Before enabling
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Return to Sage Timberline Client and Jobs IntegrationJobs Integration
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Before enabling Sage Timberline Client and Jobs Integration, verification of the integration process must be performed.
Disable Integration For All Jobs
For every job in Framework, 'N/A' should be placed in the External Links BOQ Reference field on the Job Overview screen. This will prevent integration from processing any jobs. Integration can then be installed and tested to validate all technical aspects of the solution.
This update of all jobs can be completed using a database query. Contact Insula Software for assistance with bulk data update queries.
Enabling Integration For Jobs
To validate the integration process and to be sure of the results, two specific tests should be performed.
Update several existing jobs.
Create a new job in Framework.
Updating a small number of existing jobs by removing the N/A text from the BOQ Reference field. If the job numbers are identical in the accounting system and Framework this field should be left blank. If the accounting system has a different job/reference number it must be placed in this field so that integration can find the job in the accounting system.
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