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Return to Sage Timberline Accounts Receivable Method 2 Integration
Article Index
The following outlines the settings for Sage Timberline Accounts Receivable Method 2 integration .ini file profiles.
Default initialisation filename:
Int_TimberlineClaims_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: Timberline Claims |
ClaimMethod | Description: Determines which Claims method is followed. Setting: 1: Framework updates Timberline. 2: Timberline updates Framework Claims. |
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 Timberline Claims database. Setting: FworkTLGold |
ODBCConnect_Destination | Description: ODBC DSN connection string for the Timberline Claims database. Setting: "uid=enterUserName;pwd=enterPassword" |
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 : Timberline Claims" |
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: Job selection criteria for retrieving records from Framework to process. Setting: 1: Single region/division. 2: Single job. 3: Single team. 4 (default): All jobs. 5: Accounts entity. |
CriteriaData | Description: Input criteria data for the criteria method. Setting: 0 |
DepositRunStartDate | Description: Date used to select receipts that were entered into Timberline after or on this date. Applies when importing receipts (See Action section: ActionProcessReceipts = 1). Setting: dd/mm/yyyy |
DepositRunEndDate | Description: Date used to select receipts that were entered into Timberline before or on this date. Applies when importing receipts (See Action section: ActionProcessReceipts = 1). Setting: dd/mm/yyyy |
ConsistencyInvoiceStartDate | Description: Start Date used for Invoice Criteria to include in the Consistency Check. Setting: None dd/mm/yyyy |
ConsistencyInvoiceEndDate | Description: End Date used for Invoice Criteria to include in the Consistency Check. Setting: None dd/mm/yyyy |
Actions
Key | Description/Setting |
|---|---|
ActionAnalyseCostCodes | Description: Checks that Framework jobs have been set up correctly in Timberline with the correct cost codes. Setting: 0 (default): Framework Integration will not analyse cost codes. 1: Framework Integration will analyse costs codes. |
ActionCreateInvoices | Description: Updates Framework claim invoice information from matching Timberline claims. Setting: 0: Framework Integration will not process invoices. 1 (default): Framework Integration will process invoices. |
ActionProcessReceipts | Description: Retrieves Timberline Receipts and inserts them into Framework, updating invoices in the process. Setting: 0 (default): Framework Integration will not process receipts. 1: Framework Integration will process receipts. |
ActionCheckingConsistency | Description: Checks that Framework and Timberline have matching invoices and receipts. Setting: 0 (default): Framework Integration will not check consistency. 1: Framework Integration will check consistency. |
Timberline Settings
Key | Description/Setting |
|---|---|
TLJobNumberFormat | Description: Job number format. Setting: 0: not formatted. 1: 00-000 2: 0-0000-00 3: 00-0-0000 4: 00.0000 5: 00-0000 6: 0000-000-000 |
UseJobFmtForAnalysis | Description: Determines if a Timberline Job Number format is required when analysing the existence of cost codes. Setting: 0: a format is not required. 1: a format is required. |
ConsistencyCheckTolerance | Description: A difference in value that the invoice or receipt is allowed to be between systems and still be considered acceptable. Setting: $0.00 (default) |
TaxGroup | Description: Timberline value for their Tax Group field. This is used to create the invoice output file. Setting: GST |
TaxID | Description: Timberline value for their Tad ID field. This is used to create the invoice output file. Setting: GST |
InitialDeposit | Description: Timberline Phase Code for the Initial Deposit. Setting: 0 These need to have values that are from Timberline and indicate the phase code for each stage. |
BalanceDeposit | Description: Timberline Phase Code for the Balance Deposit. Setting: 0 These need to have values that are from Timberline and indicate the phase code for each stage. |
BaseClaim | Description: Timberline Phase Code for the Base Claim. Setting: 0 These need to have values that are from Timberline and indicate the phase code for each stage. |
FrameClaim | Description: Timberline Phase Code for the Frame Claim. Setting: 0 These need to have values that are from Timberline and indicate the phase code for each stage. |
LockUpClaim | Description: Timberline Phase Code for the Lock Up Claim. Setting: 0 These need to have values that are from Timberline and indicate the phase code for each stage. |
FixOutClaim | Description: Timberline Phase Code for the Fix Out Claim. Setting: 0 These need to have values that are from Timberline and indicate the phase code for each stage. |
FinalClaim | Description: Timberline Phase Code for the Final Claim. Setting: 0 These need to have values that are from Timberline and indicate the phase code for each stage. |
Variation | Description: Timberline Phase Code for the Post Contract and Building Variations. Setting: 0 These need to have values that are from Timberline and indicate the phase code for each stage. |
ctrDeposit | Description: Timberline Contract Code for an Initial Deposit. Setting: 01 Timberline contract codes. |
ctrTender | Description: Timberline Contract Code for a Tender Claim. Setting: 01 Timberline contract codes. |
ctrContract | Description: Timberline Contract Code for a Contract Claim. Setting: 01 Timberline contract codes. |
ctrBase | Description: Timberline Contract Code for an Base Claim. Setting: 02 Timberline contract codes. |
ctrFrame | Description: Timberline Contract Code for a Frame Claim. Setting: 03 Timberline contract codes. |
ctrLockUp | Description: Timberline Contract Code for a Lock Up Claim. Setting: 04 Timberline contract codes. |
ctrFixing | Description: Timberline Contract Code for a Fix Out Claim. Setting: 05 Timberline contract codes. |
ctrCompletion | Description: Timberline Contract Code for a Final Claim. Setting: 06 Timberline contract codes. |
ctrContractVar | Description: Timberline Contract Code for a Post Contract Variation. Setting: 07 Timberline contract codes. |
ctrConstructionVar | Description: Timberline Contract Code for a Building Variation. Setting: 08 Timberline contract codes. |
File/Path Location
Key | Description/Setting |
|---|---|
OutputPath | Description: Path where invoice file will be created. Applicable when ClaimMethod = 1. Note: This is not used for Claim Method 2. Setting: c:\Temp |
OutputFilename | Description: Invoice file name that is created storing invoices in a format that can be imported into Timberline Claims. Applicable when ClaimMethod = 1. Note: This is not used for Claim Method 2. Setting: ARInvImport.txt |