Smart Data Tool (SDT) In Sales 13/14 Marts 2019 Morten Andresen Sr. Consultant Morten.andresen@infor.com

01 04 02 03 Agenda Smart Use of Smart Data Tool Spørgsmål? Overordnet gennemgang 03 Eksempler

Smart Use of Smart Data Tool SECTION 01+02 Smart Use of Smart Data Tool

Overordnet gennemgang - Simple Installation and Setup Installation as easy as any other simple Windows Application Simple Setup – only enter the M3 Web Service / REST Server address Simple to use: Data input sheets for your data can be generated with a simple tool function Resulting Data Input Sheet:

Overordnet gennemgang Data must be provided in M3 field format (no mapping / conversion functions) Smart Data is delivered with predefined Web Service Definitions Files in xml format, ready to deploy from the MWS Server Management Page or from the MWS Designer 2679 definitions for M3 API’s in M3 13.4 all API transactions which are marked as S = Single record transaction are included for M3 13.4 224 definitions for M3 interactive programs for M3 13.4 main usage: M3 programs where no API exists, i.e. M3 Finance/Fixed assets M3 data can be created, changed, copied, deleted or downloaded M3 key information is required for download, based on M3 standard program option 5 = Display If MWS designer is available, the customer can create his own web services Connection to M3 REST services for API’s do not require web services Company license – buy once, install as often as required, on servers or user workstations Requires MS Excel (32 Bit) – all versions supported: 2003 / 2007 / 2010 / 2013 / 2016 Specific Smart Data packages for each M3 release: M3 7.1, 10.x 13.1, 13.2, 13.3, 13.4 Exactly matching the API method fields / the M3 screen fields for the target version

Information Flow M3 API M3 DB M3 Interactive Program Smart Data Tool Configuration M3 API Server Connection Structure/ Metadata M3 Web Services M3 DB Input Data Input Data M3 Interactive Program

Information Flow - Response Configuration M3 API Server Connection Structure/ Metadata M3 Web Services M3 DB Input Data Input Data M3 Interactive Program

Overordnet gennemgang Smart Data is a Windows dialog tool Built to process Excel data against M3 Small, easy to use Uses M3 API’s and M3 Interactive Programs to process data in M3 Full validation ! Communication with M3 over M3 Web Services or M3 REST (REST only supports API’s) No SQL, no file transfer, no bulk load, no StoredProcedures - instead full M3 functionality Process record by record M3 processing result for each record Dialog processing – User can watch the tool working or check the results later Batch function to execute a sequence of input data “Replace” the need for running CRS800 mass update

Overordnet gennemgang Converter 14.0.4 Latest version for on Premise Handles REST Interface Log in separate window. Based on Templates Works for M3 10.x up to 13.4 but not for Cloud Edition

Overordnet gennemgang Converter 15.0.1 Latest version for 13.4 or M3CE Use No Templates

SECTION 03 Eksempler Copyright © 2018. Infor. All Rights Reserved. (11)

Eksempler Eksempler på kunders brug af SDT: Indlæsning, vedligehold af prislister og afgifter OIS017MI og OIS015MI. Vedligehold af ruter og afgange og helligdagsstyring (Undtagelser) DRS006/7. Tilbagemeldinger af Biprodukter samt meget mere.. Benytter SDT med egen udviklede webservices. SDT ifm. udrulning af M3 til datter selskaber. Kunder, Leveringsadresser samt andre stamdata opdateringer og oprettelse. Benyttes ifm. Større stamdata opdateringer.’ Oprettelse af anlægsaktiver

Live Eksempler på brug af API Rest Create Price List (OIS017MI) Add Base Price (OIS017MI) Update Base Price (OIS017MI) Update Cost element (OIS015)

Eksempler på brug af Webservice MPD Deploy WS Test Upload

Eksempler på brug af Webservice MPD How to deploy a webservice:

Eksempler på brug af Webservice MPD

Live Eksempel på brug af Webservice MPD CRS140 District Test and Upload Upload

SECTION 04 Questions? Copyright © 2018. Infor. All Rights Reserved. (18)

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