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*This post is locked for comments
Hi,
I use a macro to load the complete contract and project data which essentially pulls from an excel spreadsheet template. You might consider using one macro to fill contract data and another to fill project data. The templates must be completed for both the contract and projects along with all the cost categories, accounts, customers etc.
I have found the macro approach superior to the SQL approach, it is faster and populates ALL the tables properly.
Hope this helps,
Regards,
Hugh
Hi Berlly,
I utilize excel templates that contain the basic information to populate the Contract Maintenance card, Copy from template data, segment override data and have a macro that pulls in the Contracts and calls the copy from template and autofills the project budgets based on the templates. This approach requires that contract templates and project templates be completed (also all the cost categories, gl accounts that will be needed for seg overrides etc.). It does take a few hours to fine tune the spreadsheet and macro but is much simpler and faster than SQL and populates all the proper tables like note indexes and account indexes. I use one macro but you can split it up to create one to populate the Contracts and another to populate the Projects.
Regards,
Hugh
Hi Sandip Jadhav,
Thanks for this valuable information. It will help me a lot, however I do not know how to write scripts I'm not a programmer, is there a way a consultant like me can do an integration without doing so much programming?
Again thank you so much!
Regards,
Berlly Castillo
You need to write your own custom Integration , Use SQL profiler to see which StoreProcedure is using to insert into Project Maintenance Table.
Use the following SDK to find the Table Information.
I have done same thing for PA Inventory Transfer , wrote my own integration script using C#.
Thanks
Sandip Jadhav
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