Job & Progress Integration

When Integrating Job details it is imperative we integrate the Client First, otherwise a Contract can not be created within ClickHome 

Import – Clients

 

Actions

Fields To Import

 

A new client record is created. 

fkidStdCreatedBy = fkidUser

dtStdCreatedOn = DateTime.Now

fkidStdLastModifiedBy= fkidUser

dtStdLastModifiedOn = DateTime.Now

 

sgClientTitle

sgLetterTitle

sgLetterSalut

sgLetterCasual

sgTaxNumber

inClientType

btLetterEdit

cdContactMethod

sgHomePhone

sgMobilePhone

sgWorkPhone

sgEmailAddress

sgFaxNumber

sgHomeAddress

sgHomeStreet1

sgHomeStreet2

sgHomeSuburb

sgHomeState

sgHomePostCode

sgHomeCountry

cdresult

inoperationcode

sglookupBusinessUnit

sgLookupRegion

sgStdExtRef

Client Name

Letter Title

Letter Salut

Letter Casual

NULL

1

15

'E', 'F','W','M','S' (Email, Fax, Work, Mobile,SMS)

Home Phone

Mobile Phone

Work Phone

Email Address

Fax Number

Home Address

Home Street1

Home Street2

ome Suburb

Home State

Home PostCode

Home Country

'Lookup'

6003

External Reference to Business Unit

External Reference to Region

Referece of Client in Client System

Import – Contracts

            Table:   tblInterfaceContracts

           Timing:

The client’s management policy will determine the appropriate point in the Contract preparation cycle to send details to ClickHome.  It may be that it is only appropriate to transfer the Contract when an Authority to Proceed event occurs within the client procedures. 
However, keeping in mind that a Contract can be transferred with a status of P (pre-site), it may be sufficient to transfer as soon as the Contract details are complete.  The decision to move the Contract to active construction (ie  on-site) can then be taken by construction staff.

 

Actions

Fields To Import

 

If the client is found on the database,

a new contract is added

(following the standard routine for creating new contract)

with fkidClient set to be the same with that of in the interface.

 

cdResult

InoperationCode

sgLookupHousetype

sglookupClient

sglookupSupervisor

sglookupContractAdmin

sglookupRegion

sglookupBusinessUnit

sglookupTemplate

cdJobType

sgContractNo

sgCommonName

cdContractStatus

cdSchedulingStatus

cdContractType

cdSupervisorStatus

sgProjectCode

inAllowedDays

inContractPriority

crContractValue

sgLotAddress

sgLotNo

sgLotStreetNo

sgLotUnitNo

sgLotLevelNo

sgLotStreet1

sgLotStreet2

sgLotSuburb

sgLotState

sgLotPostCode

sgStandardDirections

sgStandardInstructions

dtProgrammedComplete

dtClientAdvised

dtDateStartSchedule

dtDateEstimatedComplete

dtDateEstimatedClientMoveIn

sgReferralData

sgLatitude

sgLongitude

mNotes

sgStdExtRef

inStdCustomOrder

'Lookup'

5008

external reference to HouseType (needs to exist in ClickHome)

External Reference to Client (See above)

External Reference to Supervisor (needs to exist in ClickHome)

External Reference to Contract Admin (needs to exist in ClickHome)

External Reference to Region (needs to exist in ClickHome)

External Reference to Business Unit (needs to exist in ClickHome)

External Reference to ClickHome Template (needs to exist in ClickHome)

'L','P','C' (Lead, Preconstruction, Construction)

Contract No

Common Name (Changeable name of contract)

P,A,F,M,C,X (Pending, Active, Fall Over, Closed, Cancelled)

N,P,C,U,(No PO, Preliminary, Completed,Updated)

ContractType

NULL

NULL

NULL

NULL

Contract Value

Lot Address

Lot No

Lot Street No

Lot Unit No

Lot Level No

Lot Street1

Lot Street2

Lot Suburb

Lot State

Lot PostCode

Standard Directions

Standard Instructions

date Programmed Complete

date Client is Advised job complete

Date Start

Date Estimated Complete

Date Estimated Client Move In

NULL

Latitude

Longitude

Notes

External Ref

NULL

 

Progress Information

            Provision is made for selected milestone tasks in ClickHome templates to be marked with an event code to match milestone events know within other client system.  This is done using the tblProcessEvents table. 

            Certain progress details for Contract tasks that derive from these milestone template tasks can be imported into ClickHome.

Please contact ClickHome for further Details on how this could work for you.