Subscriptions
6 minute read
After setting up the Topic, the next step is to create a Subscription for each Party in the receiving company/companies. You must create one Subscription per Party (sending company) you are receiving data from.
If you are setting up a Subscription in a multiple Business Central environment, using Azure Service Bus, you must run the Topic in the sending company before you are setting up the Subscription
Subscription card
- Choose the 🔎 icon, enter Subscriptions (IDM), and select the related link.
- Enter the Party code for the sending company and select the related Topic.
- Pryme Intercompany Project only.
- Inv. Setup template Defines the default invoice template for intercompany projects. Leave blank to add templates manually.
- Res. price template Specifies the transfer pricing list for projects.
- Review and adjust tables under Subscription Tables. Delete tables you do not wish to import. Re-add deleted tables if needed (limited to tables present in the Topic).
- Use Subscription Fields to modify field-level data processing, mapping, and rules.
Subscription Fields
Subscription fields allows you to control how data is imported and processed.
When you import a table, you can mapp a field to change the value in it. This is only possible if the field is included in the Topic message.
If you change or mapp a field, we recommend you use the Comment field to document your changes. The field Relation Table Caption specifies the table that is related to the field. If you have values in these fields, the value you import must exist in the related table in the receiving company.
You can map a field four ways, by Value, Filter, Fixed or Currency.
| Type | Description |
|---|---|
| Value | One-to-one mapping. |
| Filter | Conditional updates based on filters. |
| Fixed | Assigns a fixed value to all imported transactions. |
| Currency | Manages local currency conversions. |
Currency mapping
Ensures proper handling of differing local currencies (LCY) between companies. Requires setup of the Currency Code for each Party and the LCY Code in the General Ledger Setup.
- If the currency code in the subscription message is blank the Currency code from the Party code will be used and mapped into the field.
- If the currency code in the subscription message matches the Currency code on the Party code, the currency field will be set to blank.
Note!
When a record is received from another company through a Topic, a Subscription record is created. This record tracks its origin and whether it was created by another company or simply updated. If the record was originally created by another company, any local changes made will not be sent to other companies. For example, if a record, such as a payment term, was created outside the Intercompany (IC) process in multiple companies, there will be no agreement on ownership of the record. Consequently, all changes made across these companies will be synchronized and transferred. To resolve such conflicts, you must update the Subscription record for these entries (found under Related) by manually setting the Data owned by party field.Subscription fields in Pryme Intercompany Project
In the Pryme Intercompany Project app there are fields you must map to get the correct values on the projects in the receiving company.
Project
Table 167 – Job
| Target Field No | Target Field Name | Mapping value | Comment |
|---|---|---|---|
| 5 | Bill-to Customer No. | Fixed | Always map to the sending company’s customer number in the receiving company. |
| 20 | Person Responsible | Is it the same as in the sending company? | |
| 23 | Job posting group | Is it the same as in the sending company? | |
| 1011 | Invoice currency code | Currency | If you have an intercompany transfer pricing list in another currency than your LCY, always change the Mapping value to Currency. Read more about Currency mapping here. |
| 2000 | Sell-to Customer No. | Fixed | If you don’t have the customer table as Master data, map to the sending company’s customer number in the receiving company. |
| 14045651 | Resource Invoice type | Value | If the selling company have fixed price agreement with the customer, and the performing company need to maintain regular intercompany billings, mapp this field to T&M |
| 14045655 | Item Invoice type | Value | If the selling company have fixed price agreement with the customer, and the performing company need to maintain regular intercompany billings, mapp this field to T&M |
| 14045656 | Expense Invoice type | Value | If the selling company have fixed price agreement with the customer, and the performing company need to maintain regular intercompany billings, mapp this field to T&M |
| 14045674 | Project Managerx PGS | Is it the same resource as in the sending company? | |
| 14045753 | Time sheet currency code | Currency | If you have an intercompany transfer pricing list in another currency than your LCY, always change the Mapping value to Currency. Read more about Currency mapping here. |
Table 1001 – Job task
| Target Field No | Target Field Name | Mapping value | Comment |
|---|---|---|---|
| 14045764 | Contract Type PGS | Value | If the selling company have fixed price agreement with the customer, and the performing company need to maintain regular intercompany billings, you must map this field to T&M |
| 14045709 | Project Manager PGS | Is it the same resource as in the sending company? |
Table 14045676 - Permissions PM
This table is not mandatory to transfer. If you don’t need the permissions from the sending company, you can delete the table.
| Target Field No | Target Field Name | Mapping value | Comment |
|---|---|---|---|
| 1 | No | Is it the same resources as in the sending company? |
Time
Table 156 – Resource
| Target Field No | Target Field Name | Mapping value | Comment |
|---|---|---|---|
| 51 | Gen Prod Posting Grp | Is it the same as in the sending company? | |
| 58 | VAT Prod Posting Grp | Is it the same as in the sending company? |
Note!
The Intercompany Project app does not include cost price as part of its default setup. However, there are two approaches to handle cost prices effectively:
- Manually input the cost price for external resources directly in the receiving company.
- Automation by using Resource Group / Resource Subgroup. Create a decicated Resource Group / Resource Subgroup for IC resources and add the transfer pricing rates for resource costs. Don’t forget to map the IC resources to the decicated group/subgroup.
Project ledger entries
This is a preview feature that transfer resource, expenses and item ledgers between companies. It is to be tested in a Sandbox environment. Please contact support if you want to use it in a production environment.
Table 210 – Job jounal line
| Target Field No | Target Field Name | Mapping value | Comment |
|---|---|---|---|
| 1008 | Currency code | Currency | Read more about Currency mapping here. |
| 14045810 | Expense Payment Type | Value | Mapp the expense payment types you have in the sending company to the one you created for Intercompay purpose. |
Test the setup
When you have created a topic and the corresponding subscription, try to send one entry in the sending company. In the receiving company you can run the subscription manually from the action Run subscription. When everything is working, you can set up a job queue that runs the subscription automatically.
Read more about setting up job queues here.
Update a Subscription after changing the Topic
If you have changed the field definitions on the Topic you must manually update the Subscription.
- Choose the 🔎 icon, enter Subscriptions (IDM), and select the related link.
- Go to Update Source fields on the Action tab.
- Open the Subscription card.
- Click on Subscription fields on the table you want to update.
- Go to the field you want to add.
- In Source field No you add the Table No (same number as in Target field No).