Shared SQL Server Instance for Bizview & ERP System
Shared SQL Server Instance for Bizview & ERP SystemRelated InformationSeparate SQL Server instancesThis topic describes the process for setting up a shared SQL server instance for Bizview and an ERP system.This topic contains the following sections:Determine the Internal DB User for BizviewGrant Read Access for the ERP Database(s) to the Internal DB UserDetermine the Internal DB User for Bizvie...
Separate SQL Server Instances
Separate SQL Server InstancesRelated InformationShared SQL Server instance for Bizview & ERP systemWhen the database(s) for the ERP system and Bizview is installed in different SQL Server instances, there are a few more tasks needed to enable data integration from the ERP system database to the Bizview database.This topic contains the following sections:Create a New Login in the DB Instance of ...
Tasks for Bizview Integrator Consultant
Tasks for Bizview Integrator ConsultantThis topic provides a list of tasks to complete when using Bizview Integrator Consultant.This topic contains the following sections:Ensure Bizview Processing Services is Running on the Bizview ServerDefine Reference to the Bizview Application DatabaseCopy Stored Procedure stg.p_adp_fin_ledgertras_<systemid> to schema custstgCopy Stored Procedure stg.p_adp_...
Tasks for the Bizview Consultants
Tasks for the Bizview ConsultantsThis 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 BizVewDefine Bizview Objects for Each ClientDefine Ledger Currency for Each ClientSet Client Access to Template JobSet Up Data Sources for the ERP Database(s)Define ...
ERP Ledger Transactions to Bizview Datastore
ERP Ledger Transactions to Bizview DatastoreThis topic describes the process for enabling integration of ledger transactions from the ERP system to Bizview Datastore database.This topic contains the following sections:Map Dimensions to Ledger Transaction ColumnsAdjust the Starting Point for Ledger TransactionsTest: Update Transactions to DatastoreMap Dimensions to Ledger Transaction ColumnsAcce...
Scheduling the Integration Job
Scheduling the Integration JobNormally, you would want to schedule the integration job so that a full reload from the ERP system is processed at predefined intervals (each job).Access this setting by following the path: System Administration > Processing Services > JOB OPTIONS > Job Schedules.Specify the scheduling parameters:Next step:Customising the Data Integration Adapter
Loading Opening Balances into Datastore
Loading Opening Balances into DatastoreThis topic describes the process for opening balances into a Bizview datastore.This topic contains the following sections:Opening Balances in ERP SystemsLoading Opening Balances into <ds>Opening Balances in ERP SystemsERP systems handle opening balances differently. Primarily there are two common scenarios:Pre-calculated opening balances: The first scenari...
Bizview Visma Global Adapter Details
Bizview Visma Global Adapter DetailsThis topic contains the following sections:Set Up Data Sources for Visma GlobalObject Tags for the Visma Global AdapterLedger Transaction ColumnsVisma Global TablesSet Up Data Sources for Visma GlobalBelow is a list of data sources:ColumnComment (enter this value)client_idBizview client_id.module_idGL (General Ledger).system_idVG (Visma Global adapter).db_ins...
Setup Integration with Hogia Approval
Setup Integration with Hogia ApprovalBelow is a list of steps needed to enable viewing of scanned documents (Invoices) from the Hogia Approval database. Copy stored procedure stg.p_adp_docfile_HOG_APPROV to schema custstg. In the Drill Down template, make sure you have a column named DOC_REFERENCE. Add a hyperlink in the template row(s) for column DOC_REFERENCE. Add reference (in P...
Configuring Bizview Client for SIE Import
Configuring Bizview Client for SIE ImportThis topic outlines the steps for configuring Bizview Client for SIE Import.This topic contains the following sections:Review SIE FileSpecify Client Settings for SIEEnter Dimensions to LoadReview SIE FileStart by examining the SIE file to be loaded.Open the SIE file in a plain text program, such as Notepad. At the beginning of the file, there are a numbe...
Interfaces to the Bizview Application Database
Interfaces to the Bizview Application DatabaseThe following published interfaces to the Bizview application database are available (Bizview 5.2). New staging tables may be published in later versions.This topic contains the following sections:Object Values and Related DataUsers and Access ControlActive Directory Users and Access ControlObject Values and Related Datastg.object_valuesInterface fo...
Planning Data
Planning DataBizview has a standardized interface (staging table stg.data_cells) for integration of planning data.This topic contains the following sections:stg.data_cellsInserting Data into Bizview Planning Data TablesExample: Integrate Planning Datastg.data_cellsThis is the table where planning data should be inserted from the pre-system.A detailed description of the table and its columns is ...
Example: Easy Integration
Example: Easy IntegrationThis topic details the principles of how the most easy integration can be configured using pure SQL. In reality, this is not a best practice way of building integration, but it indicates the how easy it can be to link Bizview to other databases and data sources.The objective of the example code is to take the chart of account data in an ERP-system and make that availabl...