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. Conditions can be added 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 the Topic to a specific Party or to a group of Parties. |
Subscription Code | If the Subscription Type is Party or Group, add the Party or Party group to whom data is published the Topic. |
- Open the Topic Tables action under Related.
Transfer time entries
Two predefined templates are provided 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, 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 cannot 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).
Note!
The template Project ledger entries is a preview feature and should be tested in a sandbox environment. Contact support for use in a production environment.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.
- Select New and search for the table 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 | Use this option to exclude specific fields from the Topic. It opens Message Data Content (IDM), where the restrictions are defined. If Pryme Intercompany Project is installed, and the transfer pricing list is in another currency than LCY, the fields Invoice currency code and Time sheet currency code must be added in the Topic. |
- 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 for the subscribers.
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:
- 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.
- Go back to the Topic card and Set status to Ready.
- Restart the company.
- Add the field in the Subscription. See Updating a Subscription after changing the Topic.