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Prerequisites:

The "Enable Warehouse Interface" flag will need to be set in 2 places.  First is the Division Master

Master>Administration>Division


Second is in the locations screen in the customer master

Master>Sales>Customer>Profile>Locations


Creating an Order in ERP

The user will create an order.  The customer and item must exist in the Ovotrack database.  That means they need to have been sent to Ovotrack from CONNECT.

See Documentation here:

Ovotrack Customer Data Synchronization

Ovotrack Item Data Synchronization

Additionally the Warehouse Interface Status needs to be set to Send:


Creating a Batch in CONNECT


Go to the Ordering module.  Select New Batch in Customer Order Sync.

 


Make sure you enter a date/time in the Last Modified field BEFORE the day/time you created the order.

Ex: If you created the order on 8/1, you would want to set the date to 7/31.

Once your date is set, click Import/Create Batch:


If there are any order lines that match the criteria, they will now be staged in CONNECT.


Sending a Batch to Ovotrack

The order can now be sent to Ovotrack.  Click the Send Batch button.  If the order passes validation, a send date will appear on the order line.  If there are any errors, they can be reviewed in the Commit Messages tab.

  


Receiving a Batch From Ovotrack

The order is now in the Ovotrack database.  Before the order is ready to be sent back to ERP, we need to click the Receive Updates button.  If there are any changes to the quantity of items on the order, it will reflect in the Received Quantity field.  If there are no changes, the Received Quantity field will match the Quantity field. 


Committing Orders to ERP

The order is now ready to be sent back to ERP.





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