pryme Docs – Process

Intercompany: Run Topics and Subscriptions

Mon, 01 Jan 0001 00:00:00 +0000

Once the Topic and Subscription are setup, data transfer can be done manually or automatically using Job queues.

Run Topics

On the Topic card you have a setting, Schedule run on changelog, that determines if the Topic runs automatically. If disabled, you must either run the Topic manually or setup a job queue to run the Topic (recommended).

Manually

Choose the 🔎 icon, enter Topics (IDM), and select the related link.
Go to Actions –> Run Topic.

Job Queue

Choose the 🔎 icon, enter Topics (IDM), and select the related link.
Go to Actions –> Create Job Queue Entry.
Fill in the fields as necessary. Hover over a field to read a short description.
Set Status to Ready.

Run Subscriptions

When you are setting up the Intercompany app, you normally run the Subscriptions manually. In the production environment we recommend to setup a Job queue.

Manually

Choose the 🔎 icon, enter Subscriptions (IDM), and select the related link.
Choose the Subscription to run action and select Run Subscription in Background.

Job Queue

Choose the 🔎 icon, enter Subscriptions (IDM), and select the related link.
Go to Job Queue –> Create Job Queue Entry.
Fill in the fields as necessary. Hover over a field to read a short description.

Schedule jobs to run automatically.

Intercompany: Transfer all entries in a table

Mon, 01 Jan 0001 00:00:00 +0000

The intercompany apps transfer new and updated entries. To ensure consistency across all subscribing companies, you can transfer all entries in a table using the Topic Table -> Create Messages function.
Key points to remember:

Use this for Master data tables after setting up the topic to synchronize data across companies.
This action adds and updates entries but does not delete records in subscribing companies.
If invalid records exist in subscribing companies, manual cleanup may be required.

Watch our video about publishing data manually.

Intercompany: Projects

Mon, 01 Jan 0001 00:00:00 +0000

An intercompany project is created the same way as any other project. The project is only transferred when the companies to which the project should be sent are selected, even if the topic publishes to all companies.

Steps to Send a Project to Another Company:

Choose the 🔎 icon, enter Project list, and select the related link.
Select the project to send. Navigate to Send to company under the Action tab.
Select the companies to which the project should be transferred.
Unmarking a company will stop updates to that company but will not delete the project.

Troubleshooting Missing Companies in the List:

Verify the receiving company is set up as a Party.
Confirm the Topic allows projects for that party.
Update the Subscription (IDM) in the receiving company.

If Allowed On-Demand Publish is set to FALSE on the Topic, all projects will transfer automatically without selection.

Note!

Only users with USER IDMYME permission can select to transfer a project through the Intercompany automation.
Tasks must only be added in the company that owns the project, not in the receiving company.

Intercompany: Time and expenses

Mon, 01 Jan 0001 00:00:00 +0000

You have two templates for transferring time: Time entries and Project ledger entries. These can be used separately or in combination. If you use them in combination, time entries are transferred with Time entries, and expenses and item entries with Project ledger entries.

Time Entries

When submitting a time sheet in the performing company, time entries are transferred to the External time entries table in the subscribing company. This table is for informational purposes only. All changes to entries must be made in the performing company.

Viewing External Time Entries:

Navigate to Project list -> Related -> IDM -> External Time Entries.
Navigate to Project Plan -> External time (Not posted) column.
Search for External Time Entries. This option allows viewing all external time entries for projects where the user is the project manager or responsible person.
Project executives can view all transactions across all projects (with filtering options to restrict the view).

If the Approval status or Comment fields are updated in the External time entries, this information is transferred back to the performing company. The information is visible in the regular Approval flow.

When entries are approved and posted in the performing company, project ledger entries are created in both companies.

Note!

Only time entries will be transferred between companies. This excludes entries moved via move entries or project journals.

Project ledger entries

This feature can transfer time, expense, and item entries. The entries are added to a project or job journal and can automatically when the subscription is run, or posted manually in the journal.

There is no approval process for these entries, unlike the time entries template.