Registers synchronization

The transfer of customer and product registries, as well as calculation targets, is done automatically between systems approximately every 40 minutes. The transfer of data to a new environment may take until the next day.

Customer registry

• The customer registry can be transferred either from Netvisor to Severa, or from Severa to Netvisor.
• Regarding customer information, the interface creates new customers and updates changed information of existing customers based on the customer code (customer number) according to the selected transfer direction.
• The customer code given to Netvisor must be numeric. The number series must start with a number other than zero. For example, customer number 0001 should not be used.
• If the option Do not transfer - Use temporary customer is selected for the customer registry, it must be ensured that there is a temporary customer with the TEMP customer code in Netvisor's customer registry to which the imported invoices can be allocated.

Please note that customers deleted from the source system are not removed from the target system.

Product registry

• The product registry can be transferred from Severa to Netvisor and from Netvisor to Severa.
• Only regular products with a code are transferred from Netvisor to Severa.
• Regarding products, the interface creates new products.
• If the option Do not transfer - Use temporary product is selected for the product registry, it must be ensured that there is a temporary product with the TEMP product code in Netvisor's product registry to which the invoice rows can be allocated.

Please note that products deleted from the source system are not removed from the target system.

Business units and cases

• Business units and cases can be exported from Severa to Netvisor as calculation targets.
• The selection Transfer Severa projects as calculation targets to Netvisor brings up the Calculation target titles menu, where you can choose under which Netvisor calculation target title Severa cases and business units will be listed.
• If the selection is left empty for either title, those targets will not be automatically created in Netvisor.
• Calculation targets are transferred from Severa to Netvisor also with sales and travel reimbursements as new targets are formed.
• Scheduled import allows the creation of all calculation targets at once, enabling Netvisor's purchase invoice rows to be exported as cost rows to Severa.
• When transferring travel reimbursements, the user's business unit is determined as the unit.

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