Purchasing Setup

The integration of Lucity and Finance Enterprise (FE) Purchasing requires the following setup.

Lucity System Settings

Update the following settings in Lucity's Admin Portal > Settings > System Settings > CentralSquare Integrations:

System Setting

Setting Value

Enable pushing purchase requests to an external source - Enables Lucity to push Purchase Requests to FE for processing.

Enables Lucity to poll FE for Purchase Request Status.

REQUIRED: Set to TRUE.

Default filter for purchase request vendor filter - Narrows the Purchase Request Vendor lookup to FE Person Entity records that are Vendors.

Default: "PeId ge ' '"

List of purchase request status values that indicate the request is closed - Identifies a comma delimited list of Lucity Purchase Request Statuses that indicate a completed Purchase Request. When Lucity polls the Status of FE Purchase Request records, it does not poll records whose linked Lucity Purchase Request is completed/closed.

Example: FP,CA,DE

(Full Pay, Canceled, Disencumbered)

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.

Default: stockQ=N

  • Note: This setting defaults to stockQ=N because integration is not intended to be used for Parts stocked in Stores.

More information about System Settings: CentralSquare Integrations.

Lucity records setup

Work > Purchase Request

Requirements to send a Purchase Request to FE starts at the Purchase Request level:

  1. The Purchase Request # cannot contain special characters. These would prevent the Purchase Request from creating a Purchase Order in FE.
  2. Finance Vendor ID must be populated. Select a value from the lookup rather than manually entering this field to ensure selecting a value that is valid in FE.
  3. Mark Send to Financials as TRUE.

Work > Purchase Request Items

  1. Must contain Cost > 0. (Cost = Unit Price x Quantity.)
    1. Must contain Quantity > 0.
    2. Must contain Unit Price > 0.
  2. CS GL, CS GL Key and CS GL Object must be populated with valid values.