Implementation in phases
Every integration with Handyman can, and should, be split into phases. Based on functionality in the ERP-system, requests from customers etc. the phases can be different in each integration.
The implementation of the integration can be split into three (or more) phases:
1. Payroll and Invoicing - Includes data that must be present in the integration - mandatory
2. Stores and Logistics - Includes data in connection with the Store and order module - optional
3. Documentation - Includes data in connection with documents and checklists - optional
4. Service Management - Includes import of sites/equipment and customer data - optional
| 5 - Import from back office system | |
| 5.1 - Basic information | |
| 5.1.1 - Settings | 3 |
| 5.1.2 - Departments | 1/3 |
| 5.1.3 - Categories | 1 |
| 5.1.4 - Groups | 3 |
| 5.1.5 - Checklist definitions | 3 |
| 5.1.6 - Dictionary definitions | 3 |
| 5.1.7 - Employees | 1 |
| 5.1.8 - Salary Codes | 1 |
| 5.1.9 - Item number types with grouping structure | 2 |
| 5.1.10 - Wholesalers and items (price lists) | 1 |
| 5.1.11 - Stores and storage content | 2 |
| 5.1.12 - Store Movements | 2 |
| 5.1.13 - Customers | 1 |
| 5.1.14 - Packages | 2 |
| 5.1.15 - Content lists and Purchase orders | 2 |
| 5.1.16 - Sites and equipment | 4 |
| 5.2 - Order Information | |
| 5.2.1 - Order Records | 1 |
| 5.2.2 - Order descriptions (Invoice text) | 1 |
| 5.2.3 - Material associated with order | 1 |
| 5.2.4 - Salary code registrations | 1 |
| 5.2.5 - Document registrations | 3* |
| 5.2.6 - Checklist registrations | 3* |
| 5.2.7 - Invoice Information | ** |
| 6 - Export to back office system | |
| 6.1 - Orders/registrations | |
| 6.1.1 - Order/customer information | 1 |
| 6.1.2 - Order descriptions (Invoice text) | 1 |
| 6.1.3 - Export of material registrations | 1 |
| 6.1.4 - Salary code registrations | 1 |
| 6.1.5 - Documents | 3* |
| 6.1.6 - Checklists | 3* |
| 6.2 - Purchase orders and Reception controls | 2 |
| 6.3 - Inventory Status from PDA | 2 |
| 6.4 - Store movements from PDA | 2 |
| 6.5 - Checklist definitions (file-based sync. only) | 3* |
| 6.6 – Warnings and error messages from Import/Export | 2 |
1) Mandatory (Billing & Salary)
2) Optional (Inventory control)
3) Optional (Documents)
*) Can be implemented by use of COM. See chapters 2 and 4.
**) Simple integration