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Return to Sage Timberline Sales Estimating Document Integration
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Integrated Fields
The integration of Sage of Sage Timberline Sales Estimate Document to Framework ECM is Document to Framework ECM is fully customisable via the integration mapping database.
[JobNumber][_suffix]_pee_estimate_coverpg_setup
Sage |
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Timberline Database Field Name | Sage |
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Timberline Field Label | Create | Update | Framework Database Field Name | Framework Database Field Label | |
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user_job_class_3 | Yes | Yes | Framework - s_hType_name | s | |
project_zip_code | Yes | Framework - s_job_state | |||
project_city | Yes | Yes | Framework - s_job_suburb | ||
project_name | Yes | Yes | Special #5: job lot numb, job street num, job street name | ||
job_cost_job_number | Yes | Yes | Framework - job.s_job_num |
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.
After entering the Framework job.s_job_num we get the job details from v_TLWizardJobInfo where
Job.s_job_num = the job number entered
Job.l_context_id matches the region division selected in the combo box.
If the job is found the client.s_name and client.s_name_ref fields are checked to make sure they’re not empty.
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 the suffix specified, (unless the suffix is set to None), and finally adding _Pee_Estimate_Coverpg_Setup to make the table name to search for.
If the table does not already exist then we get the document details the user has selected from v_dlgAppWizard where
Doc.l_doc_id = selected document and doc.l_doc_type_gl_id = -226 (Tender) or -228(Variation Order) or -230 (FVL)
Doc.l_doc_stat_gl_id = -222 (final) Documents must be final
To export the job we get it’s details again from v_sched_tlGold1 where job.s_job_num = the job number entered.
Create the Estimate table, or staging table if we’re using staging,
Open the access database and create a temporary table in there for the database.
Then we synchronise the job data into the temporary access table.
Then we export the table from access to Timberline Estimation.