Introduction

This

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document outlines the steps to perform ERP Purchase Orders to Vroozi Projects.  Note that we are using POs as a way to create Projects in Vroozi but it could had been done by other means.

Prerequisites

To synchronize ERP Purchase Orders to Vroozi Projects, we will need..

• Security access to ERP Purchase Orders
• Security access to CONNECT Project Synchronization
• Security access to Vroozi Accounting Master Records

Custom Stored Procedure

To retrieve the necessary info from ERP, this feature makes use the the stored procedure cust.spDataSync_GetProjects in ERP.

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Once the batch had been sent to Vroozi, we should be able to validate the information on Vroozi's website Welcome to Vroozi.

The sent records are located under..

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To schedule the batch creation and send the batch, the user will need to create new entries in the Scheduled Tasks.

• PurchaseOrderProjectCreateBatch: This task will automatically grab the data from ERP and create a new batch.
• PurchaseOrderProjectSend: This task will find all batches that have records to be send sent to Vroozi and send them.
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Developer  Documentation is here for additional information on dev work completed: /wiki/spaces/RD/pages/34705094

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