1.1 Integration implementation

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