移動框架：優化 Acumatica 移動應用程序體驗.pdf

1、Mobile Framework:Optimize the Acumatica Mobile App ExperienceCesar Betances&Ivan Babkin2AgendaIntroductionLearning Objectives Session Overview Acumatica App SetupBehind The SceneWSDL SchemaMSDL CodeBusiness Scenario DiscussionUse Case:Improve capturing Sales Orders on mobileSolutionBenefits and Cons

2、iderations DemoQuiz Q&A|Survey CompletionSummary and Key Takeaways3Presented byCesar BetancesDev Support Team LeadIvan BabkinSr System Analyst4CPE DisclaimerThis session is NASBA-compliant,and you may get 1 CPE credit if you fulfill the following requirements:Participate in at least one quizProvide

3、your full name and email address when you complete a quizFailure to provide your full name and email address will result in Acumaticas inability to recognize you in our reports;thus,we will be unable to issue a CPE certificate for you.If you are not interested in getting the CPE credit,specifying yo

4、ur personal details is optional.Learning Objectives6Learning ObjectivesIn this session,you will learn how to do the following:Use the Customization Project Editor to enhance the mobile experience for end users.Add New App VisualsInspect the WSDL SchemaConfigure lists on mobile screens to include ima

5、ge thumbnailsAdd actions and dialogs to mobile screenLeverage the Mobile Framework to add app capabilities,such as expense receipt capture.Session Overview8Importance of the Acumatica Mobile AppGives users the ability to access Acumatica ERP from a mobile device such as Android or iOS,to enter and m

6、anage their work documents.Provides the user interface to access the data and functionality of the Acumatica ERP.9Acumatica Offerings The Acumatica Mobile Framework offers the following features to simplify the customization and use of any Acumatica ERP functionality to the mobile app:Real-time Acce

7、ss:Provides real-time access to an Acumatica ERP instance through the mobile app so that the users have all the up-to-date information.Mobile Device Integration:Integrates a devices hardware capabilities(such as the camera)into the mobile app.Ease of Customization:Simplifies the customization proces

8、s by providing the ability to configure the mobile app by using metadata without the need to write any code.Choice of Platform:Users can run the mobile app on their preferred platform;either iOS or Android.10Framework ComponentsNative iOS mobile client applicationNative Android mobile client applica

9、tionThe Mobile APIAcumatica Mobile Framework11Acumatica Mobile App SetupStep 1:Download Acumatica mobile app from Apple Store or Google PlayStep 2:Install and launch the appStep 3:Enter the URL and optional name of your Acumatica siteStep 4:Enter CredentialsStep 5:Sign In12Behind the Scenes13Acumati

10、ca Mobile CustomizationUser Interface StructureScreen ToolbarKPI Widgets AreaWorkspace AreaNavigation BarMobile Site Map Definition Language(MSDL)Instructions(add,remove,update,placeAt)Object Types(field,container,folder,screen)Constants(true,SomeString,543)14Click on Service DescriptionAcumatica Mo

11、bile CustomizationGetting the WSDL SchemaOn the title bar of the form,click on Tools Web Service15Acumatica Mobile CustomizationWSDL SchemaContainersFieldsActions16MSDL Code(Instructions,Object Types,Constants)Create a new screenGI&Dashboard CreationCreating a new Dashboard(Widgets supported:Chart,D

12、ata Table,Score Card,Trend Card)Mobile Site Map sample17Exposing a GI via Generic Inquiry screen GI&Dashboard Mobile Mapping18Mobile Workspaces19Adding fields to an existing screenMapping an action to an existing mobile screenUpdating Mobile screenBusiness Scenario21Use CaseSmall B2C company special

13、izes in selling supplies.Salespersons are working in the field.They capture customer requests and create sales orders with required stock items.Orders typically contain 2-10 different items.Salespersons capture Sales Orders using their phones.The current process is time consuming and error prone.In

14、difficult cases,salespersons call back office for help,which introduces delays and consumes company resources.Company wants to improve capturing orders on the go.22SolutionUse Acumatica mobile app to capture sales orders.Enhance mobile app experience by adding Add Items functionality available in de

15、sktop version.Place the new action on mobile Sales Orders form that opens the list of items to pick from.Configure mobile-friendly representation of filter and list of items.Enable display of product image thumbnail next to each item in the list to ease item lookup.23Benefits and ConsiderationsLow i

16、mplementation costLow maintenance costRe-use existing business logicAccess to Acumatica ERP dataDemoQuizQuizScan the QR code to participate in the quiz.To receive CPE credit,you must include your full name and email address at the end of the quiz.27Quiz ExplanationQ:Which of the following are the ke

17、y features of the Acumatica Mobile Framework?A:All of the above(Real-time access,Mobile device integration,Ease of customization)QuizScan the QR code to participate in the quiz.To receive CPE credit,you must include your full name and email address at the end of the quiz.29Quiz ExplanationQ:Select a

18、ll the elements of the Mobile Site Map Definition Language(MSDL).A:Instructions,Object TypesSession Summary31Conclusion and Key Takeaways TakeawaysUse different action types(recordAction or containerAction)depending on the goalDialogs are mapped as screensDialog actions for dialog responses(OK butto

19、n)Displaying images on mobile lists with FilePreviewList is displayed as a collection of cells,2 pair of columnsTipsBuild new(large)screens by sectionsLogout of the Mobile App&Log back in,to test latest changesNames in WSDL schema usually match the label nameTroubleshooting a screen errorReduce it t

20、o a few fields onlyReduce the screen graph to dataviews onlyReduce DAC to main fields(remove non-essential attributes)32Developer ResourcesFree Mobile Developer Training(T400&T410) HUnder“Developer”sectionSelect“Mobile Framework Guide”33Call to ActionGet Involved in our Developer Community!Join us o

21、n Stack Overflow: to Community Projects: in touch!No Reliance This document is subject to change without notice.Acumatica cannot guarantee completion of any future products or program features/enhancements described in this document,and no reliance should be placed on their availability.Confidential

22、ity:This document,including any files contained herein,is confidential information of Acumatica and should not be disclosed to third parties.Kwiat 18K Diamond Pendant NecklaceSaddleback Leather Flight Bag BriefcaseWe want your feedback.Q&AEvery survey completed=an entry to win!Clive Coffee Lucca A53 Mini V2Espresso MachineComplete a survey in the Summit app for an entry to win one of these awesome customer prizes!Cesar BIvan BabkinIvan.B