Topics
4 minute read
Topics are used for publishing data to other parties. The Topic doesnโt send data directly; it notifies the subscribers and enables them to pull data from the Topic.
The Topic is where you set up the tables and table definitions; which tables and field should be published. You can also add Conditions if you want to exclude transactions for being transfered.
Topic card
- Choose the ๐ icon, enter Topics (IDM), and choose 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 have two predefined templates that can be used for transferring time entries; Time entries and Project ledger entries.
Time entries
Transfer time and resourses. The time entries are transferred as soon as they are submitted in to the table External time entries in the receiving company. This makes it possible for a project manager in the selling company to preview the entries. There is also an approval flow for information purpose only. When the time entries are posted in the performing company, project ledger entries are created in both companies.
Project ledger entries
Transfers time (not resourses), expenses and item entries and creates transactions in a project journal, and when posted, the project ledger entries in the selling company are created. When using this template, there is no preview or approval functionality when the time sheet is submitted in the performing company.
You can’t use both templates at the same time for time entries because you will get duplicate project ledger entries. What you can do is to use the templates in combination;
- Time entries -> Time and resources
- Project ledger entries -> Expenses and item entries
In this case you must 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 related to setting up the Topic tables.
- pryme Intercompany Masterdata - you must manually add the tables you want to transfer and make the table definitions. The default value is that all fields are included in the data message.
- pryme Intercompany project - you have pre-defined templates with tables and table definitions already populated.
- Choose 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 | Allow users to manually publish records to this topic using an on-demand page action if the conditions are fulfilled. This field is only valid for tables with this special functionality. |
Conditions | You use this field to set filters to include or exclude data Topic record. |
Included fields | If you want exclude fields in the Topic record, click on this field. Message Data Content (IDM) will open where you enter your restrictions. |
- Go back to the Topic card and Set status to Ready.
- Restart the company. The changelog will now 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. If you want to transfer all entries in a table to the subscribers, use Topic Table -> Create Messages. We suggest you do this on all Master data tables after setting up the Topic to be assure that your data is the same in all companies. Note that this function only adds and updates entries, it never delete a record in the subscribing company. This means you might need to do some cleaning up in the subscribing companies if you have records that are not valid anymore.
Update a topic with new fields
This is the procedure if you want to add a new field in an existing Topic.
- Choose the ๐ icon, enter Topics (IDM), and choose 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.