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Microsoft Dynamics Purchase Order Integration - Profile Configuration

Microsoft Dynamics Purchase Order Integration - Profile Configuration

Integration Profile Configuration

The following outlines the settings for Microsoft Dynamics Purchase Orders integration .ini file profiles.

Default initialisation filename: 

  • Int_DynamicsOrders_Default.ini

Settings

Key

Description/Setting

IntegrationType

Description: 

Specifies the type of integration to be performed. This is a fixed value that should not be changed.

Setting: 

Dynamics Orders

UseWizard

Description: 

Specifies whether Integration will be run manually or automatically.

Setting: 

0: integration will be run based on the values in the .ini file and can be run automatically without user intervention.

1: Integration will be run using a wizard allowing users to modify the details of the integration.

YieldMilliSeconds

Description: 

Length of time to pause the program in milliseconds.

Setting: 

0 (default)

Databases

Key

Description/Setting

ODBCDSN_Framework

Description:

ODBC DSN name for the Framework database.

Setting: 

FworkSQLEcm

ODBCConnect_Framework

Description:

ODBC DSN connection string for the Framework database.

Setting: 

None

ODBCDSN_FrameworkLicense

Description:

ODBC DSN name for the Framework Licence database.

Setting:

FworkSQLLic

ODBCDSN_Destination

Description:

ODBC DSN name for the Dynamics database.

Setting: 

FworkDynamics

DatabaseName_Destination

Description:

Dynamics database name.

Setting: 

DynaFramInterface

ODBCConnect_Destination

Description:

ODBC DSN connection string for the Dynamics database.

Setting: 

None

Mail Configuration

Key

Description/Setting

Mail_System

Description:

Email delivery method.

Setting: 

0: no email will be sent.

1: email will be sent using MAPI.

2 (default): email will be sent using SMTP.

Mapi_Profile

Description:

Microsoft Outlook user profile name.

Setting:

(default): Outlook

Mail_From

Description:

The name or email address of who/where the email is being sent from.

Setting:

FrameworkIntegration

Mail_Recipient

Description:

These are the mail recipients of integration logs. Multiple addresses can be added if separated with a semi-colon (;). Spaces are not necessary before or after the semi-colon.

Setting:

enterRecipientEmail@yourDomain.com.au;integrationsupport@insulagroup.com.au

Mail_Subject

Description:

Email subject heading.

Setting:

"Framework Integration : Dynamics Orders"

SMTP_Server

Description:

If using Mail_System 2 (SMTP), add the SMTP Server name.

Setting:

enterSMTPServerName (replace this text with your SMTP Server name)

SMTP_UseSecurity

Description:

Is security used for the STMP server?

Setting:

0 (default): A username or password is not required.

1: A username and password is required. If this setting is used, the SMTP_UserName and SMTP_Pwd fields must have a valid username and password.

SMTP_UserName

Description:

A valid username for the SMTP server.

Setting:

enterUserName (replace this text with a valid SMTP Server User Name)

SMTP_PWD

Description:

A valid password for the SMTP username.

Setting:

enterPassword (replace this text with a valid SMTP Server Password)

Criteria

Key

Description/Setting

CriteriaMethod

Description:

Determines which data for Dynamics Ordering is updated.

Setting:

1: Cost Centres.

2: Supplier Entities.

4: Orders.

5: All.

OrderCriteria

Description:

Criteria for selecting which jobs are updated.

Setting:

1: All jobs.

2: Jobs for a specified construction manager.

3: Jobs for a specified supervisor.

4: A single job based on the job number specified.

OrderCriteriaID

Description:

ID for the construction manager, supervisor, or single job as indicated by the OrderCriteria (above).

Setting:

0 (default)

Context

Description:

The Region Division ID if you only want to process Integration for a certain context.

Setting:

0 (default): All region divisions will be processed.

OnlyIntegrateNew

Description:

Instructs Integration to only process job orders that have dates within the range specified below.

Setting:

True: Only records within the date range will be included.

False: All records will be included.

StartIntegrationDate

Description:

If OnlyIntegrateNew is True (above), then we retrieve Databuild orders with dates >= to the StartIntegrationDate.

If StartIntegrationDate is None, then Integration continues as if OnlyIntegrateNew was set to False.

Setting:

None

dd/mm/yyyy

EndIntegrationDate

Description:

If OnlyIntegrateNew is True (above), then we retrieve Databuild orders with dates <= EndIntegrationDate.

If EndIntegrationDate is None, then today's date will be used.

Setting:

None

dd/mm/yyyy

Actions

Key

Description/Setting

LinkPOsToLogisticsItems

Description:

  1. Unlinks cancelled Orders from uncalled Construction Logistics Activities.
  2. Links valid Orders to Construction Logistics Activities based on criteria.

Setting:

True: Link function is switched on

False: Link function switched off