Contents

• Title and Copyright Information
• Preface

1 Introduction to JD Edwards EnterpriseOne Report Design Aid

• JD Edwards EnterpriseOne Report Design Aid Overview
• JD Edwards EnterpriseOne Report Design Aid Implementation
  • JD Edwards EnterpriseOne Report Design Aid Implementation Steps

2 Understanding Report Writing

• Report Writing
• Report Design Aid
• Report Processing
• Report Components
  • Introduction to Reports
  • Report Objects
  • Report Sections
    • Detail Sections
    • Characteristics of Columnar Sections
    • When to Use Columnar Sections
    • Characteristics of Group Sections
    • When to Use Group Sections
    • Characteristics of Tabular Sections
    • Advantages of Using Tabular Sections
    • When to Use Tabular Sections
    • Characteristics of Report Header Sections
    • Characteristics of Page Header Sections
    • Characteristics of Page Footer Sections
    • Characteristics of Report Footer Sections
  • Report Templates
  • Batch Versions

3 Creating Report Objects

• Understanding the Report Design Process
  • Surveying Stakeholders
  • Creating Report Models
  • Determining the Report Sections
• Understanding Report Object Naming
• Creating Report Objects
  • Understanding Default Settings for Reports
  • Understanding Report Objects
  • Understanding How to Open Existing Reports
  • Understanding How to Delete Report Objects from Multiple Locations
  • Creating Report Objects from RDA
  • Creating Report Objects from OMW
  • Copying Report Templates from OMW
  • Opening Report Objects from OMW
  • Deleting Report Objects
• Creating Detail Sections
  • Understanding Detail Sections
    • Business View Selection
    • Detail Section Layout
    • Data Sequencing
    • Sort Properties
    • Data Selection
  • Adding Detail Sections
  • Selecting Business Views
  • Selecting Business Views from the Select Business View Tab
  • Selecting Business Views from the Favorite Business Views Tab
  • Adding Business View Columns Using Quick Section
  • Defining Section Data Sequencing
  • Defining Sort Properties
  • Defining Section Data Selection

4 Using the Report Director

• Understanding the Report Director
• Creating Columnar Sections
  • Understanding Columnar Sections
  • Prerequisite
  • Including Sections in Columnar Section Reports
  • Selecting Business Views in Columnar Section Reports
  • Selecting Business View Columns in Columnar Section Reports
  • Defining Section Data Sequencing in Columnar Section Reports
  • Defining Sort Properties in Columnar Section Reports
  • Including Records in Columnar Section Reports
  • Creating Batch Versions of Columnar Section Reports from the Director
  • Creating an Example Columnar Section Report
• Creating Group Sections
  • Understanding Group Sections
  • Prerequisite
  • Including Sections in Group Section Reports
  • Selecting Business Views in Group Section Reports
  • Selecting Business View Columns in Group Section Reports
  • Defining Section Data Sequencing in Group Section Reports
  • Defining Sort Properties in Group Section Reports
  • Including Records in Group Section Reports
  • Creating Batch Versions of Group Section Reports from the Director
  • Creating an Example Group Section Report
• Creating Tabular Sections
  • Understanding Tabular Sections
  • Prerequisite
  • Including Sections in Tabular Section Reports
  • Selecting Business Views in Tabular Section Reports
  • Selecting Business View Columns in Tabular Section Reports
  • Defining Section Data Sequencing in Tabular Section Reports
  • Defining Sort Properties in Tabular Section Reports
  • Including Records in Tabular Section Reports
  • Creating Batch Versions of Tabular Section Reports from the Director
  • Creating an Example Tabular Section Report
• Creating Application Reports
  • Understanding Application Reports
  • Understanding Smart Fields
  • Understanding Calculation Columns
  • Prerequisite
  • Selecting Application Report Templates
  • Selecting Business Views in Application Reports
  • Selecting Smart Fields in Application Reports
  • Creating Calculation Columns in Application Reports
  • Defining Section Data Sequencing in Application Reports
  • Defining Section Data Sequencing Using the Advanced Option
  • Including Records in Application Reports
  • Defining Additional Properties in Application Reports
  • Creating Batch Versions of Application Reports from the Director
• Saving and Reviewing Reports
  • Understanding How to Save Reports
  • Understanding How to Review the Report Design
  • Understanding How to Preview Reports
  • Prerequisites
  • Saving Reports
  • Previewing Reports

5 Configuring the Report Design Aid Workspace

• Understanding the RDA Design Workspace
• Configuring the Design Workspace
  • Understanding User Options
  • Understanding Grid Alignment
  • Understanding the Display Tree
  • Prerequisites
  • Setting User Options
  • Setting the Grid Alignment
  • Showing and Hiding the Display Tree
  • Showing and Hiding the Business View Columns Browser
  • Showing and Hiding the Data Dictionary Browser

6 Working with Report, Section, Field, Column, and Row Properties

• Understanding Properties
• Modifying Properties
  • Understanding Report Properties
  • Understanding Section Properties
    • Fields Property Tab of the Section Properties Form
  • Understanding Field Properties
    • Advanced Field Properties
  • Prerequisites
  • Modifying Report Properties
  • Modifying Section Properties
  • Modifying Field Properties
  • Modifying Column Properties
  • Changing Column Heading Names
  • Modifying Column Properties from the Column Tab
  • Modifying Row Properties

7 Working with Objects in Report Sections

• Understanding Report Objects
• Working with Report Objects
  • Understanding Business View Columns
  • Understanding Data Dictionary Fields
  • Understanding Data Fields
  • Prerequisites
  • Adding and Removing Business View Columns
  • Adding and Removing Data Fields
  • Changing Data Field Names
  • Adding and Removing Data Dictionary Fields
  • Disconnecting Constants from Variables in Group Sections
  • Performing In-Section Totaling

8 Working with Objects Unique to Tabular Sections

• Understanding Tabular Sections
• Working with Row Description Columns
  • Understanding Row Description Columns
  • Prerequisites
  • Creating Row Description Columns Manually
  • Deleting Row Description Columns
• Defining Decimal Scaling
  • Understanding Decimal Scaling
  • Prerequisites
  • Changing Decimal Scaling for Individual Fields
  • Changing Decimal Scaling for All Fields in a Tabular Section
  • Changing Decimal Scaling for All Fields in All Tabular Sections of a Report
• Creating Calculation Columns
  • Understanding Calculation Columns
    • Percent Calculations
  • Prerequisites
  • Defining Calculation Columns
  • Defining Percent Calculations
  • Removing Column Calculations
• Working with Rows
  • Understanding Tabular Rows
  • Prerequisites
  • Adding Data Rows
  • Adding Calculation Rows
  • Adding Sum Rows
  • Adding Underline Rows
  • Adding Constant Rows
  • Generating Rows Automatically
• Overriding Cells and Cell Properties
  • Understanding Cell Properties and Overrides
    • Cell Property Overrides
    • Cell Overrides
  • Prerequisites
  • Overriding Cells in Data or Calculation Rows
  • Overriding Data Selection in Data Row Cells
  • Overriding Cell Properties in Underline Rows
  • Overriding Cell Properties in Constant Rows

9 Modifying the Appearance of Report Sections

• Understanding the Appearance of Report Sections
• Working with Section Descriptions
  • Understanding Section Descriptions
  • Prerequisites
  • Changing Section Descriptions
• Hiding Report Sections
  • Understanding How to Hide Report Sections
  • Prerequisites
  • Hiding and Displaying Report Sections Unconditionally
• Aligning Fields and Columns
  • Understanding How to Align Fields and Columns
  • Prerequisites
  • Aligning Fields Within Sections
  • Aligning Fields and Columns Across Sections
• Using Absolute Position for Text Wrapping
  • Understanding Absolute Position
  • Prerequisites
  • Activating Absolute Position
• Changing Column Spacing
  • Understanding Column and Row Spacing
  • Prerequisites
  • Modifying Column Spacing
  • Modifying Row Spacing in Columnar Sections
  • Modifying Row Spacing in Tabular Row Sections
• Reprinting Information After a Page Break
  • Understanding Reprint After Page Break
  • Prerequisites
  • Reprinting Information on the Succeeding Page
• Inserting Page Breaks
  • Understanding Manual Page Breaks
  • Prerequisites
  • Inserting Manual Page Breaks

10 Modifying the Appearance of Report Objects

• Understanding the Appearance of Report Objects
• Modifying Field Lengths and Column Widths
  • Understanding Field Lengths and Column Widths
  • Prerequisites
  • Modifying the Length of Fields
  • Modifying the Width of Columns
• Changing Font Properties
  • Understanding Font Properties
    • Font Colors
    • CJK Fonts
    • Bar Code Fonts
  • Prerequisites
  • Changing Font Properties of Individual Fields
  • Changing Font Properties for All Fields in a Section
  • Changing Font Properties for All Fields in a Report
  • Creating Objects with Bar Code Fonts
• Activating Dynamic Positioning
  • Understanding Dynamic Positioning
  • Activating Dynamic Positioning for a Server or Client
• Defining Font Substitutions
  • Understanding Font Substitutions
  • Prerequisite
  • Viewing Font Substitutions by Language Type
  • Defining Font Substitutions for Language and Line Printers
  • Changing Font Substitutions by Language Type
  • Overriding Font Substitutions for Reports
  • Applying Font Substitutions to Report Templates
• Using True Type Fonts
  • Understanding True Type Fonts
  • Assigning Fonts by Report Language
• Justifying Text in Variables
  • Understanding Text Justification
  • Prerequisites
  • Changing Text Justification for Variables
• Changing Numeric Formatting
  • Understanding Numeric Formatting
    • Edit Codes
  • Prerequisites
  • Changing the Appearance of Numeric Fields
• Associating Lines and Boxes
  • Understanding Lines and Boxes
    • Example: Adding Rectangles to Group Sections
  • Prerequisites
  • Adding Lines and Boxes to Fields

11 Including Attachments and Comments in Reports

• Understanding Attachments and Comments
  • Attachments
  • Comments
• Adding Attachments and Comments
  • Prerequisites
  • Adding and Deleting Attachments
  • Adding, Modifying, and Deleting Comments

12 Inserting Header and Footer Sections

• Understanding Header and Footer Sections
• Creating Header and Footer Sections
  • Understanding Header Sections
    • Report Headers
    • Page Headers
  • Understanding Footer Sections
    • Page Footers
    • Report Footers
  • Prerequisites
  • Creating Report Headers
  • Creating Page Headers
  • Creating Page Footers
  • Creating Report Footers

13 Working with Level Break Sections

• Understanding Level Break Header and Footer Sections
• Creating Level Break Sections
  • Understanding Level Break Headers
    • Associated Descriptions
  • Understanding Level Break Footers
    • Aggregate Descriptions
  • Prerequisites
  • Creating Level Break Headers
  • Hiding the Level Break Field in the Detail Section
  • Associating Descriptions
  • Creating Level Break Footers
  • Inserting Descriptions into Level Break Footers
  • Creating Example Level Break Sections

14 Working with Smart Fields

• Understanding Smart Fields
• Using Smart Fields in Reports
  • Understanding Smart Field Columns
  • Prerequisites
  • Selecting Smart Field Templates in Existing Reports
  • Inserting and Deleting Smart Fields

15 Understanding Advanced Report Enhancements

• Advanced Report Enhancements

16 Joining Detail Sections

• Understanding Subsection Joins
• Creating Subsection Joins
  • Understanding the Join
  • Prerequisites
  • Creating Subsection Join Sections
  • Modifying and Severing Subsection Joins
  • Joining Two Existing Detail Sections

17 Including Text Attachments in Reports

• Understanding Text Attachments
• Adding Text Attachments to Reports
  • Understanding Text Attachments in Reports
  • Prerequisites
  • Adding Text Attachments

18 Working with the Drill Down Feature

• Understanding the Drill Down Feature
• Defining the Drill Down Feature
  • Understanding How to Activate the Drill Down Feature
    • Activate the Drill Down Feature
    • Define the Drill Down Feature
    • Review Audit Trails
    • Purge the Drill Down Work Files
  • Prerequisites
  • Activating and Defining the Drill Down Feature
  • Reviewing Audit Trails
  • Purging Drill Down Work Files

19 Working with Database Output

• Understanding Database Output
• Using Database Output to Update Data
  • Understanding Database Output in JD Edwards EnterpriseOne
    • Database Output
  • Prerequisites
  • Defining Database Output
  • Overriding Environments for Database Output

20 Working with Event Rules

• Understanding Events in JD Edwards EnterpriseOne
• Creating Event Rules
  • Understanding Event Rules
    • Expression Manager
  • Prerequisites
  • Creating If Statements
  • Creating Simple Event Rule Assignments
  • Creating Assignments Using the Expression Manager
• Creating and Using Text Variables
  • Understanding Text Variables
  • Prerequisites
  • Creating Text Variables
  • Using Text Variables in Assignments
• Calling System Functions in Event Rules
  • Understanding System Functions
  • Prerequisites
  • Using System Functions in Event Rules
• Creating Event Rule Variables
  • Understanding Event Rule Variables
  • Prerequisites
  • Creating Event Rule Variables in Event Rules
• Using the Do Section Event Versus the Column Inclusion Event
  • Understanding the Do Section and Column Inclusion Events
  • Prerequisites
  • Using the Column Inclusion Event
• Creating Custom Sections
  • Understanding Custom Sections
    • Logic for Custom Sections
  • Prerequisites
  • Setting Up Custom Sections
• Accessing BrowsER for Report Templates
  • Understanding BrowsER
  • Prerequisites
  • Accessing BrowsER
• ER Compare

21 Understanding Events

• Events
• Processing Option Logic
• Event Levels
  • Report Level Events
  • Section Level Events
  • Object Level Events for Variables
  • Object Level Events for Constants

22 Understanding Report Processing

• Batch Processing
  • Batch Processes
• Section Processing
  • Processing Sequence
  • Subsection Joins
  • Conditional Sections
  • Tabular Sections
• Section Event Processing
  • Group and Columnar Section Event Flow
  • Tabular Section Event Flow
  • Logic Attachment to Joined Sections
  • Data Selection and Sequencing
  • Custom Sections
• Level Break Processing
  • Level Break Section Events
  • Init Lvl Brk Footer Section Event
  • Init Lvl Brk Header Section Event
  • End Lvl Brk Header and Footer Section Events
• Batch Events
  • Do Section Event
  • Report Level Events
  • Section Level Events
  • Page Header Section Level Events
  • Page Footer Section Level Events
  • Report Header Section Level Events
  • Report Footer Section Level Events
  • Constant and Variable Events
• System Functions Within Batch Events

23 Understanding Runtime Processing

• Batch Runtime Processing
  • Available Objects
  • Typical Event Flow for Group Sections
    • Initialize Section
    • Advance Section
    • Before Level Break
    • Do Section
    • After Last Object Printed
    • Advance Section
    • Before Level Break
    • Do Section
    • After Last Object Printed
    • Advance Section

24 Working with Report Interconnects

• Understanding Report Interconnects
• Defining Report Interconnects
  • Understanding Report Interconnects in Batch Applications
  • Prerequisites
  • Creating Report Interconnects

25 Transaction Processing System Functions

• Understanding Transaction Processing System Functions
  • Begin Transaction
  • Commit Transaction
  • Rollback Transaction

26 Setting Up Business Views as Favorites

• Understanding Business View Favorites
• Setting Up Business Views as Favorites
  • Understanding Favorites Folders and Subfolders
  • Forms Used to Set Up Business Views as Favorites
  • Adding Favorites Folders
  • Adding Favorites Subfolders
  • Adding Business Views to Favorites Folders and Subfolders
  • Adding Notes for Favorites, Folders, and Subfolders
  • Modifying and Deleting Notes
  • Setting Up Favorites Description Translations
    • Defining the Translation Language
    • Entering the Business View Favorite in the Translation Language
  • Viewing Favorites with Alternative Descriptions

27 Using Date Titles in Financial Reports

• Understanding Date Titles
• Using Date Titles in Financial Reports
  • Understanding Customizing Date Titles
  • Prerequisites
  • Forms Used to Define Custom Date Titles
  • Defining Custom Date Titles
  • Previewing Date Titles
    • Preview Date Title
  • Adding Variables to Financial Reports to Display Date Titles
  • Creating Event Rules in Financial Reports to Display Date Titles
• Assigning Accounting Periods to Column Headings
  • Understanding Accounting Periods
  • Forms Used to Assign Accounting Periods to Column Headings
  • Defining Column Headings for Accounting Periods

28 Setting Up Processing Option Templates

• Understanding Processing Option Templates
• Designing and Using Processing Option Templates in Reports
  • Understanding Processing Option Templates in Reports
  • Prerequisites
  • Creating Data Structure Objects
  • Creating Processing Option Templates
  • Adding Tabs to Processing Option Templates
  • Attaching Processing Option Templates to Reports

29 Working with Subsystem Jobs

• Understanding Subsystem Jobs
• Defining Subsystem Jobs
  • Understanding Subsystem Job Definitions
  • Understanding the Process of Adding Records to the Subsystem Table Using an API
  • Prerequisites
  • Defining Reports as Subsystem Jobs
  • Adding Records to the Subsystem Table

30 Creating Report Director Templates

• Understanding Report Director Templates
• Adding and Modifying Report Director Templates
  • Understanding Report Director Template Definitions
  • Forms Used to Add Report Director Templates
  • Creating Custom Report Director Templates

31 Creating Smart Fields

• Understanding Smart Fields
• Creating Custom Smart Fields
  • Understanding Smart Field Components
    • Data Dictionary Items
    • Data Structures
    • Named Mappings
    • Business Functions
    • Smart Field Data Items
  • Creating Data Dictionary Items
  • Creating Data Structures
  • Defining Named Mappings
  • Performing Calculations Using Named Event Rules
  • Creating Data Dictionary Smart Field Items
• Creating Custom Smart Field Templates and Reports
  • Understanding Custom Smart Field Template Creation
    • Smart Field Templates
    • Report Director Templates
    • Report Templates
    • Smart Field Logic
  • Forms Used to Create Smart Field Templates and Reports
  • Creating Smart Field Templates
    • Smart Field Template Revisions
    • Smart Field Template Criteria Revisions
  • Creating Report Director Templates
  • Designing Reports Using Custom Smart Fields

32 Defining Batch Error Messages

• Understanding Batch Error Messaging
• Setting Up Batch Error Messages
  • Understanding Level Break Messages
    • How Level Break Messages Work
    • First-Level Messages
    • Second-Level Messages
    • Third-Level Messages
    • Text Substituted Messages
    • Action Messages
    • Work Center APIs
  • Understanding Level Break Message Components
    • Data Dictionary Items
    • Text Substituted Data Structures
    • Business Function Data Structures
    • Business Functions
  • Sample Source Code
    • Variable Declarations
    • Declare Structures
    • Set Pointers
    • Main Processing
    • Assign Values from lpDS Data Structure to dsTextData Here
    • Form Interconnect Processing
    • Assign Values from LpDS Data Structure to dsFormData
    • Get the Form Data Structure ID from the SVRDTL Table
    • Function Clean Up
  • Understanding Work Center APIs
    • Initializing the Work Center
    • Identifying Level Break Points
    • Terminating the Work Center Process
  • Prerequisites
  • Creating Data Items for Level Break Messages
  • Creating Business Function Data Structures
  • Creating Level Break Message Business Functions
  • Calling the Work Center Initialization API
  • Calling the Processing Work Center APIs

33 Retrieving EnterpriseOne Report Runtime System Information using an API

• Understanding EnterpriseOne Report Runtime System Information Using an API
• Business Function GetRuntimeInfo
• BSFN Data Structure D986110R
• System API

34 Glossary

• business function
• edit rule
• business view
• embedded event rule
• event rule
• named event rule (NER)
• workbench