Manager Layouts, Screen Sets, Labels

OTM comes with a variety of screens for each business object like Shipment, Order Release, etc and some of them can be copied and customized to ensure that they show only data elements required for that particular user/role.

For example, a user might want …

Flex fields

OTM provides attribute fields(Char, Number, Date and currency) on each table to store custom data. Note that we can also use refnum/remarks to store this custom data but those entries are made in separate tables. So new versions of OTM introduced these …

Advanced Layouts

There can be requirements like show shipments based on some complex query criteria(which cannot be written using simple default query criteria provided in screen sets) and also show related order releases for selected shipment in same screen, etc.

In such …

Workbenches

Workbenches provided easy way for users to view data across multiple object types on the same screen and also load data using some default criteria (query) as soon as workbench is launched.

There are several ways to configure the workbench and several …

User Roles - VPD and Access Control Lists

OTM application users will be grouped/classified based on their daily functions they perform in their organization. Each such group of users will be assigned a “Role” in OTM.

So a “Role” controls:
1. Data visibility (using VPD …

User Menu and Manage User Access

Once a user logins to application, they we will have access to OTM functions based on the role associated to their user record.

Note that while creating an user ( Configuration and Administration > User Management > User Manager) below are the …

Service Provider User Login creation

In this article we will discuss how we can configure OTM system to handle users from your service providers to login to OTM and perform actions like accepting tenders, etc.

First step is you create a service provider (say ABCD) in the required domain (say …

Refnums

OTM gives flexibility to associate custom attributes(also called refnums) to every transaction object like Order Base, Order Release, Shipment, etc.

Developers can use these refnums to store client specific custom values like source system information, …

Status Types

In OTM, transactions objects like Order Release, Shipment, etc have ‘Status’ button on the header screen that will have values to give information about current status of that object in the transaction life cycle.

For example, if you want to …

Action Checks

If you have custom manager layout and want to perform some validations before data is saved to the DB, you can use this feature.

Example scenario: Develop a custom manager layout for entering PO details where user can either select pre-existing location as …