Supplier Integration

Octal8 BizPrac Suppliers can be imported into Framework as entities. The selection of which suppliers to integrate is done using the Framework Construction Logistics Desktop software.

1. Open Framework Construction Logistics Desktop.
2. Logon to the system.
3. From the Integration menu, select Supplier. The Integration - Supplier screen will be displayed.
   
   Note: The Suppliers (Not Integrated) list displays all the Suppliers in Octal8 BizPrac that are not currently integrated with Framework.
    
4. Highlight the Suppliers to be integrated.
5. Click the  button to integrate the supplier(s) with entities that already exist in Framework. Choosing this option will allow users to search and match a supplier to an entity that already exists in the system.
6. Click the  button to integrate the supplier(s) and create new entities in Framework.
   
   Note: The Suppliers (Integrated) list displays all the Suppliers in Octal8 BizPrac that have been integrated into Framework.
    
7. To remove Suppliers from integration, highlight the desired Suppliers and click the  button.

This process must be performed initially and wherever new Suppliers are created in Octal8 BizPrac and are required in Framework.

Orders Integration

Octal8 BizPrac Purchase Orders can be integrated into Framework in one of two ways:

1. Using the Framework Integration Wizard, or
2. Automatically.

In both cases, a profile .ini file should be configured with all of the typical settings needed for the integration process.

To have integration present the user with a step-by-step wizard of the integration process, the UseWizard setting in the profile file should be set to 1. For automatic integration this setting should be 0.

Performing Integration - Wizard

Note: To run the BizPrac Orders Integration Wizard, the UseWizard setting in the .ini file must be set to 1. If the UseWizard setting is set to 0, please follow the Performing Integration - Automatic procedure.

In Framework Integration:

1. From the File menu, select Open. The Select Location of Ini File dialog will be displayed.
2. Select the location of the .ini file.
3. Click the Open button.
4. At the welcome screen, click the Next button. The Data Source Names dialog will be displayed.
   
   
    
5. Edit the required settings.
6. Click the Next button. The Integration Criteria dialog will be displayed.
   
   
    
7. Enter the required integration criteria.
   1. Yield in Milliseconds: Length of time to pause the program in milliseconds.
   2. Criteria Method: Determines which data for BizPrac Orders is updated.
   3. Order Criteria: Criteria for selecting which jobs have their orders updated.
   4. Context: The Region Division ID if you only want to process Integration for a certain context.
   5. Only Integrate New (Orders): Instructs Integration to add or update orders to Framework that have been ordered or created in the client system for the date range supplied.
8. Click the Next button. The Email dialog will be displayed.
   
   
    
9. Enter the required email options.
   
   Note: Users can either use Microsoft Outlook (Mapi) or a selected mail server (SMTP) or choose not to email the output. Multiple email recipients can be sent by adding a semi-colon (;) after each email address.
    
10. Click the Next button. The Proceed with Integration dialog will be displayed.
    
    
     
11. Click the Next button to begin integration.
12. When the process has completed, the Integration Complete dialog will be displayed that contains the Integration Log.
    
    Note: The contents of the integration log is mailed to users on the email list.
    
    
     
13. Click the Finish button.

Performing Integration - Automatic

Note: To perform integration automatically, the UseWizard setting in the .ini file must be set to 0. If the UseWizard setting is set to 1, please follow the Performing Integration - Wizard procedure.

In Framework Integration:

1. From the File menu, select Open. The Select Location of Ini File dialog will be displayed.
2. Select the location of the ini file.
3. Click the Open button.
   
   
    
4. Click the Start button to begin integration based on the settings in the selected ini file.
5. When the process has completed a message prompt will be displayed. Click the OK button to close the message prompt.
6. Select the Output tab to display a detailed summary of what was processed.
   
   
    
7. Click the Close button.