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Company

Sites - Connect BPO2 to the Pastel Database

The BPO connection to the server is set during implementation.

Ribbon Access:   Configurator  >   Company > Sites

    The Site Listing for Company screen will be displayed.
  • Select the site you want to link to the Pastel database.
    • In this image, East London has been selected.
  • Click on Edit.

    The Edit Site screen will be displayed.

Site and Call Centre Configuration

    • Site Description:  This is the name of the selected site (branch).
    • WO Prefix:   This is the prefix the system will add to the site work order numbers.
    • Next WO Number:    This is the next site work order number the system will use.
    • WR Prefix:   This is the prefix the system will add to the site work request numbers.
    • Next WR Number:    This is the next site work request number the system will use.
    • Call Prefix:   This is the prefix the system will add to the site call numbers.
    • Next Call Number:    This is the next call number the system will use.
    • Task Manager:   This is the responsible Service Controller linked to the new site.
    • Usage Tolerance:  This is the percentage variation in meter readings allowed before a warning is raised.
    • Equipment Required:  
      • Ticked:    This will ensure that calls cannot be saved without linking a serialised item.
      • Un-ticked:    Calls can be saved without linking a serialised item.

Financial Interface Configuration

    Go to the Financial Interface Configuration section and complete the relevant information.
    • Financial System:  Click on the drop-down arrow and select Evolution.
    • Server:  Type in the correct SQL server name e.g. TEST\SQLEXPRESS.
    • Database:  Type in the Pastel Evolution database name e.g. EVO_TEST_PROD.
    • Suspense Acc GL:  Type in the correct suspense accounts - general ledger code.
    • Suspense Acc AR:  Type in the correct suspense accounts - accounts receivable code.
    • Suspense Acc AP:  Type in the correct suspense accounts - accounts payable code.
    • Reval Suspense Acc:  Type in the correct revaluation suspense account code.
    • Manual Reval Acc:  Type in the correct manual revaluation account code.
  • Click on Save.

  • The Edit Site screen will close and the updated details can be viewed in the Site Listing for Company screen.
  • Click on Close to exit this screen.

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