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BST Enterprise is a highly-customizable SQL-based accounting package. Because the configuration can vary greatly from company to company, custom import scripts are typically required for each installation. The following example shows how to import projects, phases and tasks from a standard BST setup.

 

Add third billing code tier in Argos

By default, Argos shows two billing code tiers - Project and Phase. BST often requires a third tier - Task. If so, follow these steps to add a third tier.

  1. Open the Argos Manager and click "Projects"
  2. Click the "Gear" icon below the Projects tier and select "Define billing code structure"

  3. Change "Active tiers" dropdown to "3"

  4. Click "OK"

Create custom views in BST SQL database

Because the SQL queries used to pull billing codes from BST are fairly complex, we recommend creating views in your BST database to store the queries. Access to SQL Management Studio and a SQL account with the following permissions is required:

  • CREATE views
  • READ from prj_info table
  • READ from prj_processing table
  • READ from prj_task table
  1. Open SQL Management Studio and connect to your BST SQL Server with an account with at least the permissions shown above
  2. Run the following CREATE statements to create views for Projects, Phases and Tasks:
    CREATE VIEW ArgosProjects AS
    SELECT
    t1.prj_code AS ProjNumber,
    t1.prj_name AS ProjName
    FROM prj_info AS t1
    INNER JOIN prj_processing AS t2 ON t1.prj_code = t2.prj_code
    WHERE t2.prj_status_ind = 'A'
    AND t1.prj_code = '****' AND t1.prj_name = '*'
    GO
     
    CREATE VIEW ArgosPhases AS
    SELECT
    t1.prj_code AS ProjNum,
    t1.phase_code AS PhaseNum,
    t1.task_name AS PhaseName
    FROM prj_task AS t1
    WHERE
    (t1.phase_code = '****'
    AND t1.task_code = '****')
    AND t1.prj_code in
    (SELECT t1.prj_code
    FROM prj_info AS t1
    INNER JOIN prj_processing AS t2 ON t1.prj_code = t2.prj_code
    WHERE t2.prj_status_ind = 'A')
    GO
     
    CREATE VIEW ArgosTasks AS
    SELECT
    t1.prj_code AS ProjNum,
    t1.phase_code AS PhaseNum,
    t1.task_code AS TaskNum,
    t1.task_name AS TaskName
    FROM prj_task AS t1
    WHERE
    t1.phase_code = '****'
    AND t1.phase_code in (SELECT PhaseNum from ArgosPhases)
    AND t1.prj_code in (SELECT ProjNum from ArgosPhases)
    GO

     

  3. Test the following queries to ensure they return the desired list of billing codes:

    SELECT * FROM ArgosProjects
    SELECT * FROM ArgosPhases
    SELECT * FROM ArgosTasks

 

 

Set up Connection to BST SQL database

  1. Open the Argos Manager and click "Projects"
  2. Click the "Gear" icon below the Projects tier and select "Import..."

  3. Select "Imports billing codes from a variety of sources" and click "Configure..."

  4. Click the ellipsis (...) next to "Connection String" to open the Data Link Properties dialog

  5. Select "Microsoft Ole DB Provider for SQL Server" from the "Provider"tab and click "Next"

  6. Enter the name of your BST SQL server, SQL username and password, and BST database name (e.g. reptdb)


 

Import Projects

  1. Select "Project" tab
  2. Select "ArgosProjects" from "Use table" dropdown
  3. Select "ProjNumber" from Number dropdown
  4. Select "ProjName from Name dropdown
  5. Leave other fields blank

  6. Click "Preview" to verify data is correct

Import Phases

  1. Select "Phases" tab
  2. Check "Include this tier in import process"
  3. Select "ArgosPhases" from "Use table" dropdown
  4. Select "PhaseNum" from Number dropdown
  5. Select "PhaseName from Name dropdown
  6. Select "ProjNum" from Project number dropdown
  7. Leave other fields blank

  8. Click "Preview" to verify data is correct

Import Tasks

  1. Select "Tasks" tab
  2. Check "Include this tier in import process"
  3. Select "ArgosTasks" from "Use table" dropdown
  4. Select "TaskNum" from Number dropdown
  5. Select "TaskName from Name dropdown
  6. Select "ProjNum" from Project number dropdown
  7. Select "PhaseNum" from Phase number dropdown
  8. Leave other fields blank
  9. Click "Preview" to verify data is correct

 

Need help crafting a specialized BST billing code query? Want to bring your data from Argos directly back into BST? Sepialine Support can provide this as a professional service. Contact us for more information.