Quick Guide

1Press ALT+Q->“EDS Table Setup”/G
2Change vendor record to “Certified”
3Press ALT + Q->“EDS Setup”
4Set “Skip Permission Check” ON
5Go to Vendor List
6Click on the upper right “EDS Record Status”-> Change Status

EDS Tables Setup

Each element of the entity can be associated with multiple states, starting from an initial state. Go to Tables Setup:


FieldDescription
Table ID / Table NameDefine a table in which you need to set the data security process (it is possible to control both standard and custom tables)
Document TypeIt is possible to choose exactly the document type to put in control (e.g. Sales Header contains: Order,, Quote, Invoice, Credit Memo etc. Each type has an associated value (0, 1, 2, 3 etc.) which allows you to define precisely the document you need).
DescriptionIt is possible to write a description
StatusThe system assigns a status to the table in control (New, Under Development, Certified). When the status is “Certified”, Data Security app starts checking.
Path in Status ChangeIt is possible to define alternative paths for the same entity. For example, you can differentiate between Purchase Items and Production Items. By activating the option you will then have to define the various paths (pressing Status Transactions )
Type Field No.It is possible to put a specific field in control
Table Value Type FilterIt is possible to filter by Customer, Customer Price Group, All Customers, Campaign.

Process

For example you can simply define that a record changes from “NEW” to “CERTIFIED” and then to “OBSOLETE”.

it is necessary to establish:

  • The states

  • Status changes

  • The permits

  • The functions applicable to the table records (e.g. “block customer”)

  • The mandatory fields

Status


By pressing STATUS you can enter all the states you want. For each status you can define whether it corresponds to the initial or final status. You can act on simple checkbox to disable actions such as: • Modify record data • Delete record • Print (on documents) • Posting (on documents) • Release (on documents) From Child Tables it is established, for each state, whether the tables to it linked can be modified:


When Relesing or Reopening a Sale or Purchase document, the DataSecurity status chosen in this table is automatically set and any check, validation, notification message etc. starts.


You can also specify colors and actions allowed on each status. To set the color just choose between the various options (eg Black, Blue, Bold Black, Bold Blue, etc.) in the lookup window.

Status changes

It is possible to define the status changes by clicking on Status Transactions ; for example I can define the workflow from New to Certificated and the actions to do before moving from one status to another.


FieldDescription
From statusThe initial status must be set as Blank->New.
Skip permission checksif set to TRUE anyone can make the corresponding status change.

Permissions, Functions, Mandatory Fields

After setting the status changes define:

FieldDescription
User permissionsIt allows you to determine which USER OR USER GROUP is authorized to change the status;
It is also possible to establish that, when a change of status implies that another user needs to complete missing data (e.g. the administration user must enter data regarding payment methods on a registry): - an email must be sent to that user - the user receives a notification on his rolecenter (see EDS Notification Text List). NB The notification sending is not currently enabled for User groups. Clicking “All Users” button it is possible to proceed by providing the permissions massively to all and then eliminating from the list who should not have them.
Mandatory FieldsThey allow you to establish the fields that need to be filled in to be able to change the status
FunctionsOn each status change you can apply predefined functions to check business rules or define mandatory fields or fields rules.
N-Functions are avaliable. You can set custom functions (see the available functions ). It is useful, for example, when you need a customer to be blocked when in NEW status, (nobody can use/modify it), until it passes in CERTIFIED status. The user, in order to create documents concerning that customer, must first bring it in a Certified status (filling in all the information requested).

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