[IFS/BA Designer Help Guide]

Designing a Basic Writeback Report in IFS Financials

Creating a Basic Modified Writeback report

  1. Open IFS Business Analytics.
  2. Click Go to Design.
  3. Select Budget Template Transaction from Select Information Sources dialog box. (A writeback enabled information source needs to be used for this purpose)
  4. Select the display items Account, Account Description from Account dimension and the display item Currency Amount from Measure Items and drag them in to the design area.
  5. Select the row and drag and drop Account as the repeater.
  6. Select the display item Year Period from Accounting Period Dimension and drag it to a cell above Currency Amount.
  7. Select the column that contain Currency Amount and Year Period and add a column repeater to the column using Year Period display item.
  8. Add a filter to the Design Sheet or to the Design Row for Company, Budget Process, and a Budget Template.
  9. Select the cell with Currency Amount measure item.
  10. Select the Writeback tab.
  11. Select the Currency Amount display item from the Select Display Item dialog box.
  12. Select Allow Modified Writeback from Writeback Options in Report Options.
  13. Select Writeback Zero Values or Writeback Null Values if it is required. By default both options will be selected.
  14. Click Run.
  15. Change the output of some of the figures in the executed report, i.e. change the figure(s) in the resulting data set.
  16. Click Writeback in the IFS Business Analytics Ribbon. This will write back the modified values to IFS Applications.
  17. If the data is written back without an error, it will be indicated by in the Document Actions pane. If there are errors, the errors will be listed in the Document Actions pane indicated by .
  18. If the users need to review the collected data before writing them back, then they have to click Review Collected Data check box in the IFS Business Analytics Ribbon before clicking on Writeback. After reviewing the data, they can click on Save in Document Actions pane to write back the data.
  19. Alternatively users can collect data using the Collect button under Writeback in the Document Actions pane and then click Save to write back the data.

Creating a basic Complete Writeback report

  1. Start with the report created earlier and click Go to Design.
  2. Click Report Options in IFS Business Analytics Ribbon.
  3. Select the Allow Complete Writeback check box.
  4. Click Run and change some data in the report as required.
  5. Click Writeback All Data in the IFS Business Analytics Ribbon. This will write back all the values to IFS Applications.
  6. If the data is written back without an error, it will be indicated by in the Document Actions pane. If there are errors, the errors will be listed in the Document Actions pane indicated by .
  7. If the users need to review the collected data before writing them back, then they have to click Review Collected Data check box in the IFS Business Analytics Ribbon before clicking on Writeback. After reviewing the data, they can click on Save in Document Actions pane to write back the data.
  8. Alternatively users can collect data using the Collect button under Writeback in the Document Actions pane and then click Save to write back the data.

Creating a report to update IFS Applications using export to file

  1. Click Collect button or Collect All under Writeback in the Document Actions pane.
  2. Click on Export and save the CSV file giving a name. The CSV file can be used to upload the writeback information to IFS Applications at a later time.