Scenarios

A scenario is a package that can contain text templates, lists, added fields, item group packages, worksheets, etc. Until now, creating and importing scenarios was reserved for the "real" administrator. Your account manager will load various templates into your database with the help of scenarios, which are then customised to your requirements.

Examples:

• Text templates for quotes, contracts, invoices, menu cards
• Data sheets for recipes, work times
• Data maintenance lists for account cleansing, item maintenance and FIR (food information regulation)

More recently, users with administrative rights have been authorised to import standard scenarios provided by Bp Event such as E-Invoice, Functions and Import of public holidays.

As of version 12.2, there are extended options for importing scenarios. Users with administrative rights can now also import individual objects.

Example:  Prompts and templates for the AI application

• Import objects from the object catalogue

  Numerous object catalogues are available in Bp Event to facilitate setup in general or in the context of specific scenarios. After importing a scenario, either in a version update or by download, various objects such as templates, lists or images are available in the associated object catalogues, depending on the context. Users with administrative rights can select and import these objects.

  Example: AI templates for AI integration

  1. Go to the   Setup tab and click on   Scenarios  >  Object catalogues.
  2. A list of all object catalogues opens.
  3. Opena catalogue by double-clicking or left-click and then click on . 
     Example: "AI templates" object catalogue
  4. The catalogue opens in  View mode on the   Documentation tab. All objects are explained in detail in the documentationl.
  5. Go to the  Objects tab and click on  Details to call up further information on the selected object.
  6. The colour in the first column shows whether an object has already been imported:
     
     1. Purple: Object has already been imported
     2. Red: object has not yet been imported
     3. Yellow: Object is selected for import and will be updated
     4. Green: Object is newly selected for import
  7. Select all or individual objects in the first column and click on  Import in the toolbar.
  8. Assign companies if applicable.