Topics
4 minute read
Topics are used for publishing data to other parties. Topics themselves do not send data directly but act as a notification system that alerts subscribers to pull data.
The Topic defines the types of data (tables and fields) that are available to be transferred to other parties. You can also add Conditions to filter and control which data should be transferred.
Topic card
- Choose the 🔎 icon, enter Topics (IDM), and select the related link. Fill in the fields as necessary. Hover over a field to read a short description. Some of the most important fields are as follows:
Field | Comment |
---|---|
Message processing | Pryme Intercompany Masterdata -> Generic |
Pryme Intercompany Project -> Project, Time entries or Project ledger entries. | |
Subscription type | This field is used to restrict to the Topic to a specific Party or to a group of Parties. |
Subscription Code | If you in Subscription Type choose Party or Group, add the Party or Party group to whom you want to publish the Topic. |
- Open the Topic Tables action under Related.
Transfer time entries
We provide two predefined templates for transferring time entries; Time entries and Project ledger entries.
Time entries
This template transfers both time and resources. Once time entries are submitted, they are transferred to the External Time Entries table in the receiving company. This enables project managers in the selling company to preview the entries. Additionally, there is an approval flow included for informational purposes.
When time entries are posted in the performing company, project ledger entries are automatically created in both the selling and performing companies.
Project ledger entries
This template transfers time (excluding resources), expenses, and item entries. It creates transactions in a project journal, and when posted, project ledger entries are generated in the selling company. Unlike the Time Entries template, this option does not include preview or approval functionality when the time sheet is submitted in the performing company.
You cannot use both templates simultaneously for time entries, as this will result in duplicate project ledger entries. However, you can use the templates in combination for different purposes:
- Time Entries: For transferring time and resources.
- Project Ledger Entries: For transferring expenses and item entries (add a Condition to only include Type g/l account and Item).
Note!
The template Project ledger entries is a preview feature and to be tested in a sandbox environment. Please contact support if you want to use it in a production environment.Topic tables
There is a differance between the two intercompany apps when it comes to setting up Topic tables.
- Pryme Intercompany Masterdata - You must manually add the tables you want to transfer and define their table definitions. By default, all fields are included in the data message unless specified otherwise.
- Pryme Intercompany project - Pre-defined templates are available, with tables and table definitions already populated for you.
- Select New and search for the table you want to add.
- Fill in the fields as necessary. Hover over a field to read a short description. Some of the most important fields are as follows:
Field | Comment |
---|---|
Allow On-Demand Publish | Enables users to manually publish records to this topic using an on-demand page action, provided the conditions are fulfilled. This field is valid only for tables with special on-demand functionality. |
Conditions | Use this field to set filters that define whether data should be included or excluded in the Topic record. |
Included fields | If you want to exclude specific fields from the Topic, click this field. It opens Message Data Content (IDM), where you can define your restrictions. |
- Go back to the Topic card and Set status to Ready.
- Restart the company. The changelog will be updated with new and updated entries that will generate Topic records to the subscribers.
Note!
If you in Pryme Intercompany project have a transfer pricing list in a different currency than your LCY, you must add the fields Invoice currency code and Time sheet currency code in your Topic.Transfer all entries in a table
The intercompany apps only transfers new and updated entries. To ensure consistency across all subscribing companies, you can transfer all entries in a table using the Topic Table -> Create Messages function. Key points to remember:
- Use this for Master data tables after setting up the Topic to synchronize data across companies.
- This action adds and updates entries but does not delete records in subscribing companies.
- If invalid records exist in subscribing companies, manual cleanup may be required.
Update a topic with new fields
To add a new field to an existing Topic, follow these steps:
- Choose the 🔎 icon, enter Topics (IDM), and select the related link.
- Set the Topic to On hold.
- Open the Topic Tables action under Related.
- Click on Included fields. Message Data Content (IDM) will open and you can add the field.
- Go back to the Topic card and Set status to Ready.
- Restart the company.
- Add the field in the Subscription. Look here.