The purpose of the Integration Configuration page is to control which integrations you are using and what method the assigned integrations use. The list of records in the page is controlled by the system and users do not have the ability to add, edit, or remove records. Users are only allowed to edit the 'Integration Mode Setting which is always editable. NorthScope supports integrations for both importing and exporting data.

Table of Contents

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(Tab2 Name) Tab

Toolbar IconsDescriptionCancel Insert excerptCancel - List View EditCancel - List View EditnopaneltrueDelete Insert excerptDelete - GlobalDelete - GlobalnopaneltrueEdit Insert excerptEdit - List View Single LineEdit - List View Single LinenopaneltrueExcel Insert excerptExcel - GlobalExcel - GlobalnopaneltrueFavorites Insert excerptFavorites Add/Remove - GlobalFavorites Add/Remove - GlobalnopaneltrueGrid Layout Insert excerptGrid LayoutGrid LayoutnopaneltrueHelp Insert excerptHelp - Global IconHelp - Global IconnopaneltrueMass Update Insert excerptMass Update - GlobalMass Update - GlobalnopaneltrueMore Actions Insert excerptMore Actions - GlobalMore Actions - GlobalnopaneltrueNew Insert excerptNew - GlobalNew - GlobalnopaneltrueNotes Insert excerptNotes - GlobalNotes - GlobalnopaneltruePrint Insert excerptPrint - GlobalPrint - GlobalnopaneltrueProcessRefresh Insert excerptRefresh - GlobalRefresh - GlobalnopaneltrueRequery Insert excerptRefresh - GlobalRefresh - GlobalnopaneltrueSave Insert excerptSave - GlobalSave - GlobalnopaneltrueValidateFieldsDescriptionField 1Field 2Field 3(Field Name) ID

The unique identifier of the (what type of record is this). This is required for all records and must be unique (what must it be unique by) (and defaults from or is calculated by).

Linked Database Field: ERPx_#####.#####.

(Field Name) Description

The name associated with the (ID Field Name) ID. This is required for all records but does not need to be unique (what must it be unique by) (and defaults from or is calculated by).

Linked Database Field: ERPx_#####.#####.

InactiveA Yes/No field used to identify if the record is Inactive. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups for transactions or other master files. If set to 'No' then the record is "Active" and can be freely used ('No' values display as blank in the grid). This value is always editable. Linked Database Field: ERPx_#####.#####.CheckboxUsed to select one or more records.Date FieldThe date of the (what is the date for) that was created by the transaction. Linked Database Field: ERPx_#####.#####.HyperlinkA hyperlink show the (Field Name) of the transaction. Clicking on the link opens the record view of the transaction. This field is not editable. Linked Database Field: ERPx_#####.#####.Lookup (from an Enumeration)

A (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####.

This lookup contains all the values in the (What enumeration Class - link this) Enumeration Class.

Lookup (non Enumeration)

A (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####

This lookup contains a blank value, the current assigned value, and a list of all the 'Active' (what does it include).

Text Field

The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####.

A (text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####.(Field Name) ID

Toolbar Icons

Description

Excel

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	Excel - Global (old)
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Grid Layout

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	Save - Global
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Fields

Description

Integration Mode

A single-select standard lookup to turn on/off the integration and control how the integration is processed. This defaults to 'None' and is always editable. This lookup contains all the values in the IntegrationMode Enumeration Class. For Inbound Integrations, the value must be either None or Timed and for Outbound Integrations, the value must be either Immediate, None, or Timed (and in some cases 3rd Party).

Linked Database Field for Inbound Integrations: ERPx_INTEG_InboundSupportedTransactions.IntegrationModeEN.

Linked Database Field for Outbound Integrations: ERPx_INTEG_OutboundSupportedTransactions.IntegrationModeEN.

Integration Trigger

Identifies when the Transaction Type is evaluated for integration. This is a system assigned value that is not editable by the user and contains the following values:

For Inbound Integrations

On Job: The integration runs as part of a job
On Login: The integration runs anytime a user logs into NorthScope
On Receipt of Record: The integration runs each time a record is inserted in the Inbound Integration tables

For Outbound Integrations

On Ready to Post: The integration runs when the transaction is posted
On Save: The integration runs when the transaction is saved

Transaction Type

Identifies the Transaction, Master File, or Master File Group for the Integration.

Inbound Integrations

Description

Customer

Delivery Number

File Import Batch

GL Account

The unique identifier of the (what type of record is this). This is required for all records and must be unique (what must it be unique by) (and defaults from or is calculated by).

Linked Database Field: ERPx_#####.#####.

(Field Name) Description

IM Adjustment

The name associated with the (ID Field Name) ID. This is required for all records but does not need to be unique (what must it be unique by) (and defaults from or is calculated by).

Linked Database Field: ERPx_#####.#####.

InactiveIM Issue to Production

A Yes/No field used to identify if the record is Inactive. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups for transactions or other master files. If set to 'No' then the record is "Active" and can be freely used ('No' values display as blank in the grid). This value is always editable. Linked Database Field: ERPx_#####.#####.

CheckboxIM Miscellaneous Production

Used to select one or more records.

Date FieldIM Receipt

The date of the (what is the date for) that was created by the transaction. Linked Database Field: ERPx_#####.#####.

HyperlinkIM Transaction

A hyperlink show the (Field Name) of the transaction. Clicking on the link opens the record view of the transaction. This field is not editable. Linked Database Field: ERPx_#####.#####.Lookup (from an Enumeration)

IM Transfer

A (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####.

This lookup contains all the values in the (What enumeration Class - link this) Enumeration Class.

Lookup (non Enumeration)

Invoice Invoices and Credit Memos

A (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####

This lookup contains a blank value, the current assigned value, and a list of all the 'Active' (what does it include).

Text FieldItem

The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####.

A (text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####.

Inbound Integrations

This section controls what inbound integrations (data you are importing into NorthScope), and how the integration is controlled.

Outbound Integrations

This section controls what outbound integrations (data you are exporting from NorthScope to another system), and how the integration is controlled.

...

The unique identifier of the (what type of record is this). This is required for all records and must be unique (what must it be unique by) (and defaults from or is calculated by).

Linked Database Field: ERPx_#####.#####.

...

The name associated with the (ID Field Name) ID. This is required for all records but does not need to be unique (what must it be unique by) (and defaults from or is calculated by).

Linked Database Field: ERPx_#####.#####.

...

A (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####.

This lookup contains all the values in the (What enumeration Class - link this) Enumeration Class.

...

A (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####

This lookup contains a blank value, the current assigned value, and a list of all the 'Active' (what does it include).

...

The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####.

A (text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####.

Landing Complete
Landing Header
Landing Number
Load Header
Payroll Data
Shared Data
Site
SO Document Type
SO Header
SO Header Item
SO Invoice Header Item
SO Item
SO Salesperson
Vendor
Outbound Integrations	Description
ADFG Landing
AP Invoice/Credit Memo
AP Vendor Class
AR Invoice/Return
Checkbook Transaction
CP Ticket
Customer
Customer Address
Customer Class
Employee Arrears
Employee Arrears from Distribution
Fiscal Period
GL Account
GL Account Class
GL Account Format
GL Checkbook
IM Transactions
Item
Item Class
Journal
Payroll Quick Check Batch Void
Payroll Quick Checks
PR Batch Import
Site
SO Invoice
SO Transaction Class
UOM Schedule Conversion
Vendor
Vendor Address

Versions Compared

Old Version 3

New Version 4

Key

Page Header

(Tab2 Name) Tab

Inbound Integrations

Outbound Integrations

Related Topics

Page Definitions

Page Comparison

Versions Compared

Old Version 3

New Version 4

Key

Page Header

(Tab2 Name) Tab

Inbound Integrations

Outbound Integrations

Related Topics

Page Definitions