Introduction to Interfaces
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Introduction to Interfaces
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Interfaces
Reference Manual
Resolution/Fix/Answer
Entering Values in Fields and Columns
This information corresponds to the Entry and Format columns in the tables documented for the Table Driven and Pipe Delimited interface methods.
Use this information as a cross-reference to the tables documented when you need to determine whether and how to include values for a field/column.
When to Include Fields/Columns
The Entry column in this Guide’s tables shows one of the following values to indicate if you must enter a value:
Key – A value is necessary. Calculations and other processes performed on succeeding data depend on the key field(s)/column(s). If the field/column does not have a value, PENTA rejects the file.
Req – A value is required if adding the field/column (for example, adding a new employee instead of updating information about an existing employee). If the field/column does not have a value, PENTA may not load the data file or the related records.
Opt – A value for the field/column is optional. There may be conditions under which PENTA requires it; however, those are noted for each field.
Possible Formats for Fields/Columns
Data file field/column values can use several different formats that vary according to the type of data and how PENTA processes it. Format codes indicate how you should enter data for a particular field/column.
Example: If a field/column says to use the Format “C! 13,” you can look to this Format Code and Description table to find that the field/column can have no more than 13 uppercase characters and that you can use alphabetic and/or numeric characters.
Format Code | Format Description |
---|---|
C n | Allows alphanumeric data. At most, PENTA allows n characters. Characters may be any printable ASCII characters. |
C! n | Alphanumeric uppercase data. At most, PENTA allows n characters. Characters may be any printable, uppercase ASCII characters. |
I n | Non-negative integer. At most, PENTA allows n digits. Omits leading zeros. All characters must be decimal digits. |
Z n | Numeric character data. At most, PENTA allows n digits. Includes leading zeros. All characters must be decimal digits. |
D | PENTA-style date. Must be in the format YYYYMMDD where YYYY is a valid 4-digit year, MM is a valid two-digit month (with a leading zero if necessary), and DD is a valid two-digit day (with a leading zero if necessary). |
X | Represents a PENTA Domain. Refer to *PENTA Domains for information on maximum length. If a Domain is alphanumeric:
If a Domain is numeric:
|
F n.y | Floating integer. At most, PENTA allows n digits. PENTA allows y digits to the right of the decimal point. Includes leading zeros. All characters must be decimal digits. The decimal point must be included or PENTA assumes the value to be a whole number. |
PENTA Domains
In PENTA, a Domain represents a specific type of field/column that occurs across multiple tables. A Domain’s length and whether it is alphabetic, numeric, or alphanumeric depends on your company’s PENTA configuration.
The table below lists all fields/columns that qualify as a “Domain.”
Domain | Module | Max Length |
---|---|---|
Change Order Id | Project Management | 8 |
Costcode Id | Project Management | 15 |
Customer ID | Billing & Accounts Receivable | 9 |
Employee Id | Payroll | 9 |
Fixed Asset Id | Equipment & Fixed Assets | 10 |
GL Account Number | Finance & Accounting | 7 |
Job Id | Project Management | 15 |
Organizational Unit (OU) | Finance & Accounting | 9 |
Product Id | Inventory | 15 |
Purchase Order Id | Accounts Payable | 12 |
Social Security or Tax ID | Payroll | 11 |
Subcontract Id | Project Management | 12 |
Tag Id/Item # | Purchase Orders | 15 |
Vendor Id | Accounts Payable | 9 |
Interface File Format
Source and Format (Pipe Delimited Method only)
Since the interface source data can originate from a variety of platforms and data structure schemes, you must provide the data from each information source as a flat ASCII file.
Fields in a data record are based on relative position: the first value in a record corresponds to the first data element, the second value to the second data element, and so on. Optional tables are the exception to this—you must specify column name and value, but they can be in any order.
Header and Detail Records (Pipe Delimited & Table Driven methods)
Some interface files require a Header Record and one or more Detail Records that relate to the Header record. PENTA uses information defined in the Header Record to validate the content of the interface file. PENTA validates the detail against the Header Record.
Conventions (Pipe Delimited & Table Driven methods)
The interface process has specific field and file formatting requirements, and will handle spaces differently according to the placement of those spaces. Records for the Pipe Delimited method should be pipe delimited ( | ). If characters exist between delimiting pipes, PENTA inserts the characters in the appropriate table. If no update should occur for a specific field, then do not enter data should exist between the field delimiting pipes.
Tildes – Use a tilde (~) to set a field to null. A tilde also deletes existing data. Note: Tildes apply to Pipe Method only.
Trailing spaces – PENTA suppresses trailing spaces for any character or domain field.
Leading spaces – PENTA retains leading spaces in character fields. It does not retain leading spaces in numeric or domain fields. If your company does not use the leading spaces in PENTA, remove them when you create the data file.
Embedded spaces – PENTA preserves embedded spaces.
Readability spaces – Between two pipe delimiters, you can insert spaces for readability. This will not actually insert spaces into PENTA.
Interfaces at a Glance
The following table illustrates which interface method(s) (Table Driven or Pipe Delimited) are available for each available interface.
Interface | Available for Table Driven Method? | Available for Pipe Delimited Method? |
---|---|---|
Accounts Payable | Yes | Yes |
Customer | Yes | Yes |
Customer Equipment | Yes | No |
Employee | Yes | Yes |
Equipment Timecard (Usage) | Yes | Yes |
Equipment Transfer | Yes | Yes |
External Check | Yes | Yes |
Fleet Management (Fixed Asset) | Yes | Yes |
Gate Hours | Yes | Yes |
General Journal | Yes | Yes |
Inventory Transfer | Yes | Yes |
Labor (Timecards) | Yes | Yes |
Maintenance Contracts | Yes | No |
Manual Billings | Yes | Yes |
Payroll Classes | Yes | Yes |
Payroll Manual Checks | No | Yes |
Product | Yes | Yes |
Purchase Orders | Yes | Yes |
Purchase Order Receipt | Yes | Yes |
Vendor | Yes | Yes |
Work Orders | Yes | No |
Options for Interfacing External Data
There are two methods interfacing external data into PENTA—the Table Driven method and the Pipe Delimited method. The method you use typically depends on your “technical background.” More advanced users typically prefer the Table Driven Method, while the Pipe Delimited method is suitable for people with varying degrees of technical knowledge.
Table Driven Method
The Table Driven method uses stored procedures to processes interface requests that were loaded into intermediate work tables by an external process.
Table Driven interfaces consist of the following elements:
Table
Rows
Columns
Process for Loading Interfaces
The general Table Driven process is as follows:
The external process creates an interface batch by loading work tables.
The rows have an Interface Request ID that identifies which batch they belong to.
The external process calls a PENTA Stored Procedure to initiate the batch.
PENTA processes the batch.
For more detailed instruction, refer to the Load Data Using the Table Driven Method Business Process.
Control & Creation Columns
The following fields occur in all Intermediate Work Tables, and do not need to be manually set; PENTA automatically defaults values for these fields.
Column | Entry | Value | Description |
---|---|---|---|
CTRL_DATE | Req | C 10 | The date you extracted the above information from your outside application. Must be in YYYY/MM/DD format. |
CTRL_TIME | Req | C 8 | The time when you extracted the above information from your outside application. The control time must be in HH:Mi:SS format. |
CTRL_SITE_NUM | Req | I 3 | Identifies the site where the load process occurred. This field value can be a constant value of 1. |
CREATION_DATE | Opt | D | This defaults as the current date. Once you initiate and complete the process, this displays the date PENTA marked the record as created in the database. |
CREATION_SITE_NUM | Opt | I 3 | Identifies the Creation Site (if multiple were to exist) where the record originated. Typically, one site will exist in the database so this will have a default value of 1. |
CREATION_USER_ID | Opt | C! 6 | The user that created the database record by initiating and completing the process. The current user is the default value. |
Pipe Delimited Method
The Pipe Delimited method loads interface files in Pipe Delimited file format via the Initiate Batch Interface Request window. All Pipe Delimited interfaces initiate from the Initiate Batch Interface Request window.
Pipe Delimited data files consist of the following elements:
File
Record
Field