Synchronization with the accountancy package - Revision history

Nele.scherrens at 14:18, 5 March 2019

2019-03-05T14:18:46Z

2018-11-22T15:09:13Z

‎Synchronizing with NetSuite (NIS users)

2018-03-23T14:46:27Z

‎Synchronizing with NetSuite (NIS users)

2018-03-23T14:43:51Z

2018-03-23T13:16:45Z

2017-09-19T15:16:54Z

‎Synchronizing with Multivers (MIS users)

2017-09-19T15:10:57Z

‎Synchronizing with Multivers (MIS users)

2017-09-19T12:53:29Z

2017-05-29T09:17:41Z

2017-05-29T09:12:19Z

← Older revision		Revision as of 14:18, 5 March 2019
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	If one of these items need to be updated, please contact our helpdesk.		If one of these items need to be updated, please contact our helpdesk.
		+
		+	==Synchronisation priorities==
		+	Every company has a certain synchronisation priority. The lower the priority, the less frequent the data gets synchronised. The different priorities are listed here:
		+	* Priority: the company will be synchronised immediately
		+	* High: the company will be synchronised every 15 minutes
		+	* Medium: the company will be synchronised every hour
		+	* Low: the company will be synchronised every day
		+	* Idle: the company will be synchronised every 2 weeks

@@ Line 48: / Line 48: @@
 * Payment terms
 * Journals
 If one of these items need to be updated, please contact our helpdesk.

← Older revision		Revision as of 14:46, 23 March 2018
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	* Journals		* Journals
	* VAT codes		* VAT codes
		+
		+	If one of these items need to be updated, please contact our helpdesk.

← Older revision		Revision as of 14:43, 23 March 2018
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	<br/>{{info\|Clicking the [[image:BlockReload.png\|link=]] "Synchronize company" button will have absolutely no effect for these items.}}		<br/>{{info\|Clicking the [[image:BlockReload.png\|link=]] "Synchronize company" button will have absolutely no effect for these items.}}
	<br/>{{warning\|For periods, this only works for opening and closing periods! When creating new ones, you still need to use the [[image:BlockReload.png\|link=]] "Synchronize company" button.}}		<br/>{{warning\|For periods, this only works for opening and closing periods! When creating new ones, you still need to use the [[image:BlockReload.png\|link=]] "Synchronize company" button.}}
		+
		+	==Synchronizing with NetSuite (NIS users)==
		+	When synchronizing with NetSuite, following items are not synchronized:
		+	* Payment terms
		+	* Journals
		+	* VAT codes

← Older revision		Revision as of 13:16, 23 March 2018
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	<br/>		<br/>
	Only the cost places will be synchronized, no other dimensions.		Only the cost places will be synchronized, no other dimensions.
		+
		+	==Synchronizing with Exact Online (EIS users)==
		+	For following items, the synchronization speed with Exact Online was increased:
		+	* Suppliers
		+	* Customers
		+	* Periods
		+
		+	This means that when you create or edit one of the above items in Exact Online, this is synchronized with EIS within 3 minutes.
		+
		+	<br/>{{info\|Clicking the [[image:BlockReload.png\|link=]] "Synchronize company" button will have absolutely no effect for these items.}}
		+	<br/>{{warning\|For periods, this only works for opening and closing periods! When creating new ones, you still need to use the [[image:BlockReload.png\|link=]] "Synchronize company" button.}}

@@ Line 29: / Line 29: @@
 ==Synchronizing with Multivers (MIS users)==
 When synchronizing with Multivers, no currencies and exchange rates are imported.<br/>
-As a consequence there will be no foreign currency available on suppliers when they are imported into MIS.
+As a consequence there will be no foreign currency available on suppliers when they are imported into MIS.<br/>

← Older revision		Revision as of 15:10, 19 September 2017
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	==Synchronizing with Multivers (MIS users)==		==Synchronizing with Multivers (MIS users)==
−	When synchronizing with Multivers, no currencies are imported.	+	When synchronizing with Multivers, no currencies and exchange rates are imported.<br/>
		+	As a consequence there will be no foreign currency available on suppliers when they are imported into MIS.

← Older revision		Revision as of 12:53, 19 September 2017
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	<br/>{{info\|When the ''"Date modified"'' field of the ''"Suppl.btr"'' file (this is a Venice file) is not updated, the supplier will not be synchronized with VIS.}}		<br/>{{info\|When the ''"Date modified"'' field of the ''"Suppl.btr"'' file (this is a Venice file) is not updated, the supplier will not be synchronized with VIS.}}
		+
		+	==Synchronizing with Multivers (MIS users)==
		+	When synchronizing with Multivers, no currencies are imported.

@@ Line 2: / Line 2: @@
 <br/>{{note|Note that this can take a few minutes, based on the number of people who pressed this button. When pressing the button, the selected company will be synchronized the next time the synchronization job runs.}}<br/>
-==Synchronizing with Venice==
+==Synchronizing with Venice (VIS users)==
-There are two possible reasons why your suppliers can't be synchronized with Venice:
+When synchronizing with Venice, you need to take following remarks into account:
-# The screen of suppliers is opened in Venice
+* Make sure all screens are closed in Venice
-# You added a new supplier in Venice, but it isn't correctly saved
+* Make sure you correctly save everything in Venice
-===You added a new supplier in Venice, but it isn't correctly saved===
-The following two scenario's could occur when adding a supplier in Venice:<br/>
+===Example===
 <br/>
 Scenario 1:<br/>
@@ Line 22: / Line 23: @@
 * Add supplier and close the screen
 * The supplier is added at the bottom of the list (with a blue font)
 * Close the list of suppliers
-<br/>{{note|The ''"Date modified"'' field of the ''"Suppl.btr"'' file is updated, so when using the [[image:BlockReload.png|link=]] "Syncrhonize company" button in 1Archive, the supplier will be synchronized.}}<br/>

@@ Line 1: / Line 1: @@
 When clicking the [[image:BlockReload.png|link=]] "Synchronize company" button, the selected company will be synchronized with the accountancy package.<br/>
-<br/>{{note|Note that this can take a few minutes, based on the number of people who pressed this button.}}<br/>
+<br/>{{note|Note that this can take a few minutes, based on the number of people who pressed this button. When pressing the button, the selected company will be synchronized the next time the synchronization job runs.}}<br/>
 ==Synchronizing with Venice==