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Sage Timberline Sales Estimating Document Integration - Reference

Sage Timberline Sales Estimating Document Integration - Reference

Owned by Julie Doyle-Whitelock (Deactivated)
Aug 24, 2017

Integrated Fields

The integration of Sage Timberline Sales Estimate Document to Framework ECM is fully customisable via the integration mapping database.

[JobNumber][_suffix]_pee_estimate_coverpg_setup

Sage Timberline Database Field Name

Sage Timberline Field Label

Create

Update

Framework Database Field Name

Framework Database Field Label

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 Integration.

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.

  1. After entering the Framework job.s_job_num we get the job details from v_TLWizardJobInfo where
    1. Job.s_job_num = the job number entered
    2. Job.l_context_id matches the region division selected in the combo box.
    3. If the job is found the client.s_name and client.s_name_ref fields are checked to make sure they’re not empty.
  2. 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.
  3. If the table does not already exist then we get the document details the user has selected from v_dlgAppWizard where
    1. Doc.l_doc_id = selected document and doc.l_doc_type_gl_id = -226 (Tender) or -228(Variation Order) or -230 (FVL)
    2. Doc.l_doc_stat_gl_id = -222 (final) Documents must be final
  4. To export the job we get it’s details again from v_sched_tlGold1 where job.s_job_num = the job number entered.
  5. Create the Estimate table, or staging table if we’re using staging,
  6. Open the access database and create a temporary table in there for the database.
  7. Then we synchronise the job data into the temporary access table.
  8. Then we export the table from access to Timberline Estimation.

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