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BPCS Sign In

Other ERPs - this article only applies to Reporting Intelligence for other ERPs

Follow the below steps to start the add-in component of Reporting Intelligence for BPCS ledgers:

Note:
  • If a user's Reporting Intelligence Settings are set to start Reporting Intelligence during Excel startup, step 2 is not applicable.
  • If unattended (auto) sign in is enabled, steps 3 through 5 are not applicable.
  1. Open Excel.
  2. In Excel, from the Reporting Intelligence Ribbon, select Disabled (or, click the down arrow under the Disabled button, and click Enable). The Sign On to Reporting Intelligence dialog box appears.

  3. In the Sign On to Reporting Intelligence dialog box, specify the following fields:
    • Host Name or IP Address: the iSeries system name or IP address that hosts the database.
    • Database Library: the name of library or catalog containing the GL data.
    • User Name: the iSeries or SQL Server user name
    • Password: the iSeries or SQL Server password.
  4. Click OK.
  5. For BPCS 6.02 users only, in the BPCS Chart of Accounts Name panel, specify the name of the chart of accounts to be used and click OK.

See Sign In, Control Panel, Disable or Enable Formula Calculations, and Reset Host Server Connection for more information.

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