DEX
Overview
User creates customer orders and export them out to a file through "Outgoing Files to DEX" function. These outgoing files will then be uploaded onto DEX system.
Drivers deliver orders, possibly make some adjustments and updated orders to DEX.
User then imports these completed/updated orders into ERP system through "Incoming Files from DEX" function.
All incoming files are named in this format RTyymmdd. For ex.: RT190212TEST.txt
All file paths and number of days to archive files need to be setup in DexSetting table.
Important Notes: All DEX orders will need to be exported out through "Outgoing Files to DEX" in order to be able to be imported back into ERP through "Incoming Files from DEX".
Outgoing Files to DEX
Navigate to Orders > Custom > Outgoing Files to DEX
Select a Ship Date for the orders that you would like to export out to DEX.
Select a Division.
Select a Super Customer.
Include Previous Extracted Orders checkbox - check or un-check to include previous extracted orders.
Generate Files - check or un-check this checkbox to generate export file.
When the orders have been exported out to DEX, their status will be set to Hold.
Select Routes
Select Customers
Select Orders
Saved Parameters - You can save the parameters so that you and others can speed up the process again later.
Incoming Files from DEX
Navigate to Orders > Custom > Incoming Files from DEX
Select a Division
Select a Super Customer or leave it blank to process all Super Customers
Start Date should be the Ship Date
End Date should be the date the RT file is uploaded
Update Customer Orders - check this box if all orders look correct and ready to be updated into ERP
When the orders have been updated, their status will be set to Open.
The system will only update quantity and not price.
A report will be generated to show what will be updated into ERP customer orders.
It also produces two possible set of errors messages and a list of orders in questions:a. The first set of ****NOT DELIVERED**** records are orders that are in an incoming file, that are not found in the outbound.
b. The second set of ****NOT DELIVERED**** records are orders that were exported within the date range specified in the report, but are not found in the current set of incoming files.
SAMPLE REPORTS
