Lucity Desktop System Setup

In order for the integration between the desktop and Eden to work, several Work Options need to be selected. While individual options are also discussed in the related Eden Integration topics (see the links at the bottom of the screen), the options listed below should be enabled for general integration purposes.

1. Open Work > Administration > Work Options > General Options from the desktop main menu.

   

2. Turn on the following options (enter Edit mode , right-click on each option, select Edit, enter "Y" in the field provided, and click OK.)
   • Auto-Change WO Dates to Match Task Dates
   • Populate Resources from Crew
   • Populate Resource Dates from Task Dates
   • Populate WO Acct # from Main Task #
   • Populate Empty WO Task Acct # w/ Main #
   • Enforce Resource End Date = Start Date
3. Open Work > Administration > Work Options > Financial Integration from the desktop main menu.

   

4. Turn on the following options (enter Edit mode , right-click on each option, select Edit, enter "Y" in the field provided, and click OK.)
   • Eden Parts Integration
   • Integration of Eden Financial Accounts
   • Use Partial Defaulting for Accounts
   • Use Partial Defaulting for Project Num
5. Enter the appropriate number in the following Financial Integration options (enter Edit mode , right-click on each option, select Edit, type the number in the field provided, and click OK.)
   • Eden Account Number Levels - This item refers to the sizes or levels and delimiter defined within the Eden General Ledger Number parameters for Expenditure accounts. To find this information, look for the current fiscal year's definition in the following path: Administration > Common Controls > Number Parameters > QBE for type "ex", current year (e.g. 2007).
   • Eden Project Number Levels - This item refers to the sizes or levels and delimiter defined within the Eden Project Accounting Number parameters for Project Expense strings. To find this information, look for the current fiscal year's definition in the following path: Administration > Common Controls > Number Parameters > QBE for type "pe", current year (e.g. 2007).
   • Project Number Delimiter - This item refers to the sizes or levels and delimiter defined within the Eden Project Accounting Number parameters for Project Expense strings. To find this information, look for the current fiscal year's definition in the following path: Administration > Common Controls > Number Parameters > QBE for type "pe", current year (e.g. 2007).
   • Account Number Delimiter - This item refers to the sizes or levels and delimiter defined within the Eden General Ledger number parameters for Expenditure accounts. To find this information, look for the current fiscal year's definition in the following path: Administration > Common Controls > Number Parameters > QBE for type "ex", current year (e.g. 2007).