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ID848 - 3Manager DCA integration (API):

API credentials for 3Manager. 

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Overview | VariablesAPI Details | Alert Functionality | Related Alerts

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Overview

Overview

3Manager is a newer DCA that supports meters and sales orders from devices. This process integrates with the 3Manager API and is required for any other CEO Juice processes that will leverage 3Manager data. If you want to know more about 3Manager, go to their site (www.3manager.com) or contact Frank Malloch (fm@3manager.com). See the Alert Functionality section for the integrations that this API integrates with.

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Variables

Variables

This process does not currently have any variables.

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Connection/API

API Details

Details on setting up the API connection to come.

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Alert Functionality

Alert Functionality

The function of this alert is to hold the API credentials for 3Manager and pull data from 3Manager to various background tables that work with other CEO Juice processes. You will need to be subscribed to the process noted below for each CEO Juice process.

Active: Integration is available for all clients.

Beta: Integration is currently in the Beta testing process and not yet available.

Pending: The integration with this process is pending development.

ID968 - Meters - Beta

This process will populate the meter tables, the meters are inserted with ID968.

ID634 - Sales Orders - Pending

This process will pull information regarding low toner alerts and create sales orders using ID634.

By default, our process will not create a new Sales Order if it finds an open Sales Order for the same Equipment, toner color or one fulfilled in the last 10 days. The process DOES assume just-in-time delivery, meaning the expectation is for the customer to replace the toner soon after receiving it.

The customer is derived from the serial number on the DCA alert, the serial number is also used to link an equipment record and contract to the sales order to be created. The branch on the sales order is pulled from the branch assigned to the equipment record. The sales rep is pulled from the customer record.

ID350 - Toner Supply App - Pending

This process can pull information from the DCA into the ID350 toner supply app.

ID147 and ID774 - Power BI Dashboards - Pending

The data from the DCAs can be pulled into various Power BI dashboards:

  • Unmanaged devices - ID147
  • Quarterly Business Report - ID774

ID815 - Workflow Process (If This Then That) - Pending

Once the sales order has been created in e-automate with ID634, you can use ID815 to create a workflow that will automatically create the linked purchase order.

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Related Alerts

Related Alerts

ID147 - Power BI Non Managed Devices

ID288 - Notify Tech for New DCA Install

ID350 - Supply Entry App

ID634 - Supply Order Creation

ID774 - Customer Business Review

ID815 - If This Then That Workflow

ID968 - Insert Meter Readings from External Sources

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