Creating a Purchase Order in ERP
The user will create a purchase order. The vendor must exist in the Ovotrack database. That means they need to have been sent to Ovotrack from CONNECT.
See Documentation here:
Ovotrack Vendor Data Synchronization
The date fields, terms, and item codes must are all required fields:
Creating a Batch in CONNECT
Go to the Ordering module. Select New Batch in PO Sync.
The search looks at when the PO was created/modified. Make sure you enter a date/time in the Last Modified field BEFORE the day/time you created/modified the PO.
Ex: If you created the order on 8/20, you could to set the date to 8/19.
Once your date is set, click Import/Create Batch:
If there are any PO lines that match the criteria, they will now be staged in CONNECT.
