The DATABASICS Time & Expense Reporting system integrates to Dynamics 365 Finance & Operations (D365 F&O) to support time and expense accounting.
Each D365 F&O Finance entry module specific outbound specification from DATABASICS is outlined in separate sub-sections, as follows:
Journal - labor and expense accounting details
Accounts Payable - expense accounting, vendor payables
Project/Job Journal - labor and expense project accounting details
D365
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Finance Plugins and Extensions
The D365 BC marketplaceAppSource offers many functionality and industry specific plug-ins and extensions. These can add value for integration purposes, and DATABASICS works with customers to allow leveraging this enhanced functionality in support of their requirements.
The integrations will be similar to what is outlined here, but with adjustments made to facilitate for the customer’s and the specific plugin’s or extension’s requirements, including enhanced process functionality and custom fields / dimensions.
Inbound Data to DATABASICS
In a bi-directional integration Demographic (Organization) and Project (WBS) data typically originates in D365 BC Finance and is imported to DATABASICS to support valid data in the outbound flows.
Organization Structure
In a D365 BC integration the DATABASICS Organization structure is mapped to the demographic dimensions utilized by the customer, typically consisting of one or more of the following:
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Employee ID
Vendor ID
Employee First and Last Name
Home Company
Employee Type - supporting entry validation (e.g. OT) if included
Email address
Manager ID - supporting approval requirements if included
Hire Date
Termination Date
Work Breakdown Structure
In a D365 BC integration the DATABASICS Work Break Down Structure is mapped to the activity dimensions utilized by the customer typically consists of one or more of the following:
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Project / Task Type
Owning Company
Resource Assignment
Manager ID - supporting approval requirements if included
Start Date
End Date
Inbound Integration methods
Data flow inbound to DATABASICS is managed using the DATABASICS Import / Export utility.
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The loads will validate to make sure all the required fields are provided in order for the employee to be active in DATABASICS.
ODATA webservices Pull
We can use the DATABASICS import / export utility to read data directly from exposed pages and field as identified by the customer. Using the direct pull solution provides the organization and project data, and refreshes the data in DATABASICS for new records and existing records without the need for an intermediary step.
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Example employee profile specification, with exposed fields on link: https://api.businesscentral.dynamics.com/<version_and_URLid>/ODataV4/Company('<Company_ID>')/Resource_Card
D365 BC Finance Field | DATABASICS Data field |
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No. | EMPLY_ID | Primary key |
Name | N_FIRST | First Name |
Name | N_LAST | Last Name |
Resource Group | DEPT_CODE | Home Cost Center |
EMAIL1 | Used for login and notifications | |
Employment Date | START_DATE | Used for access control, as well as tenure based logic for leave management if applicable |
Termination Date | END_DATE | Used for access control, as well as foundation for final balance reporting for leave management if applicable |
Data Push to DATABASICS
Flat files can be imported into DATABASICS from a dedicated SFTP site: more information here
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