Administration

The new ExFlowWeb brings a host of new capabilities that allow for more flexible and powerful configuration of the application. This allows you to fine-tune the behavior of the application to better suit your needs. It includes built-in validation for configuration settings. This helps prevent configuration errors and makes it easier to troubleshoot issues. You can update certain configuration settings without needing to restart the application. This can be particularly useful for making on-the-fly adjustments in a live environment.

ExFlowWeb for administrators is divided into two main parts: Administration (or Configuration) and Diagnostics.

1. Administration/Configuration: This part is designed to help administrators configure the application to suit their specific needs. It includes a wide range of settings that can be adjusted to fine-tune the behavior of the application. This section is where you can set up different configurations for different environments, validate configuration settings, update certain configurations without needing to restart the application, and securely store sensitive configuration data.
2. Diagnostics: This part is aimed at helping administrators resolve issues and investigate performance. It provides tools and features that can help you identify and troubleshoot issues, monitor the performance of the application, and gather data that can be useful in optimizing the application's performance. These two parts work together to provide a comprehensive set of tools for managing and maintaining your ExFlowWeb application.

Accessing the Administration section

Users that are marked as web administrators in the ERP system can access the administration section of ExFlowWeb. To access the administration section, click on profile image and then Admin Settings. This will take you to the administration section, where you can configure the application to suit your needs.

Configuration (/Admin)

This section of the ExFlowWeb user manual provides a detailed overview of the various configuration options available to administrators. It covers essential topics, from basic settings adjustments to advanced configuration updates.

Number of decimals

This setting allows you to specify the number of decimal places to be displayed in the application. This can be useful for ensuring that the application displays the correct number of decimal places for your specific needs.

ERP timeout

This setting allows you to specify the timeout period for communication with the ERP system. This can be useful for ensuring that the application does not hang or become unresponsive when communicating with the ERP system.

Note: Typically, used for the FO system to avoid timeout issues.

Translate & change labels

In ExFlowWeb, you have the flexibility to modify most of the application's labels. This includes both predefined labels and those originating from the ERP system. To begin, select your desired language. To replace any displayed text, utilize the Override text panel. For altering predefined labels specifically, use the Override predefined labels option.

Reset options

ExFlowWeb periodically synchronizes settings with the ERP system. To ensure settings alignment with the ERP system, use the 'Refresh cache' option.

Inbox & search

Inbox & search settings allow you to configure the default view of the inbox and search results. You can adjust the number of columns displayed, the default sorting order. Use the Lock option to prevent users from changing. It is possible to add new columns to the inbox and search results by selecting the Add option.

Document fields

Document fields settings allow you to configure the fields displayed in the document details view. Fields are organized into panels for better context-based grouping. Use the Lock option to prevent users from changing. It is possible to add new panels and fields to the document details view by selecting the Add option.

Approve & continue

When using less performant Dynamics backends, the approval process might be prolonged. This feature empowers users to maintain productivity by enabling them to proceed with their subsequent document while the approval is in progress. No.

Line options

Table or List: Table view is default and recommended.

Quantity & UnitCost: Choose how to display the Quantity and Unit Cost information: not at all, as a description under the amount field, or in separate columns. We recommend displaying only the amount field, with the quantity and unit cost shown as a description beneath it. This approach allows editing using an 'x' as a separator (e.g., 5 x 1123.4).

Available options

Quantity formula under the Amount

Editing Amount, Quantity & Unit Cost using 'x'

Quantity & Unit Cost as separate columns

Note: Some features in the above section are version-dependent and may not yet be available in your system version.

All coding fields: Set to 'Always visible' to ensure all coding fields are shown, even if they not have a value.

Column Folding (Experimental): This feature simplifies your invoice view by hiding non-essential columns and only displaying them when necessary. It also uses more concise terminology in footnotes for columns.

Density: Choose the density of lines from 'Compact,' 'Default,' or 'Loose' to adjust the spacing between lines on the invoice.

Splitting Behavior: Set the default action for adding additional lines to an invoice entry.

Number of Approvers: Select how many approvers can be added to an invoice, ranging from 1 to 5.

Add rules for when original lines can be deleted: Define the conditions under which an invoice line can be removed. Select a line type and specify the conditions to create these rules.

Other Useful Tips

• In the coding column setup in FO/BC, use partial-fetch to limit the number of lookup items returned from FO/BC. Use a partial-fetch value greater than 50, ideally between 75 and 200.
• It is recommended to disable auto-complete for text-only columns such as 'Description' or 'Transaction Text'. Text-only columns will display as multi-line fields.

Diagnostics (/Diagnostics)

This part delves into the Diagnostics section, outlining the tools and features available to administrators for issue resolution and performance investigation.

Performance

Displays the current performance of the application, including the number of requests, and the average response time. This can be useful for monitoring the performance of the application and identifying any potential performance issues. Note: For Dynamics 365 Finance and Operations, the performance data is collected from the application insights telemetry data and currently underestimates the D365 time.

Users & Column

Contains basic counters for the number of users and columns in the application.

Problems & Errors

This section displays the count of problems and errors that have occurred within the application. Many of these errors stem from configuration issues or complications with the ERP system. Errors are categorized as either known or unknown. Known errors are those that have been identified, while unknown errors are those yet to be identified or resolved. For known errors, the system will present additional information and guidance on how to rectify the issue.