Version

Day 4 - Session 1-3

Version
Dates
24/02/2011 Tech Support Program
Venue
Microcred, Senagal
Objective
 Objective

 At the end of this session, participants will

• Know how to set field attributes in version
• Know how to create link between version
• Appreciate authorization features available in version
• Know how to control authorization rights for a particular version
• Know how to display group of applications in the same screen
• Know how to divide browser window into frames containing
different/same/linked applications

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 Session-wise topics

 Session - I  Session – II
• Recap of Version • Field Attributes
• Field Attributes • Associated Version
– No Input Field • Next Version
– No Change Field • ZeroAuthorization
– Mandatory Field Version
– Re-key Field  Session – III
• STP

• Tabbed Screen
• Composite Screen
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Simple Version - Recap
 Introduction

 Core T24 applications contains many fields, hence

customization of the T24 application as per user usage is
required
 Version can contain other fields (non-mandatory), if required
 Linking between different application is required
 E.g. After user creates a Customer, he must be diverted
directly to Account creation
 Security of record is required at authorization

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 What is Version?

 An alternative view of T24 core application

 Customized for end user
• Different views for same application for different end users
• Different
link between different application versions for different
end users
• Different authorization stages for different end users
• Different field attributes for different end users

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 Why Version?

 User is restricted to use/change only certain fields

 Grouping of fields is required, to enhance presentation of the
application

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 Features of Version

 Additional features can be added to fields

 Routines can be added for pre-processing
 Number of authorizers for application records can be set
 Can be launched from menus for easy navigation
 Can launch into other applications

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 Creation Procedure

 Sign on to T24
 Enter ‘VERSION I’ in command line
 ID for version is <ApplicationName>,<VersionName>
 Input the required fields that should appear on your version
 Commit and authorize the newly created version

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 Creation Procedure

NOTE:
• While creating a version for an application
– Mandatory fields should be entered
– Required fields linked with Mandatory fields should also be entered
(To avoid error while committing the record)

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 Creation Procedure

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 Creation Procedure

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 Execution Procedure

 Enter <Applicationname>,<version name> in command line

 Press F3 for automatic ID generation

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 Sample Version Application

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 Version - Fields

 Print Only
• Indicateswhether version being created is to be used for printed
report or online screen
• Error appears as shown during version creation indicating field
input is not allowed, when field ‘Print Only’ is set to ‘Y’

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 Version – Field – ‘Print Only’

 Error appears, when trying to do action other than ‘Print’

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 Version – Field – ‘Print Only’

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 Version - Fields

 Records Per Page – Indicates number of records to be

displayed per page
 Fields Per Line – Indicates no. of fields to be displayed per
line
 Language Code – Indicates code of the language to be used
in the Version

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 Version - Fields

 Fields Per Line

•1 – Display only one field per line
• MULTI – Displays multiple fields per line
 Screen shot shows display of multiple fields per line

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 Error Handling

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 Error Handling

 When Fields Per Line = 1, then ‘Text Char Max’ & ‘Text’
becomes No Input fields & error appears as shown

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 Version - Fields

 Hdr.
• Allows display of heading for the version
• Enables specification of headings in first line from columns 01 to
39 of the screen or printed report
• This first heading line will appear on line number 2 in the header
lines
• Spaces will not be ignored

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 Version – Fields – Hdr.

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 Version - Fields

 Field No. – Enter a valid field name

 Column – Enter the column no. for display of field
 Expansion
• Indicate whether the field can be expanded
• Applicable for multi-value and sub-value fields
• Options:

– Blank -> Allow expansion

– NO -> Prevents expansion of multi-value field

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 Version - Fields

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 Version - Fields

 Text char max. (System updated)

• Indicates the length for the Text (e.g. field name) relating to the
field defined in ‘FIELD NO’ field
• Determines the total number of characters (including spaces)
included in the ‘Text’ field
 Text
• Indicatesthe Text that User wants to display for the field
specified in ‘FIELD NO’ field
• Thisis a sub-value field, hence allow the Text to be entered in
the various languages defined in ‘Language code’ field

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 Version – Field – Text

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 Version – Fields

 Txt.
• Text given here is displayed as remark line, when symbol ‘*’ is
set in ‘FIELD NO’ field
• Spaces which are created by the User in this field will not be
ignored
 Enrichment char
• Indicateshow many characters the User wishes to reserve for
the display of the enrichment of an input field

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 Version – Field – Enrichment char.

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 Version – Field – Enrichment char.

 Show the display of Enrichment for the fields

‘TRANSACTION.TYPE’

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 Simple Version

 Create a simple version for FT module containing only the

mandatory fields

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 Simple Version

 Output of the version

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Field Attributes
 Various Field Attributes

 No Input – User is not allowed to input data

 No Change – User is allowed only once to input data
 Mandatory – User has to compulsorily input data
 Re-key – Authorizer has to input data, while authorizing

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 No Input

 Prevent users from entering a value in this field

 Fields appears grey when displayed
 It is a Multi-value field
 Default a value, while choosing a mandatory field as
NOINPUT. Else error will appear as shown

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 No Input

 Create a version for account and set the field ‘MNEMONIC’

as No Input field

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 No Input

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 No Input

 At input stage, Version appears as shown

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 No Change

 After record authorization

• Prevent users from changing the value of field
• Fields appears grey
• NOCHANGE fields becomes NOINPUT fields

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 No Change

 Create a version for account module as shown

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 No Change

 On authorization, field set to ‘No Change’ attribute appears

as shown

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 Mandatory Field

 Forces data input in a field declared as optional by the

Application
 Non-mandatory field can be made mandatory, vice versa is
not possible
 Use the field ‘Mandatory Field’ of Version

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 Mandatory Field

 Create a version for account module, setting LIMIT.REF field

as mandatory

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 Mandatory Field

 At input stage, the field LIMIT.REF becomes mandatory

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 Mandatory Field

 Error appears as shown on committing record, when field is

not input

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Workshop 1
 Workshop

 Create a version for Customer application and set the

following attributes
• No Input – Account Officer
• No Change – Short Name
• Re-key field – Mnemonic
• Mandatory – Issue Cheques

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 Solution

 Create a version for Customer application

 Add OVERRIDE field to the customer version

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 Solution

 Output of enquiry appears as shown

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 Solution

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Next Version
 Next Version

 Specify the name of version to be launched, on validation of

current version
 E.g., On validation of Customer version, invoke Account
version

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 Next Version

 Create a version for account application

 Attach the ID of to-be-invoked next version (FT) in the field
‘Next Version’

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 Next Version

 Run the version and input Account details as shown

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 Next Version

 On authorization of Account application, next ‘FT’ version is

invoked as shown in next slide

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 Next Version

 Click on the New deal icon, to create a new record for the FT
application

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Workshop 2
 Workshop

 Create a version for Customer application having

• Another Customer version containing audit details as associated
version
• Account version as next version

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 Solution

 Create a version for Customer application

 Attach the version of Customer containing audit details as
associated version
 Attach the version of Account as next version

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 Solution

 The Customer version appears as shown

 The associated Customer version appears as tab

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 Solution

 On authorization of the Customer version shown in previous

slide, the next version of Account Application appears as
shown

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Zero Authorization Version
 Zero Authorization Version

 NO.OF.AUTH field in version is used to set number of

authorizers
•0

•1

•2

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 Zero Authorization Version

 Version used for authorizing must contain the ‘OVERRIDE’

field
 Naming convention in T24 for zero authorizer versions is
• <application name>, E.g.: ACCOUNT, or CUSTOMER,
 Versions can also be set as zero authorizer versions
• <application name>,<version name> E.g.: ACCOUNT,CLIENT

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 Zero Authorization Version

 Create a version for Account application

 ‘No Of Auth’ field is set to ‘0’

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 Zero Authorization Version

 When field ‘No Of Auth’ is set to 0, the record status is

updated as shown

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 Zero Authorization Version

 ‘No Of Auth’ field is set to ‘1’ in the Account version

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 Zero Authorization Version

 When field No Of Auth is set to 1, the record status is

updated as shown

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 Zero Authorization Version

 ‘No Of Auth’ field is set to ‘2’ in the Account version

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 Zero Authorization Version

 When field No Of Auth is set to 2, the record status is

updated as shown

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STP Processing
 Why STP?

 STP -> Straight Through Processing

 User Authorization rights vary for various transactions,
based on condition e.g. for a particular Sector
 So condition has to be set to vary the authorization rights,
based on the condition, automatically

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 Why STP?

 Depending on conditions set, the NO.OF.AUTH field in the

Version record has to be overridden
 If STP is satisfied,
• Version becomes a “0” authorizer version for that transaction
• No actual change happens to the version record

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 How to set STP?

 EB.STP.CONDITION
• Application used to define the conditions that STP must be
based on
• ID – Version name
• Condition could be based on data in the application record
• Called before UNAUTH.WRITE at template level
• Routine can be attached to decide the condition

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 How to set STP?

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 How STP works?

 Create a Version that is set to single or double authorization

level
 Input a transaction in the above version
 When, transaction is input on a particular sector for which
STP is set, transaction is authorized on committing the
record
 i.e. version automatically shifts to zero authorization level,
when STP condition is satisfied

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 Example

 Set STP for a version of Customer application that is having

single authorizer level, based on condition that Customer
belongs to sector 1002

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 Solution

 Create a single authorizer version for Customer application

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 Solution

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 Solution

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 Solution

 Set STP for the created Customer version

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 Solution

 Input a transaction in the Customer version, on a condition

not satisfying the condition set in STP
 Check the authorization level

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 Solution

 Input a transaction in the Customer version, on a condition

satisfying the condition set in STP
 Check the authorization level

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Tabbed Screen
 Why Tabbed Screen?

 Group of version & enquiry needs to be displayed on same

screen

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 Use of Tabbed Screen

 Enables the browser to display a group of versions and

enquiries on the same screen
 Each enquiry / version is displayed on an individual “tab”
 Each tab is completely independent and only one may be
active at any given time but can share information
 Switching tabs will lose all input to the previous tab

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 Tabbed Screen

 Creation
• Enter “EB.TABBED.SCREEN, I <id>”
• Enter the required details & commit the record
 Execution
• Enter “TAB <id>” in command line
• Click on required tab to view the output

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 Tabbed Screen

 Types of Applications that can be a part of a tabbed screen

• ENQ – Enquiry
• TXN – Version
• COS – Composite Screen
• MENU – Core Menu/User Defined Menu
• TAB – Another Tabbed Screen
• URL – Link
• UTILITY - Toolbox

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 Tabbed Screen

 Information can be shared between tabs

• Between Enquiry – Enquiry
– Selection fields
• Between Enquiry – Version
– Selection field must be valid ID for version

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 Tabbed Screen

 Each tab can be launched individually from the Command

line
• To launch Enquiry - TAB <ID> <TAB.NO> <Selection Criteria>
• E.g. TAB SAMPLE2 TRG.ENQ ACCOUNT EQ 100101

• To launch Version - TAB <ID> <ID TO LAUNCH VERSION>

• E.g. TAB SAMPLE3 ACCOUNT,DETAILS

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 Example

 Create a tabbed screen containing

• Enquiry to list Account details
• Version to create new customer record
• Version to open an existing customer ‘100060’ in Input mode

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 Solution

 Create a tabbed screen as shown

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 Solution

 Output of the tabbed screen appears as shown

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 Solution

 Click on the 1st Tab, to view the Account details

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 Solution

 Click on the 2nd Tab

 Click on new deal icon, to create a new Customer

New deal icon

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 Solution

 Click on the 3rd Tab, to open the existing customer ‘100060’

in Input mode

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Composite Screen
 Why Composite Screen?

 Multiple but combined screens needs to be displayed

 Browser window divided into frames

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 Composite Screen

 Each frame contains a valid type of application

• ENQ: This item is an Enquiry
• TXN: This item is a contract screen (E.g. Version)
• UTILITY: This allows you to call a browser routine. Not sure on
the entire scope of this
• TAB: This item is a tabbed screen
• COS: This item is a composite screen

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 Composite Screen

• MENU: This item is a menu

• URL: This item is a URL
• BLANK: This part of the frame remains blank

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 EB.COMPOSITE.SCREEN - Fields

 CONTENT.TYPE
• Mentioned in previous slide
 COLS
• Number of columns occupied by frame
 ROWS
• Number of rows occupied by frame
 NAME

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 EB.COMPOSITE.SCREEN - Fields

 SCROLLING
 TARGET
 CONTENT
• Actual content of frame
 ITEMS
 ALL, NOENQ, ENQ,

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 Example

 Create a composite screen containing

• Enquiry listing Account details in one frame
• Application to create Customer in the other frame

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 Solution

 Create a composite screen as shown

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 Solution

 Output of the composite screen appears as shown

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 Example

 Create a composite screen displaying vertically

• Account details enquiry in one frame
• Blank screen in the other frame

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 Solution

 Create a composite screen as shown

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 Solution

 Output of the enquiry appears as shown

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 Example

 Create a composite screen

• To display the output of Customer details enquiry in one frame
• To
display output of child enquiry based on selection from the
Customer details enquiry, in the same frame

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 Solution

 Create a composite screen as shown

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 Solution

 Output of the composite screen appears as shown

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 Solution

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 Summary

 We have learnt
• How to set field attributes
– No Change Field, Mandatory Field & Re-key Field & No Input Field
• How to create link between version
– Next Version & Associated Version
• About the authorization features available in version
– Zero Authorization
– Single Authorization
– Double Authorization

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 Summary

• How to control authorization rights for a particular version

– Straight Through Processing (STP)
• How to display group of applications in the same screen
– Tabbed screen
• How to divide browser window into frames containing
different/same/linked applications
– Composite screen

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may be trademarks or registered trademarks of their respective owners. Errors and omissions excepted,
all specifications are subject to change without notice.

© 2009 Thesys Technologies Incorporated. All rights reserved.

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