How To Set Up Functions for Apps
A user can set up a variety of functions based on standard Business Central (Base Application). It can be processing-only reports for calculating depreciation, adjusting exchange rates, creating job invoices or batch posting of invoices. Or regular PDF/Excel reports such as income statements and balance sheets or pages such as chart of accounts, customers and vendors.
It is also possible to set up functions based on the extensions or apps installed in both the Service Agency and the Client Company. Functions can be set up with filters and date filters. With the Use Template action on the Function Setup page, you can easily add functions by following a guide (wizard) with pre-configured templates.
Below are a number of tables with suggested reports to set up on the Functions Setup page for different apps.
Tip
We recommend setting up the same function multiple times with different names, filters and date filters. For example, "Income Statement Last Year", "Income Statement Last Month", etc. By setting different filters and date filters, you can order reports without having to enter manual filters, which will save time and make the use of Eagle more efficient.
Tip
You can create group codes and add to your functions on the Function Setup page. When you Enqueue Reports or Enqueue Table Data, you can choose to select one or more groups at the same time. All functions that are added to the group will be enqueued.
Tip
Use the Schedule action when you want to request a function through the Job Queue. You have the option to schedule individual functions or entire function groups. Schedules can be set on the Function Page, Function Group Page, and on the Function Category Page.
For example: Retrieve all your monthly financial reports on a specific day each month for all companies or ONE specific company.
Note
Select for example Date Calculation Type = Date Range and Date Code = CM-01M to apply a date filter on the previous month.
Base Application
Examples of reports in the Base Application to set up:
| Number | Name | Output |
|---|---|---|
| 20 | Calculate and Post VAT Settlement | None (Processing-Only) |
| 297 | Batch Post Sales Invoices | None (Processing-Only) |
| 497 | Batch Post Purchase Invoices | None (Processing-Only) |
| 595 | Adjust Exchange Rates | None (Processing-Only) |
| 950 | Create Time Sheets | None (Processing-Only) |
| 1093 | Job Create Sales Invoice | None (Processing-Only) |
| 5692 | Calculate Depreciation | None (Processing-Only) |
Note
Find more information regarding the above reports in the section How To Perform Operational Tasks.
ExFlow
Examples of ExFlow reports to set up:
| Number | Name | Output |
|---|---|---|
| 12013588 | Batch Post Purchase Documents | None (Processing-Only) |
| 12013598 | Create Purchase Document | None (Processing-Only) |
| 12013599 | Import Documents | None (Processing-Only) |
Note
The above reports can be set up to import and process approval documents for several companies. There are templates for setting up user-defined KPIs related to these reports that can be used to monitor the processing of the reports.
Eagle
Reports available in Eagle to set up:
| Number | Name | Output |
|---|---|---|
| 70337376 | Post General Journal | None (Processing-Only) |
| 70337377 | Export Sales Invoices | File |
| 70337378 | Export Sales Credit Memos | File |
| 70337379 | Export Purchase Invoices | File |
| 70337380 | Export Purchase Credit Memos | File |
| 70337384 | General Journal Approval Request | None (Processing-Only) |
| 70337385 | Export Incoming Documents (G/L Entry) | File |
Note
The above report can be set up to post a General Journal. For example, if you use Import to Integration Queue to import SIE files for several companies into General Journal Batches, this report can be used to post them.
Parrot
Example of a Parrot report to set up:
| Number | Name | Output |
|---|---|---|
| 70299075 | Create Documents/Planning Lines from Contracts | None (Processing-Only) |
| 70299079 | Update Calculated Amounts on Contracts | None (Processing-Only) |
Spider
Examples of Spider reports to set up:
| Number | Name | Output |
|---|---|---|
| 70314077 | Import to Integration Queue | None (Processing-Only) |
| 70314078 | Process Integration Queue | None (Processing-Only) |
| 70314079 | Import to Integration Queue and Process | None (Processing-Only) |
Note
The above reports can be set up to import and process files in the integration queue for several companies. Read more in How To Set Up File Imports.
StoryPoint
Example of StoryPoint functions to set up:
| Number | Name | Output |
|---|---|---|
| 70219913 | Batch Update Resource Capacity | None (Processing-Only) |
| 70219912 | Absence Export | File |
Note
Format for the Absense Export file is specified on the Human Resources Setup page in the Absence Export Format field.
SweBase
Examples of SweBase reports to set up:
| Number | Name | Output |
|---|---|---|
| 12047960 | Export SIE File | SIE File |
| 12048001 | Accounts Receivable | PDF/Excel |
| 12048003 | Accounts Payable | PDF/Excel |
| 12048006 | Balance Report | PDF/Excel |
| 12048007 | Income Statement | PDF/Excel |
| 12048858 | VP Create Payment Suggestions | None (Processing-Only) |
| 12048859 | Payment Suggestion | PDF/Excel |
| 12048860 | Get Ledger Entries from Pack | None (Processing-Only) |
| 12047961 | Export Payment File | Payment File |
| 12047964 | Deferral Report | PDF/Excel |
Note
By setting up report "12048858 - VP Create Payment Suggestions", it is possible to access the same functionality in Eagle as when creating payment suggestions directly in a company. If the Create Payment Suggestion action on the Payment Suggestion page is not sufficient for the purpose, use this report instead.
Continia Payment Management
Examples of Continia Payment Management reports to set up:
| Number | Name | Output |
|---|---|---|
| 70337382 | Suggest Vendor Payments | None (Processing-Only) |
| 70337383 | Export Payments | None (Processing-Only) |