Acumatica To AnterraBI Synchronization Process and Timing

Introduction

This article provides an overview of how your data is synchronized from Acumatica to the Anterra Platform.

Most data is delivered from the source ERP within minutes after changes are made. That information is transformed and loaded into the Anterra Platform's data warehouse within just a few seconds of being received. This means that information at the transaction level (lowest drill level) within Anterra's data warehouse is up-to-date very quickly.

For performance reasons, there are two limitations we have placed on near real-time systems:

1. Data shown at all levels except the transaction level* in the Anterra Platform comes from our analytical cubes, which are updated every two hours (on even-numbered hours) when we detect that new data has arrived.
   
2. The transaction level data may still show cached information, if you know that an adjustment has been made and you are at the transaction level in Anterra, you can manually force refresh the grid by clicking the force refresh button shown at the top right of every grid under the save icon.
   
   

*The analytical cubes power all summarized information throughout the Anterra Platform, such as project level and cost code level grids in construction or information in accounting & financial statements.

How does Acumatica know what and when to transfer my data?

For Acumatica clients, we install a customization project within your Acumatica instance which actively monitors updates to nearly 80 areas within Acumatica and relays those changes. Shortly after one of these changes is made, the Acumatica software compares the data that has already been sent against the newly changed data, and sends the updates to Anterra within a few minutes.

Anterra immediately places this updated information in our data warehouse, which is used in the Anterra Platform when you drill down to the lowest level, such as transactions; it also flags that the analytical cube processing needs to take place (covered in further detail below).

Anterra Platform Analytical Data Processing

Around the top of every evenly numbered hour (Noon, 2p, 4p, etc...), Anterra checks whether new data has arrived and queues the processing of our analytical cubes.  Once our system has an available slot for your data processing, the analytical cube processing is automatically initiated. The cubes pre-calculate aggregations of data across various dimensions to allow Anterra to rapidly display information. Once that processing has completed without errors, we also flush the temporary cache storage that holds any data which has been recently accessed on your site, which makes the data available throughout the entire Anterra Platform. 

Available Data Processing E-Mail Notifications

The following are optional notifications which you can turn on through your Anterra Platform by clicking on your name at the top right corner and selecting E-Mail Management and selecting one or more of the highlighted checkboxes and finally clicking Save Changes.

anterraDataCenter - Anterra Platform

Notification Type	Description
Job Queued	This notification is sent when new data has been received by Anterra and we have queued your data processing. Expected to occur within 15 minutes of receiving new data from a client unless data was received in the last two hours or within the client’s configured cool-down period, whichever is longer.
Job Started	This notification is sent when we have started the processing of your new data. This also includes any custom processing that has been added to your system. By default our processing involves all of your data, however with coordination we can configure mid-day syncs to only process certain aspects of your data (GL, AP, AR, JC) to reduce the processing time and make updated information accessible on the platform more quickly.
Job Succeeded	This notification is sent when we have successfully completed the processing of your new data and it is now available in the Anterra Platform. The next time you various features of the Anterra Platform they may take a little longer since the new data has to be fetched, filtered based on your particular security, grouped, sorted, and have your filters applied to it from scratch.
Job Failed	This notification is sent when Anterra encounters a problem with processing the data we received. Anterra is automatically notified about these events as a high priority (P0) and resources are immediately assigned to identify and attempt to correct the issue. While these issues are rare, we often find that unexpected changes by a 3rd party (such as a consultant) working on your data directly is the root cause.

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