Legacy Version Notice: WennSoft v14.0.2.0 (2015 R) is a legacy version — vendor support lifecycle should be reviewed. Confirm current support status with the vendor (WennSoft / Key2Act / Jonas Software) and Aidacare IT. See Risks & Gaps (risk-010).
Product Version
v14.0.2.0
WennSoft Signature 2015 R
Criticality
Tier-1
Mission-critical system
Active Integrations
7
SmartConnect / eConnect jobs
Database Server
AIDASQL01P
SQL Server — TWO / HANDR
Table Prefix
WS-
WennSoft-prefixed tables in GP DB
Technical Owner
Arthur Achilleos
Integration L2 escalation contact

System Profile

3rd Party Add-on
Product
WennSoft Signature Equipment Management
Version
14.0.2.0 (2015 R)
Vendor
WennSoft / Key2Act (Jonas Software group)
App Server
AIDAGPDEV01V (shared with GP)
Database Server
AIDASQL01P
GP Database
HANDR / TWO (WS-prefixed tables)
Modules
Service Management, Job Cost, Equipment Management
Middleware
SmartConnect (eOne Solutions), eConnect (GP-native)
Criticality
Tier-1 — Mission-critical
Technical Owner
Arthur Achilleos (L2 Integration)
Source Document
MS-GP Integration Low Level Design.docx — Section 3

WennSoft Modules

3 Core Modules
Service Management
Manages field service calls, technician scheduling, service agreements, and service order life-cycle. Service calls are dispatched via the WennSoft dispatcher board within the GP client.
Job Cost
Tracks labour, parts, and overhead costs against service jobs and equipment jobs. Integrates with GP General Ledger for cost allocation and posting. Supports billing and revenue recognition at job completion.
Equipment Management
Maintains the serialized equipment asset registry — each unit in the Aidacare fleet is tracked with Equipment ID, model, serial number, branch, category, and status. Used for rental contract assignment, maintenance history, and service dispatch.

Data Flow Overview

4-Stage Pipeline

All WennSoft integrations follow a consistent four-stage data pipeline from source capture through to GP/WennSoft operational visibility.

1. Capture
Source files (Excel) or external databases stage operational data for processing
2. Transformation
SmartConnect applies field mapping rules; eConnect handles productised GP integration with validation
3. Commit
Validated data written to physical SQL tables — WS- and SV-prefixed tables in the GP database
4. Reporting
Data becomes visible in GP/WennSoft UI for operational use — dispatch, billing, rental, reporting
WennSoft shares the GP dictionary and database. Integrations move data from external staging areas (Excel/SQL) directly into GP-resident WennSoft tables — there is no separate WennSoft application database.

Integration Register Snapshot

7 Active Jobs

The following SmartConnect job register diagram from the LLD shows all active WennSoft integration jobs configured in the Aidacare environment.

WennSoft SmartConnect integration job register

Source: MS-GP Integration Low Level Design.docx — Section 3 SmartConnect Job Register

WennSoft Integration Architecture

LLD Diagram

The diagram below (from the MS-GP Integration Low Level Design document) shows the full end-to-end integration architecture for WennSoft — covering source systems, middleware layers, GP/WennSoft target, and physical infrastructure.

alt="WennSoft / MS-GP Integration Architecture Diagram" style="max-width:100%;border-radius:8px;border:1px solid #e5e7eb;margin:1rem 0;">

Figure: WennSoft Integration Architecture — MS-GP Integration Low Level Design.docx

Logical Architecture

Design

WennSoft sits inside the GP framework — it extends GP rather than existing as a standalone system. It shares the GP application dictionary and the same SQL database, meaning all WennSoft data is physically resident in the GP database (HANDR / TWO) under WS- and SV-prefixed tables.

ERP Engine
Microsoft Dynamics GP (Great Plains)
WennSoft Layer
Key2Act (WennSoft) — registered GP add-on dictionary, co-resident with GP client
Table Namespace
WS-prefixed tables (Equipment, Rates, Agreements) and SV-prefixed tables (Service) within the GP database
Integration Method
External data feeds via SmartConnect (bulk/scheduled) and eConnect (productised GP API)
Data Direction
Primarily inbound — external sources (Excel, SQL) push into GP/WennSoft tables
Shared Components
GP dictionary, DYNAMICS system database, TWO/HANDR company database, GP login infrastructure

Physical Architecture

Infrastructure
Database Server
AIDASQL01P (production alias: SQLPROD01) — hosts the SQL Server instance and all GP / WennSoft physical tables
App Server
AIDAGPDEV01V (alias: GPAPP01) — hosts the GP Client, WennSoft Code Dictionary, and SmartConnect Windows Service
Connectivity
LAN / VLAN, TCP Port 1433 (SQL Server standard)
Authentication
MS_GP connection profile used by SmartConnect jobs (SQL Authentication)
Encryption
Not enabled on SmartConnect integration connections (review recommended)
Databases
DYNAMICS (system DB), HANDR / TWO (company DB hosting WennSoft tables)
Security note: Encryption is not enabled on SmartConnect connections. This should be reviewed as part of the infrastructure security baseline.

Tools & Technologies

Technology Role Used By Notes
SmartConnect Integration middleware — orchestrates scheduled batch jobs, field mapping, and data retrieval from source files All 7 WennSoft integrations eOne Solutions product; runs as Windows Service on AIDAGPDEV01V
eConnect Productised GP integration API — validates business rules and commits data to GP/WennSoft tables WENNSOFT_RENTAL_RATES, WENNSOFT_EQUIPMENT Microsoft-provided GP integration layer; enforces GP business logic
ODBC Data source connectivity — SmartConnect reads Excel and SQL sources via ODBC connections Excel-sourced integrations Standard ODBC drivers; Excel files staged in agreed network path
Microsoft SQL Server Physical database tier — hosts all GP and WennSoft tables (WS-, SV-prefixed) All integrations Hosted on AIDASQL01P; Port 1433; T-SQL used for error investigation
Microsoft Excel Source file format — operational data staged in Excel workbooks for SmartConnect ingestion WENNSOFT_RENTAL_RATES, WENNSOFT_EQUIPMENT, EXCEL_WENNSOFT_MODELS Files must be placed in correct network path before scheduled run time
Flat File (T-SQL / Batch) SQL scripts used for manual reprocessing and DBA-level error correction DBA / L3 support Used when automated retry is not available; requires DBA approval

Integration Data Flow Diagram

WennSoft integration data flow diagram

Figure: WennSoft Integration Data Flow — MS-GP Integration Low Level Design.docx

Integration Method: All WennSoft integrations are managed via eOne SmartConnect Desktop running on AIDAGPDEV01V. Data commits to GP/WennSoft use eConnect (productised integration) or direct SQL writes to WS-prefixed tables. No automatic retry on failure — failed records must be corrected and reprocessed manually.

Integration Register

7 Active Integrations
Integration ID Direction Frequency Source Purpose Criticality Owner
WENNSOFT_RENTAL_RATES Excel → GP/WennSoft Daily 8:00 AM Excel Updates daily rental rate structures for equipment fleet High Arthur Achilleos
WENNSOFT_EQUIPMENT Excel → GP/WennSoft Daily 8:00 AM Excel Imports new serialized equipment units into master asset registry High Arthur Achilleos
WENNSOFT_AGREEMENT GP/WennSoft → GP Scheduled batch WennSoft Facilitates bulk creation and renewal of service agreements for customer equipment Medium TBD
WENNSOFTMODELS GP/WennSoft → GP Scheduled batch WennSoft Defines equipment model blueprints, manufacturers, and technical classes Medium TBD
VOID_WEN_QUOTES_EQS_SOLD Internal WennSoft Event-triggered WennSoft Automated cleanup utility — voids open service quotes when equipment is marked as sold Standard TBD
WS_BRANCHES GP ↔ WennSoft Scheduled batch GP Syncs branch office codes and regional service territory configurations Medium TBD
EXCEL_WENNSOFT_MODELS Excel → GP/WennSoft On-demand Excel Bulk update utility for administrative changes to equipment model catalog Standard TBD

SmartConnect Job Configuration

SmartConnect job configuration screenshot from the Aidacare environment showing WennSoft integration jobs, schedule settings, and connection profiles.

SmartConnect WennSoft job configuration

Source: MS-GP Integration Low Level Design.docx — SmartConnect job configuration screenshot

Integration Detail — All 7 Jobs

WENNSOFT_RENTAL_RATES — Daily Rental Rate Update
High Daily 8 AM

Updates the daily rental rate structures for the Aidacare equipment fleet. Source data is provided in Excel and processed via SmartConnect into the GP/WennSoft EMS Rental Rates node.

Source System
Microsoft Excel (staged file)
Target System
Microsoft Dynamics GP — WennSoft EMS Rental Rates Node
Direction
Inbound
Frequency
Daily at 8:00 AM
Middleware
eOne SmartConnect Desktop
Authentication
MS_GP connection profile
Encryption
Not enabled
Technical Owner
Arthur Achilleos
Error Handling
No automatic retry — failed records corrected and reprocessed manually
WENNSOFT_EQUIPMENT — Equipment Master Import
High Daily 8 AM

Automates the creation of equipment records from Excel into the ERP — ensuring every serialized unit in the Aidacare fleet is available for service dispatch, rental contracts, and maintenance history tracking.

Source System
Microsoft Excel
Target System
Microsoft Dynamics GP (WennSoft / Key2Act) Equipment Master
Direction
Inbound
Frequency
Daily at 8:00 AM
Middleware
eOne SmartConnect Desktop
Technical Owner
Arthur Achilleos
Business Rule
Equipment must be linked to a valid Model; Equipment ID and Serial Number must be unique; equipment must be created before being assigned to service, rental, or billing workflows
Error Handling
No automatic retry — failed records corrected and reprocessed manually
WENNSOFT_AGREEMENT — Service Agreement Bulk Processing
Medium

Facilitates the bulk creation and renewal of service agreements for customer equipment. Service agreements govern the terms under which WennSoft schedules preventive maintenance, technician visits, and billing cycles for equipment in the field.

Purpose
Bulk creation and renewal of service agreements in WennSoft Service Management
Middleware
SmartConnect / eConnect
Target Tables
SV-prefixed service agreement tables in GP/WennSoft database
Detail Status
Full field-level detail not documented in LLD — obtain from Arthur Achilleos
WENNSOFTMODELS — Equipment Model Master Definitions
Medium

Defines the equipment model blueprints, manufacturers, and technical classification hierarchies used across the WennSoft Equipment Management module. Model records are a prerequisite for equipment unit creation (WENNSOFT_EQUIPMENT depends on this data being present).

Purpose
Define equipment model master records — manufacturer, model class, technical specifications
Dependency
WENNSOFT_EQUIPMENT requires valid Model IDs — this integration must run first
Middleware
SmartConnect / eConnect
Detail Status
Full field-level detail not documented in LLD — obtain from Arthur Achilleos
VOID_WEN_QUOTES_EQS_SOLD — Auto-Void Quotes for Sold Equipment
Standard Event-triggered

An automated cleanup utility that voids open WennSoft service quotes when the associated equipment record is marked as sold in GP/WennSoft. Prevents stale service quotes remaining open against disposed or sold assets.

Trigger
Equipment status updated to "Sold" in WennSoft Equipment Management
Action
Voids all open service quotes linked to the sold equipment unit
Purpose
Data hygiene — prevents stale quotes from distorting pipeline and service KPIs
Detail Status
Implementation detail (stored procedure vs. SmartConnect) not confirmed in LLD
WS_BRANCHES — Branch Office & Territory Sync
Medium

Synchronises Aidacare branch office codes and regional service territory configurations into WennSoft. Branch codes are referenced on Equipment records (EquipmentBranch field) and drive dispatch territory assignment in Service Management.

Purpose
Sync branch codes and service territory definitions between GP and WennSoft
Impact
Equipment-to-branch assignment and service dispatch territory rely on this data being current
Middleware
SmartConnect / eConnect
Detail Status
Field mapping detail not documented in LLD — obtain from Arthur Achilleos
EXCEL_WENNSOFT_MODELS — Bulk Equipment Model Catalog Update
Standard On-demand

An on-demand bulk update utility used by administrators to apply changes to the equipment model catalog via Excel. Used when multiple model records require update simultaneously — avoids manual data entry in the GP/WennSoft UI for large batches.

Source
Microsoft Excel (administrator-prepared workbook)
Target
WennSoft Equipment Model master records in GP database
Trigger
On-demand — manually initiated by administrator via SmartConnect
Use Case
Bulk model description changes, new manufacturer additions, category reclassification
Detail Status
Field mapping detail not documented in LLD — obtain from Arthur Achilleos
Integration: WENNSOFT_RENTAL_RATES — Updates daily rental rate structures for the Aidacare equipment fleet. Source: MS-GP Integration Low Level Design.docx Section 3.

Integration Profile

High Criticality
Integration ID
WENNSOFT_RENTAL_RATES
Source System
Microsoft Excel (staged source file)
Target System
Microsoft Dynamics GP — WennSoft EMS Rental Rates Node
Direction
Inbound (Excel → GP/WennSoft)
Frequency
Daily at 8:00 AM
Middleware
eOne SmartConnect Desktop
GP Connection
MS_GP connection profile
Encryption
Not enabled
Technical Owner
Arthur Achilleos (L2)
Criticality
High — Rental pricing affects hire contracts and revenue

Business Rules

Validation Gates
Item Must Exist in GP
The Item referenced by the rental rate record must already exist in the GP Item Master. Rates for unknown items will fail. See KE-01.
Effective Date Must Be Valid
Rental rate records must carry a valid effective date that falls within the current or a future fiscal period. Back-dated rates into closed periods will be rejected.
GL Account Mapping Must Exist
Rate records must reference valid GL account segments. Invalid GL mappings cause posting failure. See KE-02.
No Automatic Retry
Failed records are not retried automatically. The L1 support team must identify the failure cause, correct the source data, and trigger a manual reprocessing run.

Field Mapping — Source to Target

All Direct Mapping
# Source Field (Excel) Target Field (GP/WennSoft) Target Node Mandatory Notes
1 CURNCYID CURNCYID EMS Rental Rates Yes Currency ID — must match a valid currency in GP
2 EQS_Rental_Rate EQS_Rental_Rate EMS Rental Rates Yes Numeric rental rate value for the equipment
3 EQS_Price_Rate_Ord EQS_Price_Rate_Ord EMS Rental Rates Yes Ordering sequence for rate priority within a rate template
4 EQS_Price_Rate_ID EQS_Price_Rate_ID EMS Rental Rates Yes Rate identifier — must be unique within the rate template
5 EQS_Price_Template_ID EQS_Price_Template_ID EMS Rental Rates Yes Price template the rate belongs to — must exist in WennSoft
6 EQS_Rental_U_of_M EQS_Rental_U_of_M EMS Rental Rates Yes Unit of measure for the rental period (e.g. DAY, WEEK, MONTH)
7 Item_UOM Item_UOM EMS Rental Rates Yes Item unit of measure — must match GP Item UOM Schedule
8 PRCLEVEL PRCLEVEL EMS Rental Rates Yes Price level — maps to a GP pricing level definition
9 EQS_Price_Rate_Type EQS_Price_Rate_Type EMS Rental Rates Yes Rate type classification (e.g. Standard, Customer-Specific, Promotional)

SmartConnect Field Mapping Screenshot

SmartConnect field mapping configuration for WENNSOFT_RENTAL_RATES showing source Excel columns mapped to the target GP/WennSoft EMS Rental Rates node fields.

SmartConnect WENNSOFT_RENTAL_RATES field mapping configuration

Source: MS-GP Integration Low Level Design.docx — WENNSOFT_RENTAL_RATES field mapping

Escalation Path

3-Tier Support
Level Role Actions Escalate When
L1 ERP Support Review SmartConnect error log; identify failed records; check source Excel for data issues; correct source data and trigger manual reprocessing Cannot identify root cause; system-level errors (SQL, timeout, login failure)
L2 Integration Technical Owner (Arthur Achilleos) Review SmartConnect job configuration; validate field mappings; check GP Item Master for missing items; update GL mapping if required (KE-02) Configuration issue confirmed; GP database or infrastructure involvement required
L3 DBA / Infrastructure Investigate SQL-level errors (deadlocks, timeouts, FK violations); review SQL Server error logs on AIDASQL01P; perform table-level data correction if approved SQL Server errors, data corruption, login failure at server level
Integration: WENNSOFT_EQUIPMENT — Automates registration of serialized equipment units from Excel into the WennSoft Equipment Master. Source: MS-GP Integration Low Level Design.docx Section 3.

Purpose & Business Value

High Criticality

The WENNSOFT_EQUIPMENT integration is the primary mechanism by which new equipment units enter the Aidacare ERP. Without this integration, each unit would require manual creation in the GP/WennSoft UI — introducing data entry risk and delays to operational availability.

Eliminates manual entry — automates registration of new fleet units from purchase/transfer records in Excel
Service dispatch readiness — equipment must be in the WennSoft master before a service call can be assigned to it
Rental contract assignment — rental agreements reference Equipment IDs; units not in the master cannot be rented
Maintenance history — service and maintenance records attach to the Equipment ID, enabling asset lifecycle tracking
Billing accuracy — billing workflows reference the Equipment Master; unlisted units cannot be billed correctly

Integration Profile

Integration ID
WENNSOFT_EQUIPMENT
Source System
Microsoft Excel
Target System
Microsoft Dynamics GP — WennSoft / Key2Act Equipment Master
Direction
Inbound (Excel → GP/WennSoft)
Frequency
Daily at 8:00 AM
Middleware
eOne SmartConnect Desktop
Technical Owner
Arthur Achilleos (L2)
Criticality
High — Fleet availability depends on this integration
Error Handling
No automatic retry — failed records corrected and reprocessed manually

Field Mapping — Source to Target

# Source Field (Excel) Target Field (GP/WennSoft) Description Mandatory Notes
1 Branch EquipmentBranch Aidacare branch the equipment is assigned to Yes Must match a valid branch code in WS_BRANCHES master
2 EquipmentID EQSEquipmentID Unique identifier for the equipment unit Yes Must be unique — duplicate IDs are rejected. See KI-002.
3 EquipmentStatus EQSEquipmentStatus Current status of the unit (e.g. Active, In Repair, Sold) Yes Must match a valid WennSoft equipment status code
4 EquipmentDescription EQSEquipDescription Free-text description of the equipment unit Yes Appears in WennSoft UI and service call records
5 EquipmentModel EQSEQUIPMODEL Model ID — links the unit to an Equipment Model master record Yes Model must exist in WennSoft Model Master (WENNSOFTMODELS). See KI-001.
6 EquipmentCategory EQSEquipmentCategory Category classification for the equipment type Yes Drives reporting and dispatch filtering in WennSoft
7 SerialNumber EQSSerialNumber Manufacturer serial number for the unit Yes Must be unique — duplicate serial numbers are rejected. See KI-002.
Derived EquipmentDivision Division assignment — derived from branch mapping Derived Mapped from Branch code via SmartConnect lookup table

Business Rules

3 Key Rules
Rule 1 — Model Master Dependency
Equipment must be linked to a valid Equipment Model ID. If the Model does not exist in WennSoft (WENNSOFTMODELS master), the equipment record creation will fail. Models must be created before equipment units.
Rule 2 — Unique ID & Serial
Equipment ID (EQSEquipmentID) and Serial Number must each be unique across the WennSoft Equipment Master. Duplicate values will be rejected by eConnect with a constraint violation error.
Rule 3 — Creation Before Assignment
Equipment units must be successfully created in the WennSoft master before they can be assigned to service calls, rental agreements, or billing workflows. A missing unit will block all downstream operational processes.

Known Issues & Limitations

3 Known Issues
Issue ID Issue Root Cause Resolution Impact
KI-001 Model Master Dependency Failure EquipmentModel field references a Model ID that does not exist in WennSoft Model Master (WENNSOFTMODELS not yet run, or model omitted) Create the missing Model record in WENNSOFTMODELS first, then reprocess the equipment file High — Equipment unit not created; unavailable for service and rental
KI-002 Duplicate Equipment ID / Serial Number Rejection Source Excel contains an Equipment ID or Serial Number already present in the WennSoft master (duplicate entry or re-submission of previously processed records) Identify and remove duplicate rows from source file; reprocess remaining new records only Medium — Affects only duplicate rows; other records in the batch may process successfully
KI-003 No Auto-Create for Missing Model IDs WennSoft integration does not auto-create Model records when a referenced Model ID is missing — it simply fails the equipment record Operational process: always run WENNSOFTMODELS integration before WENNSOFT_EQUIPMENT when new models are introduced Medium — Process dependency; requires correct run-order discipline
No automatic retry: All WennSoft integrations require manual reprocessing on failure. L1 must review SmartConnect error logs, correct the source data, and manually trigger the job. Do not re-run without correcting root cause.

Common Error Codes

SQL & eConnect Errors
Error Code Error Type Description Likely Cause Resolution Level
SQL 2627 Duplicate Key Violation of unique constraint — a record with the same primary key already exists in the target table Duplicate Equipment ID or Serial Number in source file; record previously processed Remove duplicate from source file and reprocess L1 / L2
SQL 547 FK Constraint Foreign key constraint violation — a referenced record does not exist in the parent table EquipmentModel not in Model Master; Item not in GP Item Master; Branch code invalid Create the missing parent record (model, item, branch) and reprocess L1 / L2
SQL Timeout Query Timeout SQL query exceeded configured timeout threshold — database server unresponsive or under heavy load Large batch size; contention on AIDASQL01P; blocking from concurrent processes Retry during off-peak hours; if persistent, escalate to L3 DBA to investigate blocking/deadlocks L2 / L3
Login failed 18456 Authentication SQL Server login failed for the SmartConnect service account MS_GP connection account password expired, account locked, or SQL login disabled Check SQL login status on AIDASQL01P; reset password or unlock account via DBA; update SmartConnect connection profile L2 / L3
Deadlock SQL Deadlock (1205) Two transactions are blocking each other — SQL Server kills one as the deadlock victim Concurrent GP/WennSoft user transactions conflicting with integration batch writes Reprocess failed records; if recurring, schedule integration during lower-activity window; L3 to investigate deadlock graph L3
eConnect Err eConnect Validation eConnect business rule validation failed — record does not pass GP/WennSoft business logic checks Invalid field values, missing mandatory fields, date outside fiscal period Review SmartConnect error detail log for the specific eConnect error message; correct source field and reprocess L1 / L2

Escalation Path

3-Tier Model
Level Role Responsibilities Tools / Access Escalate To
L1 ERP Support Monitor SmartConnect job status daily. Review error logs for failed records. Identify data issues in source Excel files. Correct source data. Trigger manual reprocessing. Document error details. SmartConnect Desktop, shared network drive (source files), GP client L2 if root cause is configuration or system-level
L2 Integration Technical Owner
Arthur Achilleos
Review SmartConnect job configuration and field mapping. Validate GP Item Master for missing items (KE-01). Update GL account mapping (KE-02). Investigate eConnect validation errors. Advise L1 on source file corrections. SmartConnect Desktop (admin), GP client, SQL Management Studio (read) L3 if SQL Server or infrastructure-level issue confirmed
L3 DBA / Infrastructure Investigate SQL Server-level errors on AIDASQL01P (deadlocks, timeouts, blocking). Review SQL Server error logs. Perform approved table-level data corrections. Manage SmartConnect service account credentials. Infrastructure-level root cause analysis. SQL Server Management Studio (sysadmin), Windows Server admin on AIDASQL01P, AIDAGPDEV01V Vendor (WennSoft / Microsoft) if GP/WennSoft product defect suspected

Known Error Register

2 Known Errors
KE-01 — Item Missing in GP Item Master
WENNSOFT_RENTAL_RATES
Error Code
KE-01
Integration
WENNSOFT_RENTAL_RATES
Symptom
Rental rate record fails to import; SmartConnect error log references the Item ID as invalid or not found
Root Cause
The Item referenced in the rental rate source file does not exist in the GP Item Master. Rate records cannot be attached to a non-existent item.
Resolution
Create the missing item in GP Item Master (via GP Inventory module). Once the item exists, re-run the WENNSOFT_RENTAL_RATES job or manually correct and reprocess the specific rate record.
Prevention
Validate all Item IDs in the source file against the GP Item Master before the scheduled 8:00 AM run. The L1 pre-run checklist should include this validation step.
KE-02 — Invalid GL Account Mapping
WENNSOFT_RENTAL_RATES
Error Code
KE-02
Integration
WENNSOFT_RENTAL_RATES
Symptom
Record fails eConnect validation with a GL account segment error; posting is blocked
Root Cause
A GL account segment referenced in the rental rate record does not exist or is inactive in the GP Chart of Accounts. This typically occurs after a COA restructure where old account codes are deactivated.
Resolution
Update the GL account mapping in the SmartConnect job configuration or in the WennSoft rate template to use a valid, active GL account segment. Escalate to L2 (Arthur Achilleos) for configuration update.
Prevention
Notify the integration technical owner (L2) before any GP Chart of Accounts changes that affect WennSoft rate account codes. Run a mapping audit after each COA update.

CSI Improvement Opportunities

Continual Service Improvement
Enable Automatic Retry
Configure SmartConnect to retry failed records automatically (up to N attempts) before alerting L1. Reduces manual intervention for transient errors (e.g. timeouts).
Enable Encryption on Connections
SmartConnect connections currently run without TLS/SSL encryption. Enable encrypted connections to AIDASQL01P as a security baseline improvement.
Pre-Run Source File Validation
Build a pre-run validation script (SQL or PowerShell) that checks source Excel data against GP Item Master and Model Master before the 8:00 AM scheduled run — catching KE-01 and KI-001 errors before they reach eConnect.
Vendor Support Lifecycle Review
WennSoft v14.0.2.0 (2015 R) is legacy. Commission a formal vendor lifecycle review with WennSoft / Key2Act to determine current support status and plan an upgrade or migration path. Reference: risk-010.
Centralise Integration Monitoring
Implement a centralised integration health dashboard (e.g. SmartConnect email alerting, or Power BI connected to SmartConnect log tables) so L1 receives proactive failure notifications rather than relying on manual log checks.

Integration Health Scorecard — KPIs

Monitoring Reference

Target KPIs for WennSoft integration health monitoring. These should be tracked weekly and reported in the BAU integration health review.

KPI Target Measurement Action Trigger
Job Success Rate ≥ 98% % of scheduled SmartConnect jobs completing without error (daily) Any job below 95% in a week triggers L2 review
Record Error Rate ≤ 0.5% % of source records rejected per run (per job) > 1% error rate triggers source data quality review
Mean Time to Resolve (MTTR) ≤ 4 hours Time from failure detection to successful reprocessing > 4 hours unresolved triggers L2 escalation
Unresolved KE Incidents 0 recurring Count of KE-01 / KE-02 incidents per month Same KE recurring > 2x in a month triggers root cause analysis
Job Run Time Baseline ±20% Elapsed time for each integration job vs. established baseline > 50% above baseline triggers performance investigation (SQL timeout risk)
Equipment Master Currency T+1 day New fleet units appearing in WennSoft within 1 business day of source file creation Delay > 1 day triggers investigation of WENNSOFT_EQUIPMENT job
KPI baselines should be established from actual SmartConnect log data in the first 30 days of BAU monitoring. Baseline values TBD — to be confirmed with Arthur Achilleos.

Reference Documents

Download the authoritative LLD document and WennSoft SOP for full procedural detail.