How To Perform Operational Tasks

An operational task can be performed in a defined process in Eagle such as Processing Payments or it can be performed in a process that has been configured by a user. A user has the possibility to create a customized process by setting up relevant User-defined KPIs and Functions.

The user can set up a variety of custom processes such as calculating depreciation, adjusting exchange rates, creating job invoices or batch posting of invoices. What users need to do is set up the functions to be enqueued as well as User-defined KPIs that can be used as support to ensure the result of enqueued functions.

You can set up reports of the type Processing Only on the Function Setup page and Enqueue to process multiple records for several companies at the same time as part of a user configured process in Eagle.

Example of standard Business Central reports to set up to be enqueued:

Number	Name	Process
297	Batch Post Sales Invoices	Post multiple documents at the same time
5692	Calculate Depreciation	Calculate depreciation automatically
1093	Job Create Sales Invoice	Invoice jobs
950	Create Time Sheets	Create time sheets for resources
20	Calculate and Post VAT Settlement	Calculate and post VAT settlement
595	Adjust Exchange Rates	Calculate and post currency adjustment
497	Batch Post Purchase Invoices	Post multiple documents at the same time

Tip

Search for "batch", "post", "calculate", "adjust" or "create" when selecting a report to find other useful reports for this purpose.

Example of reports from SmartApps to set up to be enqueued:

Number	Name	Process
70299075	Create Documents/Planning Lines from Contracts (Parrot)	Recurring invoicing
70219913	Batch Update Resource Capacity (StoryPoint)	Update resource capacity

Example of reports from SmartApps to set up to be opened with manual filters:

Number	Name	Process
70219912	Absence Export (StoryPoint)	Exporting absence to a payroll system

Note

Reports that generate a file to be downloaded to the user's computer cannot be enqueued and should therefore be opened in a new tab by selecting the Select Report (Manual Filter) action.

Tip

The export of the SIE file is of the function type Report in Eagle and it is therefore possible to select the Enqueue action to retrieve the file from the Queue Entries page it. Select Report with ID 12047960 on the Functions Setup page to configure the SIE file.

Tip

We recommend that you enter a unique identifier in each client company in the Company Badge field on the Company Information page to be able to more easily identify which company you are in now. Read more at Microsoft Learn on how to add a company badge.

Tip

To streamline the use of functions, it is an advantage to assign the functions a Group Code on the function setup page. A group code can be, for example, which area, process, or app the function belongs to or how often the function should be enqueued. The functions will be grouped by the Group Code on the Function List page.

How To Perform Operational Tasks

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