MOR-PLN-039 Version 1 Last Review Date: May, 2025
ServiceChannel - MoreCore Integration
1. Adding a Service Type
Get CMMS Service Type ID(s)
- Utilise SSMS to retrieve the Site ID. Table: WorkOrderTag, filtered by Contract_ID (95 for TK Maxx)
- Note the CMMS Service Type Name as well, although this is used just for visual reference and not as part of the matching process.
Get ServiceChannel Site ID
- Utilise the API Dog ServiceChannel project to collect data: https://app.apidog.com/project/441958 (opens in a new tab)
- Navigate to the 'Reference Data Collection' test, in the Tests menu.
- Run the 'Trades' calls. (with Auth)
- Find the store in the returned data.
- The following data fields are needed:
- SC.Trade.Id
- SC.Trade.Name
- If the requestor hasn't specified the mapping themselves, it may be necessary to seek their approval on the mapping before making the changes.
Update Boomi
- The Cross Reference table to be updated is 'SC-CMMS.XR-05.[SC]WO.TradeName>[CMMS]WO.ServiceType'. As the processes are deployed and the table is extended, the data must be added to the Prod Atom Environment Extensions.
- Navigate to the Runtime Management page: https://platform.boomi.com/AtomSphere.html#atom;accountId=cbcfacilitiesmaintenances-Y6QPI4 (opens in a new tab)
- Click the 'Prod' Atom in the left list.
- Click 'Environment Extenstions'
- Click 'Cross Reference'
- Select the 'SC-CMMS.XR-05.[SC]WO.TradeName>[CMMS]WO.ServiceType' table.
- Add a new row, and add in the appropriate data collected from CMMS and ServiceChannel.
- Click 'OK' to save changes.