Tasks

Integration Feature for Purchasing and Materials Systems

APM supports integration with Oracle® E-Business Suite. The APM integration with Oracle Purchasing involves data exchanges between the two systems:

•	Export APM assets, asset hierarchy, work orders and tasks, and their material and service requirements

•	Import miscellaneous cost transactions, inventory, materials, services and trades into APM (using the data loader)

•	Import work order task purchasing information (using the data loader)

APM does not provide functionality for extracting data from Oracle or updating Oracle with APM data. For more information, contact Bentley Technical Services.

Purchasing and materials system integration is included with the Enterprise Asset Management (EAM) product module. Contact Bentley Technical Services about implementing the feature.

Enabling the Integration

The integration is enabled at the Enterprise and site levels. You must also define site settings on the Enterprise and assign them to individual sites.

In the Enterprise window, click the Administration menu, Interoperability and Integration Settings, and then Purchasing and Materials Integration. In the settings dialog that appears, activate the integration and select the system:

When you click OK, integration information is added to the user interface. You can now define settings.

In the Enterprise window, select the Integrations view, Purchasing Integration tab. Click New to open the Purchasing and Materials Integration Settings dialog:

Here you can name the settings profile and select settings for work order requirements and units of measure. Click OK to save the settings and close the dialog.

In the Site window, click the Administration menu, Interoperability and Integration Settings, and then Purchasing and Materials Integration Settings. In the dialog that appears, activate the integration and select the site settings. For example:

Click OK.

Data Export View

In the Enterprise window, the Data Export view displays database views of objects and their properties. The Assets tab lists all assets in APM by site and includes the asset properties used for exports to external systems. On this view, you will also find the work order task export view, lists of work order task reserve demands, and work order task requisition demands.

Note: The Work Order Tasks tab lists calculated values based on dates: “purchasing changes allowed until” and “stores charges allowed until”. In order for these values to be accurate, the site rules for late charges must be defined in days. For example, open the site’s Accounting Settings dialog, select the General tab and then the Late Charges tab: