The example below shows data objects synchronised between your project management and Accounting/ ERP software
MODULE |
Autodesk Build | ERP SYNC | Viewpoint Spectrum | |
CORE | Companies | ⇒ | ⇐ | Vendors |
CORE | Companies | ⇒ | ⇐ | Customers |
CORE | Projects | ⇒ | ⇐ | Jobs |
CORE | Budget Segment Values | ⇐ | Cost Codes, Cost Types | |
CORE | Budget | ⇒ | ⇐ | Budgets |
AP | Contracts (Purchase Orders) | ⇒ | ⇐ | Purchase Orders |
AP | Contracts (Subcontracts) | ⇒ | ⇐ | Subcontracts |
AP | Subcontract Change Order | ⇒ | ⇐ | Change Requests |
AP | Cost Payment Application | ⇒ | ⇐ | AP Invoices |
AP | Expenses | ⇐ | Job Costs History | |
AR | Main Contracts | ⇒ | ⇐ | Contracts |
AR | Owner Change Order | ⇒ | ⇐ | Change Requests |
AR | Budget Payment Applications | ⇒ | ⇐ | AR Invoices |
AR | Budget Transfers | ⇒ | ⇐ | Change Requests |
Notes: As a best practise, we ask you pick one direction for data type. We can add remove data types, and change sync direction as shown.