With the implementation of any new type of integration there are several issues to consider in preparing Framework for the change.
Framework Data Updates
No existing data must be modified to support the use of Microsoft Dynamics Purchase Orders integration.
The only consideration in this type of integration is the jobs included in the integration process.
- Jobs where the External System Link BOQ Reference field is not N/A (this can be viewed on the Job Overview screen).
- Additional specific criteria as defined in the Integration Process section of this help guide.
Should any mass data updates be required to prepare jobs for integration, please contact Insula Software for assistance.
Framework Security
As a part of implementing Framework Construction Logistics Desktop, Framework security should be reviewed to ensure only relevant users have access to this new software.
Framework Preferences
In the Framework ECM Security module, the following preference settings require modification.
Estimation System
Preference Group: Framework Construction Logistics (Tablet) > Bill of Quantities Integration
Preference: -11001 - Estimation System
Preference Level: Default
Value: Dynamic
Dynamics ODBC DSN Name
Preference Group: Framework Construction Logistics (Tablet) > Bill of Quantities Integration > Dynamics Settings
Preference: -1022 - Dynamics ODBC DSN Name
Preference Level: Default
Value: FworkDynamics
Dynamics ODBC DSN Connect String
Preference Group: Framework Construction Logistics (Tablet) > Bill of Quantities Integration > Dynamics Settings
Preference: -1023 - Dynamics ODBC DSN Connect String
Preference Level: Default
Value: "uid=xxx;pwd=xxxx" if needed.
Dynamics Framework Database Identifier
Preference Group: Framework Construction Logistics (Tablet) > Bill of Quantities Integration > Dynamics Settings
Preference: -1024 - Framework Database Identifier
Preference Level: Default
Value: Numerical Value (i.e., 1, 2). Denotes an assigned database number where multiple Framework databases are integrated with a single Dynamics database.