Introduction

This document outlines the steps to perform to commit ERP vendors to Manager Plus vendors. 

Prerequisites

To perform this sync, we will need:

• Security Access to ERP Vendor Master
• Security Access to Manager Plus Vendor 

Configuration

Power User → Config Feature

A user with admin rights / Power User rights will need to enable the feature, It will be under the "Data Synchronization: Vendor" node in the tree.

Settings → User Profiles

For each user that can review these batches, we'll need to grant them security access.

Creating and Updating Vendors (ERP)

Master → Payables → Vendor

We'll add a new vendor in ERP. Vendors of any type or class will be sent, but only ones that have been marked as "Send to Manager Plus" (pictured) will be considered.

We'll also pass any vendors over that have been updated, as long as they are marked "Send to manager Plus" as well.   

Creating and Committing Batches (Connect)

Sync Data → Vendors → New Batch

When we want to import records from ERP, we'll create a new batch. When we do, we'll see some stats about the last batch we created. By default, the date of that last batch will be the start date to look for records for this batch. It can be overridden if we suspect there are some records that may have not made it into an earlier batch, that we want to try to include.

When we are ready to proceed, we'll click "Import / Create batch"

Any vendors that we have created or updated since the last import batch date will be included in the batch. We use the record's "RowModifyDate" to determine which to batch.

All rows on the grid are read-only, except for "Include in Batch". Should we only want to send over a select group of records, we can uncheck the ones that we don't.

• Save: Saves any changes made to the batch. Users can update the batch code and include in batch fields.
• Close: Closes the form.
• Delete Batch: Deletes an uncommitted batch.
• Reload Batch: Reloads the batch from its last saved state. Any changes made since then are undone.
• Commit Batch: Commits the batch to Manager Plus.
• Test Commit: Runs the commit validation without performing the commit.

When we commit, the records will be passed to Manager Plus and marked and time stamped as sent. When this happens, all valid rows will be grayed out in the view.

If a row fails to send, we can see any error messages in the "Commit Results" tab.

When we commit the records, we'll see that the "Merge Type" field was updated. This will give us an indicator that the record was newly inserted into Manager Plus, or updated because it had already existed. 

Viewing Vendors in Manager Plus

Modules → Purchasing → Vendors

We can search this screen here to look up our vendors.

We can double-click the vendors to view detailed info that we inserted or updated.

Scheduling Batches

Settings → Other → Scheduled Tasks

We'll add records to the schedule list if we want to schedule these batches

• DataSyncVendorPull: Create a schedule item of this type to automatically create batches of items.
• DataSyncVendorPush: Create a schedule item of this type to automatically commit them to Manager Plus.

Dev Documentation: /wiki/spaces/RD/pages/34704189