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CONTENTS
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01. OVERVIEW
This document presents the steps required for activating the Protheus x Gesplan integration, through the Carol platform.
Upon acquiring the offer internally, the provisioning flow begins.
Once the provisioning flow is finished, the customer receives the RAC credentials by e-mail (client_id and client_secret) required for running the Protheus Configuration Wizard.
The environment must be updated, following the order described in the topics below.
02. DEPLOYMENT
To start implementing the integration, you need to:
1) Check minimum requirements:
DbAccess from version 21.1.1.4
Protheus Release from 12.1.33
Lib from version 20230227
2) Apply the last Protheus continuous expedition, along with the dictionary differential through the UPDDISTR, in accordance with its release version.
3) Activate parameters in the configurator:
MV_FINTGES - Enter the content true = .T.
MV_PRJOVER - Enter the content true = .T.
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Only activate parameter MV_FINTGES in integration deployment. Using the active parameter without running the configuration Wizard may cause system processing errors. |
4) Run the Wizard in accordance with the steps listed in the next topic.
03. CONFIGURATION WIZARD
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04. SCHEDULE
After running the Wizard, the FWTECHFINJOB Carol integration job is automatically registered in Protheus.
If the integration has data sent by Gesplan, it occurs through job FWTOTVSLINKJOB, which must be manually added to the schedule.
You must finish configuring the schedule of both jobs and start the service.
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To avoid delay when sending data to Carol, you may set the job Recurrence to 'Always active'; however, there is no rule regarding the registration of the execution recurrence. The decision concerning this matter depends on the need for the availability of these data, from the time of their generation onwards. |
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Enter the configuration only in the environment currently in production. Test databases configured with Smartlink intercepted messages sent by Gesplan the same way as the production database, causing the data to be saved to the test base, updating the status for Gesplan to integrated. |
Gesplan Integration - Bank Transaction
Schedule - How to schedule the execution of routines
05. INTEGRATION LOG
With the schedule running, the job FWTECHFINJOB starts sending the records to the staging tables of Carol. Every edit to any ERP record automatically updates the timestamp, in field S_T_A_M_P_, thus the job resends the full record to update the staging table.
You can activate the job logs to evaluate what is being executed and sent. Just follow the procedures described in the link below.
https://tdn.totvs.com/display/public/framework/TechFin+Debug
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We recommend activating the log only when some evaluation becomes necessary, because keeping the log on may degrade performance, besides creating too many files in the rootpath of the environment. |
06. OTHER CONFIGURATIONS
a) Accounting Entities
The entities entered in the Nature register of the Bill Payable/Receivable will be used in the following fields:
- ED_DEBITO - Ledger Account for Payable portfolio
- ED_CREDITO - Ledger Account for Receivable portfolio
- ED_CCD - Cost Center for Payable portfolio
- ED_CCC - Cost Center for Receivable portfolio
Access Configurator / Database and select fields as Used:
b) Currencies
The description of the bill currency updates the Currency Register (CTBA140) of the Management Accounting module in Updates→Registers→Accounting Currencies
c) Custom Fields - Flex Fields
Documentation on custom fields: Gesplan Integration - Sent Data and Pipelines
References
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