Job & Progress Integration
When Integrating Job details it is imperative we integrate the Client First, otherwise a Contract can not be created within ClickHome
Fields To Import
A new client record is created.
fkidStdCreatedBy = fkidUser
dtStdCreatedOn = DateTime.Now
dtStdLastModifiedOn = DateTime.Now
'E', 'F','W','M','S' (Email, Fax, Work, Mobile,SMS)
External Reference to Business Unit
External Reference to Region
Referece of Client in Client System
Import – Contracts
The client’s management policy will determine the appropriate point in the Contract preparation cycle to send details to ClickHome. It may be that it is only appropriate to transfer the Contract when an Authority to Proceed event occurs within the client procedures.
However, keeping in mind that a Contract can be transferred with a status of P (pre-site), it may be sufficient to transfer as soon as the Contract details are complete. The decision to move the Contract to active construction (ie on-site) can then be taken by construction staff.
Fields To Import
If the client is found on the database,
a new contract is added
(following the standard routine for creating new contract)
with fkidClient set to be the same with that of in the interface.
external reference to HouseType (needs to exist in ClickHome)
External Reference to Client (See above)
External Reference to Supervisor (needs to exist in ClickHome)
External Reference to Contract Admin (needs to exist in ClickHome)
External Reference to Region (needs to exist in ClickHome)
External Reference to Business Unit (needs to exist in ClickHome)
External Reference to ClickHome Template (needs to exist in ClickHome)
'L','P','C' (Lead, Preconstruction, Construction)
Common Name (Changeable name of contract)
P,A,F,M,C,X (Pending, Active, Fall Over, Closed, Cancelled)
N,P,C,U,(No PO, Preliminary, Completed,Updated)
Lot Street No
Lot Unit No
Lot Level No
date Programmed Complete
date Client is Advised job complete
Date Estimated Complete
Date Estimated Client Move In
Provision is made for selected milestone tasks in ClickHome templates to be marked with an event code to match milestone events know within other client system. This is done using the tblProcessEvents table.
Certain progress details for Contract tasks that derive from these milestone template tasks can be imported into ClickHome.
Please contact ClickHome for further Details on how this could work for you.