To ensure successful integration between Lucity and the Eden Inventory module, certain settings must be enabled in the two systems.
Lucity Setup
Work Options
The following options must be enabled on Lucity's Work Options > Financial Integrations tab to allow Work Order data to be exported from the Lucity Work Orders module to the Eden Account Receivable module:
Eden Parts Integration
Integration of Eden Financial Accounts
Work Order
Keep in mind that in order for Lucity Work Order data to be exported successfully:
Work Orders must list the actual material usage in each Resource record (marked in blue) as opposed to listing only the estimated amount (marked in red).
Records that do not have an actual quantity listed will not be imported.
Once a record is exported, the Processed by Financials flag is marked so that the record is not imported again at a later date (marked in red).
Any changes made in the Lucity Desktopafter a record is imported to Eden are not automatically reflected in Eden. When this occurs, users are prompted that they must make the changes manually within Eden.
The pick list for the Unit of Measure field (marked in orange) must include all of the Issue Unit and Issue Unit Descriptions available in Eden.
Eden Setup
Complete the following actions within Eden to ensure successful integration with Lucity:
Administration > Common Controls > Agency Information > Lucity Setup tab
The Inventory box must be checked.
The Database fields must be defined.
Inventory Control > Items > Main tab
For each item to export to Lucity, check the Lucity Item box.
Administration > Users > System Preferences tab
in:gbaitemdefault - When this setting is enabled, Eden automatically checks the Lucity Item field each time a user creates a new item.
