Introduction

The data sync module is a separate part of Intercompany Logistix, which can be setup in a flexible way with multiple templates executed at different times. This document describes the data sync functionality in detail. 

Scenarios

There are different strategies when it comes to master data sync between companies. In some cases, most of the setup data is synced from a master company. In other cases only customers, vendors and items are setup to be synced. The recommended approach is to setup templates based on the following structure:

On top of this the data sync. module supports listening to certain document records for triggering replication document style. Each template is configured for either table replication or document sync.

Prerequisites

There are no prerequisites for this functionality.

Walk through

To setup data sync templates, follow the steps below:

1. Start by opening up the "Intercompany Logistix Setup" page.
2. Click the "Data Sync Templates" button at the top.
3. Click "New" to add a new template.
4. Fill out a unique code for the template, and a description.
5. Set the "Sync. Type" to "Table Data" for classic table replication and leave the "Subsidiary Filter" blank.
6. Click the "Tables" button to open up the list of tables to include in this template.
7. Add the tables by entering the table numbers in the "Table No."-column.
8. When relational tables are setup, enter the "Parent Table No." and click "Parent Relation Fields" to connect the table with the parent table. This will result in only replicating records which have a corresponding record in the parent table.
9. It is possible to set filters to only include certain records in the data sync. If different filters should apply to different legal companies, separate templates are required for the different legal companies. Click the "Filters" column to set filters.
   
10. Check the "Enabled" checkbox.
11. Checking the checkbox "Delete records before import" will result in the existing records being deleted before importing the new batch. This might be required on some master data tables, but not on items, vendors or customers.
12. By default only changed records are being replicated. However, by checking "Always Full Sync" the table will be replicated in full each cycle.

Run the data sync template

The data sync can be executed in two different ways:

• Manually
• Job Queue Entry

Manually run the data sync

To run the data sync manually, follow the steps below:

1. Go to the legal company to sync data to.
2. Open up the "Data Sync. Templates" page by searching for it in the search pane.
3. Click on the "Run Data Sync" button in the top.
4. The list of data sync templates are displayed. Choose one and click "OK".
5. The sync will start running.
6. Done!

Manually run the document sync

To run the document sync manually, follow the steps below:

1. Go to the legal company to sync data to.
2. Open up the "Data Sync. Templates" page by searching for it in the search pane.
3. Click on the "Run Document Sync" button in the top.
4. The sync will start running.
5. Done!

Run the data sync in the job queue

To run the data sync as a scheduled job queue entry, follow the steps below:

1. Go to the legal company to sync data to.
2. Open up the "Job Queue Entries" page by searching for it in the search pane.
3. Click "New" to create a new scheduled job.
4. Set "Object Type to Run" to "Codeunit".
5. Set "Object ID to Run" to 53001
6. Enter a description that equals the data sync template that the job should sync.
7. Set the earliest start time.
8. Apply the recurrence according to the interval to be applied.
9. Set the "Parameter String" field on the "General" tab (only visible by "Show more") to the following value: [Company to Sync From];[Data Sync Template Code]

Example: Operations;ITEMS

Finalize the job by setting the status to "Ready".