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
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. Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.
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). The bolded view is the default view, which will determine the view will automatically display in when opened.
Help	Opens the online WIKI help page for the current page. This icon is only visible on pages that are documented in the online help.
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). Integration Mode identifies how often the Integration records are pushed out or pulled in for records that hit the 'Integration Trigger'. For records that integrate, the Integration Triggers include: On Job (for Inbound Integrations only) - Pulls in records on a scheduled job On Login (for Inbound Integrations only) - Triggers the integration whenever someone logs into the system On Receipt of Record (for Inbound Integrations only) - Triggers the integration whenever new records show up in the queue. On Ready to Post (for Outbound Integrations only) - Triggers the integration whenever an integrated transaction is saved with a Status of Ready to Post On Save (for Outbound Integrations only) - Triggers the integration whenever an integrated record is saved. Integration Modes include: None - The integration is not used Immediate - Replicates real-time integration Timed - Integrates records on a scheduled job 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	Includes (what master fields) SQL Job: Primary SP: Runs in SPx_LoadCompanyData_GP by c Calls the following SP's:
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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