This document outlines the steps to perform to commit Manager Plus Purchase orders to ERP Requisition. The ERP requisitions will report back to Manager Plus what and when it was received.
There is an existing process in ERP, the "Work Order Interface" for Manager Plus, we based all of the steps for this on what was already in that process, and what was available to us in the Manager Plus API.
Prerequisites
To perform this sync, we will need:
- Security Access to ERP Item Master
- Security Access to Manager Plus PO
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CONNECT Configuration
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A user with admin rights / Power User rights will need to enable the feature, It will be under the "Ordering . Requisitions to Purchase Order" node in the tree.
Settings → User Profiles
For each user that can review these batches, we'll need to grant them security access.
Power User → Manager Plus Warehouse Map
Manager Plus Inventory Locations may not match ERP locations. to resolve this, there is a mapping screen. Enter the Manager Plus value on the left, and the ERP value on the right and these will be resolved when we import and stage requisitions from Manager Plus and when we send them back.
ERP Configuration
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We'll log into the Manager Plus web service and create purchase orders.
From here, we can look up any purchase orders that we have created. When we want to create a new purchase order we'll click "New".
We'll create our new purchase order, entering information for the header. The most important thing to add is the parts lines. These are the lines that will be synchronized between the two systems. Enter a line for parts, using the item code.
Staging Requisitions in CONNECT
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When we are ready to manually create a batch We'll click "New Batch". Clicking here will load a dialog window that will load information about the last batch that we processed. By default, the new batch will begin by picking up records
When the batch is created, each part line from the purchase order will be staged.
Sending Requisitions to ERP
Sending Requisitions to ERP
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If a record fails to send for any reason, we can review the reasons on the "Commit Results" message tab.
Creating and Receiving Purchase Orders in ERP
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Next, search approved requisitions and click "Convert to Purchase Order" to create purchase orders.
Purchasing → Common → Purchase Order
We can view our converted requisitions in the purchase order lookup screen. Each approved requisition will be converted into a purchase order, and each part will become a PO line.
Purchasing → Common → Receive Against PO
When we are ready to receive the inventory, we'll open ERP and Receive it.
Receiving POs and Receipts in CONNECT
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If a receiver fails to import for any reason, we can review the reasons on the "Commit Results" message tab.
Committing Receipts to Manager Plus
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If a record fails for any reason, we can review the reasons on the "Commit Results" message tab.
Modules → Purchasing → Purchase Orders
When we search the PO in Manager Plus, we can now see that it has a status of "Requisitioned in ERP".
When we click the "Detail" tab of the PO we can see that the parts line has been received, and how many units were received.
Scheduling Batches
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- "PurchaseOrderRequisitionCreate": Create a schedule item of this type to automatically create batches of items.
- "PurchaseOrderRequisitionSend": Create a schedule item of this type to automatically send them to ERP.
- "PurchaseOrderRequisitionReceive": Create a schedule item of this type to automatically update them with any purchase orders and receivers created in ERP.
- "PurchaseOrderRequisitionCommit": Create a schedule item of this type to automatically update manager Plus POs and receive against them.
- "PurchaseOrderRequisitionAllSteps": Runs all of the above steps in their listed order. Scheduling this one job will run them all.
Dev Documentation: Manager Plus PO to ERP Requisitions PO and Receiver /wiki/spaces/RD/pages/34704222