Advanced Modeling Tutorial

Introduction

After you complete the first tutorial's steps, and create a basic purchases management application, this Advanced tutorial adds a request fulfillment logic, as well as customized lists and dashboards to it. It also explains the roles and security functions of the platform, allowing you to define multiple profiles for different types of users.

Prerequisites

This tutorial assumes that you have created a tenant based on the OMNIA Modeling Template, and are using a user with modeling privileges (preferably not the subscription's master account) to access this tenant. See this page to assist in tenant creation.

This tutorial also requires an understanding of the concepts driving the platform, which are described in this page.

It is necessary to have completed the steps in the Modeling tutorial, as this tutorial builds upon it.

Request fulfillment

1. Through the top navigation menu, access Processes and Interactions and under the PurchasesManagement process, click in the option Add Interaction to create a new interaction with code GoodsPurchaseReceipt and name Goods Purchase Receipt.

2. Under the Details section, use the option Add new to create an Event with code ItemReceipt and name Item Receipt.
   It should be of Increment kind, between the provider Supplier and the receiver myCompany, transactioning the resource Item.

3. Save the Interaction.

4. Through the top navigation menu access Processes and Interactions. Using the context menu to GoodsPurchaseReceipt interaction, select the Configure Fulfillments option.

4.1. Click Add New to add a new fulfillment. Select the commitment GoodsPurchaseRequest as the one you want to fulfill. The configurations will be filled in by default.

Save the changes.

5. Go back to the application. Access the Purchase Management > Goods Purchase Receipt > Create option and submit a new Goods Purchase Receipt interaction.

Note the Import button. First, fill in the Company you used, then click Import. After clicking it, a list will be shown to select the Commitments to fulfill. Select the records you want to fulfill and save the interaction.

If you create a new Goods Purchase Receipt afterwards and access the Import button again, the previously fulfilled commitments will not be shown.

Customizing lists

1. Go back to the modeler and through the top navigation menu access Processes and Interactions. Using the context menu to PurchaseRequest interaction, select the Configure Lists option.

2. Add a new list, named Pending Purchase Requests, with the following settings:

   2.1. Add the NumberSerieCode, Number, DateCreated, Supplier, CompanyCode and ApproverEmail fields to the list.
   The ApproverEmail field will have to be entered manually (in the dropdown, select the option Other field, and type in the value), but the others are available from the selector

   2.2. Add labels to identify these fields.

   2.3. Ensure you set a Type in each of these fields. They all should be Text except for DateCreated.

   2.4. In the Data filtering section, add the condition ApprovalStageCode='ManagerApprove'

   If in the previous tutorial you typed an Approval Stage code different from the suggested one, the condition should be ApprovalStageCode='YourApprovalStageCode'

2.4. Access the tab Operations, and make all operations unavailable except for Approve.

2.5. Save the list.

3. In Data Visualisation > Dashboards, create a Dashboard named Homepage.

4. Mark the Homepage dashboard checkbox.

5. Using the Add List button on the bottom bar, add a List type element to the dashboard, identifying the list you just created, and setting it to size 12, row 1 and column 1.

6. Save the dashboard.

7. Access the application again, and submit a new Purchase Request for approval. Verify that it is seen in the Dashboard you just created by accessing the homepage or Dashboards > Homepage, and that you can enter there to approve it.

Next Steps

Continue learning about the platform by following through to the next tutorial, the SQL tutorial.

See the Primavera tutorial if you want to add integration into a Primavera ERP external system to this tutorial.