LAN Synchronisation

The synchronisation of data between Framework Sales Advice Management and Framework ECM is an important process in the ongoing use of Framework Sales Advice Management.

Synchronisation supports: 

• Updating product, template, and VPB data from the office to the Framework Sales Advice Management database.
• Submitting client, sales advice, land, and quotation data to the office for later importation into Framework ECM.
• Synchronisation between the local computer and the Framework Sales Advice Management database.
  
  

LAN Synchronise Dialog - Clients Tab

Important: The Client tab is only relevant to users working in a local environment. If Framework Sales Advice Management is run in a hosted environment, such as Citrix or Remote Desktop Protocol (RDP), the sales advice documents do not require synchronising.

The Clients tab is used to synchronise client's sales advice documents between the sales advice database and the sales advice master database.

Client sales advice documents may be moved between the sales advice and sales advice master databases with arrow buttons used to indicate the direction the information will be synchronised.

Select Client Filter Group

Sales Advice List

Sales Advice (Master Database) List

Procedures

Synchronising Sales Advice Documents From The Sales Advice Database To The Sales Advice Master Database

1. From the Client Filter drop-down list, select the required client filter option. The Sales Advice list will refresh.
2. From the Sales Advice list, select the sales advice documents that are to be synchronised to the Sales Advice Master database. The Confirm Copy Items dialog will be displayed.
3. Click Yes to copy the selected sales advice documents to the Sales Advice Master database. The Synchronisation Complete dialog will be displayed if the copy was successful.
   OR 
   Click No to cancel the process.
   OR 
   Click Cancel to cancel the process.
4. Click OK to confirm the synchronisation has been completed.
5. Click Close. The LAN Synchronise dialog will close.
6. Restart Framework Sales Advice Management, if required. See Restarting Framework Sales Advice Management.

Synchronising Sales Advice Documents From The Sales Advice Master Database To The Sales Advice Database

1. From the Client Filter drop-down list, select the required client filter option. The Sales Advice list will update.
2. From the Sales Advice (Master Database) list, select the sales advice documents that are to be synchronised to the sales advice database. The Confirm Copy Items dialog will be displayed.
3. Click Yes to copy the selected sales advice master database documents to the sales advice database. The Synchronisation Complete dialog will be displayed if the copy was successful.
   OR 
   Click No to cancel the process.
   OR 
   Click Cancel to cancel the process.
4. Click OK to confirm the synchronisation has been completed.
5. Click Close. The LAN Synchronise dialog will close.
6. Restart Framework Sales Advice Management, if required.

LAN Synchronise Dialog - VPB Tab

The VPB tab is used to copy and update VPB information from Framework ECM to Framework Sales Advice Management. Synchronising is required because VPB information is created, updated, and maintained in Framework ECM.

Sales Advice List

Framework List

Buttons

Procedures

Synchronising Framework VPB Versions

1. Click the Framework list. A shadow will appear around the list to indicate it is selected.
2. Select one or more VPB versions.
3. Click << . The Confirm Copy Items dialog will be displayed.
4. Click Yes to copy the selected VPB version(s). The Synchronisation Complete dialog will be displayed if the copy was successful. 
   OR 
   Click No to cancel the process. 
   OR 
   Click Cancel to cancel the process.
5. Click OK to confirm the synchronisation has been completed.
6. Click Update to update the static data.
7. Click Close. The LAN Synchronise dialog will close.
8. Restart Framework Sales Advice Management, if required.

Tip: To re-synchronise existing variation price books from the Sales Advice list, highlight the variation price book and click  and then re-perform the synchronise.