Processing Open Orders

Owned by Keith Mangold
Last updated: Jul 16, 2015
3 min read

This document describes how to process open orders from Tony's Fine Foods using Aeros Connect and Aeros ERP.

Step-by-Step

  1. Locate the file from TFF and place it on a server accessible by Aeros Connect.
    Sample folder and structure. Note: Please ensure there is an "Archive" folder to place processed files into.

  2. Open Aeros Connect.

  3. Access Ordering --> Customer Order from TFF --> New Batch.

  4. In the "File Path" option, specify the location of the file as determined in Step #1 above:

  5. Also specify the "Move Directory" path.


  6. Click Finish.
    The system will then attempt to load the file.

  7. When complete, the batch screen will appear, with the "Staging Data" tab selected.

  8. Ensure that each line has values in all of the fields.
    For Aeros ERP to process the records, values will also need to exist in the Mapped Item, Mapped Division, and Mapped Customer columns.

  9. Once the data looks good, press the Commit Batch button. 
    The system will then attempt to insert the records into Aeros ERP.

  10. When complete, the Staging Data tab will be refreshed.

  11. Review the Commited column and make sure that all records have a checked line. This states that the record was successful. 

  12. To see issues for lines that were not committed, click the Commit Results tab:

  13. Resolve each line of the Commit Results tab.


  14. Return to the Staging Data tab and press the Commit Batch button again, repeating Step #9-13 as necessary.
     

  15. When complete and all records have been successfully processed, press the Close button to exit the screen.

 

Notes

For Orders with the status of PICKING, Aeros Connect mapping needs to be setup to know what Location the TFF Inventory is located in within Aeros ERP: