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.
Sending a Batch to Ovotrack
The PO can now be sent to Ovotrack. Click the Send Batch button. If the order passes validation, a send date will appear on the order line. If there are any errors, they can be reviewed in the Commit Messages tab.
Receiving a Batch From Ovotrack
The PO is now in the Ovotrack database. Before the PO is ready to be sent back to ERP, we need to click the Receive Updates button. If there are any changes to the quantity of items on the order, it will reflect in the Received Pallets and Received Quantity field. If there are no changes, the Received Pallets Received Quantity field will match the Pallets and Quantity field. Once the PO has been received, the Received date will be populated.
