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Tasks for the Bizview Consultants

This topic provides a list of tasks to complete when using Bizview Consultant. These tasks are performed within the Bizview application.

This topic contains the following sections:

Define Client(s) in Bizview

For more information, see Bizview Tutorial.

 

Define Bizview Objects for Each Client

For more information, see Bizview Tutorial.

 

Define Ledger Currency for Each Client

First make sure that there are active currencies in the Bizview installation.

System Administration > System Options > CURRENCY SETTINGS > Currency Code.

Next, you must for each client define what the ledger currency for the client should be. (I.e. in what currency the ledger amount transactions are booked for each company in your ERP System).

 

Set Client Access to Template Job

Go to System Administration >  Processing Services > SETUP & AUTHORIZATIONS > Job Templates and give access to the auto-generated job to the clients that need to execute the job.

systemadmin_access_jobs

 

Set Up Data Sources for the ERP Database(s)

Navigate to System Administration > Data Services > CONFIGURATION > ERP Adapter Configuration.

IntegrationConfiguration

IntegrationConfiguration2

For more specific details, see Bizview Adapters for documentation specific to each adapter.

Next step: Object Integration from ERP System

Published:

Tasks for the Bizview Consultants

This topic provides a list of tasks to complete when using Bizview Consultant. These tasks are performed within the Bizview application.

This topic contains the following sections:

Define Client(s) in Bizview

For more information, see Bizview Tutorial.

 

Define Bizview Objects for Each Client

For more information, see Bizview Tutorial.

 

Define Ledger Currency for Each Client

First make sure that there are active currencies in the Bizview installation.

System Administration > System Options > CURRENCY SETTINGS > Currency Code.

Next, you must for each client define what the ledger currency for the client should be. (I.e. in what currency the ledger amount transactions are booked for each company in your ERP System).

 

Set Client Access to Template Job

Go to System Administration >  Processing Services > SETUP & AUTHORIZATIONS > Job Templates and give access to the auto-generated job to the clients that need to execute the job.

systemadmin_access_jobs

 

Set Up Data Sources for the ERP Database(s)

Navigate to System Administration > Data Services > CONFIGURATION > ERP Adapter Configuration.

IntegrationConfiguration

IntegrationConfiguration2

For more specific details, see Bizview Adapters for documentation specific to each adapter.

Next step: Object Integration from ERP System

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