Invantive EstateWith this screen you can retrieve data from the ERP system.
The data will not be modified or deleted within the ERP system .
The ERP system provides the figures on realization that are used in Invantive Estate. The following data is uploaded:
•Cost Categories.
•Revenues.
•Persons.
•Organizations.
•Mutations Ledger (debtors, creditors, memorial).
The data can be retrieved from Associated Master Administrations or from all ERP administrations where Invantive Estate is connected to via Associated Financial Administrations.
When data is exchanged, the program checks whether this data is already present. If this is not the case, the ERP system is used and data is uploaded, stored and added to Invantive Estate. If this data is already present, action is taken depending on the kind of data:
•Cost Categories: changing the description. Other changes are not accepted.
•Revenues: all changes are accepted.
•Persons: Changing a name. Other changes are not accepted.
•Organizations: changing a name. Other changes are not accepted.
•General Ledger mutations: print a warning that - after processing and retrieving- the entry is changed . No changes are accepted.
All messages of the processing are stored and can be seen in the screen ERP Jobs .
The retrieval of data is an intensive process. Therefore, it gets automatically less priority if other users are active.
Time of processing
The total processing of all data from ERP can take several minutes if the filter is not set. To process only a few corrections in the general ledger it is also possible to set in your filter the projects where these mutations refers to. Only data of the projects in the filter are processed.
The way the data is collected can be set in Profile Options.
Signal List
This process adds the data which was not added yet. Moreover, the process compares the data in the ERP system to the data saved in Invantive Estate. Possible deviations are saved as a signal list in the output of the process. These lists can be seen in in the screen ERP Jobs.
