Overview
All Ovotrack can be automated through the CONNECT Scheduler service.
Security
To be able to use Ovotrack automation, the user needs security domain Scheduler.
Configuration
The Scheduled Tasks form is accessed using the menu Settings→Scheduled Tasks.
Once the scheduled tasks form is up, the user can add a new task using the "Add New" button. The following job types are used for the integration.
Type | Description |
|---|---|
| DataSyncCustomerPull | pull customers from ERP into CONNECT |
| DataSyncVendorPull | pull vendors from ERP into CONNECT |
| DataSyncItemPull | pull items from ERP into CONNECT |
| DataSyncCustomerPush | send customers to Ovotrack from CONNECT |
| DataSyncVendorPush | send vendors to Ovotrack from CONNECT |
| DataSyncItemPush | send items to Ovotrack from CONNECT |
| CustomerOrderSyncCreate | pull orders from ERP into CONNECT |
| CustomerOrderSyncSend | send orders to Ovotrack from CONNECT |
| CustomerOrderSyncReceive | receive orders from Ovotrack into CONNECT |
| CustomerOrderSyncCommit | send orders from CONNECT back to ERP |
| PurchaseOrderSyncCreate | pull POs from ERP into CONNECT |
| PurchaseOrderSyncSend | send POs to Ovotrack from CONNECT |
| PurchaseOrderSyncReceive | receive POs from Ovotrack into CONNECT |
| PurchaseOrderSyncCommit | send POs from CONNECT back to ERP |
The user will need to add the description name. This should be something that makes the job easy to identify.
They will also need to configure the frequency that the job runs. The options are: Never, Hourly, Daily, Day of Week, Weekly, and Monthly.
Running the Tasks
Once the tasks are scheduled, they are executed at the scheduled time. If the user is a power user, the Run This Job button is available. This button allows the user to execute a task immediately.
