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Clickable HR Reporting with Smart Fields

Session #: 101680

Heather LawrenceJDE CNC Administrator, Pacific Western Transportation

Calgary, Alberta, Canada

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Pacific Western TransportationA privately, family owned, Calgary based transportation company.• Student

– Special needs services

• Transit• Motorcoach

– Intercity passenger services– Airport passenger services– Charter and destination travel services

• Oilsands– Employee transportation services

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Diversified Transportation Ltd.• Is located in Fort McMurray, AB• Primary business is employee

transportation in the oil sands• We operate 400 motor coaches,

246 site service (yellows)• We have 1400+ employees – 4 in-

town locations + remote sites• We perform ~ 300,000 ‘trips’ per

annum• We travel 25 million miles annually

or ~ 2.7 times around the globe daily

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The Request

• HR Headcount Report– By Employment Status– By Job Code/Job Step

• HR Turnover Report• PDF and CSV• “Drill-down” functionality

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Smart Fields DefinedSmart fields are reusable objects that simplify using business functions in event rules. They are data dictionary items with attached business functions. The business functions include a named mapping that maps the source for each parameter of the business function data structure. Instead of needing to know which business function to use and what parameters to pass, the user merely selects a data item that inherently has this information. Smart fields can be used for deriving column headings or to populate a value in a report section using the Report Design tool.  Smart fields enable you to include complex, reusable calculations in detail sections of a report. You can edit the event rules that are generated by smart fields using Event Rules Design. Smart fields are used in JD Edwards EnterpriseOne Report Design Aid (RDA) and are not currently available for use in any other EnterpriseOne tools.

Smart fields are organized in smart field templates. Each smart field template is associated with a particular business view. All smart fields in a template use the same business view columns for data selection. Because smart fields are grouped in smart field templates, you must attach a smart field template to a detail section before smart fields are available for the section layout.

If you attach a smart field template to a section and the section uses a different business view from the one that is required by the smart field, the system provides you with the opportunity to change the business view.

E1: RDA: Understanding Smart Fields (Doc ID 626620.1)

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The Challenges

• Basic setup• Tabular section only• Automatic totaling• One drill-down per section• Business View column values• Column-specific links• No links in CSV

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Basic Setup – Data Structure

• Variables for NER• One return value

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Basic Setup – Named Mapping• Source for data

structure values• Literal, Prompt,

Table, DD, or System Value

• Return Value

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Basic Setup – NER

• Returns value to be printed• Output will be totaled• Can be simple or complex• Uses data structure with Named Mapping

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Basic Setup – Data Dictionary• Glossary Group ‘K’• Standard DD setup• Form -> Smart Field

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Basic Setup – Smart Field

• Links data dictionary to NER

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Basic Setup – S. F. TemplateE1 LifeCycle Tools -> Report Management -> Advanced Report Setup -> Smart Field Templates

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Basic Setup – Template Criteria

• Defined based on return value• Unclear on proper design

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Basic Setup – Report DirectorE1 LifeCycle Tools -> Report Management -> Advanced Report Setup -> Report Director Templates

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Basic Setup – Report Director• Must choose Tabular

Section• Select Business View• Define Level Break

columns

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Basic Setup – Report Director• Define drill-down

application

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Tabular Section Only

• Cannot use Columnar/Group• Automatic Row Description• “Spreadsheet Capability”• Fewer design options

– Level break header/footers– Conditional sections (*)– Subsection joins

• Automatic totaling

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Automatic Totaling

• Based on Level Breaks• Could not be suppressed• Created workfile• Inserted single line per “level break”• Smart field defined over workfile

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One Drill-Down• Needed two different drill-

down apps• Only one can be defined

per section• Created flag in drill-down

data structure• When flag set, passed

through to second application

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Business View Column Values• Wrong values being

passed to drill-down• Called from “Do Balance

Auditor” section• Stored values to pass in

“Do Section”• Manually pass drill-down

variables into Form Interconnect

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Column-Specific Links• Need to pass different

values depending on column

• Use SL CurrentColumn• Triggers different variable

values (Separation Reason)

• Triggers different drill-down application (pass through)

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No Links in CSV

• Processing option• Same workfile build• Conditional sections• Suppress PDF sections• Detail displayed after “level break” line• Left-aligned data

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Results

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April 7-11, 2014The Venetian and Sands Expo CenterLas Vegas, Nevada

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