How to setup AR KPI dashboard displays

Manage 2000 has included an AR Monitoring System since release 6.5.  Monitoring must be turned on in SOP.CONSTANTS and AR.CONSTANTS.

This results in real time updates in the MCD_DATA file tracking SO and AR activity.  The original interface in 6.5 for this information was found on the SYS.MONITOR menu.  But with release 7.3 these KPI counters can  be much more elegantly presented as a news feed into MS Outlook 2007 or 2010.

MSO's 1290 -1300 provide a variety of standard dashboard widgets. You can, of course, copy one of these and change time fences, graph types, and so forth for a particular result.

To get them to OUTLOOK simply wrap them in a NEWS.ARTICLE and attach to a NEWS.FEED. By specifying a news source of MSO and the MSO.ID to use as the source for the article almost all of the required setup will default in.

To find the feed run a Manage 2000 web function and then use IE9 Feed Discovery from the Tools menu. Then just copy and paste the required URL into the Outlook Add RSS Feed wizard.

Here is an ARCHIVER package of example AR news articles and a feed:

DASH.PMN AR Dashboard RSS example

1. Click to download it to your PC
2. From PWS use FILE.PASS to upload it into the PROJECT_LIBRARY
3. From PWS use the ARCHIVER function bring up record DASH.PMN and use the Extraction screen 4 to put the example feed into the NEWS_FEED and NEWS_ARTICLE files.