Appendix C: Business events that generate outbound BODs - HxGN EAM - 12.1.1 - Administration & Configuration - Hexagon

Process

AssetMaster

Add or update an asset on the Asset, Position, System, or Location equipment screens or their corresponding vertical screens.

Sync

AssetMaster

Add or update an asset on the Asset, Position, System, or Location equipment screens or their corresponding vertical screens.

Sync

AssetMeterReading

New green calculation data is made available by running asset sustainability calculation routine (the green driver).

Sync

AssetTrackingData

New record is added in r5trackingdata table and this is typically done on the Prompt Machine screen. Fuel issue transaction is submitted on the Fuel Issues screen. New record is added to the r5customersurveyevents table. New record is added to the r5customerrequesthistory table.

Process

CodeDefinition for Accounting Entities, Cost Centers, Maintenance, Order Types, Departments, MRO Classes, PM Schedules, Dimensions, and Store Bins

Add or update a record on the Cost Codes screen, Departments screen or PM Schedules screen. Add or update a record for work order entity on the Classes screen. Associate accounting entity to an organization on the Organizations screen. Add or update a record on the Stores screen > Bins tab

Sync

CodeDefinition for Accounting Entities, Cost Centers, Maintenance, Order Types, Departments, MRO Classes, PM Schedules, Dimensions, and Store Bins

Add or update a record on the Cost Codes screen, Departments screen or PM Schedules screen. Add or update a record for work order entity on the Classes screen. Associate accounting entity to an organization on the Organizations screen. Add or update a record on the Stores screen > Bins tab

Process

ContentDocument

Inbound SyncContentDocument from IDM is processed and SyncContentDocument does not contain EAM document id.

Process

Contract

Customer contract is approved or re-approved on the Customer Contracts screen. Purchasing contract is approved or re-approved on the Purchasing Contracts screen.

Sync

Contract

Customer contract is approved or re-approved on the Customer Contracts screen. Purchasing contract is approved or re-approved on the Purchasing Contracts screen.

Process

CustomerCall

Add or update a record on the Call Center screen.

Sync

CustomerCall

Add or update a record on the Call Center screen.

Process

CustomerPartyMaster

Add or update a record on the Customers screen.

Sync

CustomerPartyMaster

Add or update a record on the Customers screen.

Process

EamCaseManagement

Add or update a record on the Case Management screen.

Sync

EamCaseManagement

Add or update a record on the Case Management screen.

Sync

EamCapitalPlanningRequest

Add or update a record on the Capital Planning Request screen while new system status is not Unfinished.

Process

EamCapitalPlanningRequest

Add or update a record on the Capital Planning Request screen while new system status is not Unfinished.

Sync

EamNonconformity

Add or update a record on the Stores screen > Bins tab.

Process

EamNonconformity

Add or update a record on the Stores screen > Bins tab.

Process

EmployeeWorkSchedule

Add or update a record on the Work Orders screen > Schedule Labor tab. Add or update a record on the Employees screen > Availability Exceptions tab. Add or update a record on the Shifts screen > Employees tab.

Sync

EmployeeWorkSchedule

Add or update a record on the Work Orders screen > Schedule Labor tab. Add or update a record on the Employees screen > Availability Exceptions tab. Add or update a record on the Shifts screen > Employees tab.

Process

EmployeeWorkTime

Add a record on the Book Labor by Employee screen or the Work Orders screen > Book Labor tab.

Sync

EmployeeWorkTime

Add a record on the Book Labor by Employee screen or the Work Orders screen > Book Labor tab.

Process

InventoryAdjustment

Add and approve a transaction on the Physical Inventory screen.

Sync

InventoryAdjustment

Add and approve a transaction on the Physical Inventory screen.

Sync

InventoryCount

Stock initialization or physical inventory transaction approval.

Process

Invoice

Add or update a record on the Customer Invoice screen.

Sync

Invoice

Add or update a record on the Customer Invoice screen.

Process

ItemMaster

Add or update a part on the Parts screen. Add or up- date a trade on the Trades screen.

Sync

ItemMaster

Add or update a part on the Parts screen. Add or up- date a trade on the Trades screen.

Process

MaintenanceOrder

Add or update a work order on the Work Orders screen (status is Released or Completed).

Sync

MaintenanceOrder

Add or update a work order on the Work Orders screen (status is Released or Completed).

Process

ManufacturerPartyMaster

Add or update a record on the Manufacturers screen.

Sync

ManufacturerPartyMaster

Add or update a record on the Manufacturers screen.

Process

Personnel

Add or update an employee on the Employees screen.

Sync

Personnel

Add or update an employee on the Employees screen.

Process

ProductionOrder

Add or update and approve a record on the Production Requests screen.

Sync

ProductionOrder

Add or update and approve a record on the Production Requests screen.

Process

ProjectMaster

Add or update and approve a record on the Projects screen.

Sync

ProjectMaster

Add or update and approve a record on the Projects screen.

Sync

PulseNotification

New record is added to the R5ALERTGRIDDATA table.

Process

PurchaseOrder

Add or update and approve a record on the Purchase Orders screen.

Sync

PurchaseOrder

Add or update and approve a record on the Purchase Orders screen.

Process

ReceiveDelivery for PO receipts

Add and approve a transaction on the PO Receipt screen.

Sync

ReceiveDelivery for PO receipts

Add and approve a transaction on the PO Receipt screen.

Process

ReceiveDelivery for returning parts from work orders to warehouse

Add and approve a transaction on the Issue/Return Parts screen with Transaction Type=Return.

Sync

ReceiveDelivery for returning parts from work orders to warehouse

Add and approve a transaction on the Issue/Return Parts screen with Transaction Type=Return.

Process

Requisition

Add or update and approve a requisition on the Requisitions screen.

Sync

Requisition

Add or update and approve a requisition on the Requisitions screen.

Sync

SecurityRoleMaster

Add or update a role on the Role Setup screen while the role starts with "EAM-".

Process

SecurityUserMaster

Add or update a user on the User Setup screen when either email or external code is null.

Process

ServiceConsumption

Add a record on the Work Orders screen > Book Vendor Hours tab.

Sync

ServiceConsumption

Add a record on the Work Orders screen > Book Vendor Hours tab.

Process

Shipment for issuing parts from warehouse

Add and approve a transaction on the Issue/Return Parts screen with Transaction Type=Issue.

Sync

Shipment for issuing parts from warehouse

Add and approve a transaction on the Issue/Return Parts screen with Transaction Type=Issue.

Process

Shipment for returning parts of purchase orders to Vendor

Add and approve a transaction on the Supplier Returns screen.

Sync

Shipment for returning parts of purchase orders to Vendor

Add and approve a transaction on the Supplier Returns screen.

Process

Shipment for picklists

Approve a record on Materials > Pick Tickets tab.

Sync

Shipment for picklists

Approve a record on Materials > Pick Tickets tab.

Process

SourceSystemJournalEntry

New GLFEED data is made available by running Post Journal SourceSystemJournalEntry Sync process. Post Journal process can be run or scheduled on the GL Process Schedules screen.

Sync

SourceSystemJournalEntry

New GLFEED data is made available by running Post Journal SourceSystemJournalEntry Sync process. Post Journal process can be run or scheduled on the GL Process Schedules screen.

Process

SupplierInvoice

Add or update and approve an invoice on the Invoice Vouchers screen.

Sync

SupplierInvoice

Add or update and approve an invoice on the Invoice Vouchers screen.

Process

SupplierPartyMaster

Add or update a supplier on the Suppliers screen.

Sync

SupplierPartyMaster

Add or update a supplier on the Suppliers screen.

Sync

SupplierRMA

Approve supplier return transaction on the Supplier Returns screen.

Process

Transfer

Approve, cancel, or reject a requisition on the Store- to-Store Requisitions screen.

Sync

Transfer

Approve, cancel, or reject a requisition on the Store- to-Store Requisitions screen.

Process

WorkShiftMaster

Add or update a shift or shift days on the Shift screen.

Sync

WorkShiftMaster

Add or update a shift or shift days on the Shift screen.

Sync

EamWSPromptTransaction

Add, update, or delete an entity that is set up for web service prompt transaction tracking.