Workflows

Note

The different elements in the workflows are explained in about docs.

Main Workflows

Set up Client Company

The workflow for setting up a new client in Eagle is as follows:

Set up a client in Eagle

Note
Role - Service Agency (Administration)

Tasks handled centrally and not for a specific user

Role - Service Agency (Operations)

Tasks handled decentralized and for each user.

  1. Eagle needs to be installed in the tenant belonging to the service agency (provider of administrational services) and the one belonging to the client (recipient of administrational services).
  2. The Company Type on the Eagle Setup page is set to Client by default. The companies that will be used when performing tasks in Eagle on behalf of clients should be set to Service Agency. If a company is both a provider and a recipient of administrational services (performed in Eagle), the company should be set to Service Agency & Client.
  3. Create the Application in the Azure portal if it hasn't already been done.
    1. Select Web and enter https://businesscentral.dynamics.com/OAuthLanding.htm as Redirect URI
  4. Set up Delegated Permissions on the API permissions page.
  5. Proceed to create a secret and copy it.
  6. Enter the Client Id and Client Secret on the Azure App Registration FastTab on the Eagle Setup page in Business Central.
  7. New client companies must give their consent to the following:
    1. That the service agency's Eagle app can communicate with their installation of Business Central.
    2. That the service agency's users can perform tasks on behalf of the client customer from the service agency's installation of Business Central according to users permissions.
  8. The client's tenant and environment(s) are set up on the Environments page.
  9. The user who wants to use Eagle to perform tasks on behalf of their customers selects the environment(s) on the My Environments page.
  10. Open the My Companies page, which is used for performing operational tasks.
  11. Select one of the Reload actions to refresh the page with all companies according to the current permissions and settings.
  12. My companies are ready to be used to set up functions and perform operational tasks, such as processing a payment.

Set up Functions

The workflow for setting up a function in Eagle is as follows:

Set up Functions

  1. Once a new client has been set up in Eagle, it is possible to start setting up functions.
  2. Select the Functions Setup action on the My Companies page and then select which level the setting should be applied for.
  3. Select the type of function to be set and with which filters. See Getting Started
  4. It is possible to specify which group the function should belong to.
  5. It is optional but preferable to change the description to specify it in detail.
  6. Consider assigning filters to enable higher precision.
  7. With advanced date filters, it is possible to set dynamic date filters.
  8. The function has been set up. It is possible to check that functions of the type Page and Report has been set up in the desired way by selecting the Start action.

Enqueue Actions and Reports

The workflow for ordering actions and reports in Eagle is as follows:

Enqueue Actions and Reports

  1. The actions and reports that can be ordered are set on the Function Setup page.
  2. Select Enqueue Action or Enqueue Report to order the chosen function with or without pre-configured settings, such as filters.
  3. The function is enqueued (by the system). Follow the progress of the ordered/enqueued function on the Queue Entries page in the service agency.
  4. The service agency calls the client company with the current parameters, such as filters, and a Job Queue Entry that is created checks the status of the client company´s progress.
  5. The status of the client company's progress is continuously monitored. At first, the checks are done very often, but as time goes on, the checks are done at slightly larger intervals.
  6. An Output Queue Entry and a Job Queue Entry that will run the selected function are created in the client company.
  7. Follow the progress of the enqueued function on the Output Queue Entries page in the client company.
  8. Refresh the page (F5) to see if the status of the enqueued function has been updated. It is also possible to select the Get Status action on the Queue Entries page in the service agency to update the status of the enqueued function, but since the system will perform this action in the background, it is only necessary on rare occasions.
  9. If the status of the record on the Queue Entries page is Error then read the Error Message and try to troubleshoot to determine if the error has occurred due to something caused by the service agency or the client company.
  10. It is possible to select the Filter action to check and troubleshoot if the error has occurred due to something caused by the service agency, and if so, select the Enqueue Action or Enqueue Report (2) again after the error has been rectified.
  11. It is possible to select the Open in Company action to check and troubleshoot if the error has occurred due to something caused by the client company.
  12. It is possible to select the Re-Enqueue action to run an ordered function again after the error has been rectified.

Process Payments

The workflow for processing payments using Eagle and SweBase is as follows:

Process Payments (SweBase)

  1. Once a new client company has been set up in the service agency, and payments has been configured in SweBase it is possible to start processing payments in Eagle.
  2. Choose one or several companies on the My Companies page and then select the Payment Suggestion action to start processing payments with manual filters.
  3. Choose one or several companies on the Payment Suggestion page and then select the Create Payment Suggestion action.
  4. Enter the maximum due date for transactions to include in the Last due date to pay field.
  5. An action of processing the payment suggestions in the client companies is enqueued.
  6. It is possible to select Enqueue Action on the My Companies page if you have set up the payment suggestion action on the Function Setup page making it possible to enqueue the payment suggestion with Advanced Date Filter on the Last Due Date To Pay field for the selected companies.
  7. Select Create Payment Suggestion (SweBase) on the Function List page.
  8. An action of processing the payment suggestions in the client companies is enqueued (including advanced date filters).
  9. Select the same companies on the My companies for which you have previously ordered a payment suggestion and then select the Payment Suggestion action to continue processing payments.
  10. It is possible to check the amount (in the client company's local currency) and the number of lines to be paid for each client company on the Payment Suggestion page.
  11. It is possible to select the Open in Company action to open the selected payment Suggestion(s) on a new tab in the browser for each client company, making it possible to both review and edit the payment suggestion lines.
  12. Select the Refresh Status action to update the selected line(s) as it will not be updated automatically when changes are made in the client company's payment suggestion.
  13. Select the Queue PDF action to enqueue a function to create the payment suggestion(s) as PDF file(s).
  14. Select the Create File action to enqueue a function to save the lines in the payment suggestion(s) as a payment file (for each client company).
  15. Find the payment file(s) on the Queue Entries page which can be accessed by selecting the Today action on the Payment Suggestion page.
  16. It is possible to download the files by selecting the Download Result or Save to OneDrive action on the Queue Entries page.
Tip

Visit the Queue Entry Batches page at the end of the day with a filter on Today and select the Download Result action to download the result of today's enqueued functions.

Tip

It is possible to set up for how long the data and the records are kept in the service agency and the client company on the Eagle Setup page and the Eagle Client Setup page. There are pre-set retention policies, that can be changed.

Additional Workflows

Set up Advanced KPIs

The workflow for setting up an advanced KPI in Eagle is as follows:

Set up Advanced KPIs

  1. It is possible to set up Advanced KPIs once Eagle has been installed, but to use them as intended, a client company must be set up.
  2. Choose the search icon and enter Advanced KPIs, and and then choose the related link.
  3. Choose an Advanced KPI and then select the Edit action.
  4. Enter a name for the new field.
  5. Assign a KPI Function.
  6. Assign a Link Function
  7. Turn on the Enabled toggle to activate the KPI.
  8. Select to Personalize the My Companies page to add the new field.
Tip

You can select 5 KPIs to appear as promoted on the Eagle Role Center.

Set up a User-Defined Process

The workflow for setting up a user-defined process in Eagle is as follows:

set-up-user-defined-process

  1. The minimum required to create a custom process in Eagle is that a client company has been added to the My Companies page.
  2. Identify which functions and Advanced KPIs that are needed for the process.
  3. Set up the functions required to be able to perform the task and add filters if needed.
  4. Set up the Advanced KPIs you want to use for help when you enqueue functions or open reports with manual filters.
  5. Select to Personalize the My Companies page to add the new Advanced KPI(s) and start to use the user-defined process.
Tip

You can select the Advanced KPI Guide action on the Advanced KPI page to start a guide to configure the Advanced KPI using templates.

Tip

You can set up functions that are a part of another app, if the app is installed in both the service agency and the client company.

Note

Advanced KPIs that can be used to help perform a user-defined task can, for example, be to show how many records there are to be processed and another KPI that shows the number of processed records.