Projects/Reconciliation Screens Refactor/Technical Specifications

Contents 1 Introduction 2 Implementation of the popup 2.1 Header 2.2 Parameters 2.3 New References to create 2.4 User Interface Mokups

Introduction

Present document explains the development required to properly implement the new Match Statement popup. Match Statement popup window development is done in the project specific pi-reconref branch.

Reconciliation refactor is needed to fix performance problems and allow to easily extend the functionality of the window (modularity). Currently the Match Statement popupis a manual window created in Openbravo’s legacy technology (Implement a Servlet, html for the user interface, xml...), this type of window doesn’t support modularity.

Implementation of the popup

The popup will be created in Process Definition window (logged as System Administrator):

Header

• Module: Advanced Payables and Receivables Mngmt
• Search Key: Match Statement
• Name: Match Statement
• UI Pattern: Standard
• Handler: Java class that implements the logic behind
• Data Access Level: Client/Organization

Parameters

• Match Statement:
  • Name: Match Statement
  • Sequence Number: 10
  • Reference: Window Reference
  • Reference Search Key: Match Statement P&E

New References to create

• Pick & Execute Windows:
  • Match Statement P&E
    • Grid for match statements
    • Window Type: Pick and Execute
    • Table: aprm_matchstatement (Data Origin: HQL Query)
  • Find Transactions to Match (magnifying glass button in match column of Match Statement P&E )
    • Find Transactions to Match
    • Window Type: Pick and Execute
    • Table: aprm_transactiontomatch (Data Origin: HQL Query)

• Process definition:
  • Add Transaction ('+' button in match column of Match Statement P&E )
    • Name: Add Transaction
    • Reference: Window Reference
    • Reference Search Key: Order Invoice Pick & Edit

User Interface Mokups

Match Statement grid

Match Statement Selector