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Introduction

This documentation 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 the stored procedure cust.spDataSync_GetProjects in ERP.

See: /wiki/spaces/RD/pages/34705094


Configuration

Settings → User Profiles

The user will need these permissions.

image2022-9-16_7-59-43.png

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.

image2022-9-16_8-9-38.png

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.

image2022-9-16_8-13-21.png


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.

image2022-9-16_10-0-45.png

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 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 send to Vroozi and send them.
  • image2022-9-16_10-12-47.png


Developer  Documentation is here for additional information on dev work completed: /wiki/spaces/RD/pages/34705094




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