Cost Centre Integration

Microsoft Dynamics Cost Codes can be imported into Framework as Cost Centres. The selection of which Cost Centres to integrate is done using the Framework Construction Logistics Desktop software.

Open Framework Construction Logistics Desktop
Logon to the system.
From the Integration menu, select Cost Centre. The Integration - Cost Centre screen will be displayed.

The Cost Centres (Not Integrated) list displays all the Cost Centres in Microsoft Dynamics that are not currently integrated with Framework.
From the Group drop-down list, select the required Cost Centre Group.
Highlight the Cost Centres to be integrated.
Click the button to add the selected items to the Cost Centres (Integrated) list.

The Cost Centres (Integrated) list displays all the Cost Centres in Microsoft Dynamics that have been integrated into Framework.
To remove Cost Centres from integration, highlight the desired Cost Centres and click the button.

This process must be performed initially and wherever new Cost Centres are created in Microsoft Dynamics and are required in Framework.

Supplier Integration

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

Open Framework Construction Logistics Desktop (Start > Programs > Insula Software > Framework Integration)
Logon to the system.
From the Integration menu, select Supplier. The Integration - Supplier screen will be displayed.

The Suppliers (Not Integrated) list displays all the Suppliers in Microsoft Dynamics that are not currently integrated with Framework.
From the Group drop-down list, select the required Supplier Group.
Highlight the Suppliers to be integrated.
Click the button to integrate the supplier(s) with entities that already exist in Framework.
Click the button to integrate the supplier(s) and create new entities in Framework.

The Suppliers (Integrated) list displays all the Suppliers in Microsoft Dynamics that have been integrated into Framework.
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 Microsoft Dynamics and are required in Framework.

Orders Integration

Microsoft Dynamics Purchase Orders can be integrated into Framework in one of two ways:

Using the Framework Integration Wizard, or
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

From the File menu, select Open. The Select Location of Ini File dialog will be displayed.
Select the location of the ini file.
Click the Open button.
At the welcome screen, click the Next button. The Data Source Names dialog will be displayed.
Edit the required settings.
Click the Next button. The Integration Criteria dialog will be displayed.
Select the Yield in Milliseconds. This value allows the CPU to occasionally pause whilst integrating to allow the computer to process other tasks being run simultaneously.
Select the required Criteria Method. This sets which information to process.
Select the required Order Criteria. This selects which jobs you would like orders processed for.
Select the required Context. This allows you to add further restrictions to which jobs have their orders processed.
Select the Only Integrate New (Orders).
Click the Next button. The Email dialog will be displayed.
Enter the required email options.

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.
Click the Next button. The Proceed with Integration dialog will be displayed.
Click the Next button to begin integration.
When the process has completed, the Integration Complete dialog will be displayed.
Click the Finish button.

Performing Integration - Automatic

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:

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

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