Workflows

By clicking on Download Table Subscriptions on the Data Subscription Setup page, the system will manually run the process to download the table subscriptions.

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Fig. 20: Download Table Subscriptions Action

However, normally the process should be setup in a Job Queue Entry to be run periodically, e.g. every day at night.

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Fig. 21: Job Queue Entry Card

The Activity Log page stores important log information about the transmission to the publisher.

To open the Activity Log page click on Activity Log on the Data Subscription Setup page:

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Fig. 22: Open Activity Log

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Fig. 23: Data Subscription Activity Log

As displayed in the screenshot above, each transmission consists of three steps:

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1.	. What's New, asks the publisher if any data in any table and filter group is available to download. The Data Log below displays which. In the expample above only records in the Standard Text table have been modified in the publisher. In case, there is no data available the activity message displays "No new Data available" in the Activity Message column. It is possible to click on View Details to display the details of the communication on JSON.
2.	. Send Feedback, the feedback to the publisher starts immediately after What's New. After selecting the Send Feedback record in the screenshot above, the Data Log displays the feedback records: ⇒ . Fig. 24: Data Log for Send Feedback ⇒ The subscriber informs the publisher that the transmission has started. When the subscriber downloads all the data for that specific table and filter group, it informs the publisher that the transmission has been completed. Once the data has been downloaded, the subscriber informs the publisher that data processing has started. Thus, the data downloaded is processed (updated in the tables). Once this is done, it informs the publisher, that the process is completed. In case there are post-processing instructions from the publisher, the subscriber runs the specific routinge (Codeunit or Report) and informs the publisher accordingly following the same logic. It is possible to click on Manage ➔ View Details (on Data Log) to display the details of the communication in JSON.
3.	. Get New Data: this activity indicated the data download from the publisher. After selecting the Get new Data record in the screenshot above, the Data Log displays the information as follows: ⇒ . Fig. 25: Get New Data - Data Log ⇒ The type of the record changes according to the different steps of the download. Thus, the Post-Processing is the final one which means, that the data has been downloaded, processed and post-processed. Those types are shown during each step.   The data is stored as JSON blocks. These blocks can be displayed by clicking on Manage ➔ View Details on the Data Log section of the page. In case, there are many records from the publisher to download, the blocks will be split for performance reasons so the data log will show more than one record per table.

To export data with OAI (Open Accounting Interface) you need to perfom the following steps:

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. First you need to fetch new data if available. You do this by clicking on Search New Data on the Role Center. This action is searching for new data on all available options (Customer Data, Customer Ledger Entries, Vendor Data, etc.) ⇒ . Fig. 26: Search New Data on Role Center ⇒ The date and time of the Last Data Scan is updated on the Role Center:   . Fig. 27: Last Data Scan Information on Role Center

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. Click on the Pending Cue of the data you want to check. A page opens, where you can the basic information about the fetched data: ⇒ . Fig. 28: Page Pending Data

The following actions can be done on this page:

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Action	Description
Manage	This action opens a sub menu where you can View the data to export or Delete a line (e.g. if No. of Data Entries is zero).
Open Card	This action opens a new page, which containts a detailed information about the data that is about to be exported. You can also perfom the Send to File action on this page.
Send to File	This action exports the data into a txt-file. The filename is the one you setup in the OAI File Type Setup procedure. If there is not Base Filename entered on this setup, the export of data does not work. The system informs you about the missing setup:
Search New Data	Instead of fetching all data by using the action on the Role Center, you can also perfom a search for new data on the Pending page.

Once you have send the data to a file the status of the data has changed from Pending to Sent. By clicking on the cue Sent on the Role Center. On the list page that opens, you can see how many entries were sent and when.

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Fig. 29: Sent OAI Data

To import payment data to the database perform the following procedure:

To perform the import successfully the filename of the import file needs to be setup in the OAI File Type Setup.

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1.	. Click on a Pending Cue on the Rolecenter in the OAI Payment Activities section. ⇒ . Fig. 30: Pending Cues for Payment Import ⇒ The page Pending opens:   . Fig. 31: Pending Payment Import page
2.	. The following actions are available on this page to perfom the import of payment data: