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.
Software Version: 2019.09.03 and newer
Page Header
| Toolbar Icons | Description |
|---|---|
| Excel | Error rendering macro 'excerpt-include' : No link could be created for 'Excel - Global'. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| Grid Layout | Error rendering macro 'excerpt-include' : No link could be created for 'Grid Layout'. |
| Help | Error rendering macro 'excerpt-include' : No link could be created for 'Help - Global Icon'. |
| Save | Saves all changes. |
| 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. Linked Database Field for Inbound Integrations: ERPx_INTEG_InboundSupportedTransactions.IntegrationModeEN. Linked Database Field for Outbound Integrations: ERPx_INTEG_OutboundSupportedTransactions.IntegrationModeEN. This lookup contains all the values in the IntegrationMode Enumeration Class. For Inbound Integrations, the value must be either None or Timed. For Outbound Integrations, the value must be either Immediate, None, or Timed (and in some cases 3rd Party) |
| 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
For Outbound Integrations
|
| Transaction Type | Identifies the Transaction, Master File, or Master File Group for the Integration. |
| Inbound Integrations | Description |
| (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_#####.#####. |
| Inactive | 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_#####.#####. |
| Checkbox | Used to select one or more records. |
| Date Field | The date of the (what is the date for) that was created by the transaction. Linked Database Field: ERPx_#####.#####. |
| Hyperlink | 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) | 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_#####.#####. |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.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.
| Toolbar Icons | Description |
|---|---|
| Cancel | Error rendering macro 'excerpt-include' : No link could be created for 'Cancel - List View Edit'. |
| Delete | Error rendering macro 'excerpt-include' : No link could be created for 'Delete - Global'. |
| Edit | Error rendering macro 'excerpt-include' : No link could be created for 'Edit - List View Single Line'. |
| Excel | Error rendering macro 'excerpt-include' : No link could be created for 'Excel - Global'. |
| Favorites | Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
|
| Grid Layout | Error rendering macro 'excerpt-include' : No link could be created for 'Grid Layout'. |
| Help | Error rendering macro 'excerpt-include' : No link could be created for 'Help - Global Icon'. |
| Inquiry Criteria | Opens Inquiry Criteria window where users can define the following criteria: |
| Mass Update | Opens the mass update dialog, which allows to mass update the following properties: |
| More Actions | Displays a drop down menu of related actions. The list of options includes: |
| New | Opens a new blank record for data entry. |
| Notes | Opens the Notes dialog, filtered for the appropriate Note Type(s). From here, users can add, review, or edit Notes associated with the record. This icon is always enabled. |
| Opens the Print dialog window, where transaction and/or analysis reports can be downloaded, printed and/or emailed. | |
| Process | |
| Refresh | Re-queries the contents of the grid/page based on the Inquiry Criteria parameters or the default parameters for grids that do not support Inquiry Criteria. |
| Requery | Re-queries the contents of the grid/page based on the Inquiry Criteria parameters or the default parameters for grids that do not support Inquiry Criteria. |
| Save | Saves all changes. |
| Validate | |
| Fields | Description |
| Field 1 | |
| Field 2 | |
| Field 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_#####.#####. |
| Inactive | 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_#####.#####. |
| Checkbox | Used to select one or more records. |
| Date Field | The date of the (what is the date for) that was created by the transaction. Linked Database Field: ERPx_#####.#####. |
| Hyperlink | 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) | 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_#####.#####. |
(Tab2 Name) Tab
| Toolbar Icons | Description |
|---|---|
| Cancel | Error rendering macro 'excerpt-include' : No link could be created for 'Cancel - List View Edit'. |
| Delete | Error rendering macro 'excerpt-include' : No link could be created for 'Delete - Global'. |
| Edit | Error rendering macro 'excerpt-include' : No link could be created for 'Edit - List View Single Line'. |
| Excel | Error rendering macro 'excerpt-include' : No link could be created for 'Excel - Global'. |
| Favorites | Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
|
| Grid Layout | Error rendering macro 'excerpt-include' : No link could be created for 'Grid Layout'. |
| Help | Error rendering macro 'excerpt-include' : No link could be created for 'Help - Global Icon'. |
| Mass Update | Opens the mass update dialog, which allows to mass update the following properties: |
| More Actions | Displays a drop down menu of related actions. The list of options includes: |
| New | Opens a new blank record for data entry. |
| Notes | Opens the Notes dialog, filtered for the appropriate Note Type(s). From here, users can add, review, or edit Notes associated with the record. This icon is always enabled. |
| Opens the Print dialog window, where transaction and/or analysis reports can be downloaded, printed and/or emailed. | |
| Process | |
| Refresh | Re-queries the contents of the grid/page based on the Inquiry Criteria parameters or the default parameters for grids that do not support Inquiry Criteria. |
| Requery | Re-queries the contents of the grid/page based on the Inquiry Criteria parameters or the default parameters for grids that do not support Inquiry Criteria. |
| Save | Saves all changes. |
| Validate | |
| Fields | Description |
| Field 1 | |
| Field 2 | |
| Field 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_#####.#####. |
| Inactive | 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_#####.#####. |
| Checkbox | Used to select one or more records. |
| Date Field | The date of the (what is the date for) that was created by the transaction. Linked Database Field: ERPx_#####.#####. |
| Hyperlink | 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) | 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_#####.#####. |