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Databuild Sales Pricing Integration - Reference
Databuild Sales Pricing Integration - Reference
Integrated Fields
The integration of Databuild Sales Pricing to Framework ECM is fixed in the content that is exchanged between the systems. There are no user-configurable integrated fields available to this type of integration.
Database Models
The following database model 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.
- User selects the profile to use, and the dialog is setup based on settings in the profile.
- User confirms the Database DSNs.
- User chooses one of 2 options
- Start a new Integration session based on a vpb_vers. (Vpb_vers records that are final will give the user a warning before continuing)
- Resume an existing session based on changes saved so far. Any vpb_vers that has been saved will not appear in the top list.
- The screen is refreshed with details of all VPB items ready for reviewing and integration. Details of the VPB Items are loaded into a grid, and columns show the current costs and retail values and for each VPB item a match is searched for in Databuild based on the VPB item's BOQ links. If a match is found then the values for the Databuild item is displayed in the New columns. If there are differences between the framework value and the Databuild value and the Databuild value is not 0 then the VPB item will be selected for update.
- Items displayed in the grid can be filtered by using the filter options.
- There is a legend which explains the colour coding of the grid, and also how the columns which have automatic calculations on them are calculated (margins, change $/% etc)
- Some Cost and Retail values cannot be modified if there are formulas in Framework behind those fields to determine the values. The program will handle any changes in values by applying the formulas for the user.
- Cost columns exclude GST, Retail columns exclude GST but can be toggled to display the value with or without GST.
- At anytime during your review you may click the Save button at the bottom right of the grid to save your progress so far.
- When finished reviewing the grid, click Next, you can now choose to either save the integration session to be completed at a later time, or you can proceed and update Framework with the new values that were entered into the grid. This will update any item that has it’s update cost or update retail flag ticked. After updating each vpb_item, any doc’s that are related to the item are also updated.
- After processing integration you can choose to email the results, and see the output.