To ensure successful integration between the Lucity and Eden Integration modules, the following actions must occur:
Lucity Setup
Work Options
The following setup must be completed to allow Work Order data to be imported from the Lucity Work Orders module into the Eden Account Receivable module.
Integration of Eden Financial Accounts - This option must be enabled (turned on) before any Parts information can be imported from Work Orders. This is located on the Work Options > Financial Integrations tab In Lucity.
Eden Account Number Levels - Enter the levels to the number of Eden Expenditure Account Levels.
Account Number Delimiter - Must be set to the Eden Expenditure Account Delimiter.
Work Flow Setup
To attach Work Order Resources to general ledger accounts, the Journal Entry Import field must be checked on the Work Flow Setup records. This field must be checked on all Work Flow Setup records that will be imported into the Eden general ledger, including those in the following modules:
Equipment
Contractors
Fluids
Employees (Employees integrated with the InForum Gold Payroll module should never have the Journal Entry flag turned on.)
Materials (Materials integrated with InForum Gold Inventory module should never have the Journal Entry flag turned on.)
Note: Changes to the Journal Entry flag can only be made from the Work Flow Setup modules. If a flag is changed, it affects only future use of the resource; that is, it does not update existing Work Orders).
Eden Setup
Administration > Common Controls > Agency Information > Lucity Setup tab
General Ledger box - Must be checked.
General Ledger > GL Account > Main Tab
Lucity Account box - Must be checked. (This field appears only for expenditure accounts.)
To set the Lucity Account box for a set of accounts, click the Mark all Accounts boxes in a set as Lucity Accounts button on the toolbar.