MEM and Progressus Multi-Company Integration Documentation
This document contains the MEM parts of the documentation for the MEM/Progressus integration. The documentation is split up by page with the MEM documentation under each page. For most Progressus pages, Global Dimension 1 & 2 fields have been added. Depending on how users set up their Business Central environments, the Global Dimension 1 & 2 fields might have different labels in the user interface. In this document, the function of the Global Dimension 1 & 2 fields is summarized for each page and wherever necessary, more detail is added. But for many of the Progressus pages the MEM component consists of field descriptions, where new columns or fields display the Entity values.
Tip
The word "entity" is used throughout the documentation for all field labels and references for the Global Dimension. Because every organization is unique, Binary Stream is not able to predict the language that your organization uses for the word "entity".
Binary Stream MEM Multi-Entity Management Setup
Use this page to set up the options for using Progressus Multi-Company with MEM:
Binary Stream Multi-Entity Management (MEM) Setup
MEM Fields/UI Glossary
| Function | Description |
|---|---|
| Global Dimension 1 |
Used to represent the Entity values in various pages. MEM users select the Entity they want to use for each page where the Global Dimension 1 field is available. Or Global Dimension 1 displays the Entity value for a specific page which is applied from another page. |
| Global Dimension 2: Global Dimension 2 | Can be used in a similar way as Global Dimension 1. Users can assign specific labels for what they want Global Dimension 2 to represent in their Business Central environment. |
| Resource Owner Entity | Displays the Entity of the Resource Owner. |
| MEM User Security | When MEM User Security is applied on a page, users can only select entities on that page which they have access to based on their MEM User Security Setup. Note: If not mentioned under a page, then MEM User Security is not applied to that page. |
Modified or New Pages
Project Plan
The Project Plan page displays details about a specific Project. Global Dimensions 1 & 2 are added to the Project Plan FastTab.
| Function | Action |
|---|---|
| Company Code (Global Dim 1) |
Select the Entity for the Project. The default value is your default Entity. If needed, you can select any Entity to which you have access. |
| Customergroup Code (Global Dim 2) | Defined by the user. |
| MEM User Security | MEM User Security is applied to the page. |
Project List
The Project List page displays details about various Projects. Global Dimensions 1 & 2 are added to the Project List table.
| Function | Action |
|---|---|
| Company Code (Global Dim 1) |
Displays the Entity for the Project. |
| Customergroup Code (Global Dim 2) | Defined by the user. |
| MEM User Security | MEM User Securityis applied to the page. |
Project Task List
The Project Task List page displays a list of Project Tasks. Global Dimensions 1 & 2 are added to the Project Task List table.
| Function | Action |
|---|---|
| Company Code (Global Dim 1) |
Displays the Entity for the Project Task. |
| Customergroup Code (Global Dim 2) | Defined by the user. |
| MEM User Security | MEM User Securityis applied to the page. |
Project Task
The Project Task Card displays details about a specific Project Task. Global Dimensions 1 & 2 are added to the General FastTab.
| Function | Action |
|---|---|
| Company Code |
Select the Entity owner for the Project Task. |
| Customergroup Code | Defined by the user. |
| MEM User Security | MEM User Securityis applied to the page. |
Contracts List page
The Contracts List page displays various contracts of the company. No MEM fields are added.
| Function | Action |
|---|---|
| MEM User Security |
MEM User Securityis applied to the page. |
Contract Plan
The Contract Plan page displays details about a specific Contract Plan. Global Dimensions 1 & 2 are added to the Contract Plan FastTab.
| Function | Action |
|---|---|
| Company Code |
Select the Entity owner for the Contract Plan. |
| Customergroup Code | Defined by the user. |
| MEM User Security | MEM User Securityis applied to the page. |
Credit Card
The Credit Card page displays details about a specific credit card. Global Dimension 1 is added to the Credit Card table.
| Function | Action |
|---|---|
| Company Code (Global Dim 1) |
Displays the Entity owner of the Credit Card. |
| MEM User Security | MEM User Securityis applied to the page. |
Create Project Wizard
Added a mandatory Entity Dimension field to the Create Project Wizard process. If a Project Template is used in the process, the Entity from the template is used. If you define an Entity for the Contract, then that Entity is used instead of the Project Template Entity.
| Function | Action |
|---|---|
| Company Code (Global Dim 1) |
Displays the Entity owner of the Project. |
Timesheets List
The Timesheets List page displays details about various Timesheets. A Resource Owner Entity column is added to the Timesheets List page.
| Function | Action |
|---|---|
| Company Code (Global Dim 1)/Resource Owner Entity |
Displays the Entity of the Resource Owner for the Timesheet. |
Timesheet
The Timesheet page displays details about a specific Timesheet. Global Dimensions 1 & 2 are added to the Timesheet Entries table.
| Function | Action |
|---|---|
| Company Code (Global Dim 1) |
Select the Entity for the Timesheet. The default value is your default Entity. If needed, you can select any Entity to which you have access. |
| Customergroup Code (Global Dim 2) | Defined by the user. |
| MEM User Security | MEM User Securityis not applied to the Project No. field. |
Timesheet Periods
Timesheet Periods is a list page which displays various Timesheet Periods. A Resource Owner Entity column is added to the Timesheet Periods table.
| Function | Action |
|---|---|
| Resource Owner Entity |
Displays the Entity of the Resource Owner. |
Timesheet Period List
The Timesheet Period List page displays details about a specific Timesheet. A Resource Owner Entity field is added in the Header section and Global Dimensions 1 & 2 are added to the Timesheet Lines table.
| Function | Action |
|---|---|
| Resource Owner Entity |
Displays the Entity of the Resource Owner. |
| Company Code (Global Dim 1) | Displays the Entity of the Timesheet. The default value is your default Entity. If needed, you can select any Entity to which you have access. |
| Customergroup Code (Global Dim 2) | Defined by the user. |
Time Entries List
The Time Entries List page displays archived Timesheet Entries. Global Dimensions 1 & 2 are added to the Time Entries table.
| Function | Action |
|---|---|
| Company Code (Global Dim 1) |
Displays the Entity for the Timesheet Entries. |
| Customergroup Code (Global Dim 2) | Defined by the user. |
Time Periods List
The Time Periods List page displays various Timesheets for a specific Resource. A Resource Owner Entity field is added in the Header section.
| Function | Action |
|---|---|
| Resource Owner Entity |
Displays the Entity of the Resource Owner. |
Project Time Journal
The Project Time Journal List page displays journal lines of time spent on a Project. A Resource Owner Entity field is added in the Header section and Global Dimensions 1 & 2 are added to the Lines FastTab. The line Entity defaults to the Project Owner Entity and cannot be changed.
| Function | Action |
|---|---|
| Resource Owner Entity |
Displays the Entity of the Resource Owner. |
| Company Code (Global Dim 1) | Displays the Entity of the Timesheet. The default value is your default Entity. If needed, you can select any Entity to which you have access. |
| Customergroup Code (Global Dim 2) | Defined by the user. |
| MEM User Security: | MEM User Security is applied to the header Entity. |
| MEM User Securityis not applied to the Project No. or the Resource No. |
Expense Sheet
The Expense Sheet page displays details about a specific Expense Sheet. A Resource Owner Entity field is added in the Header section and Global Dimensions 1 & 2 are added to the Lines FastTab.
| Function | Action |
|---|---|
| Resource Owner Entity |
Displays the Entity of the Resource Owner. |
| Company Code (Global Dim 1) | Displays the Entity of the Project. The default value is your default Entity. If needed, you can select any Entity to which you have access. |
| Customergroup Code (Global Dim 2) | Defined by the user. |
| MEM User Security | MEM User Securityis not applied to the Project No.. |
Open Expense Sheets
The Open Expense Sheets List page displays details about a specific Timesheet. A Resource Owner Entity field and Global Dimensions 1 & 2 are added to the Open Expense Sheets table.
| Function | Action |
|---|---|
| Resource Owner Entity |
Displays the Entity of the Resource Owner. |
| Company Code (Global Dim 1) | Displays the Entity of the Project. The default value is your default Entity. If needed, you can select any Entity to which you have access. |
| Customergroup Code (Global Dim 2) | Defined by the user. |
Project Expense Journal
The Project Expense Journal page displays details about a specific Expense Journal. A Resource Owner Entity field is added in the Header section and Global -Dimensions 1 & 2 are added to the Lines FastTab.
| Function | Action |
|---|---|
| Resource Owner Entity |
Displays the Entity of the Resource Owner. |
| Company Code (Global Dim 1) | Displays the Entity of the Project. The default value is your default Entity. If needed, you can select any Entity to which you have access. |
| Customergroup Code (Global Dim 2) | Defined by the user. |
| MEM User Security: | MEM User Security is applied to the header Entity. |
| MEM User Securityis not applied to the Lines |
Project Budget Journal
The Project Budget Journal page displays details about a specific Budget Journal. A Resource Owner Entity field is added in the Header section and Global Dimensions 1 & 2 are added to the Lines FastTab.
| Function | Action |
|---|---|
| Resource Owner Entity |
Displays the Entity of the Resource Owner. |
| Company Code (Global Dim 1) | Displays the Entity of the Project. The default value is your default Entity. If needed, you can select any Entity to which you have access. |
| Customergroup Code (Global Dim 2) | Defined by the user. |
| MEM User Security: | MEM User Security is applied to the header Entity. |
| MEM User Securityis not applied to the Lines |
Project Ledger Entries
The Project Ledger Entries List page displays various Project Ledger Entries. A MEM Owner Entity field and Global Dimensions 1 & 2 are added to the Project Ledger Entries table.
| Function | Action |
|---|---|
| MEM Owner Entity |
Displays the Entity of the Resource, Location, Item, or Expense on the balancing line, depending on the type of ledger. |
| Company Code (Global Dim 1) | Displays the Entity of the Project. |
| Customergroup Code (Global Dim 2) | Defined by the user. |
| MEM User Security | MEM User Security is applied based on the Project Entity. |
Project Detailed Ledger Entries
The Project Detailed Ledger Entries List page displays various posted detailed Project Ledger Entries. A MEM Owner Entity field and Global Dimensions 1 & 2 are added to the Project Ledger Entries table.
| Function | Action |
|---|---|
| MEM Owner Entity |
Displays the owner Entity based on the Balancing Account Type associated with the Ledger Entry. If the Type of account is a Resource, Location, or Item then the owner Entity is based on the Entity of those. If the Type of account of the Project line is a General Ledger account then the owner Entity is based on the Project. |
| Company Code (Global Dim 1) | Displays the Entity of the Project. |
| Customergroup Code (Global Dim 2) | Defined by the user. |
| MEM User Security | MEM User Security is applied based on the Project Entity. |
Invoice Suggestion
- The Invoice Suggestion page displays details of a specific Sales Invoice which is suggested to use to bill the customer. Global Dimensions 1 & 2 are added to the General FastTab and the Invoice Suggestion Lines FastTab.
| Function | Action |
|---|---|
| Company Code (Global Dim 1) |
Displays the Entity of the Project. |
| Customergroup Code (Global Dim 2) | Defined by the user. |
Create Project Invoices
- The Create Project Invoices page displays details of Sales Invoices. Global Dimensions 1 & 2 are added to the Created Project Invoice table.
| Function | Action |
|---|---|
| Company Code (Global Dim 1) |
Displays the Entity of the Project. |
| Customergroup Code (Global Dim 2) | Defined by the user. |
MEM Assign Entity
The MEM Assign Entity page is used to assign entities to unposted transactions and journals.
| Transaction | Action |
|---|---|
| Sales and Purchase lines |
Suggest Entity Dimension updates any Sales or Purchase lines with a suggested Entity based on the Entity of the Project connected to those Sales or Purchase lines. |
| Contract, Project, Credit Card, and Resource pages | The Resource Owner Entity is assigned to the master records. |
| Project Task page | If the Project Task belongs to a Project, then the Project Entity is assigned to the Project Task. All Project Tasks have a Project Entity and so the line Entity should always be based on the Project. |
| Suggest Entity Dimension | Can also be used with any other selected lines in the MEM Assign Entity page. The entities which are assigned through that action depend on the following rules: |
| The Resource Owner Entity is assigned to the header field, where applicable. | |
| • The Project Entity is assigned to the line fields, where applicable. | |
| • If either the Resource or Project do not have an assigned Entity an error message is displayed. | |
| Assign Entity | Used to assign a different Entity to the header line and line Entity fields. To commit the changes shown on the page the user must run Apply Assigned Entity action. The following rules apply to the Assign Entity action: |
| • User security is applied to the dialog when selecting an Entity. | |
| • If a page has both a Header Entity field and Entity fields in the Lines, then both are required when assigning an Entity. | |
| • If a line has a Project, the Project Entity takes priority over the value provided by the user for the line. An error message is displayed if the Project Entity is missing. | |
| • The header Entity supplied by the user is applied to each line, as long as the current value is blank, even if this is different from the Resource Entity. |
MEM Assign Entity – Posted Transactions
- The MEM Assign Entity page is used to assign entities to posted transactions and journals. Similar to the MEM Assign Entity page, there are specific rules about how entities are assigned to posted transactions and journals.
| Transaction | Action |
|---|---|
| Posted Sales transactions |
If a transaction is associated with a Project, then the Project Owner Entity is suggested for the transaction header and is assigned to the header and line. |
| Posted Sales transactions | If a transaction is associated with a Project, then the Project Owner Entity is suggested for the transaction header and is assigned to the header and line. |
| Project Ledger Entries (Job Ledger Entries) | If the Account Type is a Resource then the Resource Entity is the suggested Owner Entity for the Balancing Account. If the Account Type is a Location or Item then Entity of that Location or Item is used as the Suggested Owner Entity. If the Account Type is a General Ledger account then the Project Owner Entity is used as the Suggested Owner Entity. |
| Project Detailed Ledger Entry (PGS) | The Suggested and Assigned Entities are based on the Project Ledger Entry Entity. If the Account Type is a Resource then the Resource Entity is the Suggested Owner Entity for the Balancing Account. If the Account Type is a Location or Item then the Entity of that Location or Item is used as the Suggested Owner Entity. If the Account Type is a General Ledger account then the Project Owner Entity is used as the Suggested Owner Entity. |
Configuration Packages and Edit in Excel
Creating configuration packages and using the Edit In Excel action are supported for the following pages:
| Page | Action |
|---|---|
| Project |
An Entity dimension is mandatory. |
| Project Plan | An Entity dimension is mandatory. |
| Project Task | An Entity dimension is mandatory. |
| Timesheet | The line Entity must be the same as the Project Owner Entity. |
| Time Entry | An Entity dimension is mandatory. |
| The line Entity must be the same as the Project Owner Entity. | |
| Time Period | |
| Project Time Journal | A Header Entity is mandatory. |
| The line Entity must be the same as the Project Owner Entity. | |
| Project Expense Journal | A Header Entity is mandatory. |
| The line Entity must be the same as the Project Owner Entity. | |
| Project Budget Journal | A Header Entity is mandatory. |
| The line Entity must be the same as the Project Owner Entity. | |
| Credit Card | An Entity dimension is mandatory. |
| Contract | An Entity dimension is mandatory. |
| Purchase Order/Quote/Invoice | The line Entity must be the same as the Project Owner Entity. |
| Sales Order/Quote/Invoice | The line Entity must be the same as the Project Owner Entity. |
| Project Journal (Job journal) | The line Entity must be the same as the Project Owner Entity. |
| Expense Journal | The line Entity must be the same as the Project Owner Entity. |
| Time Journal | The line Entity must be the same as the Project Owner Entity. |
| Expense Sheet | The line Entity must be the same as the Project Owner Entity. |