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Integrated Fields

The integration of Microsoft of Microsoft Dynamics Purchase Orders to Orders to Framework is fixed in the content that is exchanged between the systems. There are no user-configurable integrated fields available to this type of integration.

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.

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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.

1. Read profile keys to determine which actions to process.

2. Process Cost Centres

   1. Read all eligible records from Framework table int_cCentreGrp where

      1. Int_cCentreGrp.l_link_sys_gl_id = -2124 (Dynamics)

      2. Int_cCentreGrp.l_int_cCentreGrp_id <> 0

   2. For each record get matching Dynamics record in table DynCostCentreGroupwhere

      1. DynCostCentreGroup. groupID= int_cCentreGrp.s_link_cCentreGrp

   3. Update the int_cCentreGrp.s_link_name field

   4. Read all eligible records from Framework table int_cCentre where

      1. Int_cCentre.l_link_sys_gl_id = -2124 (Dynamics)

      2. Int_cCentre.l_int_cCentre_id <> 0

      3. Int_cCentre.l_int_cCentreGrp_id <> 0

   5. For each record make sure the int_cCentreGrp linked record exists, and if so get the matching dynamics record in table dynCostCentre where

      1. dynCostCentre.costCentreID = int_cCentre.s_link_cCentre

      2. dynCostCentre.ccGroupID = int_cCentreGrp.s_link_cCentreGrp

3. Process Entities

   1. Get the Framework Db Identifier preference for each context, if a context does not have a setting use the default value for that context.

   2. Read all eligible records from Framework table int_entityGrp where

      1. Int_entityGrp.l_link_sys_gl_id = -2124 (Dynamics)

      2. Int_entityGrp.l_int_entityGrp_id <> 0

   3. For each int_entityGrp record get the matching Dynamics record from dynSupplierGrp where

      1. dynSupplierGrp.groupId = int_entityGrp. s_link_entityGroup and update the group name

   4. Read all eligible records from Framework table int_entity where

      1. Int_entity.l_link_sys_gl_id = -2124 (Dynamics)

      2. Int_entity.l_int_entity_id <> 0

   5. For each record get matching Dynamics record in table dynSupplier where

      1. dynSupplier.supplierId = int_entity.s_link_entity

      2. dynSupplier.contextId = int_entity.l_context_id

      3. dynSupplier.sourceDatabase = value for FW Db Identifier for that context, update the int_entity.s_link_name, int_entity.f_nonCompliance and int_entity.f_preventAlloc fields.

   6. Get matching int_entityGrp.l_int_EntityGrp_id record where dynSupplier.groupId = int_entityGrp.s_link_entityGrp, update the int_entity record with the correct group link.

   7. Update the linked entity's name, abn and acn, update that entities address details, add or update that entities bh, fax, mobile or email details.

4. Process Orders

   1. Get the Framework Db Identifier preference for each context, if a context does not have a setting use the default value for that context.

   2. Get eligible Framework jobs from v_sched_dbJobOrders where

      1. Job.s_link_boq <> ‘N/A’

      2. Job.l_job_id <> 0

      3. If profile key ‘Context’ is not 0 then add criteria

      4. Job.l_context_id = ‘Context’ (profile key)

      5. and apply order criteria where OrderCriteria is

      6. 2 – Construction Manager • Cst.l_mgr_e_id = ‘OrderCriteriaID’

      7. 3 – Supervsor • Cst.l_super_e_id = ‘OrderCriteriaID’

      8. 4 – Single Job • job.s_job_num = ‘OrderCriteriaID’

   3. For each job get orders and items from Dynamics where

      1. dynPurchOrder.projId = job.s_job_num

      2. dynPurchOrder.sourceDatabase = Fw Db Identifier for this jobs context.

      3. dynSupplier.sourceDatabase = Fw Db Identifier for this jobs context

      4. dynSupplier.contextId = job.l_context_id

      5. If profile key OnlyIntegrateNew is true, add additional criteria where

      6. dynPurchOrder.dateOrdered >= ‘StartIntegrationDate’ – 7 days

      7. dynPurchOrder. dateOrdered <= ‘EndIntegrationDate’ or now if endIntegrationDate is none.

   4. Once we have the Dynamics Order, see if it exists in po_order table where

      1. Po_order.s_jobNo = job.s_job_num

      2. Po_order.s_link_boq = dynPurchOrder.orderId

   5. And we check each Dynamics Order Item, by seeing if it exists in po_item table where • Po_item.s_link_item = dynPurchOrderItem.orderItemId

   6. Orders and items are updated or added. At the end of integration items are checked to see if there are any that need to be removed from Framework.

Needs to be in Construction Stage.

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