Before enabling
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Before enabling MYOB Client and Jobs integration, verification of the integration process must be performed.
Disable Integration For All Jobs
For every job in Framework in Framework ECM, 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. For assistance with bulk data update queries, contact Insula contact Insula Software.
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
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in Framework ECM
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 andFramework ECM this andFramework ECM this field should be left blank. If the accounting system has a different job or reference number it must be placed in this field so that integration can find the job in the accounting system.
Create a new job in Framework ECM so in Framework ECM so that a test of both updating and creating jobs in the accounting system can be performed.
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