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Synchronize Resource Items

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24 comments

  • Svend Knutsen

    Is there a way to synchronize U/M? V19.6 / 20.6

  • Maggie U.

    Hi Svend,

    I have someone following up on your question and we'll have a response for you soon. Thanks for your patience.

    Thanks,
    Maggie

  • Mark Meacham

    Hi Svend,

    Based on my initial testing, the Synchronize Resources tool does not do anything with the U/M field. The tool only synchronizes the following fields: Management Report Codes, Resource Descriptions, Resource Print Sequence, Resource Departments and Resource Memo.

    Also, when you change the U/M on a resource item, it does automatically update the U/M on each price list as well.

    And, once you change the U/M on a resource item, the change will reflect on any NEW orders moving forward (it won't go back and update any existing or past orders the resource item might be on).

    I hope this helps.

    Thanks,
    Mark

  • Sean Tame

    Can this article please be updated with the exact details of what will and will not be updated?

    I am trying to synchronize a change to the Mgmt Rep Code and it is not working.  I am fairly certain it is because the order is closed.  Updating Closed orders is critical in getting reporting data correct.

    In my case, a resource was created and used for some time without a MRC.  We have found that our reports have 'holes' in them due to missing data.  There seems to be no logical reason why I cannot 'synchronize' the population of a MRC from the resource to the closed order to get my reports working again but this doesn't seem to be possible.

    Please advise.

  • Mark Fingerhut

    Sean - you are correct in that the sync process does not include closed orders. The original thinking behind the sync process was to affect orders that are currently open, active and in place on upcoming events.

    To include closed orders in the process, we'd need an enhancement submitted, or a SQL statement could be produced to run the proper updates.

    Thanks, let us know if you need more info.

    Mark F

  • Michelle Herson

    Hello,

    If you change the name of a resource item that has inventory associated with it and then Synchronize Resources, Update Resource Descriptions, the inventory item name (Description) does not get updated.  How do you update the name of the Inventory Item and Synchronize?  

  • Maggie U.

    Hi Michelle,

    You'll need to update the Inventory Item description directly from the Inventory Items screen.  There isn't a synchronization process for this area of the software.

    Thanks,

    Maggie

  • R.C. Chancy

    When I ran the synchronization, it said nobody can be signed in when synchronizing.  Does that mean nobody but me?  Because I have to be signed in to perform this action.

    The process seemed to complete, but there was no verification statement.  If it doesn't return an error, should I assume it completed?

    The instructions say to validate the results.  Is that an action that is required, similar to validating an Inventory Transaction?  I couldn't find an option to do that.

  • Maggie U.

    Hi RC,

    You can be signed in as the one executing the process but no one else should be signed in and working within the software when it is being done.

    There is a progress indicator on the screen but if there isn't much to update, it does move quickly and close.  If you received no other messages, then you can assume the process ran.

    Validating isn't a process executed within the software but rather a best practice to spot check some records to make sure the changes were executed as you expected.

    Thanks,
    Maggie 

     

  • Kayla Jungkind

    Hello,

    We changed a benefit rate, which we set up as a Tax & Gratuities resource type. We retired the old rate, and added a new.

    All open service orders still have the old rate, and once the work order is completed, the actuals for this benefit line go to zero instead of picking up the new rate.

    I tested the resource sync and it did not update the open orders.

    Any ideas?

  • Sean Tame

    Hi Kayla,

    I think rates should work off an Effective Date.  It is not the synchronization process you need, but the Re-price Orders process.  You can select to re-price the taxes only (which is the option I think you will want) as well as options to reset the order date.  There are specific access privileges around this also.

    Does this help?

  • Kayla Jungkind

    Yes, excellent. Thanks Sean, the community always comes through for me!

  • Chanh Huynh

    If a user changes an item on a price list from being tax exclusive to be tax inclusive, is there any way to update all the orders that the item appears? I'm not sure if resource synchronization does this as I have only ever used it for making changes on resources.

    Also if a user changes an item within a package, and that package has already been used in service orders, will resource synchronization work to update the orders with the changes? E.g. if a beverage package now includes Cascade beer instead of James Boags beer.

     

  • Ryan G.

    Hello Chanh,

    Question 1:
    On the service order, under Tools there is a recalculate tax action, but you will have to select the service orders to run this action.

    Question 2:
    The synchronization process does not update the package items if a package is already on a service order. 

    Thank you,
    Ryan Gilomen
    Ungerboeck Software International

  • David Hughes

    Since everyone must be signed out, about the only time we can do this is in the middle of the night.  It there a way to set a timer to do this so that we don't have to have someone go into the office then?

  • Matt Tapley

    Hi David,

    We do not currently support the scheduling of running this process for future times. If this is something you would like to have in the future, please enter an enhancement request and we can get it added to the backlog. Thank you!

    Matt

  • Simon Dargaville

    Hi

     

    Re: "The synchronization process does not update the package items if a package is already on a service order. "

     

    Is there a way to sync packages (items) that have already been added to an open service order?

     

    Thanks

    Simon

  • Matt Tapley

    Hi Simon,

    The sync process will not update package items if a package has already been added to the open service order. Please let me know if you have additional questions regarding this.

    Thank you,

    Matt Tapley

  • Simon Dargaville

    Hi Matt,

    So we have many events that are getting booked in months in advance, but the equipment items/resources are currently unknown.  

    We had hoped a package sync would be the solution to updating them easily, other than copying functions/orders from another event, 1 event at a time, is there another solution ?

     

    Thanks
    Simon

     

  • Matt Tapley

    Hi Simon,

    I have done some research and checked with several different people and it doesn't appear that there is another solution at this time. If that changes in the future, I will be sure to update this post.

    Thank you,

    Matt

  • Brett Ward

    What field is the print sequence? The only two fields I am able to find are the calculation sequence and master sequence.

  • Sharon Whitehall

    Brett,
    Thank you for your question the print sequence is set on the Service Order Item tab of the service order under Tools.
    Sharon

  • Brett Ward

    Hi Sharon,

    Thanks for the response. Is there a print sequence at the resource level? If not, what is being synced when you update resource print sequence?

  • Sharon Whitehall

    The field you want is Calculation Sequence EV370_CAL_DISP_SEQ.

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