Bizview from insightsoftware

Inbound Data Integration Overview
Inbound Data Integration OverviewThis section details how to get information into Bizview. For example, how to integrate Bizview with different ERP Systems.This section contains the following topics:Bizview AdaptersWhitepaper Bizview Data Integration Application DatabaseBizview Integration Interfaces (inbound)
Bizview Adapters
Bizview AdaptersThe Bizview data adapters are template adapters that has been developed based on the Bizview Systems general experience and knowledge of integrating Bizview with different ERP Systems. Depending on the version, the usage, settings, or customization of the ERP System, these adapters may or may not work without modifications. Start by reading the instruction Implementing Bizview D...
Implementing Bizview Data Adapters
Implementing Bizview Data AdaptersThis section contains the following topics:Bizview Data Adapters OverviewInitial Technical SetupObject Integration from ERP SystemERP Ledger Transactions to Bizview DatastoreScheduling the Integration JobCustomising the Data Integration AdapterLoading Opening Balances into the DatastoreBizview Data Adapter Integration Checklist
Bizview Data Adapters Overview
Bizview Data Adapters OverviewThe Bizview data adapters are template adapters that have been developed based on the Bizview Systems general experience and knowledge of integrating Bizview with different ERP Systems.NCG may also, but is not obligated to, provide you with updates, bug fixes, or enhancements to the adapter and these updates will overwrite any previous version of the standard adapt...
Initial Technical Setup
Initial Technical SetupThis section contains the following topics:Tasks for the Database AdministratorShared SQL Server Instance for Bizview & ERP SystemSeparate SQL Server InstancesTasks for Bizview Integrator ConsultantTasks for the Bizview Consultants
Tasks for the Database Administrator
Tasks for the Database AdministratorThe objective of the tasks performed by the Database Administrator (DBA) is to make it possible for Bizview to extract and retrieve data from the ERP system database(s).There are two different scenarios, and depending on the scenario, the database administrator tasks are somewhat different.The first scenario is when the ERP database(s) and the Bizview databas...
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 ...
Object Integration from ERP System
Object Integration from ERP SystemThis topic describes the process for enabling object integration from the ERP system to Bizview.This topic contains the following sections:Configure Objects to IntegrationTest Object IntegrationCheck for Errors in Object IntegrationConfigure Objects to IntegrateNavigate to Client Setup > Objects > OBJECT SETUP > Datastore Dimensions & Measures.For a list of ava...
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
Customising the Data Integration Adapter
Customising the Data Integration AdapterThe adapter may be customized in various ways, and for various reasons. Maybe you want to clean, adjust, or convert data that was loaded into the staging table(s). Or, you want to get data from the ERP system that the standard procedure does not provide.One customizing option you have is to alter/add some logic in the standard procedures that you have cop...
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 Data Adapter Integration Checklist
Bizview Data Adapter Integration Checklist Below is a check list with all the necessary steps to setup and configure the integration data flow for a Bizview data adapter:ChecklistStatusInitial Technical Setup (DBA sysadmin) Shared SQL Server Instance Determine the internal DB User for Bizview Grant read access for the ERP database(s)  to the internal Bizview DB user Separate SQL Server Instance...
Bizview Visma Business Adapter
Bizview Visma Business AdapterThis section contains the following topics:Bizview Visma Business Adapter OverviewBizview Visma Business Adapter DetailsSetting Up Integration with Visma Dokumentsenter
Bizview Visma Business Adapter Overview
Bizview Visma Business Adapter OverviewThis topic contains the following sections:Version History for Bizview Visma Business AdapterPrerequisitesAdapter ContentVersion History for Bizview Visma Business AdapterVersionDateComment1.02014-04-08First version of Bizview Visma Adapter.1.12014-04-24Added opening balances loading procedure.1.22014-05-05Added integration with Visma Dokumentsenter. Prere...
Bizview Visma Business Adapter Details
Bizview Visma Business Adapter DetailsThis topic contains the following sections:Set Up Data Sources for Visma BusinessObject Tags for the Visma Business AdapterLedger Transaction ColumnsVisma Business TablesSet Up Data Sources for Visma Business Below is a list of data sources:ColumnComment (enter this value)client_idBizview client_id.module_idGL (General Ledger).system_idVB (Visma Business ad...
Setting Up Integration with Visma Dokumentsenter
Setting Up Integration with Visma DokumentsenterBelow is a list of steps needed to enable viewing of scanned documents (Invoices) from Visma Dokumentsenter.Copy stored procedure stg.p_adp_docfile_VB_DOKSENTER to schema custstg .Modify the stored procedure, set valid UNC path to document files:In the Drill Down template, make sure you have a column named DOC_REFERENCE.Add a hyperlink in the temp...
Bizview Visma Global Adapter
Bizview Visma Global AdapterThis section contains the following topics:Bizview Visma Global Adapter OverviewBizview Visma Global Adapter Details
Bizview Visma Global Adapter Overview
Bizview Visma Global Adapter OverviewThis topic contains the following sections:Version History for Bizview Visma Global AdapterPrerequisitesAdapter ContentVersion History for Bizview Visma Global AdapterVersionDateComment1.02014-04-08First version of Bizview Visma Global Adapter1.12014-04-24Added opening balances loading procedure PrerequisitesThe adapter is compatible with Bizview version 6.0...
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...
Bizview Hogia Adapter
Bizview Hogia AdapterThis section contains the following topics:Bizview Hogia Adapter OverviewBizview Hogia Adapter DetailsSetting Up Integration with Hogia Approval
Bizview Hogia Apter Overview
Bizview Hogia Apter OverviewThis topic contains the following sections:Version History for Bizview Hogia AdapterPrerequisitesAdapter ContentVersion History for Bizview Hogia AdapterVersionDateComment1.02014-04-08First version of Bizview Hogia Adapter1.12014-04-23Added integration with Hogia Approval Manager1.22014-04-24Added opening balances loading procedure PrerequisitesThe adapter is compati...
Bizview Hogia Adapter Details
Bizview Hogia Adapter DetailsThis topic contains the following sections:Set Up Data Sources for HogiaObject Tags for the Hogia AdapterLedger Transaction ColumnsHogia TablesSet Up Data Sources for HogiaBelow is a list of data sources:ColumnComment (enter this value)client_idBizview client_id.module_idGL (General Ledger).system_idHOG (Hogia adapter).db_instanceLinked server name to Hogia database...
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...
Bizview Jeeves Adapter
Bizview Jeeves AdapterThis section contains the following topics:Bizview Jeeves Adapter OverviewBizview Jeeves Adapter Details
Bizview Jeeves Adapter Overview
Bizview Jeeves Adapter OverviewThis topic contains the following sections:Version History for Bizview Jeeves AdapterPrerequisitesAdapter ContentVersion History for Bizview Jeeves AdapterVersionDateComment1.02014-04-08First version of Bizview Jeeves Adapter1.12014-04-24Added opening balances loading procedurePrerequisitesThe adapter is compatible with Bizview version 6.0 and later.Use this docum...
Bizview Jeeves Adapter Details
Bizview Jeeves Adapter DetailsThis topic contains the following sections:Set Up Data Sources for JeevesObject Tags for the Jeeves AdapterLedger Transaction ColumnsJeeves TablesSet Up Data Sources for JeevesBelow is a list of data soures:ColumnComment (enter this value)client_idBizview client_id.module_idGL (General Ledger).system_idJV (Jeeves adapter).db_instanceLinked server name to Jeeves dat...
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