Replication Settings

 

This screen is available only after Sage Timberline Office Estimating is selected on the preceding Estimating tab. This setting determines the format of the PO index and release code for each purchasing activity as it is created in WMS from the Sage Timberline Office Estimating database.

 

 

Note

The following settings must be correct before the replication process can be run:

  • The Purchase Order Index cannot be set to zero in Integration > Timberline Estimating > Estimating DB Settings > Replication Settings tab.

  • The Assembly Number Format must be checked, and the setting must be populated in Integration > Timberline Estimating > Estimating DB Settings > Timberline Estimating Configuration tab if the user will be replicating assemblies.

 

Understanding PO Index and Release Code Setup

The replication process automatically creates the original PO index and release code for each purchasing activity. This field is pre-filled with the designated number of characters from the description of the material class in the Sage Timberline Office Estimating bill of materials during the replication process. The complete description of the material class will pre-fill the purchasing activity Description field during the replication process.

 

Note

Each time a new material class is added to the Sage Timberline Office Estimating database, the replication process will need to be run in order to create the new PO index, release code and purchasing activity in WMS.

 

 

 

 

 

 

To establish the PO index and release code format:

  1. Verify the database currently selected in the Estimating Databases field list is the correct database for which this setting will be defined. If necessary, click on a different database.

  2. Click the Replication Settings tab.

     

  3. Click the up/down arrows to select the number of characters from left to right in the material class to be used as the PO index and release code.

  1. Click the Save button at the top of the screen to save any changes.

 

Note

If the user has manually entered different values for the PO index or the release code for an existing purchasing activity from within the Purchasing Activities screen in WMS, the replication process will not overwrite the those entered values.  

 

 

 

 

 

 

 

Related Topics

Replicate Estimating Database

Overview of Replication - Timberline Estimating Database.