Notes

This topic describes the configuration of embedded worksheet based on the Notes report.

To configure an embedded worksheet:

  1. Select Configuration > Common > Worksheet.
  2. Click New and select Standard Worksheet.
  3. Specify this information:
    Name
    The name of the Worksheet.
    Display Name
    The name that is displayed in the application.
    Type
    The type of the worksheet. This value is defaulted based on the type of worksheet selected.
    Report Source
    The source of the report based on which the worksheet is configured. Select Embedded.
    Report
    The type of the report. Select Notes.
    System
    If this option is set to On, the worksheet is system-defined.
    Enabled
    If this option is set to On, you can view the worksheet in the specified module.
    Available Offline
    If this option is set to On, you can access the worksheet offline, using the Infor Excel Add-in.
    Note: This option is enabled only if you set the Report Source to Embedded.
    Module
    The cycle or cycle and module in which the worksheet can be viewed.
    Workbook
    The workbook used to group the worksheets defined for the module. You can select a workbook from the required module or specify a new workbook.
    Tags
    The tags for the worksheet. The tags are used to group common configuration elements such as calculation rules or measures.
    Users
    The users who can access the worksheet.
    Note: By default, the current user is specified.
    Roles
    The roles of the user(s) who are authorized to access the worksheet.
    Note: If users or roles are not selected, by default, the current user is authorized to access the worksheet.
  4. Click the Parameters tab to define additional data parameters for the worksheet.
  5. Click New.
  6. Specify this information in the worksheet Parameter screen:
    Name
    The parameter name to be added for the report.
    Description
    The description for the parameter.
    Value
    The data that must be included in the report for the selected parameter.
    Enabled
    If this option is set to On, the parameter is used in the worksheet.
  7. Click Save. A new worksheet is added to the list and the Notes are displayed in the Worksheet screen.