version Title Enter information that describes the use of a version in this field.
    Prompting Options Enter a value to determine how the version assigns processing options, such as no processing options or blind execution, or prompts the user to select options at runtime.

    Blank is not a valid value when you add a version. All versions for interactive applications must have processing options attached.

    Security Enter a value to determine the security for the version, ranging from no security to full security.

  4. On the Interactive Version Design form, click one of these options:

    Option Description
    Revise Version Click this option to access the Version Detail form and modify this version.

    See Working with Version Detail for Interactive Versions.

    Processing Options Click this option to change the processing options for the version.
    Run Click this option to run the version.

  5. Click OK when you are finished adding the interactive version.