Integration Jobs

Select an Integration Agent Name to open the jobs for that agent.

The jobs are listed in a grid.

Each job has the following:

Job (number and name)
Interval
Last Run Time
Next Run Time
Status
Dependencies
Instance #
Action
- Run the Job Now.
- Request Full Data Sync in Company.
  
  Note that full synchronization on some jobs can be time intensive and will block other integrations. To continue, select Yes at the confirmation pop-dialog.
- Cancel Full Data Sync.
  
  Note that cancelling full synchronization will also bypass any PENDING changes to be brought into ARM from the backend ERP. To continue, select Yes at the confirmation pop-dialog.
Select the menu button to the left of a job and select a menu option to:
- Disable the job (Disable Job)
- Stop the job (Stop)
- Retry failed records (Retry Failed Records)
- Configure the job properties (Properties)

Configuring a Job’s Properties

Select Properties from the job’s menu.
Update any of the configurable Properties, as required. Then Save.

Job Properties

JobProperties

Enabled	Deselect to disable the job from integration processing.
Last Run Time	Displays the last date and time for the job.
Next Run Time	Displays the next date and time for the job.
Interval (seconds)	The job runs at every interval.
IM Instance #	The integration instance number for the selected job.

If multiple instances are required within an Agent for specific jobs, pause the Agent before changing this value. Any alternate BIL ports need to be configured beforehand using the BIL Configuration Wizard.

List of Jobs

Here are some of the job descriptions and dependencies:

#	Job	Description	Dependencies
1	Company	Integrates Company details for the company specified when BIL9 was installed.
2	Inventory Item Warehouse	Integrates data about which warehouse the Part exists in.
3	ShipVia	Integrates Ship Via data that has been configured in Kinetic	.
4	Buyer	Integrates the Buyers that have been configured in Kinetic. This job is disabled when Intercompany GL Global Setting is active.
5	Role Code	Integrates User Role information.
6	Purchase Misc Charge	This job looks at the table, gets the data that needs to be integrated into ERP back end and uses “transaction processor jobs”, each with specific logic for the type of the transaction to send the data to the back end.
7	Backend User
8	AP Invoice Line	Integrates AP Invoice data from Kinetic.
9	PO Suggestion	Integrates PO Suggestions from Material Management> Purchase Management> New PO Suggestions.
10	Site	Integrates Site information from Kinetic (site code and name, address details, tax information).
11	Alternate UOM: Part-specific	Integrates Part-Specific Alternate UOMs that have been configured in Kinetic	Company, UOM, Inventory Item
12	EDI Job	Sends Electronic Data Interchange files to the relevant EDI partner. Only works for Purchase Orders created using Punchout, the EDI URL is defined on the Punchout maintenance page of ARM.
13	OCR Scan	For AP Automation: The optical character recognition in Precise Smart Invoice Capture (SIC)
14	OCR Retry	For AP Automation: The optical character recognition in Precise Smart Invoice Capture (SIC) - retry
15	Sync Invoiced Receipts From Backend	Reads the invoice line data and populates the ‘InvoicedReceipt’ table. This is to ensure that when ARM is connected to Kinetic, receipts already invoice in Kinetic cannot be selected in ARM. This job should be turned on and run during the implementation of ARM, and then turned off. The job may only be run when the Global Setting for Enable Invoiced Receipt Sync is enabled.
16	Purchase Order Email Queue Processing
17	Vendor Verification	Periodically loads vendor verification data from the OCR Service.
18	Manufacturer
19	Customer
20	Internal Part
21	Earliest Apply Date
22	UOM Class
23	Log Data Retention
24	Customer Part
25	Reset Draft Invoice Notification Tracking
26	Vendor	Integrates Vendor details	Company
27	UOM	Integrates the UOMs that are associated with the UOMClass’Counted Units	Company
28	Location	Integrates Warehouse details, including the site that the warehouse belongs to.	Company
29	Inventory Group	Integrates Product Groups.	Company
30	Tax Code	Integrates Tax Liabilities	Company
31	Currency	Integrates all active currencies.	Company
32	GL Account Definition	Integrates Chart of Account Structure from GL > Setup > Chart of Accounts.	Company
33	GL Period	Integrates Fiscal Year periods from GL > Setup > Fiscal Calendar.	Company
34	GL Reference Type	Integrates GL COA Reference Types from GL > Setup > GL COA Reference Types.	Company
35	GL Segment Value		Company
36	GL Account Budget		Company, GL Period
37	GL Period Balance	Integrates Account Segment Values that are associated with a GL Reference Type from GL > Setup > Account Segment Values > Segment = GL Reference Type.	Company
38	FOB	Integrates FOB (Free-on-board) data from Sales Management > Order Management > Setup > FOB (required setup for European countries)	Company
39	Part Class	Integrates Part Class data from Material Management > Inventory Management > Setup > Part Class	Company
40	Project	Integrates Project data from Production Management > Job Management > General Operation > Project Entry	Company
41	Manufacturing Job	Integrates Job data from Production Management > Job Management > General Operations > Job Entry	Company, Project
42	Country	Integrates Country data	Company
43	Payment Method	Integrates Accounts Payable payment methods.	Company
44	Vendor Group	Integrates Supplier Group data from Kinetic > Material Management > Purchase Management > Setup > Supplier Group.	Company
45	GL Book	Integrates the GL Book values from GL> Setup> Book IMPORTANT: The new GL Book job touches on a series of GL control codes which will then trigger the refresh of related parts and/or part classes.	Company
46	Create E9 Transactions	There are many separate integration jobs which are “transaction generators”. The transaction generators read data from ARM and put the (transformed) integration data into Transaction table.	Company
47	Approved Vendor	Integrates Approved Vendor data from Kinetic (applicable with Supplier Pricing configuration on Parts).	Company
48	HS Commodity
49	AP Invoice	Integrates AP Invoice data from Kinetic.	Vendor
50	Currency Exchange Rate	Integrates all the current exchange rates that have been configured in Kinetic	Currency
51	GL Account	Integrates GL Accounts	Company, GL Account Definition
52	Inventory Item	Integrates all valid Kinetic Parts	Company, UOM, Location, Inventory Group, Part Class
53	New Job Material Request	Integrates New Job Material Requests generated against Requisitions (this process must occur before the Purchase Order can integrate).	Manufacturing Job
54	Transfer Request	Integrates Transfer Orders (TO’s created in POS to Kinetic, Receipts between systems)	Company, Create E9 Transaction
55	GL Segment Option	Integrates GL Segment Options (Entry Control) for Natural Accounts	GL Account
56	Alternate UOM: Standard	Integrates Alternate UOMs that have been configured in Kinetic	Company, UOM, Inventory Item
57	Vendor Quote	Integrates Supplier Price List data from Material Management > Purchase Management > Setup > Supplier Price List	Company, Vendor, Currency, Inventory Item
58	Vendor SKU	Integrates Supplier Price List Part data from Material Management > Purchase Management > Setup > Supplier Price List > Supplier Parts	Company, Vendor, Currency, Inventory Item
59	Purchase Order	Integrates Purchase Order data (PO’s created in POS to Kinetic, Receipts between systems)	Company, New Job Material Request
60	Auto Invoice Request	This job waits for PO receipts to be integrated into Kinetic and then proceeds to create AP receipt lines from the integrated data.	Purchase Order

Job

Description

Dependencies

Company

Integrates Company details for the company specified when BIL9 was installed.

Inventory Item Warehouse

Integrates data about which warehouse the Part exists in.

ShipVia

Integrates Ship Via data that has been configured in Kinetic

Buyer

Integrates the Buyers that have been configured in Kinetic.

This job is disabled when Intercompany GL Global Setting is active.

Role Code

Integrates User Role information.

Purchase Misc Charge

This job looks at the table, gets the data that needs to be integrated into ERP back end and uses “transaction processor jobs”, each with specific logic for the type of the transaction to send the data to the back end.

Backend User

AP Invoice Line

Integrates AP Invoice data from Kinetic.

PO Suggestion

Integrates PO Suggestions from Material Management> Purchase Management> New PO Suggestions.

Site

Integrates Site information from Kinetic (site code and name, address details, tax information).

Alternate UOM: Part-specific

Integrates Part-Specific Alternate UOMs that have been configured in Kinetic

Company, UOM, Inventory Item

EDI Job

Sends Electronic Data Interchange files to the relevant EDI partner. Only works for Purchase Orders created using Punchout, the EDI URL is defined on the Punchout maintenance page of ARM.

OCR Scan

For AP Automation: The optical character recognition in Precise Smart Invoice Capture (SIC)

OCR Retry

For AP Automation: The optical character recognition in Precise Smart Invoice Capture (SIC) - retry

Sync Invoiced Receipts From Backend

Reads the invoice line data and populates the ‘InvoicedReceipt’ table. This is to ensure that when ARM is connected to Kinetic, receipts already invoice in Kinetic cannot be selected in ARM.

This job should be turned on and run during the implementation of ARM, and then turned off.

The job may only be run when the Global Setting for Enable Invoiced Receipt Sync is enabled.

Purchase Order Email Queue Processing

Vendor Verification

Periodically loads vendor verification data from the OCR Service.

Manufacturer

Customer

Internal Part

Earliest Apply Date

UOM Class

Log Data Retention

Customer Part

Reset Draft Invoice Notification Tracking

Vendor

Integrates Vendor details

Company

UOM

Integrates the UOMs that are associated with the UOMClass’Counted Units

Company

Location

Integrates Warehouse details, including the site that the warehouse belongs to.

Company

Inventory Group

Integrates Product Groups.

Company

Tax Code

Integrates Tax Liabilities

Company

Currency

Integrates all active currencies.

Company

GL Account Definition

Integrates Chart of Account Structure from GL > Setup > Chart of Accounts.

Company

GL Period

Integrates Fiscal Year periods from GL > Setup > Fiscal Calendar.

Company

GL Reference Type

Integrates GL COA Reference Types from GL > Setup > GL COA Reference Types.

Company

GL Segment Value

Company

GL Account Budget

Company, GL Period

GL Period Balance

Integrates Account Segment Values that are associated with a GL Reference Type from GL > Setup > Account Segment Values > Segment = GL Reference Type.

Company

FOB

Integrates FOB (Free-on-board) data from Sales Management > Order Management > Setup > FOB (required setup for European countries)

Company

Part Class

Integrates Part Class data from Material Management > Inventory Management > Setup > Part Class

Company

Project

Integrates Project data from Production Management > Job Management > General Operation > Project Entry

Company

Manufacturing Job

Integrates Job data from Production Management > Job Management > General Operations > Job Entry

Company, Project

Country

Integrates Country data

Company

Payment Method

Integrates Accounts Payable payment methods.

Company

Vendor Group

Integrates Supplier Group data from Kinetic > Material Management > Purchase Management > Setup > Supplier Group.

Company

GL Book

Integrates the GL Book values from GL> Setup> Book

IMPORTANT: The new GL Book job touches on a series of GL control codes which will then trigger the refresh of related parts and/or part classes.

Company

Create E9 Transactions

There are many separate integration jobs which are “transaction generators”. The transaction generators read data from ARM and put the (transformed) integration data into Transaction table.

Company

Approved Vendor

Integrates Approved Vendor data from Kinetic (applicable with Supplier Pricing configuration on Parts).

Company

HS Commodity

AP Invoice

Integrates AP Invoice data from Kinetic.

Vendor

Currency Exchange Rate

Integrates all the current exchange rates that have been configured in Kinetic

Currency

GL Account

Integrates GL Accounts

Company, GL Account Definition

Inventory Item

Integrates all valid Kinetic Parts

Company, UOM, Location, Inventory Group, Part Class

New Job Material Request

Integrates New Job Material Requests generated against Requisitions (this process must occur before the Purchase Order can integrate).

Manufacturing Job

Transfer Request

Integrates Transfer Orders (TO’s created in POS to Kinetic, Receipts between systems)

Company, Create E9 Transaction

GL Segment Option

Integrates GL Segment Options (Entry Control) for Natural Accounts

GL Account

Alternate UOM: Standard

Integrates Alternate UOMs that have been configured in Kinetic

Company, UOM, Inventory Item

Vendor Quote

Integrates Supplier Price List data from Material Management > Purchase Management > Setup > Supplier Price List

Company, Vendor, Currency, Inventory Item

Vendor SKU

Integrates Supplier Price List Part data from Material Management > Purchase Management > Setup > Supplier Price List > Supplier Parts

Company, Vendor, Currency, Inventory Item

Purchase Order

Integrates Purchase Order data (PO’s created in POS to Kinetic, Receipts between systems)

Company, New Job Material Request

Auto Invoice Request

This job waits for PO receipts to be integrated into Kinetic and then proceeds to create AP receipt lines from the integrated data.

Purchase Order