CentralSquare Integrations

The CentralSquare Integrations settings enable administrators to prepare EAM Web to integrate with other CentralSquare systems, including Finance Enterprise (FE).

For more information about the Finance Enterprise integrations, refer to the FE Integration manual.

Field	Function	Permissions
Are CentralSquare Integrations Enabled	Enables integrations between the EAM and other CentralSquare products, including Finance Enterprise. Important: This setting is required in order to enable all Finance integrations.	IT Admin
The URL of the REST API to the Finance Data	Identifies the URL that points the EAM system to Finance Enterprise. Example: https://.example.centralsquare.com/Example-RestAPI/	IT Admin
The logonID of an EAM Service User to use when the Logged In User does not have a Finance Enterprise Account Mapped	Indicates a fallback CentralSquare user to authenticate calls to the Finance Enterprise API when the current user does not have an Open ID configured in EAM Security to configure to a Finance user. More information about the Open ID Logon in Security's User Management	IT Admin
URL of Identity Server for CentralSquare Finance Enterprise	Indicates the Identity Server URL if different than the default. Contact CentralSquare support to configure this setting and your Finance Enterprise integration.	IT Admin
The ID of the OAuth client application for CentralSquare Finance Enterprise	Indicates the OAuth client ID for Finance Enterprise if different than the default. Contact CentralSquare support to configure this setting and your Finance Enterprise integration.	IT Admin
The secret that goes with the client id of the OAuth client application for CentralSquare Finance Enterprise	Identifies the "secret" for the EAM client of the FE Identity Server. EAM must be set up as an OAuth client of the Identity Server. The secret should match the expected secret for the EAM OAuth client configured on FE Identity Server setup. Contact CentralSquare support to configure this setting and your Finance Enterprise integration.	IT Admin
Scope and other parameters needed to authenticate from EAM to Finance Enterprise.	Identifies the scope and any other parameters required to authenticate a user from EAM to FE. Example: &scope=openid Contact CentralSquare support to configure this setting and your Finance Enterprise integration.	IT Admin
Enable pulling employees from external source	Enables pulling employees from FE into EAM. Note: This setting is required in order to enable the FE Employee integration.	IT Admin
Enable pulling work order materials from external source	Enables EAM to be updated by FE Stores Orders by polling FE Stores Orders for updates. Note: This setting is required for the FE Product/Material integration.	IT Admin
Enable pushing timesheet data to an external source	Enables EAM to push timesheet data to FE to be processed by payroll. Note: This setting is required for the FE Payroll integration.	IT Admin
Enable pulling ledger accounts from external source	Enables lookups to FE's General Ledger (GL) and Job Ledger (JL). Important: This setting is required in order to enable all Finance integrations.	IT Admin
Enable pulling fixed assets from external source	Enables lookups from FE Fixed Asset Information (FAUPAS) to the EAM CS Fixed Asset field. This enables linking an EAM asset record to an FE Fixed Asset record. Note: This setting is required for the FE Fixed Asset integration.	IT Admin
Enable pushing purchase requests to an external source	Enables EAM to push Purchase Requests to FE for processing. Enables EAM to poll FE for Purchase Request Status. Note: This setting is required for the FE Purchasing integration.	IT Admin
Enable stores integration to an external source	Enables EAM to push Stores Inventory data to an external source for the purpose of creating new records (such as a FE Stores Order). Enables EAM to poll Stores data from an external source (such as FE Stores Orders) to update EAM data (such as Work Order Material Resources). Note: This setting is required for the FE Materials and Stores Orders integrations.	IT Admin
The initial starting date for payroll to be pulled	Indicates a date from which payroll will be pushed to Finance Enterprise during the FE Payroll integration process. Example: 01/01/2020	App Admin
Filter used to select a subset of employee records from CS system	Filters which employees get pulled from FE to EAM during the FE Employee integration process. Rather than pulling all employees from FE, users have the option to create one filter to limit which FE employees to sync into EAM. Example: department=100&division=1000	App Admin
Value used to determine active employees	Identifies the value used in FE to designate active employees. This setting determines which employees are synced from FE to EAM during the FE Employee integration process. Default value: A Note: This setting is important when the "Make employees inactive if missing from sync" setting is set to TRUE.	App Admin
Make Employees Inactive if missing from Sync	Deactivates EAM employee(s) who were synced from FE when employee(s) are removed from FE. Important: This setting is recommended for the FE Employee integration if FE serves as your Human Resources master list of employees. However, if this setting is TRUE and you only sync selected department(s), all employees in other departments will be deactivated.	App Admin
Enable work order transactions to an external source	Enables Work Order Transactions to process through integration with Finance Enterprise. Note: This setting is required in order to enable the FE Work Orders and Transactions integrations.	IT Admin
The initial starting date for Work Order transactions to be pushed	Indicates a date from which work order transactions will be pushed to Finance Enterprise during the FE Work Orders and Transactions integration process. Example: 01/01/2020	App Admin
Enable sending work order data to an external source when work orders are created and deleted	Enables Finance Enterprise to create or delete a work order upon creation or deletion of a work order in EAM when the programs are integrated. Note: This setting is required in order to enable the FE Work Orders and Transactions integrations.	IT Admin
Only send Work Order resources that are marked as a journal entry	Sends Work Order records to Finance Enterprise where the Work Resource's Journal Entry field is marked TRUE (WR_JE_FLG). This field value comes from the Journal Entry Import setting in the Work Resource Setup modules. This setting defaults to FALSE. A common setup is to set this to TRUE, and to set all contractor and equipment resources to TRUE for the Journal Entry in the setup modules. You then also can have select materials which are not in stores but still allow the costs to come over to the ledger if you mark these EAM materials as Journal Entry in the setup modules.	IT Admin
Only send Work Order time associated with locked user timesheets to Finance Enterprise	Directs EAM to only send Work Order time to Finance Enterprise if the user timesheet is locked. Default value: TRUE.	App Admin
Send material transactions to the financial ledger	Sends material utilization costs to the ledger during the FE Work Order Transactions integration process. If the journal entry option is on, EAM will only send material data that is marked as a journal entry material. If Stores integration is in use, only set this to TRUE if you also set the journal entry option to TRUE or the system will create dual entries in your ledger for the utilization.	IT Admin
Send employee transactions to the financial ledger	Sends employee utilization costs to the ledger during the FE Work Order Transactions integration process. If the journal entry option is on, EAM will only send employee data that is marked as a journal entry employee. If the Payroll integration is in use, only set this to TRUE if you also set the journal entry option to TRUE or the system will create dual entries in your ledger for the utilization.	IT Admin
Get latest cost from Inventory during nightly CS Material Sync	Enables a second call during the nightly or other scheduled sync to get the latest cost from Stores Inventory. Notes: This setting is required for the FE Product/Material integration if you want the system to get the latest cost from the FE Inventory record during the scheduled Materials sync. This setting is used in conjunction with "Property name for the cost field for Stores Finance Integration".	App Admin
Property name for the cost field for Stores Finance Integration	Identifies which Cost Method Unit Cost Value from FE Stores Inventory (SIUPIN) will be pulled into the EAM Material Setup Unit Cost field during the Materials sync. This will also be the Cost method and value that defaults into the EAM Work Order Material Resource Unit Cost field. Notes: This setting is required for the FE Materials and Stores/Materials integrations. This setting is used in conjunction with "Get latest cost from Inventory during nightly CS Material Sync." Cost values are pulled from the FE Stores Inventory (SIUPIN) screen. The following are the options of values you can enter to identify which Cost method you want to be brought over during the Materials sync: avgCost (default - Average Cost) lifoCost (Last In First Out Cost) fifoCost (First In First Out Cost)	App Admin
Filter used to select a subset of product records from CS system	Identifies the filter to be appended to the http request to get Product records from FE. A filter in this setting limits the FE Products that will be synced with EAM Materials. This setting is required for the FE Product/Material integration. Example: department=100&division=1000	App Admin
List of locked stores status values	Identifies a list of statuses from FE Stores that should result in a locked resource in EAM. When integrated with FE Stores Orders, this setting prevents users from editing or deleting an EAM record that has a given status. Example: PN, FL (PN = Pending, FL = Filled)	App Admin
Validate Available Stores Inventory	Validates whether sufficient on-hand inventory quantity exists for the Stores product in the CS Warehouse selected on a Work Order Material. When TRUE, this setting prevents users from saving Work Order Materials or issuing Materials that have insufficient inventory during the FE Stores Orders integration processes. Important: Finance Enterprise requires a minimum quantity of 1 Unit in Inventory in order to accept a Stores Order.	App Admin
Maximum age to query for stores order updates	Identifies the limit of age in days of Stores Orders whose Status will be polled during the FE Stores Order integration process. If a Stores Order is more than the days specified in this setting, it will be ignored when polling Status updates and order fulfillment through the Get Stores Order Status Scheduling Tool in the EAM Administration Tool application. More information about EAM Administration Tool > Get Stores Order Status	App Admin
Customer Id for WO Stores Orders	Indicates the Customer ID value that will be entered on an FE Stores Order resulting from the Stores/Work Order integration. This setting must contain a valid value from the FE Person/Entity (PEUPPE) module.	App Admin
Customer Id for Issue Stores Orders	Indicates the Customer ID value that will be entered on an FE Stores Order resulting from the Stores/Material Issue integration. This setting must contain a valid value from the FE Person/Entity (PEUPPE) module.	App Admin
Fallback Warehouse for Stores Orders without Warehouse Specified	Indicates the Warehouse ID to use if no Warehouse is specified by the user. This value will be used on the EAM Work Order Material's CS Warehouse field and the FE Stores Order's Primary Whse field when integrated with FE Stores Orders. Example: ALL Important: Entering a value for this setting is optional and can be left blank; however, Stores Orders will fail if a Warehouse is not specified by the user. If you leave this value blank, you should make the Warehouse ID field required in Work Order Material Resources.	App Admin
Default filter for purchase request vendor filter	Narrows the Purchase Request Vendor lookup in EAM to Person Entity records in FE that are also Vendors. This setting enables you to further configure the FE Purchasing integration for your agency. Default: "PeId ge ' '"	App Admin
List of purchase request status values that indicate the request is closed	Identifies a comma delimited list of EAM Purchase Request Statuses that indicate a completed Purchase Request. When EAM polls the Status of FE Purchase Request records, it does not poll records whose linked EAM Purchase Request is completed/closed. This setting enables you to further configure the FE Purchasing integration for your agency. Example: FP,CA,DE (Full Pay, Canceled, Disencumbered)	App Admin
Activate existing inactive materials during CS product sync	Enables the sync process for CS Products and EAM Work Materials to activate inactive Materials by updating the Active flag for existing Materials based on whether the Product is found in FE. This setting enables you to further configure the FE Product/Material integration for your agency. Note: This setting does not affect new Materials as their active flag always defaults to TRUE.	App Admin
Default GL ledger value	Indicates the default value for the CS General Ledger field when adding a new record containing this field. This setting enables you to set the default GL value when integrated with FE General Ledger. Example: GL	App Admin
Query for vendors (products) for purchase requests	Identifies the query parameter added to the CS Product ID lookup field on a Purchase Request Items record when the FE Purchasing integration is enabled. Default:stockQ=N This setting defaults to stockQ=N because integration is not intended to be used for Parts stocked in Stores.	App Admin
Prefix for Work Order Stores Orders (Single Character only)	Identifies the prefix for FE Stores Orders created from EAM Work Orders. This setting supports single character values only. This setting enables you to further configure the FE Stores/Work Order integration. Example: W	App Admin
Prefix for Material Issue Orders (Single Character only)	Identifies the prefix for FE Stores Orders created from EAM Material Issue. This setting supports single character values only. This setting enables you to further configure the FE Stores/Material Issue integration. Example: M	App Admin
Prefix for Accts Receivable BatchId for Work Order billing (Single Character only)	Identifies the prefix for Accounts Receivable BatchID for Work Order billing. This setting supports single character values only. This setting affects the FE Accounts Receivable integration. Default value:L	App Admin
Default filter for Work Order customer billing	Controls which values are displayed in the EAM Work Order CS Billing Customer ID field lookup list. This setting affects the FE Accounts Receivable integration. Example: PedbCode ge 'P'	App Admin
Enable integration with CS Accounts Receivable	Enables the Accounts Receivable integration including the CS Billing Customer ID lookup field on EAM Work Orders. Note: This setting is required in order to enable the FE Accounts Receivable integration.	IT Admin
Enable automatic send of AR Invoice for billable Work Order	Enables sending an Accounts Receivable invoice to Finance Enterprise with billable Work Order amount. Note: This setting is required in order to enable the FE Accounts Receivable integration.	IT Admin