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
- Client
- Currency
- Employee
- Expense Item Type
- Reversal Reason
- Supplier
- VAT
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
Client
Clients are received by Skills Workflow.
- New Clients created in Primavera are automatically created in Skills Workflow.
- Any change in the Clients data is also synched with Skills Workflow.
Clients Data Exchanged
Fields that are populated in Skills Workflow:
- Id
- Name
- Street
- Street2
- City
- ZipPostal
- StateProvince
- TaxPayerNumber
- PaymentCondition
- Currency
- Country
- OtherDebtor
- Action
Currency
Currencies are received by Skills Workflow.
- New Currencies created in Primavera are automatically created in Skills Workflow.
- Any change in the Currencies data is also synched with Skills Workflow.
Currencies Data Exchanged
Fields that are populated into Skills:
- Id
- Name
- Buy
- Sell
- ValueRound
- VatRound
- PriceRound
- Action
Employee
Employees are received by Skills Workflow.
- New Employees created in Primavera are automatically created in Skills Workflow.
- Any change in the Employees data is also synched with Skills Workflow.
Employees Data Exchanged
The fields that are populated into Skills Workflow:
- Id
- Name
- Action
Expense Item Type
Expense are received by Skills Workflow.
- New Expense Items created in Primavera are automatically created in Skills Workflow.
- Any change in the Expense Items data is also synched with Skills Workflow.
Expense Items Data Exchanged
The fields that will be populated into CETA:
- Id
- Company
- Name
- Value
- Vat
- VatDeductiblePercentage
- Action
Expense Item Type
Expense are received by Skills Workflow.
- New Expense Items created in Primavera are automatically created in Skills Workflow.
- Any change in the Expense Items data is also synched with Skills Workflow.
Expense Items Data Exchanged
The fields that will be populated into CETA:
- Id
- Company
- Name
- Value
- Vat
- VatDeductiblePercentage
- Action
Reversal Reason
Reversal Reasons are received by Skills Workflow.
- New Reversal Reasons are created in Primavera are automatically created in Skills Workflow.
- Any change in the Reversal Reasons data is also synched with Skills Workflow.
Reversal Reasons Data Exchanged
The fields that will be populated into Skills Workflow:
- Id
- Company
- Name
- Action
Supplier
Suppliers are received by Skills Workflow.
- New Suppliers' created in Primavera are automatically created in Skills Workflow.
- Any change in the Suppliers' data is also synched with Skills Workflow.
Suppliers' Data Exchanged
The fields that will be populated into Skills Workflow:
- Id
- Name
- Company
- Street
- Street 2
- City
- ZipPostal
- StateProvince
- TaxpayerNumber
- Payment Condition
- Currency
- OtherCreditor
- Action
Vat
Vat values are received by Skills Workflow.
- New Vat values created in Primavera are automatically created in Skills Workflow.
- Any change in the Vat data is also synched with Skills Workflow.
Vat Data Exchanged
The fields that will be populated into Skills Workflow:
- Id
- Company
- Name
- Percentage
- Action
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
- Client Credit Note Item
- Expense Item Type
- Purchase Order Item
- Supplier Invoice Item
- Supplier Note Item Reason
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
Client Credit Note Item
Credit Client Notes are sent by Skills Workflow.
- New Credit Client Notes created in Skills Workflow are automatically created in Primavera.
- Any change in the Credit Client Notes data is also synched with Primavera.
Credit Client Notes Data Exchanged
Fields that are populated in Primavera:
- Oid
- Name
- CompanyId
- EstimateId
- EstimateHasProjectId
- EstimateAccountCode
- EstimateAccountName
- EstimateAccountBeginDate
- EstimateAccountEndDate
- EstimateAccountBillingClient
- ClientCreditNoteId
- BillingClient
- OtherDebtor
- Currency
- Exchange
- TotalValue
- PaymentCondition
- YourReference
- Date
- CommercialClientName
- ProjectNumber
- ProjectName
- ProjectSequence
- ProjectYear
- Project
- ContractNumber
- ContractName
- ContractSequence
- ContractYear
- ClientCreditNoteItemId
- Article
- Description
- Vat
- VatPercentage
- UnitPrice
- Discount
- Quantity
- ValueWithoutVat
- VatValue
- ValueWithVat
- Chargeback
- ReversalReason
- BillItem
- BillName
- ExternalId
- External
- ExternalItemId
- LineNumber
- EstimateNumber
- CostCenter
- ClientCreditNoteItemOrder
- WorkflowStateId
- PreviousWorkflowStateId
- BillNames
- KeepOnError
Expense Item
Expense Items are sent by Skills Workflow.
- New Expense Items created in Skills Workflow are automatically created in Primavera.
- Any change in the Expense Items data is also synched with Primavera.
Expense Items Data Exchanged
Fields that are populated into Primavera:
- Oid
- Name
- CompanyId
- ExpenseId
- Emission
- Due
- Employee
- Supplier
- OtherCreditor
- Currency
- Exchange
- TotalValue
- PaymentCondition
- ExpenseItemId
- CommercialClientName
- ProjectId
- ProjectBillingClient
- ProjectBeginDate
- ProjectEndDate
- ProjectNumber
- ProjectName
- ProjectSequence
- ProjectYear
- ContractNumber
- ContractName
- ContractSequence
- ContractYear
- ExpenseItemType
- Motive
- ValueWithoutVat
- VatValue
- Vat
- VatPercentage
- ValueWithVat
- CorrectionValue
- ExternalId
- ExternalName
- ExternalItemId
- LineNumber
- CostCenter
- PrimaveraDocumentType
- DocumentNumber
- ExpenseItemOrder
- WorkflowStateId
- PreviousWorkflowStateId
- KeepOnError
Purchase Order Item
Purchase Orders are sent by Skills Workflow.
- New Purchase Orders created in Skills Workflow are automatically created in Primavera.
- Any change in the Purchase Orders data is also synched with Primavera.
Purchase Orders Data Exchanged
The fields that are populated into Primavera:
- Oid
- Name
- EstimateId
- EstimateHasProjectId
- EstimateAccountCode
- EstimateAccountName
- EstimateAccountBeginDate
- EstimateAccountEndDate
- EstimateAccountBillingClient
- PurchaseOrderId
- Supplier
- OtherCreditor
- Currency
- Exchange
- TotalValue
- PaymentCondition
- YourReference
- Date
- CommercialClientName
- ProjectNumber
- ProjectName
- ProjectSequence
- ProjectYear
- ContractNumber
- ContractName
- ContractSequence
- ContractYear
- PurchaseOrderItemId
- Article
- Description
- Vat
- VatPercentage
- UnitPrice
- Discount
- Quantity
- ValueWithoutVat
- VatValue
- ValueWithVat
- ExternalId
- External
- ExternalItemId
- LineNumber
- EstimateNumber
- CostCenter
- Billed
- CompanyId
- PurchaseOrderItemOrder
- WorkflowStateId
- PreviousWorkflowStateId
- KeepOnError
Supplier Invoice Item
Supplier Invoices are sent by Skills Workflow.
- New Supplier Invoices created in Skills Workflow are automatically created in Primavera.
- Any change in the Supplier Invoices data is also synched with Primavera.
Supplier Invoices Data Exchanged
The fields that will be populated into Primavera:
- Oid
- Name
- SupplierInvoiceId
- CompanyId
- Emission
- Due
- Supplier
- OtherCreditor
- Currency
- Exchange
- TotalValue
- PaymentCondition
- SupplierInvoiceItemId
- CommercialClientName
- ProjectId
- ProjectBillingClient
- ProjectBeginDate
- ProjectEndDate
- ProjectNumber
- ProjectName
- ProjectSequence
- ProjectYear
- ContractNumber
- ContractName
- ContractSequence
- ContractYear
- Article
- Description
- ValueWithoutVat
- VatValue
- Vat
- VatPercentage
- ValueWithVat
- ExternalId
- External
- ExternalItemId
- LineNumber
- CostCenter
- PrimaveraDocumentType
- SupplierInvoiceItemOrder
- WorkflowStateId
- PreviousWorkflowStateId
- KeepOnError
Supplier Note Item
Supplier Note Items are sent by Skills Workflow.
- New Supplier Noye Items created in Skills Workflow are automatically created in Primavera.
- Any change in the Supplier Note Items data is also synched with Primavera.
Supplier Note Data Exchanged
The fields that will be populated into Primavera:
- Oid
- Name
- SupplierNoteId
- CompanyId
- Emission
- Due
- Supplier
- OtherCreditor
- Currency
- Exchange
- TotalValue
- PaymentCondition
- SupplierNoteItemId
- CommercialClientName
- ProjectId
- ProjectBillingClient
- ProjectBeginDate
- ProjectEndDate
- ProjectNumber
- ProjectName
- ProjectSequence
- ProjectYear
- ContractNumber
- ContractName
- ContractSequence
- ContractYear
- Article
- Description
- ValueWithoutVat
- VatValue
- Vat
- VatPercentage
- ValueWithVat
- ExternalId
- External
- ExternalItemId
- LineNumber
- CostCenter
- PrimaveraDocumentType
- SupplierNoteItemOrder
- WorkflowStateId
- PreviousWorkflowStateId
- KeepOnError
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.