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
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| Toolbar Icons | Description |
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| Excel |  Clicking the Excel toolbar icon exports the current contents of the grid to an Excel file that is automatically downloaded. The contents that export are only those currently visible. If the grid is filtered, only the filtered contents will be exported. |
| 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 | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
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| Help | Opens the online WIKI help page for the current page.
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| 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. 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
For Outbound Integrations
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| 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_#####.#####. |
| 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_#####.#####. |
| IM 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_#####.#####. |
| IM Miscellaneous Production | Used to select one or more records. |
| IM Receipt | The date of the (what is the date for) that was created by the transaction. Linked Database Field: ERPx_#####.#####. |
| IM 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_#####.#####. |
| 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. |
| 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). |
| Item | 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 |
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