Sage Timberline AR Method 2 Integration - Profile Configuration

IntegrationType

Description: 

Specifies the type of integration to be performed. This is a fixed value that should not be changed.

Setting: 

Timberline Claims

ClaimMethod

Description:

Determines which Claims method is followed.

Setting:

1: Framework updates Timberline.

2: Timberline updates Framework Claims.

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_Destination

Description:

ODBC DSN name for the Timberline Claims database.

Setting: 

FworkTLGold

ODBCConnect_Destination

Description:

ODBC DSN connection string for the Timberline Claims database.

Setting: 

"uid=enterUserName;pwd=enterPassword"

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 Claims"

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)

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:

0

DepositRunStartDate

Description:

Date used to select receipts that were entered into Timberline after or on this date. Applies when importing receipts (See Action section: ActionProcessReceipts = 1).

Setting:

dd/mm/yyyy

DepositRunEndDate

Description:

Date used to select receipts that were entered into Timberline before or on this date. Applies when importing receipts (See Action section: ActionProcessReceipts = 1).

Setting:

dd/mm/yyyy

ConsistencyInvoiceStartDate

Description:

Start Date used for Invoice Criteria to include in the Consistency Check.

Setting:

None

dd/mm/yyyy

ConsistencyInvoiceEndDate

Description:

End Date used for Invoice Criteria to include in the Consistency Check.

Setting:

None

dd/mm/yyyy

ActionAnalyseCostCodes

Description:

Checks that Framework jobs have been set up correctly in Timberline with the correct cost codes.

Setting:

0 (default): Framework Integration will not analyse cost codes.

1: Framework Integration will analyse costs codes.

ActionCreateInvoices

Description:

Updates Framework claim invoice information from matching Timberline claims.

Setting:

0: Framework Integration will not process invoices.

1 (default): Framework Integration will process invoices.

ActionProcessReceipts

Description:

Retrieves Timberline Receipts and inserts them into Framework, updating invoices in the process.

Setting:

0 (default): Framework Integration will not process receipts.

1: Framework Integration will process receipts.

ActionCheckingConsistency

Description:

Checks that Framework and Timberline have matching invoices and receipts.

Setting:

0 (default): Framework Integration will not check consistency. 

1: Framework Integration will check consistency.

TLJobNumberFormat

Description:

Job number format.

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

UseJobFmtForAnalysis

Description:

Determines if a Timberline Job Number format is required when analysing the existence of cost codes.

Setting:

0: a format is not required.

1: a format is required.

ConsistencyCheckTolerance

Description:

A difference in value that the invoice or receipt is allowed to be between systems and still be considered acceptable.

Setting:

$0.00 (default)

TaxGroup

Description:

Timberline value for their Tax Group field. This is used to create the invoice output file.

Setting:

GST

TaxID

Description:

Timberline value for their Tad ID field. This is used to create the invoice output file.

Setting:

GST

InitialDeposit

Description:

Timberline Phase Code for the Initial Deposit.

Setting:

0

These need to have values that are from Timberline and indicate the phase code for each stage.

BalanceDeposit

Description:

Timberline Phase Code for the Balance Deposit.

Setting:

0

These need to have values that are from Timberline and indicate the phase code for each stage.

BaseClaim

Description:

Timberline Phase Code for the Base Claim.

Setting:

0

These need to have values that are from Timberline and indicate the phase code for each stage.

FrameClaim

Description:

Timberline Phase Code for the Frame Claim.

Setting:

0

These need to have values that are from Timberline and indicate the phase code for each stage.

LockUpClaim

Description:

Timberline Phase Code for the Lock Up Claim.

Setting:

0

These need to have values that are from Timberline and indicate the phase code for each stage.

FixOutClaim

Description:

Timberline Phase Code for the Fix Out Claim.

Setting:

0

These need to have values that are from Timberline and indicate the phase code for each stage.

FinalClaim

Description:

Timberline Phase Code for the Final Claim.

Setting:

0

These need to have values that are from Timberline and indicate the phase code for each stage.

Variation

Description:

Timberline Phase Code for the Post Contract and Building Variations.

Setting:

0

These need to have values that are from Timberline and indicate the phase code for each stage.

ctrDeposit

Description:

Timberline Contract Code for an Initial Deposit.

Setting:

01

Timberline contract codes.

ctrTender

Description:

Timberline Contract Code for a Tender Claim.

Setting:

01

Timberline contract codes.

ctrContract

Description:

Timberline Contract Code for a Contract Claim.

Setting:

01

Timberline contract codes.

ctrBase

Description:

Timberline Contract Code for an Base Claim.

Setting:

02

Timberline contract codes.

ctrFrame

Description:

Timberline Contract Code for a Frame Claim.

Setting:

03

Timberline contract codes.

ctrLockUp

Description:

Timberline Contract Code for a Lock Up Claim.

Setting:

04

Timberline contract codes.

ctrFixing

Description:

Timberline Contract Code for a Fix Out Claim.

Setting:

05

Timberline contract codes.

ctrCompletion

Description:

Timberline Contract Code for a Final Claim.

Setting:

06

Timberline contract codes.

ctrContractVar

Description:

Timberline Contract Code for a Post Contract Variation.

Setting:

07

Timberline contract codes.

ctrConstructionVar

Description:

Timberline Contract Code for a Building Variation.

Setting:

08

Timberline contract codes.

OutputPath

Description:

Path where invoice file will be created. Applicable when ClaimMethod = 1.

Note: This is not used for Claim Method 2.

Setting:

c:\Temp

OutputFilename

Description:

Invoice file name that is created storing invoices in a format that can be imported into Timberline Claims. Applicable when ClaimMethod = 1.

Note: This is not used for Claim Method 2.

Setting:

ARInvImport.txt