Step by step

4 minute read

Follow a structured approach to configure sending and receiving companies for** transferring projects and time entries**. The process involves setting up parties, topics, and subscriptions.

Below is a step-by-step guide to help you set up everything in the correct order. After the step-by-step guide you have a detailed description of each step.

Working with intercompany, there is one company sending and one company receiving the data. For two-way data transfer, you must set up the same topic and subscription in both companies.

Before you start setting up the Topics and Subscriptions, you must set up the Parties.

Masterdata

Company A	Company B
Choose the 🔎 icon, enter Topics (IDM), and select the related link.
Create a Topic. Message processing type=Generic
Add the Tables you want to transfer
Review and update the table definitions.
Set status to Ready
Restart the company.
	Choose the 🔎 icon, enter Subscriptions (IDM), and select the related link.
	Create a Subscription for Masterdata.
	Review and update the Table definitions.

Templates

Templates are only available in Pryme Intercompany for Projects

Working with intercompany, there is one company sending and one company receiving the data. In the description below these are called:

Company A -> Sending projects and receiving resources and time entries
Company B -> Receiving projects and sending resources and time entries

Projects

Company A	Company B
Choose the 🔎 icon, enter Topics (IDM), and select the related link.
Create a Topic. Message processing type=Project
Review and update the table definitions.
Set status to Ready.
Restart the company.
	Choose the 🔎 icon, enter Subscriptions (IDM), and select the related link.
	Create a Subscription for Projects.
	Select the Topic for Time entries.
	Select if you want to add an Invoice and a Price template on the project.
	Review and update the Table definitions.

Time entries

If you want to transfer time entries only, use the Time entries Template. It will transfer Time entries and resources between companies. When a timesheet is submitted in Company B, the entries are available for the project manager in Company A to preview and approve (for informational purposes only).

Company A	Company B
	Choose the 🔎 icon, enter Topics (IDM), and select the related link.
	Create a Topic. Message processing type=Time Entries
	Review and update the table definitions.
	Set status to Ready.
Restart the company.
Choose the 🔎 icon, enter Subscriptions (IDM), and select the related link.
Create a Subscription for Time entries.
Select the Topic for Time entries.
Review and update the Table definitions.

Time, expenses and items

If you want to transfer time, expense and items you have two options.

Note that you must update your setup for expenses. You can read more about it here.

Alternative 1 – With approval flow for time entries (information purpose only)

Using this alternative you use two different templates in combination.

Time -> Time entries template
Expenses and items -> Project ledger entries template.

Company A	Company B
	Choose the 🔎 icon, enter Topics (IDM), and select the related link.
	Create a Topic. Message processing type=Time Entries
	Create a Topic. Message processing type=Project ledger entries
	Add a condition in the Type field to include only g/l account and item in the data message.
	Review and update the table definitions.
	Set status to Ready on both Topics.
	Restart the company.
Choose the 🔎 icon, enter Subscriptions (IDM), and select the related link.
Create a Subscription for Time entries.
Select the Topic for Time entries.
Review and update the Table definitions.
Create a Subscription for Project ledger entries.
Select the Topic for Project ledger entries.
Review and update the Table definitions.
Setup Expense payment type, Project expense code and Project expense posting setup. Read more about it here.

Alternative 2 – Without approval flow for time entries

Using this alternative, you use the Project ledger entries template for all transactions.

Company A	Company B
	Choose the 🔎 icon, enter Topics (IDM), and select the related link.
	Create a Topic. Message processing type=Project ledger entries
	Add a condition in the Type field to include only g/l account and item in the data message.
	Review and update the table definitions.
	Create a Topic. Message processing type=Time Entries
	Open the Topic tables
	Delete Time entry (PGS) table (14045726).
	Set status to Ready on both Topics.
	Restart the company.
Choose the 🔎 icon, enter Subscriptions (IDM), and select the related link.
Create a Subscription for Project ledger entries.
Select the Topic for Project ledger entries.
Review and update the Table definitions.
Create a Subscription for Time entries.
Select the Topic for Time entries.
Review and update the Table definitions.
Setup Expense payment type, Project expense code and Project expense posting setup. Read more about it here.

Note

Never use the Project ledger entries template for Time if you are using the Time Entries template to transfer time entries. Then you will get the entries twice.