| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
Return to Sage Timberline Initial Estimate Integration
Article Index
| Table of Contents |
|---|
Integrated Fields
The integration of Sage of Sage Timberline Initial Estimate to Framework ECM is Estimate to Framework ECM is fully customisable via the integration mapping database.
_PEE_ESTIMATE_COVERPG_SETUP
Sage |
|---|
Timberline Database Field Name | Sage |
|---|
Timberline Field Label | Create | Update | Framework Database Field Name | Framework Database Field Label |
|---|---|---|---|---|
Project_Address |
Yes | Yes | Special #5: job lot num, job street num, job street name. |
Project_City |
Yes | Yes | Framework - s_job_suburb |
Project_Name |
Yes |
Framework - s_job_num |
Project_Zip_Code |
Yes | Yes | Framework - s_job_state |
Job_Cost_Job_Numbr |
Yes |
Framework - s_job_num |
User_Job_Class_3 |
Yes | Yes | Framework - s_hType_name |
Database Models
The following database model(s) displays the manner in which data is integrated between the third party application and Framework and Framework Integration.
...
Integration Process
The following information is a low level account of the integration process including criteria, decisions, and outcomes. This information is technical in nature and is provided "as-is" for a detailed analysis of the integration process for system administrators.
Get eligible Framework jobs for integration from v_sched_tlGold1 where
Job.l_prd_hType_id > 0
Client.s_name is not null
Client.s_name_ref is not null
Job.s_link_boq <> ‘N/A’
Job.l_wfl_stgMajor_id <> -5 (Maintenance)
Job.l_job_status_gl_id = -7(Active) or -10(On Hold) or l_job_status_gl_id = -946 (Pending Cancellation) (-8 and d_cont_cancelled is in the last 14 days)
and apply Criteria Method criteria where CriteriaMethod is
1 – Single Region Division • job.l_context_id = ‘CriteriaMethodID’
2 – Single Job • job.s_job_num = ‘CriteriaMethodID’
3 – Single Team • job.l_team_id = ‘CriteriaMethodID’
4 – All Jobs • job.l_job_id <> 0
5 – Accounts Entity • job.l_accounts_e_id = ‘CriteriaMethodID’
Next make sure the job does not already exist in the destination by taking the job.s_job_num value (use job.s_link_boq if not empty), and adding _Pee_Estimate_Coverpg_Setup to make the table name to search for.
The Estimation table is either updated or created.