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Primavera

Description#

This is the Documentation of how the Integration between the ERP Primavera and Skills Workflow work. This documentation is for Skills Workflow located in the Cloud.


Data Exchange Technology#

Based on Views.

The ERP will be installed locally on a server.

The scope of data exchanged on this integration includes:

From Primavera to Skills Workflow#

Master data

  • Clients
  • Suppliers
  • VAT
  • Currency
  • Payment Conditions
  • Articles
  • Reversal Reasons

From Skills Workflow to Primavera#

Financial Documents

  • Expenses
  • Invoices/Bills
  • Purchase Orders

Data Exchange (To Skills Workflow)#

This section describes the Data exchanged between systems. Please see the data exchanged. The data is exchanged with Views available in the system.

Financial Documents

  • Expenses
  • Invoices/Bills
  • Purchase Orders

Data Exchange (inbound)#

This section describes the Data exchanged between systems. Please see the data exchanged. The data is exchanged with Views available in the system.

Articles are received by Skills Workflow.#

  • New Articles created in Primavera are automatically created in Skills Workflow.
  • Any change in the Articles data is also synched with Skills Workflow. Articles Data Exchanged

Fields that are populated in Skills Workflow are:#

  • Id
  • Name
  • VatDeductiblePercentage
  • Action
  • Mappings

Data Exchange (To Skills Workflow)#

This section describes the Data exchanged between systems. Please see the data exchanged.

The data is exchanged with Views available in the system.

Bill Item#

Bill Items are sent by Skills Workflow.

  • New Bills Items' created in Skills Workflow are automatically created in Primavera.
  • Any change in the Bills data is also synched with Primavera.

Bill Item Data Exchanged#

Fields that are populated in Primavera:

  • Oid
  • Name
  • CompanyId
  • EstimateId
  • EstimateHasProjectId
  • EstimateAccountCode
  • EstimateAccountName
  • EstimateAccountBeginDate
  • EstimateAccountEndDate
  • EstimateAccountBillingClient
  • BillId
  • BillingClient
  • OtherDebtor
  • Currency
  • Exchange
  • TotalValue
  • PaymentCondition
  • YourReference
  • Date
  • Due
  • CommercialClientName
  • ProjectNumber
  • ProjectName
  • ProjectSequence
  • ProjectYear
  • Project
  • ContractNumber
  • ContractName
  • ContractSequence
  • ContractYear
  • BillItemId
  • Article
  • Description
  • Vat
  • VatPercentage
  • UnitPrice
  • Discount
  • Quantity
  • ValueWithoutVat
  • VatValue
  • ValueWithVat
  • ExternalId
  • External
  • ExternalItemId
  • LineNumber
  • Remarks
  • AttentionLine
  • EstimateNumber
  • PrimaveraDocumentType
  • CostCenter
  • BillItemOrder
  • WorkflowStateId
  • PreviousWorkflowStateId
  • KeepOnError
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Conclusion#

The contents of this document create the foundation for data and process communication methodology between Skills Workflow and Agencies. The current known data and process transfers are contained in this document but more may be created as additional data and process needs are discovered.