M3 Information Monitor

• Infor entities macros

  The macros for entities uses this format: {<infor_provided_entity_name>}. For example, {InforCustomerPartyMaster}. Take note that the user should also add the same entity name on the entity type column when configuring the input parameter.

• Location macros

  The macros for location uses this format: {<coordinate>, [<no_of_decimals>]} where the value inside the square brackets [] are optional.

  The types of location macros include:

  • {longitude}
  • {latitude}
  • {latitude, 3} where 3 is optional in this example
• Date macros

  The date macros uses this format: DATE(<integer>), where the value of integer calculates the time frame from the current date. For example:

  • DATE(-30): calculates date of 30 days behind from the current date
  • DATE(0): current date
  • DATE(+30): calculates date of 30 days ahead from the current date
• User context macros
  The macros for user context uses this format: {<user context fields>}.

  Note: The user context fields are retrieved from the current user records from (MNS150).

  This list contains the supported user context macros:

  • {CHNO} - change number for project ID
  • {CONM} - user's division name
  • {CONO} - user's company
  • {CSYS} - connected system
  • {CUNO} - customer
  • {DCFM} - user's decimal format
  • {DEPT} - user's department
  • {DEVD} - user's location
  • {DFMN} - user's start menu
  • {DIVI} - user's division
  • {DTFM} - user's date format
  • {EMAL} - user's email address
  • {EUID} - external user id
  • {EQAL} - user's equipment alias search sequence
  • {FACI} - user's facility
  • {FADT} - first active date
  • {FRF6} - free field 1
  • {FRF7} - free field 2
  • {FRF8} - free field 3
  • {LANC} - user's language
  • {LADT} - last active date
  • {MNVR} - user's menu version
  • {NAME} - user's full name
  • {PHNO} - telephone number
  • {PROE} - profile
  • {TFNO} - facsimile transmission number
  • {TIZO} - user's time zone
  • {TX40} - user's company name
  • {ULTP} - user license type
  • {USID} - user's ID
  • {USTA} - user's status
  • {USTP} - user's type
  • {WHLO} - user's warehouse

Use this procedure to bookmark a user's record in M3. To access the bookmark, right-click a record where you configured the bookmark, then select Open.

1. Switch Enable bookmarks to enable additional bookmark options for the configuration.
2. Specify this information:

   Program

   Specify an M3 program, for example MMS001. Click Get beside the field to get accurate bookmark parameters for the program.

   Table

   Specify an M3 Table, for example OCUSMA. Click Get to get accurate bookmark parameters for the table.

   Sort Order

   Specify an M3 sort order value, for example 1.

   View

   Specify an M3 view value, for example STD01-01.

   Query

   Specify a bookmark query value enclosed within curly brackets, for example ITNO:{ITNO}.

3. Click Advanced.
4. Specify this information:

   Key Name - Value

   Specify a key name for the bookmark. Click the plus icon to add more fields for this option.

   Parameter Name - Value

   Specify a parameter name for the bookmark. Click the plus icon to add more fields for this option.

   Filter Field Name - Value

   Specify a filter field name for the bookmark. Click the plus icon to add more fields for this option.

   Click OK.

5. Click OK in the Input/Output Parameters dialog.

1. In Display content as, select graph as your display type.
2. Click Configure.
3. In the graph view settings, specify this information:

   Chart type

   Select a chart type from the list.

   Note: If you select the Stacked Bar and Stacked Column options, the Stack Column drop-down becomes available.

   Label Column

   Select a label column from the list. The values are taken from the fields selected in the MI Output Configuration above, step 4.

   Stack Column

   Select the category that defines several subgroups that are present and compared in all columns.

   Rotate label

   Switch this option to rotate the labels to a readable angle.

   Note: This option is only available to column, line, and area chart types.

   Display Y-Axis label

   Switch this option to show the label specified on the Y-Axis Label field.

   Note: This option is only available to column, line, and area chart types.

   Y-Axis Label

   Specify a label to be displayed vertically on the graph.

   Note: This option is only available to column, line, and area chart types. The label can also be translated into multiple languages.

   Translations

   Click this option to configure the language of the Y-Axis label.

   Note: For the translated label to reflect, you must set the equivalent language in the user settings of Infor OS. See details about changing the site default language in Infor OS Portal User Guide.

   1. Click Add Translation.
   2. Specify this information:

      Language

      Select your preferred translation for the label.

      Y-Axis Label

      Specify the translation to be reflected on the graph.

   3. Click Add.
   4. On the Translation dialog box, click OK.

   Value Column(s)

   Select the value column from the list. The values are taken from the fields selected in the MI Output Configuration above, step 4.

   Group by label column

   If enabled, data is aggregated by value type.

   Group by type

   Select between count or by sum.

   Enable debit/credit conversion

   Switch this option to specify values for the Debit sign or Credit sign fields.

   Configure Drilldown

   Click this option to configure the drilldown of data to be displayed in the graph.

4. To configure a drilldown, specify this information:

   Program

   Click the look-up button. Search for M3 programs, for example CRS610, or provide a description to filter the results. Click a record from the programs list and click Select.

   Transaction

   Click the look-up button. Search for a transaction, for example SearchCustomer, or provide a description to filter the results. Click a record from the transactions list and click Select.

   Input

   Click the look-up button. On the data grid, you can perform these tasks:

   • Select Input to identify the input fields to be submitted to the API transaction.
   • Specify the input field's value in the Value column, for example specify BLCD:[0 TO 8]; for SQRY.

   Output

   Click the look-up button. On the data grid, you can perform these tasks:

   • Select Output to identify the output fields to be submitted to the API transaction.
   • Specify a value under the View Order column to specify the order of the output fields for display, for example CUNO;CUNM;STAT;CUCL.
   • Select a maximum record count.
   • Optionally, enable a bookmark. If selected, you can configure additional fields.

   Map drill parameters

   Retrieves data from output field after clicking a data from the graph. Although, you can use this to see the available fields and values for your mapping in the output field.

   Display content as

   Select a format for the data that is displayed after performing a drilldown.

5. Click OK.

Use this procedure to configure an API to create additional action for a specific record. The configured action can be accessed through a context menu when you right-click a record.

1. When configuring the widget, click + Add Action.
2. Specify this information:

   Action Name

   Specify a name for the action to be used for the API.

   Program

   Click the look-up button and select a program.

   Transaction

   Click the look-up button and select from the available transaction methods.

   Input

   Click the look-up button.

   On the data grid, you can perform these tasks:

   • Select the check boxes in the Input column to select the Input Fields to be submitted for the MI Transaction.
   • Change the input fields' value in the Value column. For example, updating a supplier status to deactivated, STAT: 90 (CRS620MI/ChgBasicData).

3. Click OK.

Use this functionality to copy an existing monitor without doing a configuration of the widget manually.

1. Right-click a group of records from the monitor list and click Copy. Specify a name for the new monitor.
2. Optionally, update some configurations that are copied from the original monitor. For example, change the input parameters by clicking the lookup button, updating the value column manually, and clicking Save.
3. From the Copy Monitor dialog, click Save.

   All configurations from the source monitor are copied to the new monitor unless you changed some parameters.