Page Comparison

...

1. Make sure the companies import from your financial system to Workbench supports the import of company addresses in the new format. Note that SUN company import is a custom procedure for each client and it will need to be updated as each client finds the need to migrate to this new address format.

   1. Financial Systems supported:

      1. Xero API

      2. MYOB AccountRight API

      3. MYOB Advanced API

      4. SAP B1 API

      5. Business Central

2. Change control parameter 'BETA FEATURE - Structured Addresses' to Yes.

3. If you want to have an idea of the before and after and how the new address structure looks like, you can test one company: make any change on the company on your financial system (and revert it); then import into Workbench.

4. On your financial integration screen in Workbench, back date backdate the last updated date, leave only Companies ticked and save. Then perform the import so all Company addresses are updated with the new format.
   Below is an example of the Xero integration screen, and how only Companies are selected to be imported and Last Update was backdated to way back in the past to ensure all companies come accross.
   Once the import is finished, you can tick all documents again, and save.
   

   

5. After switching to the new address structure:

   1. the Jobs that have addreses addresses from these companies will have the Job Site address fields empty. This can be fixed with a utility (see step 6).
      

      Image Added

   2. Purchase Orders:

      1. Approved POs before the address change will still have the Delivery address name selected.

      2. The old text box with the new address fields will be displayed. However, if , but they will be empty. If the PO is unaproved, as soon as the PO is on edit mode only the new address fields will display and the Address Title will need to be re-selected the user will have to re-select the Address Title in order to populate the address fields.
         

         

         
         

   3. Service Logs will still have the Address name selected but the new address fields will be empty.

      1. The old text box with the new address fields will be displayed, but they will be empty on Closed Logs. However, if If the Log is Re-opened & Unfinalised, as soon as the Log is on edit mode only the new address fields will display and the Address Title will need to be re-selected in order to populate the address fields.

         

         
         

6. Run the utility wbUtilityInitialiseStructuredJobAddresses to populate the new address fields on Job’s Site address.

   1. Re-initialise Addresses = Yes: If the structured address fields are set already on a job then when set to yes this will overwrite them.

   2. Re-initialise Addresses = No: If the structured address fields are set already on a job then when set to no these fields will not be overwritten with the data from the selected Address Name.
      

      

      
      
      

...