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Business Information Technology System Resources

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.

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 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

Field

Description

Client Filter

Click to filter the Sales Advice and Sales Advice (Master Database) lists. Options include:

All: Displays all synchronised and non-synchronised client sales advice documents.
Not Yet Synchronised (default): Displays all non-synchronised client sales advice documents.
Synchronised: Displays all synchronised client sales advice documents.

Sales Advice List

Column	Description
Name	Client name.
SA	Sales advice number.
Date	Date the sales advice document was created.
House	House package selected for the sales advice.
Amount	Value of the sales advice document.

Sales Advice (Master Database) List

Column	Description
Name	Client name.
SA	Sales advice number.
Date	Date the sales advice document was created.
House	House package selected for the sales advice.
Amount	Value of the sales advice document.

Procedures

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

From the Client Filter drop-down list, select the required client filter option. The Sales Advice list will refresh.
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.
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.
Click OK to confirm the synchronisation has been completed.
Click Close. The LAN Synchronise dialog will close.
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

From the Client Filter drop-down list, select the required client filter option. The Sales Advice list will update.
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.
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.
Click OK to confirm the synchronisation has been completed.
Click Close. The LAN Synchronise dialog will close.
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

Column	Description
Version	VPB version number.
Name	VPB version name.
Published	Date the VPB version was published.
Division	Region/division the VPB version is assigned to in Framework ECM.

Framework List

Column	Description
Version	VPB version number.
Name	VPB version name.
Published	Date the VPB version was published.
Division	Region/division the VPB version is assigned to in Framework ECM.

Buttons

Button	Description
	Click to update the static data from ECM.
<<	Click to copy the selected VPB(s) from Framework ECM to Framework Sales Advice Management.

Procedures

Synchronising Framework VPB Versions

Click the Framework list. A shadow will appear around the list to indicate it is selected.
Select one or more VPB versions.
Click << . The Confirm Copy Items dialog will be displayed.
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.
Click OK to confirm the synchronisation has been completed.
Click Update to update the static data.
Click Close. The LAN Synchronise dialog will close.
Restart Framework Sales Advice Management, if required.

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.

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

Column	Description
Promotion	Promotion allocated to the house package.
Type	House type allocated to the house package.
Facade	Facade allocated to the house package.
Price	Price of the house package.

Framework List

Column	Description
Promotion	Promotion allocated to the house package.
Type	House type allocated to the house package.
Facade	Facade allocated to the house package.
Price	Price of the house package.

Buttons

Button	Description
	Click to update the House Product from ECM.
<<	Click to copy the selected house product from Framework ECM to Framework Sales Advice Management.

Procedures

Synchronising Framework House Products

Click the Framework list. A shadow will appear around the list to indicate it is selected.
Select one or more house packages.
Click . The Confirm Copy Items dialog will be displayed.
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.
Click OK to confirm the synchronisation has been completed.
Click Update to update house product.
Click Close. The LAN Synchronise dialog will close.
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

Field	Description
Version	A filter that can be used to display the templates for a specific VPB version for both the Sales Advice Master Templates and Framework Master Templates lists.

Document Groups List

Field	Description
Document Groups	Structure of groups and sub-groups used to manage templates.

Sales Advice Master Templates List

Column	Description
#	Template number.
Name	Template name.
Notes	Notes relating to the template.

Framework Master Templates List

Column	Description
#	Template number.
Name	Template name.
Notes	Notes relating to the template.

Buttons

Button	Description
	Click to update the Template Structure from ECM.
<<	Click to copy the selected templates from Framework ECM to Framework Sales Advice Management.

Procedures

Synchronising Framework V2 Templates

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

Click Update to refresh the Document Groups list. This will update the list with the latest Template v2 structure from Framework ECM.
Click the Version drop-down list to select the required VPB version.
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.
Click the Framework Master Templates list. A shadow will appear around the list to indicate it is selected.
Select one or more templates.
Click . The Confirm Copy Items dialog will be displayed.
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.
Click OK to confirm the synchronisation has been completed.
Click Close. The LAN Synchronise dialog will close.
Restart Framework Sales Advice Management, if required.

To re-synchronise existing version 2 templates from the Sales Advice list, highlight the version 2 templates and click and then re-perform the synchronise.

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.
Note: Updating the 'Salesperson Name' field enables the Salesperson to be seen in the Salesperson list.

Sales Advice (Region/Divisions) List

Column	Description
#	Region/division number.
Name	Region/division name.

Sales Advice Users List

Column	Description
Name	Name of the user.
User Name	Login name of the user.
Staff ID	Entity ID number assigned to the user.

Salesperson Group

Field	Description
Salesperson in Framework	A list of salesperson entities available in Framework ECM. Click the drop-down list to select a salesperson entity.
Salesperson Name	Name of the salesperson selected. This can be edited and is not linked to Framework ECM.
Location (Line 1)	Sales location address for the selected salesperson. This can be edited and is not linked toFramework ECM.
Location (Line 2)	Second line for the salesperson's location address.
Location (Line 3)	Third line for the salesperson's location address.
Telephone (BH)	Business hours contact telephone number for the selected salesperson. This can be edited and is not linked to Framework ECM.
Mobile	Mobile phone contact number for the selected salesperson. This can be edited and is not linked to Framework ECM.
Fax	Fax contact number for the selected salesperson. This can be edited and is not linked toFramework ECM.
Email Address	Email address for the selected salesperson. This can be edited and is not linked to Framework ECM.

Framework (Region/Divisions List)

Column	Description
#	Region/division number.
Name	Region/division name.

Framework Users List

Field	Description
Name	Name of the user.
User Name	Login name of the user.
Staff ID	Entity ID number assigned to the user.

Buttons

Button	Description
	Click to save a sales advice user.
<< Copy Selected Region/Division	Click to copy the selected region/divisions templates from Framework ECM to Framework Sales Advice Management.
<< Copy Selected Users	Click to copy the selected users from Framework ECM to Framework Sales Advice Management.

Procedures

Synchronising Framework Region/Divisions

Select the Framework (Region/Divisions) list. A shadow will appear around the list to indicate it is selected.
Select one or more region/divisions.
Click . The Confirm Copy Items dialog will be displayed.
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.
Click OK to confirm the synchronisation has been completed.
Click Close. The LAN Synchronise dialog will close.
Restart Framework Sales Advice Management, if required.

Synchronising Framework Users

Select the Framework Users list. A shadow will appear around the list to indicate it is selected.
Select one or more users.
Click . The Confirm Copy Items dialog will be displayed.
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.
Click OK to confirm the synchronisation has been completed.
Click Close. The LAN Synchronise dialog will close.
Restart Framework Sales Advice Management, if required.

Saving Salesperson Details

From the Sales Advice Users group, select the required user. The Salesperson group will update.
From the Salesperson group, click the Salesperson in Framework drop-down list to select the required salesperson. The Salesperson Name field will be refreshed.
Enter the salesperson location, phone, and email address details, as required.
Click Save.
Click Close. The LAN Synchronise dialog will close.
Restart Framework Sales Advice Management, if required.

In Framework SAM 2020

Expand for more information

Organisation Brand

A separate button is available to synchronise Organisation Brand content, if required.

Brand is linked to Region/Division, so it will only bring down Brands for those that have already been synchronised.

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.

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