Configuring the Account Standard Object: Explained

Make the following changes to the Account standard object.

Adding Fields

Add the fields listed in the following table to the Account standard object, using the procedure Adding Fields to a Standard Object.

Parameter	Field
Field	JDE Sync Status
Field Type	Text
Display Label	JDE Sync Status
Name	O_INT_JDE_Sync_Status
Display Width	Leave blank
Display Type	Simple Text Box
Constraints	Updateable (Constraint Expression: false)
Maximum Length	25
Default Value	Fixed Value = Not Synchronized

Creating Global Functions

Create functions from the following Groovy files, using the procedure Creating Global Functions:

• O_INT_JDE_GetBaseURL.groovy

• O_INT_JDE_GenerateSalesDocumentURL.groovy

Creating Object Functions

Create functions from the following Groovy files, using the procedure in Creating Object Functions:

• O_INT_JDE_CheckMatch.groovy

• O_INT_JDE_CleanupMatches.groovy

• O_INT_JDE_CreateCustomer.groovy

• O_INT_JDE_CustomerOrderURL.groovy

• O_INT_JDE_CustomerQuoteURL.groovy

• O_INT_JDE_CustomerReportURL.groovy

• O_INT_JDE_CustomerSalesDocumentURL.groovy

• O_INT_JDE_CustomerSync.groovy

• O_INT_JDE_GetSearchCriteria.groovy

• O_INT_JDE_OpenSalesAnalysisURL.groovy

• O_INT_JDE_PopulateMatches.groovy

• O_INT_JDE_SalesByOpportunityURL.groovy

• O_INT_JDE_SearchCustomer.groovy

Creating the Action

Add the Retry Sync action listed the following table to the Account object, using the procedure Adding Actions and Links to an Object.

Parameter	Value
Display Label	Retry Sync
Type	Action
Description	Leave blank
Source	Script
Method Name	O_INT_JDE_CustomerSync

Creating the Validation Rule

Create a validation rule from the O_INT_JDE_MatchSelectRule.groovy file, using the procedure Creating Validation Rules, and the information from the following table.

Parameter	Value
Rule Name	O_INT_JDE_MatchSelectRule
Error Message	Only one JDE customer record should be marked as selected after manual matching.
Rule Definition	O_INT_JDE_MatchSelectRule.groovy

Creating the Trigger

Create the following triggers using the procedure Creating Triggers for an Object.

• Trigger Type: "Before Update in Database". Groovy File: O_INT_JDE_CustomerSyncTrigger.groovy file.

• Trigger Type: "Before Insert in the Database". Groovy File: O_INT_JDE_CustomerCreateTrigger.groovy file.