ERP Purchase Orders to Projects
- Amanda Thomas
Introduction
This document outlines the steps to perform ERP Purchase Orders to Vroozi Projects. Note that we are using POs as a way to create Projects in Vroozi but it could had been done by other means.
Prerequisites
To synchronize ERP Purchase Orders to Vroozi Projects, we will need..
Security access to ERP Purchase Orders
Security access to CONNECT Project Synchronization
Security access to Vroozi Accounting Master Records
Custom Stored Procedure
To retrieve the necessary info from ERP, this feature makes use the stored procedure cust.spDataSync_GetProjects in ERP.
See: ERP Purchase Orders to Projects
Configuration
Settings → User Profiles
The user will need these permissions.
Managing Purchase Orders in ERP
Purchasing → Purchase Order
In ERP, the user will need to create the PO with inventory type AFE and item master AFE.
Staging ERP Purchase Orders
Ordering → New Batch
When we want to import ERP Purchase Orders, we will create a new batch.
Once the batch is created, it is shown in the form, similar to the screenshot to the right.
All the rows in the grid are read-only except for the "Include In Batch".
Update From Source: Update the records with the latest changes from ERP
Reload Batch: Reload the batch
Send Batch: Send the records to Vroozi, creating new Projects or updating the Projects.
Send Batch
Sending the batch will push into records to Vroozi.
If successful, the Sent Date field will be populated with the current time.
As part of the send process, the records are updated with the latest information from ERP before the send.
The Send Messages tab also contains useful messages, both informational and error messages.
Validating Send Batch
Once the batch had been sent to Vroozi, we should be able to validate the information on Vroozi's website Welcome to Vroozi.
The sent records are located under..
Master Data → Accountings → Projects
Scheduling the Batches
Settings → Scheduled Tasks
To schedule the batch creation and send the batch, the user will need to create new entries in the Scheduled Tasks.
PurchaseOrderProjectCreateBatch: This task will automatically grab the data from ERP and create a new batch.
PurchaseOrderProjectSend: This task will find all batches that have records to be sent to Vroozi and send them.
Developer Documentation is here for additional information on dev work completed: ERP Purchase Orders to Projects