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.

Topic card

1. 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:

2. Open the Topic Tables action under Related.

Transfer time entries

Two pre-defined templates are provided for transferring 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, an approval flow is 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 timesheet is submitted in the performing company.

Both templates can’t be used simultaneously for time entries, as this will result in duplicate project ledger entries. However, the templates can be used 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).

Topic tables

There is a difference between the two intercompany apps when setting up topic tables:

Pryme Intercompany Masterdata - Tables and table definitions must be added manually. By default, all fields are included in the data message unless specified otherwise.
Pryme Intercompany Project - Predefined templates are available, with tables and table definitions already populated.

Pryme Intercompany Masterdata

1. 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. Some of the most important fields are as follows:

3. If you want to restrict the number of fields that are included in the Topic message, click on Included fields.
4. When the Topic is setup, go back to the topic card and Set status to Ready.
5. Restart the company. The changelog will be updated with new and updated entries that will generate topic records for the subscribers.

Pryme Intercompany Project

In Pryme Intercompany project you have predefined templates. They are populated with tables and table definitions (the fields that are included in the data message). It’s possible add or delete tables and fields. Note that if you make changes in a topic that is already related to a subscription you must also update the subscription.

• If you add or delete a table, add or delete the same table in the subscription.
• If you add or delete a field this is how you update the subscription.

Update the template

1. To add a new 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. Some of the most important fields are as follows:

3. If you want to restrict the number of fields that are included in the Topic message, click on Included fields.
4. When the Topic is setup, go back to the topic card and Set status to Ready.
5. Restart the company. The changelog will be updated with new and updated entries that will generate topic records for the subscribers.

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.