IPM Link - Attache Integration

IPM Link integration with Attache BI is based on the IPM Generic ODBC integration. It uses the Attache BI ODBC driver to facilitate a one way synchronisation from Attache BI to IPM in a number of areas. It can synchronise the following information :-

• Accounts Receivable Customers and Accounts Payable Suppliers through to the Dynamics Accounts (Companies) entity.
• It can synchronise Attache BI Cost Centres to the IPM Jobs entity if the company is it using cost centres as a surrogate Job Cost mechanism
• It can synchronise Attache BI Cost transactions through to IPM Cost transaction table for the purpose of inquiry and reporting. This configuration would be appropriate if the organisation is using GL accounts and Cost Centres to create Job Cost style reports.
• It can synchronise items from the Attache BI Item table to the IPM Items table. This would allow this item information to be used in building budgets and variations as well as the creation of Purchase Orders.

 

In Addition to master-file synchronisation, IPM Link will facilitate the creation of the transaction import files from the related processes in IPM for the following accounting related processes:-

• AP Invoices
• Subcontract Claims
• Customer Invoices based on IPM Progress Bills
• Timesheet Transactions

These transaction import files are configurable in IPM to suit the Attache BI import formats and are generated automatically on a schedule defined in IPM Link.

 

As a result of these processes managed by IPM Link a seamless managed integration is facilitated between Attache BI and IPM Project Management. The fact that IPM Link provides a one way synchronisation from Attache BI to IPM means that the integrity of the accounting application is guaranteed. Transactions coming from IPM to Attache BI can also be monitored as they are imported and processed. The combination of these concepts results in a very stable integration platform.