The document describes the predefined integration content in IBM Maximo Integration Framework. This includes object structures, publish channels, and enterprise services that support importing and exporting data to and from Maximo. It provides details on the master data, documents, transactions, and system object structures included. The content allows for inserting, updating, deleting, and querying data according to business rules and supports some actions for some object structures.
Installation and Configuration of IBM FileNet Information Management Software: A step-by-step guide to installing and configuring IBM FileNet ECM and Case Manager on RHEL 8.0 (English Edition)
The document describes the predefined integration content in IBM Maximo Integration Framework. This includes object structures, publish channels, and enterprise services that support importing and exporting data to and from Maximo. It provides details on the master data, documents, transactions, and system object structures included. The content allows for inserting, updating, deleting, and querying data according to business rules and supports some actions for some object structures.
The document describes the predefined integration content in IBM Maximo Integration Framework. This includes object structures, publish channels, and enterprise services that support importing and exporting data to and from Maximo. It provides details on the master data, documents, transactions, and system object structures included. The content allows for inserting, updating, deleting, and querying data according to business rules and supports some actions for some object structures.
The document describes the predefined integration content in IBM Maximo Integration Framework. This includes object structures, publish channels, and enterprise services that support importing and exporting data to and from Maximo. It provides details on the master data, documents, transactions, and system object structures included. The content allows for inserting, updating, deleting, and querying data according to business rules and supports some actions for some object structures.
Predefined integration content: functional description and implementation scope. Table of Contents Introduction................................................................................................................. 4 Master Data................................................................................................................ 4 Assets..................................................................................................................... 5 Chart of Accounts.................................................................................................... 6 Crafts....................................................................................................................... 7 GL Components...................................................................................................... 8 Labor....................................................................................................................... 9 peratin! Locations.............................................................................................. "# $erson................................................................................................................... "" $erson%&ser.......................................................................................................... "' $ro(ects................................................................................................................. ") *toreroom Locations............................................................................................. "4 +endors................................................................................................................. "5 +endor Master....................................................................................................... "6 C,assifications....................................................................................................... "7 Item%In-entor............................................................................................................ "8 Items..................................................................................................................... "8 *er-ice Items........................................................................................................ "9 /oo, Items............................................................................................................. '# In-entor................................................................................................................. '" In-entor. 0a,ance.................................................................................................. '' In-entor. +endor................................................................................................... ') In-entor. 1eser-ations.......................................................................................... '4 In-entor. Issues.................................................................................................... '5 Documents................................................................................................................ '6 $urchase Contracts............................................................................................... '8 $urchase 1e2uisition............................................................................................ '9 $urchase rder..................................................................................................... )# In-oice................................................................................................................... )" 3or4 rder Detai,....................................................................................... )6 3or4 rder 5ierarch................................................................................. )7 CCMD0%*1M............................................................................................................ )8 Authori6ed Confi!uration Items 7CI8...................................................................... )8 CI Co,,ection.......................................................................................................... )9 Co,,ection Authori6ation......................................................................................... )9 *er-ice 1e2uests 7*18.......................................................................................... 4# Incidents................................................................................................................ 4" $rob,ems............................................................................................................... 4" /ransaction Interfaces.............................................................................................. 4' 1eceipts 7Materia,s and *er-ices8......................................................................... 4' 1eceipts 7Materia,s and 1otatin! Items8............................................................... 46 GL /ransactions.................................................................................................... 47 Labor /ime 1eportin!........................................................................................... 5) Meter 1eadin! Data.............................................................................................. 54 *.stem...................................................................................................................... 56 ' b(ect *tructures.................................................................................................. 56 9nterprise *er-ice................................................................................................. 57 $ub,ish Channe,.................................................................................................... 58 9nd $oint............................................................................................................... 59 9:terna, *.stem.................................................................................................... 6# Inte!ration Contro,s............................................................................................... 6" In-ocation Channe,............................................................................................... 6' Inte!ration ;ueues................................................................................................ 6) Messa!e Definition................................................................................................ 64 M0 Confi!uration................................................................................................ 65 Domains................................................................................................................ 66 Communication /emp,ate..................................................................................... 67 Actions.................................................................................................................. 68 *.stem $roperties................................................................................................. 69 Inte!ration Modu,es............................................................................................... 7# Lo!ica, Mana!ement perations 7LM8............................................................... 7" perationa, Mana!ement $roducts...................................................................... 7' Launch in Conte:t................................................................................................. 7) Any product data contained herein has been reviewed for accuracy as of the date of initial publication. Product data, including product enhancements and release dates, is subject to change without notice. Any statements regarding IBMs future direction and intent are subject to change or withdrawal without notice, and represent goals and objectives only. !" I#$%&MAI%# P&%'I("( I# !I) (%*+M"# I) (I)&IB+"( ,A) I)- .I!%+ A#/ .A&&A#/, "I!"& "0P&")) %& IMP1I"(. IBM "0P&"))1/ (I)*1AIM) A#/ .A&&A#I") I$ M"&*!A#ABI1I/, $I#")) $%& A PA&I*+1A& P+&P%)" %& #%#I#$&I#2"M"# ) Introduction This document provides details about the predefined integration content present in the Integration Framework (I-F). The integration content includes Object tructures! "ublish #hannels and $nterprise ervices that support importing and e%porting data into and out of &a%imo. In some cases onl' the object structure is provided without a related publish channel or enterprise service. The Integration Framework! b' design! provides support for inserting! updating! deleting and (uer'ing of data according the business rules defined in the business objects within the object structure. It does not provide all the functionalit' that is available through the applications! including those that are available from the elect )ction feature. For some object structures! there is support for some actions such as #hange tatus* these supported actions are identified in the following sections. This document is divided into the following sections+ &aster ,ata Item-Inventor' ,ocuments ##&,.-/& Transactions 'stem Master Data This section describes the following I-F content+ )sset #hart of )ccounts #raft 0eneral 1edger #omponents 1abor Operating 1ocations "erson "erson-2ser Financial "rojects toreroom 1ocations 3endor 3endor &aster #lassifications 4 Assets Object tructure &4)$T ,etail ,escription )sset Object tructure (O) This O allows for bidirectional s'nchroni5ation of asset information! including meters. This O s'nchroni5es individual assets! but not the asset hierarch' as a whole. It supports the addition and update of meters tied to an asset! but not the update of meter reading values. Inbound processing of )$T&$T$/ is restricted to attributes that define the meter (not meter reading values or other information pertaining to meter readings). #omments "rere(uisite+ 'nchroni5e applicable operating locations! storerooms! meters! and items before loading )ssets. The &.O relationship used to retrieve the )$T&$T$/ &.O is different from the one used in the )ssets application. Therefore! the 6changed7 attribute in the &a%imo 4&1 is not set for an' values from this &.O. This object structure does not support tatus #hanges or )sset &ovement. There is a provided tandard ervice for )ssets that supports moving )ssets that reside in Operating locations. The standard service! )sset! provides an Operation! assetmoveingle)sset! to support this functionalit'. O2T.O28, Object tructure ,efinition #lass Functionalit' &out)sset"rocess 9 "opulates the :ierarch'path field if a #lassification is associated to the )sset. "ublish #hannel &4)$TInterface "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' &a%)sset"rocess 9 If the :ierarch'path is provided! the processing class will populate the corresponding classstructureid field of the )sset! which creates the association of the classification to the )sset. $nterprise ervice &4)$TInterface "rocessing /ules 8one Integration #ontrols 8one 5 Chart of Accounts Object tructure &4#O) ,etail ,escription #hart of )ccount Object tructure (O) This object structure allows for inbound s'nchroni5ation of chart of accounts data #omments "rere(uisite+ 1oad 01 #omponents before loading #hart of )ccounts. There is no predefined "ublish #hannel for this object structure. O2T.O28, Object tructure ,efinition #lass Functionalit' 8one "ublish #hannel 8one "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' &a%#O)"rocess - "rocesses accounts that are specified in the following wa's+ ;) )s a combination of delimited segments $%ample+ <01)##O28T= <3)12$=>?@@-A-;@<-3)12$= <-01)##O28T= The object structure validates each segment! then creates the #O) record in &a%imo with+ 01)##O28TB>?@@-A-;@ 01#O&"@;->?@@ 01#O&"@ABA 01#O&"@CB;@ This option is available for 4&1 and interface tables. Dou can specif' 01 )ccount this wa' in all object structures. A) )s individual components that are part of the 01)##O28T datat'pe definition $%ample+ <01)##O28T= <01#O&" glorderBE@E=>?@@<-01#O&"= <01#O&" glorderBE;E=A<-01#O&"= <01#O&" glorderBEAE=;@<-01#O&"= <-01)##O28T= The object structure validates the components and creates the account! using the delimiter defined in the 01#O8FI02/$ table for each segment. This option is available for 4&1 onl'. $nterprise ervice &4#O)Interface "rocessing /ules 8one Integration #ontrols 8one 6 Crafts Object tructure &4#/)FT ,etail ,escription #raft Object tructure (O) This O allows for bidirectional s'nchroni5ation of #raft information. #raft information includes #rafts! #raft skills and #raft rates.
#omments "rere(uisite+ If the craft references a skill or contracts! that information must e%ist prior to loading #rafts. ) craft can have a standard rate* a rate for each skill-level for the craft* or different rates for each contract that provides the craft! with an optional skill-level rate for each contract. The #/)FT and #/)FTFI11 records have a T)8,)/,/)T$ field for the hourl' rate for each craft or skill associated with the craft. The #/)FT/)T$ record specifies rates for vendors that suppl' the craft (and! optionall'! different rates for each skill-craft-vendor combination). O2T.O28, Object tructure ,efinition #lass Functionalit' 8one "ublish #hannel &4#/)FTInterface "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' 8one $nterprise ervice &4#/)FTInterface "rocessing /ules 8one Integration #ontrols 8one 7 GL Components Object tructure &401#O&" ,etail ,escription 01 #omponent Object tructure (O) This O allows for inbound s'nchroni5ation of 01 #omponents.
#omments O2T.O28, Object tructure ,efinition #lass Functionalit' 8one "ublish #hannel 8one "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' 8one $nterprise ervice &401#O&"Interface "rocessing /ules 8one Integration #ontrols 8one 8 Labor Object tructure &41).O/ ,etail ,escription 1abor Object tructure (O) This object structure allows for bidirectional s'nchroni5ation of labor information! including "erson and 1abor #raft /ates. #omments "rere(uisite+ 'nchroni5e an' associated craft! work location! or storeroom location before loading labor. There can be onl' one "erson record for a 1abor record. O2T.O28, Object tructure ,efinition #lass Functionalit' &out1abor"rocess 9 "rocessing 1ogic disabled. "ublish #hannel &41).O/Interface "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' &a%1abor"rocess 9 upports tatus #hange. etting O/0I, for 1abor#raft/ate &.O from parent &.O. ets the "$/O8I, on the "$/O8 record! based on the "$/O8I, in the 1).O/ record $nterprise ervice &41).O/Interface "rocessing /ules 8one Integration #ontrols 8one 9 Operating Locations Object tructure &4O"$/1O# ,etail ,escription Operating 1ocations Object tructure (O) This O allows for bidirectional s'nchroni5ation of Operating 1ocation information! including location specs and meters.
#omments This O supports s'nchroni5ing individual operating locations! but not the location hierarch' as a whole. It supports the addition and update of meters tied to an operating location! but not the update of meter reading values. Object structure supports tatus #hange. O2T.O28, Object tructure ,efinition #lass Functionalit' &outOper1oc"rocess - kips all outbound 1O#)TIO8 records that are not of t'pe O"$/)TI80 or its s'non'ms* "opulates the :I$/)/#:D")T: field based on classstructureid. "ublish #hannel &4O"$/1O#Interface "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' &a%Oper1oc"rocess - If no 1O#TD"$ is specified! sets value as default value of the O"$/)TI80 domain. upports using the :I$/)/#:D")T: to find the classstructureid. upports tatus #hange. $nterprise ervice &4O"$/1O#Interface "rocessing /ules 8one Integration #ontrols 8one "# Person Object tructure &4"$/O8 ,etail ,escription "erson Object tructure (O) This O allows for bi-directional s'nchroni5ation of "erson information! including phone! email and & data.
#omments This O supports s'nchroni5ing individual "erson data. It does not support updating of a "erson7s availabilit' information.
Object structure supports tatus #hange. O2T.O28, Object tructure ,efinition #lass Functionalit' 8one "ublish #hannel &4"$/O8Interface "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' &a%"erson"rocess 9 This ervice re(uires that data for all child objects (":O8$! $&)I1! &) must be provided with ever' person update. ,ue to a lack of a uni(ue ke' on these objects! the logic alwa's does a complete replace of the child objects (delete all and then add). If a "erson has C emails in the s'stem and a "erson message is received with A emails records! the email record not included in the "erson message will be deleted. There is support for tatus #hange. $nterprise ervice &4"$/O8Interface "rocessing /ules 8one Integration #ontrols 8one "" Person/User Object tructure &4"$/2$/ ,etail ,escription "erson-2ser Object tructure (O) This O allows for bi-directional s'nchroni5ation of "erson-2ser information.
#omments upports tatus #hange O2T.O28, Object tructure ,efinition #lass Functionalit' 8one "ublish #hannel &4"$/2$/Interface "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' &a%"erson2ser"rocess 9 "rocessing is re(uired to save the "erson data prior to saving of the 2ser date. There is support for tatus #hange. $nterprise ervice &4"$/2$/nterface "rocessing /ules 8one Integration #ontrols 8one "' Projects Object tructure &4"/OG ,etail ,escription Financial "roject Object tructure (O) This O allows for bi-directional s'nchroni5ation of Financial "roject information.
#omments This object structure s'nchroni5es individual tasks and projects as separate messages. It does not s'nchroni5e a project and all its child tasks in a single message O2T.O28, Object tructure ,efinition #lass Functionalit' 8one "ublish #hannel &4"/OGInterface "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' 8one $nterprise ervice &4"/OGInterface "rocessing /ules 8one Integration #ontrols 8one ") Storeroom Locations Object tructure &4TO/$1O# ,etail ,escription toreroom 1ocation Object tructure (O) This O allows for bi-directional s'nchroni5ation of storeroom! labor! and courier locations #omments O2T.O28, Object tructure ,efinition #lass Functionalit' &out1oc"rocess 9 "rovides filtering to onl' send toreroom! #ourier or 1abor 1ocations. "ublish #hannel &4TO/$1O#Interface "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' &a%1oc"rocess 9 "rovides filtering to onl' accept toreroom! #ourier or 1abor 1ocations $nterprise ervice &4TO/$1O#Interface "rocessing /ules 8one Integration #ontrols 8one "4 Vendors Object tructure &43$8,O/ ,etail ,escription 3endor (#ompanies) Object tructure (O) This object structure allows for bidirectional s'nchroni5ation of organi5ation-level vendor data including #ontacts. #omments "rere(uisite+ To enable this object structure to create the compan' master record! select the )utomaticall' )dd #ompanies to #ompan' &aster flag for the set associated with the organi5ation where the vendor record is being added. Object structure supports tatus #hange. O2T.O28, Object tructure ,efinition #lass Functionalit' 8one "ublish #hannel &43$8,O/Interface "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' &a%#om"rocess 9 1ogic to support creating the compan' master record. $nterprise ervice &43$8,O/Interface "rocessing /ules 8one Integration #ontrols 8one "5 Vendor Master Object tructure &43$8,O/&T/ ,etail ,escription 3endor (#ompanies) &aster Object tructure (O) This object structure allows for bidirectional s'nchroni5ation of vendor master data. #omments O2T.O28, Object tructure ,efinition #lass Functionalit' 8one "ublish #hannel &43$8,O/&T/Interface "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' 8one $nterprise ervice &43$8,O/&T/Interface "rocessing /ules 8one Integration #ontrols 8one "6 Classifications Object tructure &4#1)IFI#)TIO8 ,etail ,escription #lassification Item Object tructure (O) This object structure allows for bidirectional s'nchroni5ation of #lassifications! including class 2se Hith! #lass pecs and #lass pec 2se Hith. #omments O2T.O28, Object tructure ,efinition #lass Functionalit' 8one "ublish #hannel &4#1)Interface "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' &a%#lassification"rocess 9 "rocessing logic to find #lassification and parent using :ierarch'path. ince &a%imo allows duplicate classifications (hierarch'paths)! an e%ception is generated when attempting to 6update7 a classification if there are duplicate occurrences. $nterprise ervice &4#1)Interface "rocessing /ules 8one Integration #ontrols 8one "7 Item/Inventory This section describes the following I-F content+ Item ervice item Tool item Inventor' Inventor' balance Item vendor Inventor' reservations Issues tems Object tructure &4IT$& ,etail ,escription Item Object tructure (O) This object structure allows for bidirectional s'nchroni5ation of Item data! including #onversions! Item pecs and #onditions. #omments upports tatus #hange O2T.O28, Object tructure ,efinition #lass Functionalit' &outItem"rocess 9 Filter to not set Tool or ervice Items. upports retrieve the :ierarch'path for the Items #lassstructureid. "ublish #hannel &4IT$&Interface "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' &a%Item"rocess - If the inbound transaction is an item update and the capitali5ed flag of the item has changed! calls a &a%imo method to change the capitali5ed status of the item. If the item t'pe is not IT$& or a valid s'non'm. upports tatus #hange $nterprise ervice &4IT$&Interface "rocessing /ules 8one Integration #ontrols 8one "8 Ser!ice tems Object tructure &4$/3I#$IT$& ,etail ,escription ervice Item Object tructure (O) This object structure allows for bidirectional s'nchroni5ation of ervice Item data. #omments The main object! $/3I#$IT$&! of the O is a non-persistent object. O2T.O28, Object tructure ,efinition #lass Functionalit' 8one "ublish #hannel &4$/3IT$&Interface "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' 8one $nterprise ervice &4$/3IT$&Interface "rocessing /ules 8one Integration #ontrols 8one "9 "ool tems Object tructure &4TOO1IT$& ,etail ,escription Tool Item Object tructure (O) This object structure allows for bidirectional s'nchroni5ation of Tool Item data! including Tool Item pecs. #omments O2T.O28, Object tructure ,efinition #lass Functionalit' &outToolItem"rocess 9 upports retrieve the :ierarch'path for the Items #lassstructureid. "ublish #hannel &4TOO1IT$&Interface "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' &a%ToolItem"rocess - If the inbound transaction is an item update and the capitali5ed flag of the item has changed! calls a &a%imo method to change the capitali5ed status of the item. $nterprise ervice &4TOO1IT$&Interface "rocessing /ules 8one Integration #ontrols 8one '# n!entor# Object tructure &4I83$8TO/D ,etail ,escription Inventor' Object tructure (O) This object structure allows for bidirectional s'nchroni5ation of Inventor' (Item-toreroom) data! including Inventor' #osts. #omments O2T.O28, Object tructure ,efinition #lass Functionalit' &outInv"rocess 9 ets the value of the IT$&TD"$ field from the IT$& object. "ublish #hannel &4I83$8TO/DInterface "rocessing /ules FI"I83$8TO/D - kips the record if its IT$&TD"$ is in the FI"IT$&TD"$ integration control. Integration #ontrols FI"IT$&TD"$ I8.O28, Object tructure "rocessing #lass Functionalit' &a%Inv"rocess - upports tatus #hange $nterprise ervice &4I83$8TO/DInterface "rocessing /ules 8one Integration #ontrols 8one '" n!entor# $alance Object tructure &4I83.)1 ,etail ,escription Inventor' .alance Object tructure (O) This object structure allows for bidirectional s'nchroni5ation of Inventor' .alance data. #omments The balance change information in this object structure is for the lowest level (.I8 or 1OT) within the application. O2T.O28, Object tructure ,efinition #lass Functionalit' &outInv.alances"rocess 9 ets the value of the IT$&TD"$ field from the IT$& object. "ublish #hannel &4I83.)1Interface "rocessing /ules FI"I83.)1IT& - kips the record if its IT$&TD"$ is in the FI"IT$&TD"$ integration control. Integration #ontrols FI"IT$&TD"$ I8.O28, Object tructure "rocessing #lass Functionalit' &a%Inv.alances"rocess - The inbound inventor' balance object structure internall' calls the current balance adjustment method! and this creates a #2/.)1),G financial transaction in I83T/)8. $nterprise ervice &4I83.)1Interface &4I83.)1IInterface 9 ) second enterprise service that is configured for Operation Iuer'. "rocessing /ules 8one Integration #ontrols 8one '' n!entor# Vendor Object tructure &4I833$8,O/ ,etail ,escription Item 3endor Object tructure (O) This object structure allows for bidirectional s'nchroni5ation of 3endor-Item data. #omments O2T.O28, Object tructure ,efinition #lass Functionalit' &outInv3endor"rocess 9 ets the value of the IT$&TD"$ field from the IT$& object and set the value of the #2//$8#D#O,$ from the 3endor (#ompanies) object. "ublish #hannel &4I833$8,O/Interface "rocessing /ules I833IT$&TD"$ - kips the record if its IT$&TD"$ is in the IT$&TD"$FO/I83 integration control. Integration #ontrols IT$&TD"$FO/I83 I8.O28, Object tructure "rocessing #lass Functionalit' &a%Inv3endor"rocess - If the inbound message contains a currenc' code and that code differs from the vendor7s currenc' code! reports an error. $nterprise ervice &4I83$8,O/Interface "rocessing /ules 8one Integration #ontrols 8one ') n!entor# %eser!ations Object tructure &4I83/$ ,etail ,escription Inventor' /eservations Object tructure (O) This object structure provides for the bidirectional s'nchroni5ation of inventor' (storeroom) reservations. #omments This object structure does not process direct issue reservation records created b' &a%imo. O2T.O28, Object tructure ,efinition #lass Functionalit' &out/3"rocess 9 kips reservations that are for ,irect Issues. "ublish #hannel &4I83/$Interface "rocessing /ules Integration #ontrols I8.O28, Object tructure "rocessing #lass Functionalit' 8one $nterprise ervice &4I83/$Interface "rocessing /ules 8one Integration #ontrols 8one '4 n!entor# ssues Object tructure &4I83I2$ ,etail ,escription Inventor' Issues Object tructure (O) This object structure provides for the bidirectional s'nchroni5ation of inventor' (storeroom) issues and returns. #omments O2T.O28, Object tructure ,efinition #lass Functionalit' &outI2"rocess 9 kips reservations that are for ,irect Issues. "ublish #hannel &4I83I2$Interface - Filters out direct issues from &)T2$T/)8 ("O82& is not null and I2$TD"$ is I2$ or /$T2/8) because the' are handled b' the receipts (&4/$#$I"TInterface) object structure. Filters out variance transactions that are written to &)T2$T/)8 b' the invoice approval process. "rocessing /ules Integration #ontrols I8.O28, Object tructure "rocessing #lass Functionalit' &a%I2"rocess 9 If an )ction is provided that is not )dd! then an e%ception is generated. 3alidates I2$TD"$ to ensure that it is I2$! /$T2/8! or null. If it is an' other value! reports an error. If it is null! defaults the value to I2$. $nterprise ervice &4I83I2$Interface "rocessing /ules 8one Integration #ontrols 8one '5 Documents This section describes the following I-F content+ "urchase contract ("#) "urchase /e(uisition ("/) "urchase order ("O) Invoice Hork order (HO) Hork order detail Hork order :ierarch' The STATUSIFACE Field )ll purchasing and work order documents have a status! so it is necessar' to identif' whether related transactions contain new or updated records! or status changes onl'. The T)T2IF)#$ field provides this information. In general! this field applies to all object structure sub-records that are created from stateful &.Os! which are &.Os that have a T)T2 field and support status change actions The T)T2IF)#$ field has been added as a non-persistent field to those objects where integration supports a status change. The STATUSIFACE Field and Outbound Processing Hhile processing an object structure sub-record that has been created from a stateful &.O! the I-F outbound integration processing looks for a T)T2 field in the &.O and a T)T2IF)#$ field in the corresponding object structure sub-record. If both fields e%ist! the processing sets the value of the T)T2IF)#$ field to the value of the changed attribute for the corresponding T)T2 field (@ indicates not changed* ; indicates changed). This processing applies onl' to event-generated outbound messages! not to messages e%ported via the ,ata $%port feature or through a programmatic invocation. The STATUSIFACE Field and Inbound Processing Hhen processing an object structure where the primar' (top) &.O is stateful! the inbound processing looks for a T)T2IF)#$ field on the corresponding object structure sub-record to determine if the inbound message is to be processed as both a document update and a status change! or as a status change onl'. "rocesses as follows+ '6 Value of STATUSIFACE Document exists in aximo Document does not exist in aximo 8ot provided @ 2pdates the document in &a%imo If the status of the inbound document is different from the status in &a%imo! updates the status in &a%imo )dds the document to &a%imo ets the status in &a%imo to the status of the inbound message ; 2pdates the status in &a%imo $rror
Note: The processing described in the preceding table applies only to inbound processing using object structures with a stateful primary(top) MBO. It does not apply to any stateful MBO that is included as a child object in an object structure. '7 Purchase Contracts Object tructure &4"# ,etail ,escription "urchase #ontracts Object tructure (O) This object structure allows for bidirectional s'nchroni5ation of purchase contract information
#omments 8ote+ This object structure currentl' supports purchase contracts t'pes of .lanket and "rice onl'. O2T.O28, Object tructure ,efinition #lass Functionalit' &out"#"rocess 9 kips reservations that are for ,irect Issues. "ublish #hannel &4"#Interface 9 2sing "rocessing /ules! #omplete "# document is sent onl' on tatus #hange. "rocessing /ules ;. FI""# 9 kips the sending of the document if both of the following conditions are true+ h The document has not been sent out before. h The new status is not listed in the "#$8, control. A. FI""#2",)T$ 9 kips the sending of the document when updated but no status change C. $TT)T2IF)#$ 9 ets the value of the T)T2IF)#$ field to @ (false) for all status values e%cept those listed in the "#$8, control. ?. #:$#FT)T2 9 ends onl' the "# :eader data if status changes and the new status is not in the "#$8, control. (In this case the full document was previousl' sent and this is sending onl' the status change notification). Integration #ontrols "#$8, I8.O28, Object tructure "rocessing #lass Functionalit' &a%"#"rocess 9 upports tatus #hange. #reates a new revision when "urchase #ontract alread' e%ists and revision does not. upports onl' #ontract T'pes of .lanket and-or "rice. $nterprise ervice &4"#Interface "rocessing /ules 8one Integration #ontrols 8one '8 Purchase %e&uisition Object tructure &4"/ ,etail ,escription "urchase /e(uisitions Object tructure (O) This object structure allows for bidirectional s'nchroni5ation of purchase re(uisition information
#omments upports tatus #hange O2T.O28, Object tructure ,efinition #lass Functionalit' 8one "ublish #hannel &4"/Interface 9 2sing "rocessing /ules! #omplete "/ document is sent onl' on tatus #hange. "rocessing /ules ;. FI""/ 9 kips the sending of the document if both of the following conditions are true+ h The document has not been sent out before. h The new status is not listed in the "/$8, control. A. FI""/2",)T$ 9 kips the sending of the document when updated but no status change C. $TT)T2IF)#$ 9 ets the value of the T)T2IF)#$ field to @ (false) for all status values e%cept those listed in the "/$8, control. ?. #:$#FT)T2 9 ends onl' the "/ :eader data if status changes and the new status is not in the "/$8, control. (In this case the full document was previousl' sent and this is sending onl' the status change notification). Integration #ontrols "/$8, I8.O28, Object tructure "rocessing #lass Functionalit' &a%"/"rocess 9 upports tatus #hange. If the current status of the "/ is )""/! to support updates the processing class will change the status back to H)""/! perform updates and then status to what is identified in the 4&1 message. $nterprise ervice &4"/Interface "rocessing /ules 8one Integration #ontrols 8one '9 Purchase Order Object tructure &4"O ,etail ,escription "urchase Order Object tructure (O) This object structure allows for bidirectional s'nchroni5ation of purchase order information #omments upports tatus #hange O2T.O28, Object tructure ,efinition #lass Functionalit' 8one "ublish #hannel &4"OInterface 9 2sing "rocessing /ules! #omplete "O document is sent onl' on tatus #hange. "rocessing /ules ;. FI""O 9 kips the sending of the document if both of the following conditions are true+ h The document has not been sent out before. h The new status is not listed in the "O$8, control. A. FI""O2",)T$ 9 kips the sending of the document when updated but no status change C. $TT)T2IF)#$ 9 ets the value of the T)T2IF)#$ field to @ (false) for all status values e%cept those listed in the "O$8, control. ?. #:$#FT)T2 9 ends onl' the "O :eader data if status changes and the new status is not in the "O$8, control. (In this case the full document was previousl' sent and this is sending onl' the status change notification). Integration #ontrols "O$8, I8.O28, Object tructure "rocessing #lass Functionalit' &a%"O"rocess 9 upports tatus #hange. If the current status of the "O is )""/! to support updates the processing class will change the status back to H)""/! perform updates and then status to what is identified in the 4&1 message. If the inbound "O is a release "O that needs to be added in &a%imo! then the "O inbound processing identifies the contract revision details from the "O and attempts to create a release for that "O. $nterprise ervice &4"OInterface "rocessing /ules 8one Integration #ontrols 8one )# n!oice Object tructure &4I83OI#$ ,etail ,escription Invoice Object tructure (O) This object structure allows for bidirectional s'nchroni5ation of Invoice information
#omments upports tatus #hange O2T.O28, Object tructure ,efinition #lass Functionalit' 8one "ublish #hannel &4I83OI#$Interface 9 2sing "rocessing /ules! #omplete Invoice document is sent onl' on tatus #hange. "rocessing /ules ;. FI"I83OI#$ 9 kips the sending of the document if both of the following conditions are true+ h The document has not been sent out before. h The new status is not listed in the I3$8, control. A. FI"I83IO#$2",)T$ 9 kips the sending of the document when updated but no status change C. $TT)T2IF)#$ 9 ets the value of the T)T2IF)#$ field to @ (false) for all status values e%cept those listed in the I3$8, control. ?. #:$#FT)T2 9 ends onl' the Invoice :eader data if status changes and the new status is not in the I3$8, control. (In this case the full document was previousl' sent and this is sending onl' the status change notification). Integration #ontrols I3$8, I8.O28, Object tructure "rocessing #lass Functionalit' &a%)""/ocess The inbound processing creates and updates I83OI#$#OT lines onl' if one of the following conditions is met+ The invoice line does not reference a "O line. The corresponding "O line does not have a distribution. The "O line does not reference a storeroom. In all other cases! the inbound processing ignores I83OI#$#OT information when creating or updating the invoice. If the inbound message provides I83OI#$T$/&! the inbound processing )" deletes the old terms and adds the new ones. 2sers can optionall' specif' a price variance in the "/I#$3)/ field on each invoice line! if invoice matching is done in the e%ternal s'stem and price variances determined in the e%ternal s'stem are sent to &a%imo to create variance transactions to update work orders and storerooms. In order for &a%imo to process these variances! a value must e%ist for OH8$/DI, in the inbound invoice! and it cannot be the same as the value of &)43)/.&4DI,. The I3&)T#: collaboration switch lets &a%imo create and approve an invoice without identif'ing the matched receipt lines for the invoice line and determining the variances for each line. This switch lets the e%ternal s'stem provide the variances at line level so &a%imo can take those variances and create the corresponding variance transactions in the I83OI#$T/)8! &)T/$#T/)8! or $/3/$#T/)8 table. The I3&)T#: collaboration switch re(uires the following values+ OH8$/;DI, value is alwa's JT:I&4K. OH8$/ADI, value is the value of I83OI#$.OH8$/DI,. If the evaluation is false! &a%imo ignores the line level invoice variances in the invoice processing. If the evaluation is true! &a%imo does not carr' out an' invoice matching and an' variance information provided at the line level is used to create the corresponding variance transactions in I83OI#$T/)8- &)T/$#T/)8- $/3/$#T/)8 as applicable. T'pical scenarios for using the invoice interface are as follows+ Invoice &atching in &a%imo ()" Outbound)+ Invoices received from third partiesLeither electronicall' or manuall'Lare processed b' &a%imo* that is! the' are matched against receipts! if applicable! and then approved. )lternatel'! pa'ment schedules created in &a%imo will result in approved invoices being created based on the schedule. These approved invoices result in a pa'ment advice being sent to an e%ternal )" s'stem. The process of matching also results in accounting entries being posted to the general ledger. Invoice &atching in e%ternal s'stem (3ariances Inbound)+ &a%imo does not do the invoicing! but accepts matched invoices from e%ternal s'stems and applies an' variances back to the respective work orders! storerooms! and so on. The accounting entries related to the accounts pa'able and-or variances must be recorded in the e%ternal s'stem* the' will not be sent out b' &a%imo. The primar' intent of this interface is to provide &a%imo with an' variance information necessar' for updating the work order costs The table following this one lists possible I83OI#$.OH8$/DI, values! )' the evaluation that &a%imo generates! and the default result of the evaluation. IVMATCH Collaboration Switch Evaluation Value of I!VOICE"O#!E$S%S ID E&aluation $esult 'Default( 8ull OH8$/;DI,BKT:I&4K and OH8$/ADI,BKT:I&4K False &4DI, OH8$/;DI,BKT:I&4K and OH8$/ADI,BKT:I&4K False $4TDI, OH8$/;DI,BKT:I&4K and OH8$/ADI,BK$4TK True )n' other value OH8$/;DI,BKT:I&4K and OH8$/ADI,BK$4TK True $nterprise ervice &4I83OI#$Interface "rocessing /ules 8one Integration #ontrols 8one
)) Outbound Processing Rules for Work Order Interfaces This section describes the following t'pes of interfaces+ Hork order Hork order detail 2nlike the purchasing document interfaces! the work order document interfaces do not have a T)T2IF)#$ field or status change notification functionalit'. The' are first sent out when the work order reaches the status of the HOT)/T control and on ever' update thereafter! regardless of the status of the work order. 2sers can configure the start value in the HOT)/T control. )n' status that 'ou specif' in the control is the value! not the &)43)12$. If multiple s'non'm values e%ist for a status! list all applicable s'non'ms. Work Order Object tructure &4HO ,etail ,escription Hork Order Object tructure (O) This object structure allows for bidirectional s'nchroni5ation of work order information #omments upports tatus #hange - &a%imo first sends out a work order when it reaches the status in the HOT)/T control! then on all updates thereafter. The entire HO document is alwa's sent. The work order interface contains all the information defined b' &a%imo on the work order! but it does not provide additional information about projects-financial control data! e(uipment! and locations that is not part of the standard work order in &a%imo. If necessar'! 'ou can add the additional information via user fields. &a%imo treats work order tasks as work orders. .oth have similar properties and the' are stored in the same table. If a user creates a work order! adds tasks-child work orders to the work order! and then approves the work order! the Inherit tatus #hanges flag on the work order indicates whether approval of the work order also results in approval of all the tasks-child work orders of that particular work order. The default is D! so when a work order is approved! an' child tasks or work orders that inherit the parent7s approval based on this flag are also approved. The outbound event listener on the work order &.O receives multiple independent eventsL one for each work orderLand the' are processed and sent out independentl'. Therefore! a work order with three tasks and two child work orders will result in si% independent )4 outbound work orders. O2T.O28, Object tructure ,efinition #lass Functionalit' 8one "ublish #hannel &4HOInterface 9 2sing "rocessing /ules! #omplete HO document is sent onl' on tatus #hange. "rocessing /ules ;. FI"HO 9 kips the sending of the document if both of the following conditions are true+ h The document has not been sent out before. h The new status is not listed in the HOT)/T control. Integration #ontrols HOT)/T I8.O28, Object tructure "rocessing #lass Functionalit' tateful&icetIn 9 0eneric class that supports status change. $nterprise ervice &4HOInterface "rocessing /ules 8one Integration #ontrols 8one )5 'or( Order )etail Object tructure &4HO,$T)I1 ,etail ,escription Hork Order ,etail Object tructure (O) This object structure allows for bidirectional s'nchroni5ation of work order information including planned &aterial! 1abor! ervice and Tools. #omments &a%imo first sends out a work order when it reaches the status in the HOT)/T control! then on all updates thereafter. The entire HO document is alwa's sent. The &.O relationship used to retrieve the /eservation &.O (I83/$$/3$) is different from the one used in the Hork Order Tracking application. Therefore! the changed attribute in the &a%imo 4&1 is not set for an' values from this &.O O2T.O28, Object tructure ,efinition #lass Functionalit' &outHO/sv"rocess 9 #ode re(uired to update senders'sid column on the invreserve &.O "ublish #hannel &4HO,$T)I1Interface 9 2sing "rocessing /ules! #omplete HO document with "lan information is sent onl' on tatus #hange. "rocessing /ules ;. FI"HO 9 kips the sending of the document if both of the following conditions are true+ h The document has not been sent out before. h The new status is not listed in the HOT)/T control. Integration #ontrols HOT)/T I8.O28, Object tructure "rocessing #lass Functionalit' 8-) $nterprise ervice 8-) "rocessing /ules 8-) Integration #ontrols 8-) )6 'or( Order *ierarch# Object tructure &4HO:I$/ ,etail ,escription Hork Order ,etail Object tructure (O) This object structure allows for bidirectional s'nchroni5ation of work order information including children Hork Orders. #omments upports tatus #hange - &a%imo first sends out a work order when it reaches the status in the HOT)/T control! then on all updates thereafter. The entire HO document is alwa's sent. O2T.O28, Object tructure ,efinition #lass Functionalit' "ublish #hannel &4HO:ierInterface 9 #ontains an $vent Filter class! HO:ierarch'$ventFilter! that prevents the child &.Os from being sent out when the' are being sent out via a parent &.O (where both parent and child &.Os are initiated b' the same event action). "rocessing /ules ;. FI"HO 9 kips the sending of the document if both of the following conditions are true+ h The document has not been sent out before. h The new status is not listed in the HOT)/T control. Integration #ontrols HOT)/T I8.O28, Object tructure "rocessing #lass Functionalit' &a%HO:ierarch'"rocess 9 supports status changes and commit processing to support loading multiple related HOs in a single message. $nterprise ervice &4HO:ierInterface "rocessing /ules 8-) Integration #ontrols 8-) )7 CCMDB/RM This section describes the following I-F content+ )uthori5ed #onfiguration Items (#I) #I #ollections #ollection )uthori5ation ervice /e(uests Incidents "roblems Authori+ed Configuration tems ,C- Object tructure &4)2T:#I ,etail ,escription )uthori5ed #I Object tructure (O) This O allows for bidirectional s'nchroni5ation of #I information! including #I /elationships and pecifications. #omments O2T.O28, Object tructure ,efinition #lass Functionalit' 8one "ublish #hannel &4)2T:#IInterface "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' &a%#I"rocess $nterprise ervice &4)2T:#IInterface "rocessing /ules 8one Integration #ontrols 8one )8 C Collection Object tructure &4#O11$#TIO8 ,etail ,escription #I #ollection Object tructure (O) This O allows for bi-directional s'nchroni5ation of #ollection information! including #ollection ,etail! #Is and )ctual #Is. #omments .uilt for the T),,& )dapter O2T.O28, Object tructure ,efinition #lass Functionalit' 8one "ublish #hannel #O11$#TIO8"# - contains the processing class! )uth'nc#ol$%it! to support interaction w- T),,&. "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' &a%#ollect"rocess $nterprise ervice 8one "rocessing /ules 8one Integration #ontrols 8one Collection Authori+ation Object tructure &4#O11$#TIO8)2T: ,etail ,escription #ollection )uthori5ation Object tructure (O) This O allows for bi-directional s'nchroni5ation of #ollection )uthori5ation information #omments .uilt for the T),,& )dapter O2T.O28, Object tructure ,efinition #lass Functionalit' 8one "ublish #hannel #O11$#TIO8)2T:"# - contains the processing class! )uth'nc#ol)uth$%it! to support interaction w- T),,&. "rocessing /ules 8one Integration #ontrols 8one )9 I8.O28, Object tructure "rocessing #lass Functionalit' &a%#ollect)uth"rocess $nterprise ervice 8one "rocessing /ules 8one Integration #ontrols 8one Ser!ice %e&uests ,S%- Object tructure &4/ ,etail ,escription ervice /e(uest Object tructure (O) This O allows for bidirectional s'nchroni5ation of / information #omments upports tatus #hange O2T.O28, Object tructure ,efinition #lass Functionalit' "ublish #hannel &4/Interface "rocessing /ules FI"/ 9 kip the sending of the / if the / status is not in the list of statuses within the /$8, #ontrol. Integration #ontrols /$8, I8.O28, Object tructure "rocessing #lass Functionalit' tateful&icetIn 9 generic class to support status change $nterprise ervice &4/Interface "rocessing /ules 8one Integration #ontrols 8one 4# ncidents Object tructure &4I8#I,$8T ,etail ,escription Incident Object tructure (O) This O allows for bidirectional s'nchroni5ation of Incident information #omments upports tatus #hange O2T.O28, Object tructure ,efinition #lass Functionalit' "ublish #hannel &4I8#I,$8TInterface "rocessing /ules FI"I# 9 kip the sending of the Incident if the Incident status is not in the list of statuses within the I#$8, #ontrol. Integration #ontrols I#$8, I8.O28, Object tructure "rocessing #lass Functionalit' tateful&icetIn 9 generic class to support status change $nterprise ervice &4I8#I,$8TInterface "rocessing /ules 8one Integration #ontrols 8one Problems Object tructure &4"/O.1$& ,etail ,escription "roblem Object tructure (O) This O allows for bidirectional s'nchroni5ation of "roblem information #omments upports tatus #hange O2T.O28, Object tructure ,efinition #lass Functionalit' "ublish #hannel &4"/O.1$&Interface "rocessing /ules FI"". 9 kip the sending of the "roblem if the "roblem status is not in the list of statuses within the ".$8, #ontrol. 4" Integration #ontrols ".$8, I8.O28, Object tructure "rocessing #lass Functionalit' tateful&icetIn 9 generic class to support status change $nterprise ervice &4"/O.1$&Interface "rocessing /ules 8one Integration #ontrols 8one Transaction Interfaces This section describes the following t'pes of interfaces+ /eceipts (&aterial M ervice) /eceipts (&aterial M /otating Items) 0eneral ledger transactions 1abor time reporting &eter /eadings %eceipts ,Materials and Ser!ices- Object tructure &4/$#$I"T ,etail ,escription /eceipts tructure (O) This O allows for bidirectional s'nchroni5ation of "O /eceipt information for &aterial and ervice /eceipts. #omments upports tatus #hange. 2ses a 8on-"ersistent object to support both &aterial (&)T/$#T/)8) and ervice ($/3/$#T/)8) receipts. In the outbound direction! this O processes purchase order receipts! transfers (movements against receipts or receipts against internal "Os)! and returns (returns to vendors after receipt inspection! or returns to vendor after acceptance and goods movement from the inspection holding location). For receipts that re(uire inspection! the user-defined field I8"$#T$, indicates if the receipt line was inspected in the e%ternal s'stem. The interface does not process T/)8F$/s independentl'* each transfer is associated with a receipt. 4' Dou do not have to specif' whether an inbound receipt is a material receipt or a service receipt. The integration processing determines this from the "O1I8$. )ll (uantities! including return (uantities! must be positive. Dou can distinguish between the two t'pes of transfer records b' the value in the /$#$I"T/$FI, field! as follows+ 8ull+ a receipt against an internal "O 8ot null+ movement against a receipt ,o not specif' a /$#$I"TF/$F value for returns. /eturns are processed independentl' of the corresponding receipt. O2T.O28, Object tructure ,efinition #lass Functionalit' &out"rocess - "rocesses receipts with issue t'pe of /$#$I"T or /$T2/8. If no issue t'pe is specified! it is treated as /$#$I"T. "rocessing for /$#$I"T issue t'pe and Inspection /e(uired B 8+ &aterial and service receipts+ h 2ses inbound /$#$I"TI2)8TITD (for material receipts) or ITDTO/$#$I3$ (for service receipts) to create the &a%imo receipt. h &aps inbound /$G$#T$,ITD to the /$G$#T$,ITD field in the &a%imo receipt. h Ignores an' other (uantities. h ,oes not look at the inbound I8"$#T$, field. &aterial receipts (&)T/$#T/)8 records)+ ends out onl' /$#$I"T and /$T2/8 t'pe records and T/)8F$/ t'pe records containing a "O82& (not a storeroom transfer). ends out new receipts onl'! not updates to e%isting receipts. ervice receipts ($/3/$#T/)8 records)+ ends out /$#$I"T and /$T2/8 t'pe records. ends out new receipts and updates to e%isting receipts "ublish #hannel &4/$#$I"TInterface "rocessing /ules ervice receipts+ ends out records when the status is e(ual to a value in the $/3/$#T)T control (default #O&"). This occurs under the following conditions+ ) record that does not re(uire inspection is inserted. )n e%isting record is updated in &a%imo and the status field is changed to #O&" 4) Integration #ontrols $/3/$#T)T control identifies all statuses at which &a%imo will send out service receipt transactions. It can have multiple values. .' default! its value is #O&". I8.O28, Object tructure "rocessing #lass Functionalit' &a%/#3"rocess - "rocessing for /$#$I"T issue t'pe and Inspection /e(uired B D+ &aterial receipts+ I8"$#T$, B 8+ 2ses onl' the inbound /$#$I"TI2)8TITD field to create the &a%imo receipt* ignores accepted and rejected (uantit' values. #reates &a%imo receipt with T)T2 B HI8" (waiting inspection) and (uantit' derived from /$#$I"TI2)8TITD. I8"$#T$, B D+ 2ses the inbound /$#$I"TI2)8TITD! )##$"T$,ITD! and /$G$#T$,ITD fields to create the &a%imo receipt. ,oes not allow partial inspections or acceptances. /$#$I"TI2)8TITD must e(ual )##$"T$,ITD N /$G$#T$,ITD. #reates &a%imo receipt with T)T2 B H)$T (if rotating item) or #O&" (all other items). ,epending on (uantities specified! can create up to three transactionsL one /$#$I"T! one T/)8F$/! and one /$T2/8. ervice receipts+ I8"$#T$, B 8+ 2ses the inbound )&TTO/$#$I3$ (if "O1I8$ order (uantit' is null) or ITDTO/$#$I3$ (in other cases) to create &a%imo receipt* ignores all other (uantit' values. #reates &a%imo receipt with T)T2 B HI8" (waiting inspection) and (uantit' derived from ITDTO/$#$I3$. I8"$#T$, B D+ 2ses the inbound ITDTO/$#$I3$! )##$"T$,ITD! and /$G$#T$,ITD fields to create &a%imo receipt. ,oes not allow partial inspections or acceptances. ITDTO/$#$I3$ must e(ual )##$"T$,ITD N /$G$#T$,ITD. 44 #reates a single transaction of t'pe /$#$I"T! with T)T2 B #O&". "rocessing for /$T2/8 issue t'pe+ &aterial and service receipts+ )ccepts return transactions for a "O1I8$ onl' if there was an earlier receipt for the same line* if Inspection /e(uired B D for the "O1I8$! the receipt must have been approved. Otherwise! reports an error. 2ses onl' the inbound /$#$I"TI2)8TITD (for material receipts) or ITDTO/$#$I3$ (for service receipts) field to create the &a%imo receipt* ignores all other (uantit' values. #reates a single transaction with issue t'pe /$T2/8 and the credit 01 account as the /.8I account. $nterprise ervice &4/$#$I"TInterface "rocessing /ules 8one Integration #ontrols 8one 45 %eceipts ,Materials and %otating tems- Object tructure &4/#3/OTIT& ,etail ,escription &aterial and /otating Item /eceipt Object tructure (O) This O allows for inbound s'nchroni5ation of /eceipt Information for Items including rotating items. #omments upports inbound processing onl'. This interface does not let 'ou specif' a status for the receipt* the status is alwa's assumed to be #O&". This interface differs from the &4/$#$I"TInterface in that it processes material receipts e%clusivel' and lets 'ou identif' seriali5ed rotating assets to be created in the case of rotating item receipts. Dou can receive rotating items with or without asset numbers. If 'ou receive them without asset numbers! 'ou must manuall' specif' the asset numbers via the /eceive /otating Items dialog bo% in the "urchasing /eceiving application. For rotating items! the number of inbound transactions is one more than the number of rotating items. There is one transaction for the total receipt (uantit'! and one transaction for each rotating item associated with the receipt. For e%ample! for a receipt of ten rotating items! there will be eleven transactions. O2T.O28, Object tructure ,efinition #lass Functionalit' 8one "ublish #hannel 8one "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' &a%/cv/otItm&"rocess 9 /eports an error if the "O line being processed has 1I8$TD"$ B $/3I#$ or T,$/3I#$. "rocessing is the same as the Inbound Integration "oint "rocessing #lass Functionalit' for material receipts using the &4/$#$I"TInterface! with the following additional processing+ /eceipts+ If the line item is a rotating item and Inspection /e(uired B 8! or I8"$#T$, B D! checks for asset information corresponding to the item provided in the interface. If the information is available! validates the number of asset records to ensure it e(uals 46 the /$#$I"TITD or )##$T"T$,ITD (whichever applies). If it does! invokes the &a%imo receiving functionalit' and creates asset as re(uired. /eturns+ If the item being returned is a rotating item! ignores an' asset information. In &a%imo! return of a rotating t'pe item does not affect the assets created b' the original receipt. The asset records remain unchanged* onl' the item balances are updated (if applicable). $nterprise ervice &4/#3/OTIT&Interface "rocessing /ules 8one Integration #ontrols 8one
GL "ransactions Object tructure &401T48 ,etail ,escription 01 tructure (O) This O allows for outbound s'nchroni5ation of 01 transactions This interface allows for the posting of site-level transactions generated in &a%imo to an e%ternal general ledger application for accounting reconciliation. This interface uses a non-persistent &.O with data from the following sub-records+ $/3/$#T/)8 &)T/$#T/)8 I83T/)8 I83OI#$T/)8 &)T2$T/)8 1).T/)8 TOO1T/)8 The event Filter class! 01$ventFilter! is used to set the events to the applicable persistent objects listed above. #omments The O2/$#$&.O field identifies the table in which the transaction originated. Its value is derived from the 01O2/#$&.O s'non'm domain. O2T.O28, 47 Object tructure ,efinition #lass Functionalit' &out01"rocess - ervice /eceipts ervice receipts include the following+ )ccounting entries for non-distributed service receipts created b' the /eceiving application for services ordered on "Os (I2$TD"$ B /$#$I"T! #OTI8FOB;) )ccounting entries for distributed service receipts created b' the /eceiving application for services ordered on "Os (I2$TD"$ B "O#OT) )ccounting entries for "O services with /eceipt /e(uired B 8 that are directl' invoiced instead of being received (I2$TD"$ B I83OI#$) )ccounting entries for services that are not against "Os and are invoiced directl' (I2$TD"$ B I83OI#$) Invoice variance transactions recorded against service receipts (I2$TD"$ B I83OI#$) ervice receipts ($/3/$#T/)8) processing+ ets O2/#$&.O to $/3/$#T/)8 and I2$TD"$ to value listed above. I83OI#$ t'pe transactions+ sends out on insert. "O#OT and /$#$I"T t'pe transactions+ if Inspection /e(uired B 8 for the corresponding "O1I8$! sends out on insert. If inspection re(uired B D! sends out when status is changed to #O&". &aterial receipts+ &aterial receipts include the following+ )ccounting entries for non-distributed material receipts created b' the /eceiving application for items- tools ordered on "Os (I2$TD"$ B /$#$I"T! #OTI8FO B ;) )ccounting entries for distributed material receipts created b' the /eceiving application for items- tools ordered on "Os (I2$TD"$ B "O#OT) )ccounting $ntries for Item transfers between storerooms (I2$TD"$ B T/)8F$/ and "O82&B8211) 48 )ccounting entries for receipt inspection transfers of items between the receipt inspection storeroom and the "O line storeroom (I2$TD"$ B T/)8F$/ and /$#$I"T/$FOB8211 and "O82&OB8211) )ccounting entries for receipts against internal "Os (I2$TD"$ B T/)8F$/ and /$#$I"T/$FB8211 and "O82&OB8211) )ccounting entries for receipt inspection goods return of items and materials (I2$TD"$ B /$T2/8) )ccounting entries for return to vendor from a storeroom or direct issue "O lines (I2$TD"$ B /$T2/8) Invoice variance transactions recorded against material receipts (I2$TD"$ B I83OI#$) )ccounting transaction for increasing the kit item7s I83$8TO/D control account value when kits are made (I2$TD"$ B FIT&)F$). )ccounting transactions for increasing the I83$8TO/D control account for each constituent item of a kit when a kit is disassembled (I2$TD"$ B FIT./$)F) &aterial receipts (&)T/$#T/)8) processing+ ets O2/#$&.O to &)T/$#T/)8 and I2$TD"$ to value listed above. ends out I83OI#$! /$#$I"T! T/)8F$/! /$T2/8! FIT&)F$ and FIT./$)F t'pe transactions on insert. For "O#OT t'pe transactions on insert if status is #O&" (that is! on insert if Inspection /e(uired B 8! and when status changed to #O&" if Inspection /e(uired B D). Inventor' )djustments Inventor' adjustment transactions include the following+ Inventor' current balance adjustments (ITTD"$ B #2/.)1),G) Inventor' standard- average cost adjustments (ITTD"$ B T,#OT),G- )30#OT),G) #ost difference when a kit is disassembled and there is a difference between the value of the kit and the sum of the kit component values 49 (ITTTD"$ B FIT#OT3)/) "h'sical count reconciliation (ITTD"$ B /$#.)1),G) #apitali5ed cost adjustment (ITTD"$ B #)"#T),G) tandard cost receipt adjustment (ITTD"$ B T,/$#),G) Inventor' adjustment (I83T/)8) processing+ ets O2/#$&.O to I83T/)8 and ITTD"$ to value listed above. ,oes not send out transactions with ITTTD"$ B I8$/TIT$&! #/$)T$)$T and ":D#8T! as the' are considered audit records rather than accounting transactions. ends out all other transactions on insert. Invoice Transactions Invoice transactions include the following transactions created b' invoice approval+ Invoice TOT)1 transaction (amount pa'able to invoice vendor! T/)8TD"$ B TOT)1) Invoice line ta% transactions (ta% accounting for each T)4 code for an invoice line! T/)8TD"$ B T)4;+T)4P) Invoice currenc' variance transaction (T/)8TD"$ B #2/3)/) Invoice price variance transactions (T/)8TD"$ B I83#$3)/) Invoice transaction (I83T/)8) processing+ ets O2/#$&.O to I83OI#$T/)8 and T/)8TD"$ to the value listed above. ends out all transactions when the' are created. &aterial Issues and /eturns &aterial issue and return transactions include the following+ )ccounting entries for items issued from a storeroom in &a%imo (I2$TD"$ B I2$) )ccounting entries for items returned to a storeroom (I2$TD"$ B /$T2/8) 5# &aterial issue and return (&)T2$T/)8) processing+ ets O2/#$&.O to &)T2$T/)8 and I2$TD"$ to value listed above. ,oes not send out direct issue transactions that are created b' "O receiving- invoice variances in &)T2$T/)8! as the' are accounted for in &)T/$#T/)8. Identifies such transactions b' their "O82&! so all &)T2$T/)8 transactions that have a "O reference are not sent out b' this interface. ends out all other transaction at time of creation. 1abor Transaction (1)./T/)8) processing ets O2/#$&.O to 1).T/)8. If approval not re(uired! send out labor actuals against work orders on insert. If approval re(uired! sends out transaction after it is approved (when 0$8)""$/3/$#$I"T is D). Tool Transaction (TOO1T/)8) processing+ ets O2/#$&.O to TOO1T/)8. ends out usage of tools on work orders on creation of TOO1T/)8 "ublish #hannel &401T48Interface "rocessing /ules FI"01 9 kip the sending of the 01 transaction based on the value in O2/#$&.O e%isting in the 01O2/#$ #ontrol. Integration #ontrols 01O2/#$ I8.O28, Object tructure "rocessing #lass Functionalit' 8-) $nterprise ervice 8-) "rocessing /ules 8-) Integration #ontrols 8-) 5" Labor "ime %eporting Object tructure &4$&")#T ,etail ,escription 1abor Time /eporting Object tructure (O) This interface allows for posting site-level actual time reported in &a%imo to e%ternal applications. &a%imo sends out approved labor actuals and accepts all inbound labor actuals regardless of status. 8ote+ &a%imo does not update the status of e%isting records when processing inbound transactions #omments O2T.O28, Object tructure ,efinition #lass Functionalit' 8one "ublish #hannel &4$&")#TInterface "rocessing /ules FI"$&")#T 9 kip the sending of the 1abor "a' (1).T/)8) if the transaction is not approved (0$8)""/$/3/$#$I"T B @). Integration #ontrols I8.O28, Object tructure "rocessing #lass Functionalit' &a%$mpact"rocess 9 )llows action of )dd onl' 9 8ull action will process as )dd. 1).T/)8I, is not allowed to passed with a value 9 will be program generated during )dd. $nterprise ervice &4$&")#TInterface "rocessing /ules 8one Integration #ontrols 8one 5' Meter %eading )ata Object tructure &4&$T$/,)T) ,etail ,escription &eter /eading Object tructure (O) This interface allows inbound s'nchroni5ation of &eter /eading data. #omments upports inbound processing onl' This interface does 8OT support processing of meter readings against work order-task. O2T.O28, Object tructure ,efinition #lass Functionalit' 8one "ublish #hannel 8one "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' &a%&eter,ata"rocess - The processing class will verif' that the following attributes are provided h -ite I, h -)sset or 1ocation h -&eter I, or #ondition &onitoring "oint h -&eter /eading 3alue! /eading ,ate Time! Inspector Hhen a work order is specified and if a measurement point is specified! the processing class identifies the asset or location meter corresponding to the site 9 measurement point! creating a meter reading for that asset- location meter. h If a meter is specified! then either asset or location must be specified. If both are specified! the processing class assumes the meter belongs to the asset! and will be processed accordingl'. If onl' asset or location is specified then the meter on the corresponding entit' will be updated. If no work order is specified! h If a measurement point is specified! reading is recorded for the measurement point. h If a meter is specified! then either asset or location must be specified. If both are specified! the processing class assumes the meter belongs to the asset! and will be processed accordingl'. If 5) onl' asset or location is specified then the meter on the corresponding entit' will be updated. $nterprise ervice &4&$T$/Interface "rocessing /ules 8one Integration #ontrols 8one 54 ystem ome of the content related to integration is specific to &.Os are considered system objects in &a%imo. These &.Os are generall' used for application or metadata configuration! and updating data through these &.Os ma' re(uire specific post processing activities in &a%imo (for e%ample! reconfiguring the database).. The following restrictions appl' to the use of $nterprise ervices! "ublish #hannels and Object tructures+ Dou cannot enable listeners for "ublish #hannels. Dou cannot process s'stem interfaces via interface tables or flat files. Dou must specif' an action code on inbound s'stem interfaces. Object Structures Object tructure &4I8TO.G$#T ,etail ,escription Object tructures object structure (O) This O allows for inbound s'nchroni5ation of the definition of Object tructures! including column aliases. #omments 'stem validations that appl' to users adding! deleting and modif'ing predefined Object tructures appl' to the modification of Object tructures via the Object tructure object structure service. O2T.O28, Object tructure ,efinition #lass Functionalit' 8-) "ublish #hannel 8-) "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' 8-) $nterprise ervice 8-) "rocessing /ules 8one Integration #ontrols 8one 55 .nterprise Ser!ice Object tructure &4$8T/3 ,etail ,escription $nterprise ervice object structure (O) This O allows for inbound s'nchroni5ation of the definition of $nterprise ervices and their corresponding processing rules and control values. #omments .efore $nterprise ervice creation! make sure all controls used b' the $nterprise ervice e%ist in &a%imo. O2T.O28, Object tructure ,efinition #lass Functionalit' 8-) "ublish #hannel 8-) "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' 8-) $nterprise ervice 8-) "rocessing /ules 8one Integration #ontrols 8one 56 Publish Channel Object tructure &4IF)#$O2T ,etail ,escription "ublish #hannel object structure (O) This O allows for inbound s'nchroni5ation of the definition of "ublish #hannels their corresponding processing rules and control values. #omments .efore "ublish #hannel creation! make sure all controls used b' the "ublish #hannel e%ist in &a%imo. O2T.O28, Object tructure ,efinition #lass Functionalit' 8-) "ublish #hannel 8-) "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' 8-) $nterprise ervice 8-) "rocessing /ules 8one Integration #ontrols 8one 57 .nd Point Object tructure &4$8,"OI8T ,etail ,escription $nd "oint object structure (O) This O allows for inbound s'nchroni5ation of the definition of $nd "oints. #omments .efore $nd "oint creation! make sure handlers used b' $nd "oints e%ist in &a%imo. O2T.O28, Object tructure ,efinition #lass Functionalit' 8-) "ublish #hannel 8-) "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' 8-) $nterprise ervice 8-) "rocessing /ules 8one Integration #ontrols 8one 58 ./ternal S#stem Object tructure &4$4TD ,etail ,escription $%ternal 'stem object structure (O) This O allows for inbound s'nchroni5ation of the definition of an e%ternal s'stem! the $nterprise ervices and "ublish #hannels used b' the e%ternal s'stem! and their corresponding control values. #omments .efore $%ternal 'stem creation! make sure all $nterprise ervices! "ublish #hannels! end points! and controls used b' the e%ternal s'stem e%ist in &a%imo. O2T.O28, Object tructure ,efinition #lass Functionalit' 8-) "ublish #hannel 8-) "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' 8-) $nterprise ervice 8-) "rocessing /ules 8one Integration #ontrols 8one 59 ntegration Controls Object tructure &4IF)#$#O8T/O1 ,etail ,escription Integration #ontrol Object tructure (O) This O allows for inbound s'nchroni5ation of Integration #ontrols and their s'stem level default values.
#omments O2T.O28, Object tructure ,efinition #lass Functionalit' 8-) "ublish #hannel 8-) "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' 8-) $nterprise ervice 8-) "rocessing /ules 8one Integration #ontrols 8one 6' Message )efinition Object tructure &4&$)0$ ,etail ,escription &essage ,efinition object structure (O) This O allows for inbound s'nchroni5ation of s'stem error and warning messages. #omments In addition to the new messages added via this object structure! the messages.%ml file must be updated with the corresponding message te%t. O2T.O28, Object tructure ,efinition #lass Functionalit' 8-) "ublish #hannel 8-) "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' 8-) $nterprise ervice 8-) "rocessing /ules 8one Integration #ontrols 8one 6) M$O Configuration Object tructure &4O.G$#T#F0 ,etail ,escription &.O #onfiguration object structure (O) This O allows for inbound s'nchroni5ation of &.O definition information. #omments 2se this object structure with caution.
2se onl' )dd! )dd#hange! or #hange action codes when s'nchroni5ing inbound data through this object structure. ,o not use the /eplace action unless 'ou completely replace the &)4O.G$#T#F0 and &)4)TT/I.2T$#F0 data. The delete action presents the risk of deleting predefined records in the database tables associated with &)4O.G$#T#F0 and &)4)TT/I.2T$#F0 &.Os. There is an inbound setting restriction on #:)80$,! $)2,IT$8).1$,! $)2,ITFI1T$/! $)2,ITT.8)&$! I&"O/T$,! TO/)0$")/TITIO8! &)4O.G$#TI, column! so the 4&1 value is not set to the &.O. )fter s'nchroni5ing inbound data with this interface! for 'our changes to take effect! use &a%imo7s ,atabase #onfiguration application and select the )ppl' #onfiguration #hanges action. O2T.O28, Object tructure ,efinition #lass Functionalit' 8-) "ublish #hannel 8-) "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' psdi.iface.app.configure.&a%Objcfg"rocess 9 If the event that &)4O.G$#T#F0 is creating a view (&)4O.G$#T#F0.3I$HB;)! the processing class will skip an' &)4)TT/I.2T$#F0 mbos associated with the referred &)4O.G$#T#F0. This class also dela's the )3$ validation on &)4O.G$#T#F0 until all its associated attributes are successfull' added into &a%imo $nterprise ervice 8-) 64 "rocessing /ules 8one Integration #ontrols 8one )omains Object tructure &4,O&)I8 ,etail ,escription #ommunication Template object structure (O) This O allows for inbound s'nchroni5ation of domain information. ome fields in the &a%imo are associated with select value lists. These lists of defined values are known as domains (sometimes referred to as value lists). This O s'nchroni5es )18! 8umeric! 8umeric /ange! Table! and #rossover domains definitions. #omments "rere(uisite+ 2pdate and ,elete operations re(uire $%ternal 'stems to provide valid ,O&)I8I, values. O2T.O28, Object tructure ,efinition #lass Functionalit' 8-) "ublish #hannel 8-) "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' 8-) $nterprise ervice 8-) "rocessing /ules 8one Integration #ontrols 8one 65 Communication "emplate Object tructure &4#T$&"1)T$ ,etail ,escription #ommunication Template object structure (O) This O allows for bidirectional s'nchroni5ation of communication templates that users can leverage to standardi5e fre(uentl' used e- mail communications (also known as notifications). ) communication template is a definition of a mail message with subject! message! and recipient information that is processed when certain nodes become current! or along specified workflow routing paths between nodes. This O s'nchroni5es )pplication! #hange tatus! #ustom #lass! command 1ine! and et 3alue actions! but not )ction 0roup. #omments "rere(uisite+ 2pdate and ,elete operations re(uires $%ternal 'stems to provide a valid )#TIO8I, value. This object structure does not support the creation of )ction 0roups. O2T.O28, Object tructure ,efinition #lass Functionalit' 8-) "ublish #hannel &4#T$&"1)T$Interface "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' 8-) $nterprise ervice 8-) "rocessing /ules 8one Integration #ontrols 8one Actions Object tructure &4)#TIO8 66 ,etail ,escription )ction ,efinition Object tructure (O) This O allows for inbound s'nchroni5ation of workflow action definitions that can be used with escalation! service level agreement (1))! and workflow processes. )n action is an event that 'ou want the s'stem to trigger when it encounters records that meet the conditions defined b' an escalation point! service level agreement! or Horkflow process. This O s'nchroni5es )pplication! #hange tatus! #ustom #lass! #ommand 1ine! and et 3alue actions! but not )ction 0roup. #omments "rere(uisite+ 2pdate and ,elete operations re(uire that $%ternal 'stems provide a valid )#TIO8I, value. This object structure does not support the creation of )ction 0roups. O2T.O28, Object tructure ,efinition #lass Functionalit' 8-) "ublish #hannel 8-) "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' 8-) $nterprise ervice 8-) "rocessing /ules 8one Integration #ontrols 8one 67 S#stem Properties Object tructure &4"/O" ,etail ,escription 'stem "roperties Object tructure (O) This O allows for inbound s'nchroni5ation of 'stem "roperties and values.
#omments O2T.O28, Object tructure ,efinition #lass Functionalit' 8-) "ublish #hannel 8-) "rocessing /ules 8one Integration #ontrols 8one I8.O28, Object tructure "rocessing #lass Functionalit' 8-) $nterprise ervice 8-) "rocessing /ules 8one Integration #ontrols 8one 68 ntegration Modules Object tructure &4I& ,etail ,escription Integration &odule Object tructure (O) This O allows for inbound s'nchroni5ation of an Integration &odule definition including properties and 1&O relationships.
Installation and Configuration of IBM FileNet Information Management Software: A step-by-step guide to installing and configuring IBM FileNet ECM and Case Manager on RHEL 8.0 (English Edition)