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Set Up the Extract Reconciliation Dashboard

Updated over 2 weeks ago

Prerequisites

  1. The "Extract" entity must be Generated, its corresponding table created in SQL and extracted. The x_Extract must also be CDC enabled.

    1. Go to System > Extracts>Entity Maintenance and search for SYExtract and Generate Extracts

    2. Next go to Extracts Maintenance and location the x_SYExtract that you just created. Create a SQL table and then Extract Data. Be sure to turn on CDC by clicking the inline edit folder.

  2. "SY Reconciliation Tables" must be created, running create will in turn create "SYRecon" and "SYReconHist" SQL tables.


    ​Note - If this table has already been created, you need to delete this table first and Recreate it. This will in turn create both "SYRecon" and "SYReconHist" tables that are required for the "ExtractReconciliation" dashboard.


    Go to Extracts > Extract Parameters and select Options and Setup Environment

  3. Go to Extracts > Views and select the Extract Reconciliation Schema. Select all and run Create Views

  4. The "Extract Reconciliation" report must be scheduled to run daily. It is recommended to schedule this report to run out of hours, when no transactions are outstanding to replicate.


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    ​Note: Running the "Extract Reconciliation" report will update the "SYRecon" and "SYReconHist" tables. Running the report will delete the existing records in "SYRecon" and update the table with that day's reconciliation data. Also, it makes a snapshot of all tables for that day and append the records to the previous reconciliation data in "SYreconHist" table, i.e. A daily snapshot of tables will be available in SYReconHist table.
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    ​Note: This report must run for "ALL" companies and all tables, i.e. "Entity Types" and "Company" must be set to All and Tables should be default to "*" for all tables.
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  5. The "ExtractReconciliation" template should be downloaded under the Reports browser.

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