Creating a data source for PDF statement generation
The new PDF statement generation feature of the beqom TCM application offers the possibility to quickly generate letters in PDF format, using the text of your choice. This feature uses a Word document as a template in which the text of the letter and any number of variables can be defined in order to populate the letter with the proper information, such as the name of the payee, their job title or pay grade, at the time the actual statement is generated.
In order to make this possible, the feature relies on one or several data sources that contain the values to be inserted in the statements. Before the feature can be used in the Web App interface of the beqom TCM application, at least one data source must be created and synchronized.
Creating the Data Source Table/View
The first step of the definition of the data source consists in creating a dedicated table or view in the database with the columns containing the values that you want to use in the statements. To create your table/view, you must respect the following guidelines:
The table/view must contain the idPayee column
The values in the idPayee column must be identical to those of the same column in the py_Payee table
Only varchar/nvarchar columns are supported
Synchronizing the Table/View in the beqom Application
Once the table/view has been added to the tenant database, you need to synchronize it in the application before you can use it for statement generation. To do so, proceed as follows:
Open the Admin Portal interface of the beqom TCM application, and then navigate to ADMIN > Technical Admin > Synchronization & Data Security. The grid containing already synchronized tables and views is displayed.
Click the Import button in the toolbar located in the lower-left corner of the application window, as illustrated in the following figure:
A secondary panel is opened below the grid.
Locate, in the list of available items, the table/view that you want to synchronize.
In the Select Type drop-down list, located under the list of available items, select Statement Generation. You must use this type of import; otherwise the table/view will not be available in the statement configuration interface.
Click the + icon, located in the lower-left corner of the panel. The table/view is synchronized.
Repeat the operation for all the tables/views that you want to be able to use as data sources for statement generation.
This is an note/information message.
Once you have properly synchronized your data sources, the items will be available for selection when creating a statement template in the TCM Web App interface, under Admin > Letters & Statements > Templates.
Limitations
Once the data source has been synchronized in the application, beqom does not recommend that you add/remove columns from the table/view. If changes need to be made, it is preferable to create a new table/view and synchronize it as a new data source.