Export Initial Data

The ObjAcct database must be populated with Astra Schedule data required to perform accounting functions and allow the configuration of pricing attributes and reporting. This data includes customers, rooms, and equipment and services. Additionally, Astra Schedule users that require access to the ObjAcct client application must have user records created in ObjAcct. Astra Schedule is the owner of record for this data, and will automatically create new records and write changes to ObjAcct in real-time during normal use of the application. Any time a record is added or edited in Astra Schedule, these changes will be reflected in ObjAcct.

NOTE: When room partitions or effective dates are created in Astra Schedule, new room records are generated representing these room versions and added to the accounting database as well. If charges are to be applied for these rooms, pricing must be configured for these records in addition to the parent room record.

NOTE: Events and Event Meetings must also exist in ObjAcct to perform accounting functions. However, event information is exported to ObjAcct in real-time as needed, and therefore event batch export is not required or provided.

However, to avoid having to go through every record initially to trigger updates to ObjAcct, Astra Schedule supports batch exports of these data elements to establish the initial database before configuration. The batch export process is a convenience to push this data to ObjAcct. This is not a synchronization process. Because Astra Schedule is the owner of record, any fields for these records that map directly to Astra Schedule data will be maintained, and therefore overwritten, by Astra Schedule. No ObjAcct records are deleted during the process. No changes to any of these records in ObjAcct will be written to Astra Schedule. Batch exports can be repeated as needed if updates are required for any reason.

To run initial batch exports of data to ObjAcct, perform the following:

1.Click the Accounting Configuration option from the Setup tab.

2.In the section labeled Accounting Batch Update, click Run next to each data type you would like to export to ObjAcct.

When completed, this data is available for use in ObjAcct and will be maintained by Astra Schedule.

NOTE: Only those users with roles that have accounting permissions enabled are exported and maintained in ObjAcct. The ObjAcct application requires that passwords be at least 6 characters. If the Astra Schedule system attempts to provide a password for either the system or a user that does not meet this requirement, the login will fail.