Setup Topics

Topics are used for publishing data to other parties. Topics 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. Conditions can be added to filter and control which data should be transferred.

In the Pryme Intercompany for Projects app, you have access to pre-configured templates that do not exist in the Pryme Master Data app. Because of this, the setup process for a Topic looks slightly different between the two apps. For this reason, we provide separate instructions for masterdata and templates.

Watch our video how to setup a Topic.

Masterdata

When setting up a Topic for masterdata you have to configure it manually. You add the tables you want to share with other companies, and manually change the table definitions.

Topic card

1. Choose the 🔎 icon, enter Topics (IDM), and select the related link.
2. Click on New and the Topic card is opened.
3. Fill in the fields as necessary. Hover over a field to read a short description.
4. Some of the most important fields are:
   Message processing type
   Select Generic.
   Subscription type
   Use the field to restrict a Topic to a specific Party or to a Group of Parties.
   Subscription Code
   If the Subscription Type is Party/Group, add the Party or Party group to whom data is published the topic.
   Topic Tables
   Shows how many tables are included in the Topic. You can click on the link to open the Topic tables.
5. Click on the Topic tables action.

Topic tables

1. Add the tables you want to transfer.
2. Fill in the fields as necessary. Hover over a field to read a short description.
3. Some of the most important fields are:
   Allow On-Demand Publish
   Enables users to manually select which records should be sent to the subscribers, provided the conditions are fulfilled. This field is valid only for tables with special on-demand functionality. Now it is only available Projects.
   Conditions
   Use this field to set filters to restrict if not all the entries should be included in the Topic message.
   Included fields
   Shows the number of fields in the table, and how many of them are included in the Topic message. By default, all fields are included in the data message. If you want to exclude fields, click on the link in the Include fields column.
4. Go back to the Topic card and Set status to Ready.
5. Restart the company.

Templates

In Pryme Intercompany for Projects you have pre-configured templates that helps you to create the Topic. You have these templates available:

• Project
• Time entries
• Project ledger entries

Topic card

1. Choose the 🔎 icon, enter Topics (IDM), and select the related link.
2. Click on New and the Topic card is opened.
3. Fill in the fields as necessary. Hover over a field to read a short description.
4. Some of the most important fields are:
   Message processing type
   Select which template you want to use: Project, Time entries or Project ledger entries
   Subscription type
   Use the field to restrict a Topic to a specific Party or to a Group of Parties.
   Subscription Code
   If the Subscription Type is Party/Group, add the Party or Party group to whom data is published the topic.
   Topic Tables
   Shows how many tables are included in the Topic. You can click on the link to open the Topic tables.
5. Open the Topic Tables.

Topic tables

When using the pre-configured templates, the tables and fields are already added and configured, but they are easy to change.

1. If you want to add a table, select New and search for the table to add.
2. Fill in the fields as necessary. Hover over a field to read a short description.
3. Some of the most important fields are:
   Allow On-Demand Publish
   Enables users to manually select which records should be sent to the subscribers, provided the conditions are fulfilled. This field is valid only for tables with special on-demand functionality. Now it is only available Projects.
   Conditions
   Use this field to set filters to restrict if not all the entries should be included in the Topic message.
   Note that if you are transferring Time with the Time entries template and are setting up the Project ledger entries template for expenses and items, you must add a condition to only include type g/l account and Item.
   If you don’t add this condition, you will get duplicate project ledger entries.
   Included fields
   Shows the number of fields in the table, and how many of them are included in the Topic message.
   Click on the link if you want to change the definitions.
4. Go back to the Topic card and Set status to Ready.
5. Restart the company.

Template - Project

Template - Time entries

Template - Project ledger entries

Transfer all entries in a table

The intercompany apps only transfer new and updated entries. To ensure consistency across all subscribing companies, 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:

1. Choose the 🔎 icon, enter Topics (IDM), and select the related link.
2. Set the Topic to On hold.
3. Open the Topic Tables action under Related.
4. Click on Included fields. Message Data Content (IDM) will open.
5. Go back to the Topic card and Set status to Ready.
6. Restart the company.
7. Add the field in the Subscription. See Updating a Subscription after changing the Topic.