Exact Online does not accept project codes (cost units) with more than 8 positions. The short code for a project is passed to Exact Online. Install the following additional business rule to make sure that the short code meets the requirements of Exact Online:
View |
bubs_projecten_v |
---|---|
Action |
Mutation |
Group |
Checks for Exact Online |
Expression |
-- -- $Header: http://svn.invantive.com/repos/p104/trunk/help/nl/manual/Topics/bubs-installatie-exact-online-aanvullende-bedrijfsregels.xml 19891 2012-10-09 13:23:03Z gle3 $ -- exactonline-check-1 -- if :action_moment = 'B' then if :last.pjt_code_kort is null and length(:last.pjt_code) <= 8 then :last.pjt_code_kort := :last.pjt_code; end if; -- if :last.pjt_code_kort is null then bubs_error_handler.handle_error ( '{res:bubs_eol_required_short_code?' || bubs#vertalingen.escape_parameter(:last.pjt_code) || '}' ); end if; -- if length(:last.pjt_code_kort) > 8 then bubs_error_handler.handle_error ( '{res:bubs_eol_project_short_code_too_long?' || bubs#vertalingen.escape_parameter(:last.pjt_code) || '}' ); end if; end if; |
Explanation |
Check if the short project code is filled and has a maximum of 8 positions. Exact Online does not accept project code longer than 8 positions. |
Every customer and supplier must have a contact person, that contact person must be linked to one organisation only, and a first and last name must be specified. Install the next additional business rule to check this:
View |
bubs_leveranciers_v |
---|---|
Action |
Mutation |
Group |
Checks for Exact Online |
Expression |
-- -- $Header: http://svn.invantive.com/repos/p104/trunk/help/nl/manual/Topics/bubs-installatie-exact-online-aanvullende-bedrijfsregels.xml 19891 2012-10-09 13:23:03Z gle3 $ -- exactonline-check-2 -- declare l_cnt_usages pls_integer; l_gbr_cp_achternaam bubs_gebruikers_v.gbr_achternaam%type; l_gbr_cp_voornaam bubs_gebruikers_v.gbr_voornaam%type; begin if :action_moment = 'B' and ( :new.lvr_klant_vlag = 'Y' or :new.lvr_opdrachtnemer_vlag = 'Y' ) then -- -- Check that a primary contactperson is available. -- if :last.gbr_cp_naam is null then bubs_error_handler.handle_error ( '{res:bubs_eol_prim_cp_required?' || bubs#vertalingen.escape_parameter(:last.lvr_code) || '&' || bubs#vertalingen.escape_parameter(:last.lvr_naam) || '}' ); else select gbr_cp.gbr_achternaam , gbr_cp.gbr_voornaam into l_gbr_cp_achternaam , l_gbr_cp_voornaam from bubs_gebruikers_v gbr_cp where 1=1 and gbr_cp.gbr_naam = :last.gbr_cp_naam ; if ( l_gbr_cp_achternaam is null and l_gbr_cp_voornaam is null ) then bubs_error_handler.handle_error ( '{res:bubs_eol_prim_cp_required_namepart?' || bubs#vertalingen.escape_parameter(:last.lvr_code) || '&' || bubs#vertalingen.escape_parameter(:last.lvr_naam) || '&' || bubs#vertalingen.escape_parameter(:last.gbr_cp_naam) || '}' ); else -- -- Check that a person is only available on at most one organisation. -- select coalesce(count(*), 0) cnt into l_cnt_usages from bubs_leveranciers_v lvr where 1=1 and lvr.gbr_cp_naam = :last.gbr_cp_naam and lvr.lvr_id <> :last.lvr_id ; if l_cnt_usages >= 1 then bubs_error_handler.handle_error ( '{res:bubs_eol_prim_cp_unique?' || bubs#vertalingen.escape_parameter(:last.gbr_cp_naam) || '}' ); end if; end if; end if; end if; end; |
Explanation |
Make sure that a contact is entered for clients and contractors and it is not used more than one time. |
Each person which writes hours can lead to invoicing in Exact Online. The cost center is based on unique initials. Therefore the unique initials must always be filled in:
View |
bubs_gebruikers_v |
---|---|
Action |
Mutation |
Group |
Checks for Exact Online |
Expression |
-- -- $Header: http://svn.invantive.com/repos/p104/trunk/help/nl/manual/Topics/bubs-installatie-exact-online-aanvullende-bedrijfsregels.xml 19891 2012-10-09 13:23:03Z gle3 $ -- exactonline-check-3 -- if :action_moment = 'B' and :last.gbr_initialen is null and :last.gbr_tijdschrijver_vlag = 'Y' then bubs_error_handler.handle_error ( '{res:bubs_eol_initials_required?' || bubs#vertalingen.escape_parameter(:last.gbr_naam) || '}' ); end if; |
Explanation |
Make sure that a contact is entered for clients and contractors and it is not used more than one time. |