APPX Financials 4.x - Release Notes
February 27, 2004
These notes assume that you have a working knowledge of APPX and know how to install APPX applications.
Major New Features:
All menu and input processes have been redesigned to provide a GUI interface
A “quick access” feature has been added to the application menus that allows a user to easily run any process that has been previoulsy run by that user.
Support for international address formating has been added.
The APPX Financial application suite consists of the following 13 applications:
|TPO||Purchase Order Control||Released|
APPX and GUI Client Requirements:
The APPX Financial applications have been designed as GUI applications and, as such, require the latest release of both APPX and the GUI Client. These applications are GUI only and cannot be run with character mode clients or with the Win32 client. The applications will not function correctly if run with releases prior to:
Financials Release 4.03 requires APPX 4.2.x and Java Client 4.2.x
Financials Release 4.01 requires APPX 4.1.a and Java Client 4.1.a
The following steps must be performed to install the APPX Financials:
Download the APPX Financial Applications
Unzip and untar the downloaded file into the appropriate directory
Set file ownership and permissions for the design files
Set environment variables in the appx.env file
Run APPX and complete the necessary setup steps in System Administration.
Step 1: Download the APPX Financial Applications
The APPX Financial applications can be downloaded from the download page on the APPX web site or from the APPX ftp site. There are two different download files to choose from depending on the byte ordering of the hardware on which APPX and the APPX Financial applications are to be run on. Download the appropriate install file for your APPX platform from:
- Linux (Intel)
- Windows® (Windows 98®, Windows NT®, Windows 2000®, Windows XP®)
- DGUX (Intel)
Step 2: Unzip and untar the APPX Financial Applications
Unzip and untar the design files into your APPX application directory. The commands to do this will vary depending on platform. On Windows, you can use the WinZip utility. On Linux and Unix, you can use commands to do this. This step will create a subdirectory tree named “01”. If you prefer that the applications be installed using a different APPX Version code, you may rename this directory to the desired two-character code or you may copy the contents of the “01” directory into another existing APPX “Version” directory after installing the design files.
The following example assumes that you have downloaded the distribution file into your $APPXPATH directory and that you are logged on as root user. The example assumes that $APPXPATH is /usr/appx/data and that this directory is owned by user “appx”.
Log on as root user
Unzip and untar the APPX Finanacial applications
cd /usr/appx/datatar -zxvf AF-R4.01-Design-01-Intel.tgz
Step 3: Set File Ownership and Permissions
Important: The subdirectory tree containing the APPX Financial applications design files must be owned by the same user that owns the “appx” executable program and must be readable and writeable.
The following example assumes that user “appx” is the owner of the APPX executable file.
cd /usr/appx/datachown -R appx 01chmod -R 755 01
Step 4: Set Environment Variables
The APPX Financial applications store both the century and the year in all date fields within files. However, most data entry screens only prompt for the 2-digit year in date fields. APPX will automatically store the current century in the century portion of a date field. However, in some cases, the current century may not be the desired century. This could definitely be the case during intial setup of an application if you are entering historical data with dates of 19xx. APPX can use “pivot year” logic to determine the correct century when entering dates. The easiest way to activate the pivot year logic is to set the APPX_PIVOT_YEAR environment variable in the appx.env file. Refer to the APPX System Administration Manual for additional information regarding this feature.
Example of entry in “appx.env” file:
Step 5: Setup Steps within APPX System Administration
a) Import/Enter License Key
b) Define Date Display Mask
c) Define Applications
d) Define Database & Related Applications
e) Update System Directory
f) Import/Enter Print Disposition Definitions
g) Define Forms
Step 5-a: Import/Enter License Key
The APPX Financial applications cannot be run or designed without first installing a license key with the appropriate product lock codes. You must either import or enter the required product lock codes before you will be able to run or design the APPX Financial applications. The following product lock codes are required depending on which applications you intend to run:
|APX GSY||System Application|
|APX GAP||Accounts Payable|
|APX GAR||Accounts Receivable|
|APX GBA||Budget Analysis|
|APX GCA||Commission Accounting|
|APX GFA||Fixed Assets|
|APX GGL||General Ledger|
|APX GGS||General Subsidiary|
|APX GIC||Inventory Control|
|APX GOE||Order Entry|
|APX GPO||Purchase Order Control|
|APX GSA||Sales Analysis|
|APX GAD||Application Design|
|APX GXI||Transfer In|
Step 5-b: Define Date Display Mask
The input and output processes have been formatted using the following 20-character, date display mask:
06/05/07 04:03 02.01
You may define any date display mask that you desire, but, if it is longer than 20 characters, item overlaps will occur on some input screens and on some reports.
The desired date display mask can be entered in the System Parameter record or in each of the Application records.
Step 5-c: Define Applications
You must define each application that you intend to run in the APPX Application file. A record must be entered for each of the following applications that you intend to run.
|TPO||Purchase Order Control|
Step 5-d: Define Database & Related Applications
You must define the Database ID of the database for which you intend to create data files for the various applications. Alternatively, you may use an existing Database. You must also define each of the APPX Financial applications that you intend to run as a Related Application for this database.
Step 5-e: Update System Directory
You must run the Update SYSDIR process on the System Administration File Management menu.
Step 5-f: Import/Enter Print Disposition Definitions
The APPX Financial applications require the definition of a specific set of printer Disposition Definitions for proper operations. A file, suitable for importing, containing these Disposition Definitions is included with the applications. This file must be imported into APPX System Administration Disposition Definition file.
The following navigation steps can be used to import the Disposition Definitions:
System Administration File Management
Select only the DISPDEF file
Specify "1" = Merge
Alternatively, you may enter each of the following required Disposition Definitions:
|ONE-UP ROLODEX CARDS|
|TOE||BILL OF LADING|
|TPO||REQUEST FOR QUOTE|
Step 5-g: Define Forms
The APPX Financials are designed to print special forms such as invoices and checks on preprinted, cut sheets suitable for use in laser printers or ink jet printers. The applications have been designed to print on standard forms that can be ordered with your company logo preprinted from NEBS (www.nebs.com). The special forms for the applications have all been designed to print with a portrait orientation on 8 ½” x 11” paper at 12 pitch, 6 lines per inch using a fixed space font such as Courier.
At least one Form record should be defined in the APPX form file as follows:
Form ID Form Description Length Width
FORM12 8-1/2 x 11 Portrait 12-cpi 6-lpi 66 96
Feed pages before: 0
Feed pages after: 0
The “Form Control” parameters for an APPX Form vary depending on your printer spooling system and your defined printers. For assistance with defining an appropriate printer and corresponding form, please contact APPX tech support.
Samples of the various cut-sheet, preprinted forms can be ordered (for free) from NEBS.
The NEBS form numbers are as follows:
|13155 or 13155T-1||Statement|
|TOE||13432-1||Sales Order, Back Order|
|13650-3||Straight Bill of Lading – 3 part (requires impact printer)|
The contact person at NEBS for ordering forms is:
Sharon Montoya, phone (800) 233-6327, e-mail firstname.lastname@example.org.