Source Types
With source types, you specify from which area in BC you send data to Dime.Scheduler. The source type is sent back as part of the planning data from Dime.Scheduler to BC allowing you to handle the planning data in BC differently.
For example, when a task is planned in Dime.Scheduler for a service item line, you will process the planning data into resource allocations in BC. When a task is planned for a custom table, you will probably process the planning data also into a custom table.
Dime.Scheduler supports multiple sources even from the same BC company. For instance, you can send service tasks, job tasks, sales tasks and custom tasks to Dime.Scheduler from a single BC company. By specifying a unique source type for each task type, the planning data returning from Dime.Scheduler can be processed through the proper business logic in BC.
Navigate this path to start configuring the source types, search for "Dime.Scheduler Source Types" in the search bar.
| Field, tab or group | Description |
|---|---|
| Source Table No. | Enter the table number or select it from the list for each table that is sent to Dime.Scheduler (e.g. 5901, Service Item Line or 1001, Job Task) |
| Source Type | Fill in the source type; this is a free text field (e.g. SERVICE or JOB) |
| Processing Codeunit No. | Enter the number of the codeunit that processes planning data coming from Dime.Scheduler into BC |
| Appointment Template Code | In Dime.Scheduler you can define custom fields on an appointment card. You can have different fields based on the type of task using an appointment template. Specify the appointment template code for the task, based on the source type. For more information about Appointment Templates refer to the administration manual. |
| Action Report No. | The report to run when the user selects an action URI for this source type. Leave 0 (zero) to use the standard report DS Action Launch. The report parses the parameters passed by Dime.Scheduler as field filters and then launches the defined codeunit (see below) |
| Action New Description | Action new is the URI shown when the user opens the context menu in the planning board. The description or caption is shown to the user. |
| Action New Codeunit No. | The codeunit executed by the report defined in Action Report No. |
| Action Edit Description | Action Edit is the URI shown when the user opens the context menu of an appointment with matching source app and source type fields. The description or caption is shown to the user. |
| Action Edit Codeunit No. | The codeunit executed by the report defined in Action Report No. |
The action or command button "Send Action URI" generates and sends the ActionURI to Dime.Scheduler for both 'Action New' and 'Action Edit' if a value is entered in the respective description field.