The following outlines the settings for Sage Timberline Client and Jobs integration .ini file profiles.
Default initialisation filename:
- Int_TimberlineAccounts_Default.ini
Settings
...
Key
...
Description/Setting
...
IntegrationType
...
Description:
Specifies the type of integration to be performed. This is a fixed value that should not be changed.
Setting:
Timberline Accounts
Databases
...
Key
...
Description/Setting
...
ODBCDSN_Framework
...
Description:
ODBC DSN name for the Framework database.
Setting:
FworkSQLEcm
...
ODBCConnect_Framework
...
Description:
ODBC DSN connection string for the Framework database.
Setting:
None
...
ODBCDSN_FrameworkLicense
...
Description:
ODBC DSN name for the Framework Licence database.
Setting:
FworkSQLLic
...
ODBCDSN_IntMapping
...
Description:
ODBC DSN name for the Framework Integration Mapping database.
Setting:
FworkSQLIntMap
...
ODBCConnect_IntMapping
...
Description:
ODBC DSN connection string for the Framework Integration Mapping database.
Setting:
None
...
ODBCDSN_Destination
...
Description:
ODBC DSN name for the Timberline Accounts database.
Setting:
FworkTLGold
...
ODBCConnect_Destination
...
Description:
ODBC DSN connection string for the Timberline Accounts database.
Setting:
None
Mail Configuration
...
Key
...
Description/Setting
...
Mail_System
...
Description:
Email delivery method.
Setting:
0: no email will be sent.
1: email will be sent using MAPI.
2 (default): email will be sent using SMTP.
...
Mapi_Profile
...
Description:
Microsoft Outlook user profile name.
Setting:
(default): Outlook
...
Mail_From
...
Description:
The name or email address of who/where the email is being sent from.
Setting:
FrameworkIntegration
...
Mail_Recipient
...
Description:
These are the mail recipients of integration logs. Multiple addresses can be added if separated with a semi-colon (;). Spaces are not necessary before or after the semi-colon.
Setting:
enterRecipientEmail@yourDomain.com.au;integrationsupport@insulagroup.com.au
...
Mail_Subject
...
Description:
Email subject heading.
Setting:
"Framework Integration : Timberline Accounts"
...
SMTP_Server
...
Description:
If using Mail_System 2 (SMTP), add the SMTP Server name.
Setting:
enterSMTPServerName (replace this text with your SMTP Server name)
...
SMTP_UseSecurity
...
Description:
Is security used for the STMP server?
Setting:
0 (default): A username or password is not required.
1: A username and password is required. If this setting is used, the SMTP_UserName and SMTP_Pwd fields must have a valid username and password.
...
SMTP_UserName
...
Description:
A valid username for the SMTP server.
Setting:
enterUserName (replace this text with a valid SMTP Server User Name)
...
SMTP_PWD
...
Description:
A valid password for the SMTP username.
Setting:
enterPassword (replace this text with a valid SMTP Server Password)
Criteria
...
Key
...
Description/Setting
...
CriteriaMethod
...
Description:
Job selection criteria for retrieving records from Framework to process.
Setting:
1: Single region/division.
2: Single job.
3: Single team.
4 (default): All jobs.
5: Accounts entity.
...
CriteriaData
...
Description:
Input criteria data for the criteria method.
Setting:
insert number; for example, if using CriteriaMethod 2, the setting for CriteriaData will be the specific job number to integrate on.
...
SetClosedStatus
...
Description:
Determines if jobs in maintenance have their status set to closed manually. Occurs when the job's actual settlement date is more than three (3) months old.
Setting:
0: Will not close jobs.
1: Will close jobs older than three months.
Timberline Settings
...
Key
...
Description/Setting
...
TLJobNumberFormat
...
Description:
Job number format for referencing a Framework job in Timberline.
Setting:
0: not formatted.
1: 00-000
2: 0-0000-00
3: 00-0-0000
4: 00.0000
5: 00-0000
6: 0000-000-000
...
TLARCustomerFormat
...
Description:
Customer reference format for referencing a Framework client in Timberline.
Setting:
1: first 5 chars + 2 digit number.
2: first 4 chars + 2 digit number.
3: first 5 chars (padded with A's) + 2 digit number.
4: First 3 chars (padded with A's) + job number.
...
TLJobPrefix(x)
CGLPrefix(x)
JCSTACC(x)
Description:
This setting relates to the general ledger prefix (GLPrefix or GLCode) that is assigned to the job in Job Cost.
As the criteria method of integration can be changed to different methods, the GLPrefix assigned to jobs matches this criteria.
The value 'x' relates to the primary key value in Framework for the different types of criteria method.
Criteria Methods 1,2, 4: x is the l_rDiv_id from the rDiv table in Framework.
Criteria Method 3: x is the l_team_id from the team table in Framework.
Criteria Method 5: x is the l_entity_id of the desired accounts company from the entity table in Framework.
Multiple .ini files keys should be added for each value of 'x' that will be found in the integration process.
Job Prefix assigned based on criteria method. If Criteria Method = 1,2, or 4 the rDiv pkid is used. ;If Criteria Method = 3 the team pkid is used. If Criteria Method = 5 the Accounts Entity Pkid is used. ;For each context/team/Accounts Entity pkid a TLJobPrefix(pkid) entry is required. ;-1 = Job Prefix Account Number for Sample Data
Setting:
...
integration is performed automatically when running the integration software. Accounts Receivable Clients/Customers and Job Cost Job Information will be created and synchronised to Framework.
- Performing Integration - Automatic
- Custom Fields
Performing Integration - Automatic
- From the File menu, select Open. The Select Location of Ini File dialog will be displayed.
- Select the location of the ini file.
- Click the Open button.
- Click the Start button to begin integration based on the settings in the selected ini file.
- When the process has completed, click the OK button.
- Select the Output tab to display a detailed summary of what was processed.
- Click the Close button.
Custom Fields
Framework Integration can also be used to populate Sage Timberline's custom fields. Custom field mappings can be added to the Integration Mapping database. Use the following instructions to determine the Dictionary Names of custom fields.
- Open Sage Timberline.
From the Applications menu, select Report Designer. The Report Designer will be opened.
Tip From the Sage Timberline toolbar, click RD.
- From the Tools menu, select Available Fields. The Print Available Fields dialog will be displayed.
- From the Records Available list, select JC - Job Custom Fields.
- Click the OK button. The Print Available Fields - Print Selection dialog will be displayed.
- Tick Include information for ODBC Reporting?.
Click the Print Preview button. The Print Preview - Print Available Fields report will be displayed. This report displays the name the users see and the internal Integration name.
Warning If the error 'Cannot Find ARM1 Error' is received, see Framework Integration Troubleshooting.
Info For assistance with configuring integration to update additional and/or custom fields, contact Insula Software.