Prerequisites:
The "Enable Warehouse Interface" flag will need to be set in 2 places. First is the Division Master
Master>Administration>Division
Second is in the locations screen in the customer master
Master>Sales>Customer>Profile>Locations
Creating an Order in ERP
The user will create an order. The customer and item must exist in the Ovotrack database. That means they need to have been sent to Ovotrack from CONNECT.
See Documentation here:
Ovotrack Customer Data Synchronization
Ovotrack Item Synchronization: Egg Products
Additionally the Warehouse Interface Status needs to be set to Send:
Creating a Batch in CONNECT
Go to the Ordering module. Select New Batch in Customer Order Sync.
Make sure you enter a date/time in the Last Modified field BEFORE the day/time you created the order.
Ex: If you created the order on 8/1, you would want to set the date to 7/31.
Once your date is set, click Import/Create Batch:
If there are any order lines that match the criteria, they will now be staged in CONNECT.
Sending a Batch to Ovotrack
The order 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 order is now in the Ovotrack database. Before the order 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 Quantity field. If there are no changes, the Received Quantity field will match the Quantity field. Once the order has been received, the Received date will be populated.
Committing Orders to ERP
At this point the order is now ready to be sent back to ERP. Click the Commit button. Once the order has completed the commit process, the Commit Date will be populated.
The orders will be sent back to ERP and quantities will be updated if any changes were made.
The orders will also be allocated upon commit.
