Data Services

Navigate: Closed Reports and Interfaces > Data Services

Description

Managing the data service is the first step to setting up Correspondence.

Data Services controls the source details used for all Aumentum correspondence for all modules. With the appropriate security rights, you can maintain the data service file details (see Data Service and User Security at the bottom of this page).

Add a Data Service

  1. On the Manage Data Services screen, click New in the Command Item bar.

  2. On the Edit Data Service screen, enter a Data Service Name and select a Module and Data Object Type.
  3. Make a selection from the Data Object Type drop-down list.
  4. Select the checkbox next to Use for Search, if applicable, and Restricted if you want to keep the data service private.
  5. Click Next in the Setup Data Service title bar.
  6. In the Stored Procedure panel, enter the necessary information and click Save in the Command Item bar.

Edit a Data Service

  1. On the Manage Data Services screen, click the Pencil icon in the Actions column.

  2. On the Edit Data Service screen, edit the data as needed in the Stored Procedures panel.

  3. Enter a name in the Stored Procedure field and click Get Parameters to populate the Parameters panel, or click Get Result Columns to open the Input Parameters pop-up.

    • Select the input parameters and click Execute.
    • On the Data Service Viewer screen, the Search Results panel is populated with the input parameters.

  4. In the Parameters grid, click in the Required field to select the checkbox and require the parameters for the created data service.

    • Click in the Allow Multiple field to select the checkbox and allow multiple tables.
    • Click Select in the Pick List column to open the Data Services pop-up from which you can select a parameter.
  5. Click Save in the Command item bar.

Dependencies, Prerequisites, and Setup

Most correspondence generated with the application requires a data service, which is available for selection on the Edit Report Setup screen. This screen is used to associate the correct data service and template with the correct correspondence report setup.

Typically, your Aumentum Implementation team sets up the data services for the particular jurisdiction.

Data Service and User Security

The Tax Delinquent Correspondence data services let you assign security to data services based on User Role security rights.

  1. Click Configuration > Security and User Maintenance > Roles.
  2. In the Maintain a Role screen, locate the role and click Edit.
  3. In the Edit Role Details screen, ensure that Reports and Interfaces > Data Services is in the Granted Menu Items panel and click Details.
  4. In the Details panel, click to select a description.
  5. In the Rights panel, select the appropriate checkboxes and click Set Rights.
  6. Click Save in the Command item bar.