Qbyte AFE - Qbyte Financial AFE Actuals Integration

1 Introduction
2 Overview
3 Setup
4 Workflow

Introduction

AFE Actual Costs can now be integrated between Qbyte AFE and Qbyte Financial.

Overview

Qbyte Financial is the source application for AFE actuals information. On integration, Qbyte Financial will send AFE actuals to Qbyte AFE for AFEs that exist in both systems.

Setup

To accept AFE Actuals data from Qbyte Financial, the AFE Actuals control must be set to Financial System in Qbyte AFE.

To set the AFE Actuals control:

1. Navigate to System & Corporate Setup > Interoperability settings.

2. Under Functionality, set the toggle for AFE Actuals to Financial System.

Workflow

The recommended frequency for AFE actuals integration between the two systems is once a day. When the integration runs, any posted actuals data that has been entered on AFE since the last actuals integration run will be picked up and sent to Qbyte AFE. If the AFE does not exist in Qbyte AFE, the actuals data will be disregarded.

Example Scenario:

1. AFE DC3550 exists in Qbyte AFE and Qbyte Financial. The AFE is approved, so costs can be coded to it.

2. In Qbyte Financial, costs are coded against AFE DC3550 in a voucher.

3. Post the Voucher. Once the voucher is posted, the actuals are eligible to be picked up by the integration service.

4. Navigate to the AFE in Qbyte AFE. From the main page of the AFE, select the 'Actuals' link, under Reports.

5. The actuals data for AFE DC3550 should be displayed (assuming the integration service has run)