Ovotrack Customer Order Data Synchronization

Owned by David Foss
Last updated: Jun 12, 2020
4 min read

 

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

*Note - Ovotrack will sync Customer Location that has the Ship To Location flag checked.  If it is marked as BiIl To Location only, it will not sync.

Master>Sales>Customer>Profile>Locations

 

Creating an Order in ERP

The user will create an order.  The customer location 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.

 

New Feature as of CONNECT 1.9.11+


Order Lines in CONNECT can now be updated with changes by selecting Update From Source

 

For example, if a change has been made to a quantity or an item has been added to the customer order in ERP, clicking this button will update that quantity or import the new item.  

 

 

 

*Note - Changes cannot be made if the order has been picked or completed in Ovotrack.  Quantities can be updated to 0 if the item is no longer needed on the order.