Database Schema Enhancements

Database Schema Update

To improve the overall performance of MYOB Acumatica Professional Services features and customer reports, database schema changes were introduced in CR9 and completed in CR12. In CR9, only the PMTran table was converted from an extension table to an extension using the custom fields approach. In CR12, all standard Acumatica tables used in the PS Edition are now extended with custom fields.

This change should result in less complex queries, leading to improved application performance.

Refer to the upgrade notes for guidance on moving data from extension tables to custom fields and remapping the existing generic inquiries and API endpoints to use the new custom fields.

DB Schema Changes Phase 2

The following fields and DAC changes have been introduced:

Previous Extension Table Previous DB Column Name Current Table New DB Column Name
MYPEAddress IsOther Address UsrMYPExIsOther
Comments UsrMYPExComments
IsPostal UsrMYPExIsPostal
IsBusiness UsrMYPExIsBusiness
IsResidential UsrMYPExIsResidential
IsRegisteredOffice UsrMYPExIsRegisteredOffice
LinkedAddressID UsrMYPExLinkedAddressID
ExtRefNbr UsrMYPExExtRefNbr
FamilyGroupID UsrMYPExFamilyGroupID
LinkedFamilyGroupAddressID UsrMYPExLinkedFamilyGroupAddressID
MYPEARInvoice PartnerID ARInvoice UsrMYPExPartnerID
ManagerID UsrMYPExManagerID
HasParagraphLines UsrMYPExHasParagraphLines
MYPEContact DateOfDeath Contact UsrMYPExDateOfDeath
Shared UsrMYPExShared
MYPEPMProject PartnerID Contract UsrMYPExPartnerID
ManagerID UsrMYPExManagerID
ServiceLineID UsrMYPExServiceLineID
IsParentProject UsrMYPExIsParentProject
ParentContractID UsrMYPExParentContractID
BillSeparately UsrMYPExBillSeparately
HoldBilling UsrMYPExHoldBilling
RolloverRule UsrMYPExRolloverRule
IsProjectRolledOver UsrMYPExIsProjectRolledOver
RolledFromProject UsrMYPExRolledFromProject
MYPECRActivity PartnerID CRActivity UsrMYPExPartnerID
ManagerID UsrMYPExManagerID
WorkTypeID UsrMYPExWorkTypeID
WorkflowStageID UsrMYPExWorkflowStageID
EmployeeAllocationID UsrMYPExEmployeeAllocationID
Customer UsrMYPEEntityTypeID Customer UsrMYPExEntityTypeID
UsrMYPEJurisdiction UsrMYPExJurisdiction
UsrParentBAccountID UsrMYPExParentBAccountID
UsrUseFamilyGroupAddresses UsrMYPExUseFamilyGroupAddresses
UsrTradingAs UsrMYPExTradingAs
MYPECustomerClass Jurisdiction CustomerClass UsrMYPExJurisdiction
ParentBAccountID UsrMYPExParentBAccountID
MYPEEPApprovalExt EmployeeIsApprover EPApproval UsrMYPExEmployeeIsApprover
MYPEEPEmployee IsManager EPEmployee UsrMYPExIsManager
IsPartner UsrMYPExIsPartner
ProductivityPct UsrMYPExProductivityPct
Office UsrMYPExOffice
Team UsrMYPExTeam
EmployeeLevel UsrMYPExEmployeeLevel
MYPEEPEmployeeClassExt ProductivityPct EPEmployeeClass UsrMYPExProductivityPct
MYPEPMProforma PartnerID PMProforma UsrMYPExPartnerID
ManagerID UsrMYPExManagerID
HasParagraphLines UsrMYPExHasParagraphLines
WIPAdjustmentRefNbr UsrMYPExWIPAdjustmentRefNbr
MYPEPMTask WorkTypeID PMTask UsrMYPExWorkTypeID
WorkflowStageID UsrMYPExWorkflowStageID
PartnerID UsrMYPExPartnerID
ManagerID UsrMYPExManagerID
ClientID UsrMYPExClientID
FinPeriodID UsrMYPExFinPeriodID
ServiceLineID UsrMYPExServiceLineID
Billable UsrMYPExBillable
MYPEPMTimeActivityExt TimeCardRefNbr PMTimeActivity UsrMYPExTimeCardRefNbr
Units UsrMYPExUnits
BillingRate UsrMYPExBillingRate
IsNewLineCorrect UsrMYPExIsNewLineCorrect
IsPublicHoliday UsrMYPExIsPublicHoliday
BillingQty UsrMYPExBillingQty
BillingAmount UsrMYPExBillingAmount
LeaveRequestRefNbr UsrMYPExLeaveRequestRefNbr
TaskActivityNoteID UsrMYPExTaskActivityNoteID
WorkflowStageID UsrMYPExWorkflowStageID
EmployeeAllocationID UsrMYPExEmployeeAllocationID
MYPEUserPreferencesExt CalendarDefaultView UserPreferences UsrMYPExCalendarDefaultView
CalendarTimeInterval UsrMYPExCalendarTimeInterval
MYPEBAccount UsrMYPEEntityTypeID BAccount UsrMYPExEntityTypeID
UsrMYPEManagerID UsrMYPExManagerID
UsrMYPEPartnerID UsrMYPExPartnerID
UsrMYPEFamilyGroupID UsrMYPExFamilyGroupID

Screen performance enhancements

The Project Billing, WIP Allocation, and Invoice Release processes have been refactored to reduce queries and data handling, leading to faster processing.

Additionally, Project and Client screens have been optimized for improved navigation speed when viewing or accessing records.

Updated API Endpoints and Generic Inquiries

The ADVPS Web Service endpoint has been updated with new field mappings. All generic inquiries, reports, dashboards, and API endpoints need to be updated to replace extension table fields with new fields.

To facilitate these updates, two maintenance screens have been added:

Generic Inquiry Upgrade (MYPE4010)