Article Index

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.
  
  

Considerations and Timing for the Synchronising of Data between Framework ECM and Sales Advice Management (SAM)

Releasing new system data or document updates from the Administration Module (incl' Administration App) or VPB to SAM is controlled by the Framework Systems Administrator. Until the LAN Synchronise has been performed, updates will not appear in SAM. Deciding when to make the new content available to the salespeople is a decision for the business. It isn’t uncommon for SAM to be updated several weeks after new product designs and pricing has been created and checked. This would typically be released to the salespeople close to the launch date of new House Product to the public and only after testing by nominated staff and/or departments.

We recommend to businesses when preparing to release a new VPB to SAM that they provide their Sales Consultants adequate time to get signatures from their clients on any open/outstanding quotes e.g. 6 weeks notice, to lock-in current pricing for those clients, rather than moving them to the new VPB. This allows the salespeople time to discuss with their client's potential price increases once the new VPB is released (and might motivate the client to sign?). *Note: Variations will always use the most recent pricing/VPB.

Where a client fails to sign a quote in time, our recommendation is that the quote must start from new and be created with the latest Template linked to the new VPB. Sale staff would then add items from the new VPB as required. This is important as the VPB Administrator will have likely restructured the VPB and the VPB items reference numbers will have change between VPB versions.

*Note: Refreshing a copied quote, linked to a newer VPB via the toggle Standard VPB Item? runs the risk of bringing into the document a completely different VPB Item.

LAN Synchronise Dialog - Clients Tab

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.

Open

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.

Open

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.

LAN Synchronise Dialog - Product Tab

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

Sales Advice List

Framework List

Buttons

Procedures

Synchronising Framework House Products

1. Click the Framework list. A shadow will appear around the list to indicate it is selected.

2. Select one or more house packages.

3. Click . The Confirm Copy Items dialog will be displayed.

4. Click Yes to copy the selected house packages. 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 house product.

7. Click Close. The LAN Synchronise dialog will close.

8. Restart Framework Sales Advice Management, if required. 

LAN Synchronise Dialog - Templates V2 Tab

The Templates v2 tab is used to copy and update version 2 template information from Framework ECM to Framework Sales Advice Management. Synchronising version 2 templates is required because template information is created, updated, and maintained in Framework ECM.

Select VPB Version Group

Document Groups List

Sales Advice Master Templates List

Framework Master Templates List

Buttons

Procedures

Synchronising Framework V2 Templates

The Document Groups list displays the hierarchy of sales advice documents.

1. Click Update to refresh the Document Groups list. This will update the list with the latest Template v2 structure from Framework ECM.

2. Click the Version drop-down list to select the required VPB version.

3. From the Document Groups list, select the required document group. The Framework Master Templates and Sales Advice Master Templates lists will populate if version 2 templates are available for the selected group.

4. Click the Framework Master Templates list. A shadow will appear around the list to indicate it is selected.

5. Select one or more templates.

6. Click . The Confirm Copy Items dialog will be displayed.

7. Click Yes to copy the selected templates. 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.

8. Click OK to confirm the synchronisation has been completed.

9. Click Close. The LAN Synchronise dialog will close.

10. Restart Framework Sales Advice Management, if required.

LAN Synchronise Dialog - Administration Tab

The Administration tab is used to copy region/division and user information from Framework ECM to Framework Sales Advice Management. The Administration tab also supports the updating of salespeople details.

Sales Advice (Region/Divisions) List

Sales Advice Users List

Salesperson Group

Framework (Region/Divisions List)

Framework Users List

Buttons

Procedures

Synchronising Framework Region/Divisions

1. Select the Framework (Region/Divisions) list. A shadow will appear around the list to indicate it is selected.

2. Select one or more region/divisions.

3. Click . The Confirm Copy Items dialog will be displayed.

4. Click Yes to copy the selected region/divisions. 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 Close. The LAN Synchronise dialog will close.

7. Restart Framework Sales Advice Management, if required.

Synchronising Framework Users

1. Select the Framework Users list. A shadow will appear around the list to indicate it is selected.

2. Select one or more users.

3. Click . The Confirm Copy Items dialog will be displayed.

4. Click Yes to copy the selected users. 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 Close. The LAN Synchronise dialog will close.

7. Restart Framework Sales Advice Management, if required.

Saving Salesperson Details

1. From the Sales Advice Users group, select the required user. The Salesperson group will update.

2. From the Salesperson group, click the Salesperson in Framework drop-down list to select the required salesperson. The Salesperson Name field will be refreshed.

3. Enter the salesperson location, phone, and email address details, as required.

4. Click Save.

5. Click Close. The LAN Synchronise dialog will close.

6. Restart Framework Sales Advice Management, if required.
   
   
   

Import Sales Advice Reports 

The Toolbar has a function to import updated Sales Advice reports from ECM.

Data updates are required to utilise this function.  For further information, please Contact Insula Software.

Import Screen Code Preferences 

The Work Flow screen code preferences set in ECM can be imported to SAM to support customise screens at both the Default and Context (Region/Division) levels.