Setting up an Integration Configuration

The Integration Configuration (INC) setup form allows you to identify the system(s) with which to integrate, and to include or exclude SunSystems data types as appropriate for the integration.

  1. The Integration Configuration Setup form is displayed only when you click New or Amend on the Integration Configuration Master List form.
  2. Specify this information:
    Configuration Name
    The name of the integration configuration.
    Selected
    Check the check box for each system to which SunSystems data is to be published.
    User Defined
    Specify which system is user defined.
  3. The Integration Setup grid allows you to set options for each data entity, which combines SunSystems object, ledger, and integration system. Each data entity is represented by a row on the grid.
    SunSystems Object
    The data type to be published to the integration system, for example, account, analysis code, analysis dimension, balances.
    Ledger
    The SunSystems ledger code A - K.
    Noun
    The integration term for the data type, for example, Workflow, ChartOfAccounts, Code Definition, SourceSystemGLMovement.
    Integration System(s)
    The name of the system to which the data entity is to be published.
    Verb
    The integration term for the action to be performed on the data entity, for example, Process, Sync.
    Incoming or Outgoing
    Indicates whether the BOD is incoming or outgoing.
    Active
    Set this option for a data entity to include it in the integration.
    Use Business Rules
    Check the check box for a data entity row to disable the automatic publication of that entity's data via the integration configuration.
    Uwaga: If you check this check box on a row for a data entity, you should set up appropriate business rules to publish the required data for the entity in question, otherwise data will not be published for the entity. If you leave this check box unchecked for a data entity, you can still set up any relevant business rules for the entity, if required.
  4. Other actions: Import, Export, Integration Settings, and Data Management.
  5. Save your changes.