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ID634 - Sales Order Import Utility Overview & Sample

Sales Order import utility to facilitate 3rd party billing system and inject those imports into eAuto as sales orders

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Overview

Overview

This alert was built to use a custom CEOJuice table that would be populated via import or direct SQL feed from 3rd party billing system and inject those imports into eAuto as sales orders.  As this will require SQL expertise from your internal IT and/or 3rd party provider to write the required data into our custom table, you will need to coordinate with our team to make sure that table is populated accordingly. 

The records imported are the detail line items for the order(s) to be created, and our process will calculate the order total / tax / freight accordingly using the matching eAuto Item you created with the imported 'item'. That is a requirement, that the imported 'item' must match to an existing eAuto item (whether that be an expense code item or an actual inventory item).  This match is required so that the tax is calculated accurately according the the taxcode flags for the customers tax authority.

Run Schedule: Hourly

Type of Output: Email

 

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Sample

Sample

 

ID634Sample.PNG

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Variables

Variables

 

ID634Variables.PNG

 

Variable 1: The import table allows for you to import an 'ordertype' for each of your imported records. If that order type column it left blank, then indicate here the default ordertype to be used for those imported records.

Variable 2: Enter the department code to associate to the sales orders that are created

Variable 3: If you wish to place imported orders / quotes converted into sales order onhold, specify the onholdcode you wish to use in this variable.

Variable 4: The default order status here is 'Pending', If you prefer a different order status on the orders created, enter that actual 'Status' from the available eautomate order statuses that you want to apply in lieu of 'Pending'

Variable 5: If you have imported an invoice number from an external system and  you desire that the EAutomate Invoice# match the 3rd party system then enter Yes in the variable.

 

 

 

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Alert Functionality

Alert Functionality

-Below is list of table names we need to bring in and other optional tables we can add if your 3rd Party API provides:

[ImpSONumber] - Imported Sales Order Number (if you wan that used in eAuto) -OPTIONAL

[ImpInvNumber] - Imported Sales Invoice Number (if you wan that used in eAuto) -OPTIONAL

[Description] - Sales Order Description -OPTIONAL

[ImpCustomerNumber] - Must correspond to your eAuto Customer Number - REQUIRED

[ImpShipToCustomerNumber] - If none provided, then we will use ImpCustomerNumber

[SODate] - Will use today/date of import unless you tell us otherwise - OPTIONAL

[SalesRepNumber] - ?

[BranchNumber] - ?

[PONumber] - If provided, wil  be entered 

[Item] - Must correspond to eAuto, or we will create based on templates you use

[DetailDesc] - Line Item Description (not Item Description) - OPTIONAL

[Qty] - REQUIRED

[UnitPrice] - Specify or we will default to price on Item

[LineExtTotal] - -OPTIONAL

[GLAcctNumber] - let us know if we need to use something different than default from Item - OPTIONAL

[GLDeptNumber] - REQUIRED will default to Variable2

[TaxFlag] - let us know if we need to use something different than default - OPTIONAL

[EquipmentNumber] - let us know if we need to assign - OPTIONAL

[ContractNumber] - let us know if we need to assign - OPTIONAL

[Remarks] - ? 

[Notes] - ?

[WarehouseNumber] - let us know if we should use something other than default - OPTIONAL

[BinNumber] - let us know if we should use something other than default - OPTIONAL

[OutCost] - let us know if we should use something other than default - OPTIONAL

[ParentID] - only required for accessories on equipment

[ImpBillToCustomerNumber] - Must correspond to your eAuto Bill To Customer Number - OPTIONAL               

[QuoteNumber] - REQUIRED if we need to create quote in eAuto for you              

[QuoteDetailID] - REQUIRED if we need to create quote in eAuto for you 

[MailtoAttn] - let us know if we should use something other than default - OPTIONAL

[MailToName] - let us know if we should use something other than default - OPTIONAL

[MailToAddress] - let us know if we should use something other than default - OPTIONAL

[MailToCity] - let us know if we should use something other than default - OPTIONAL

[MailToState] - let us know if we should use something other than default - OPTIONAL

[MailToZip] - let us know if we should use something other than default - OPTIONAL

[MailToCountry] - let us know if we should use something other than default - OPTIONAL

[ShipToAttn] - let us know if we should use something other than default - OPTIONAL

[ShipToName] - let us know if we should use something other than default - OPTIONAL

[ShipToAddress] - let us know if we should use something other than default - OPTIONAL

[ShipToCity] - let us know if we should use something other than default - OPTIONAL

[ShipToState] - let us know if we should use something other than default - OPTIONAL

[ShipToZip] - let us know if we should use something other than default - OPTIONAL

[ShipToCountry] - let us know if we should use something other than default - OPTIONAL

[OnHoldCode] - REQUIRED if we need to put On Hold, otherwise will default to Variable3

[OrderType] - REQUIRED if we need to put On Hold, otherwise will default to Variable1

[ShipToTypeID] - ?

[ContactNumber] - eAuto Contact Number, if available - OPTIONAL

[ReqDate] - let us know if we should use something other than default - OPTIONAL

[ShipMethod] - let us know if we should use something other than default - OPTIONAL

[DetailParentID] - allows order of Sales Order Line Items (i.e. 1.0, 1.2. 1.3, 2.0, 2.1, etc.) - OPTIONAL

[VendorItem] - if wanting to link to PO, then REQUIRED

[VendorCost] - if wanting to link to PO, then REQUIRED

[VendorExternalLinkedPO] - if wanting to link to PO, then REQUIRED

[UOM] Unit of Measurement - if wanting to link to PO, then REQUIRED

[DefaultPrice] - if wanting to link to PO, then REQUIRED

[VendorNumber] - if wanting to link to PO, then REQUIRED

 

               

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Best Practices & Tips

Best Practices & Tips

 

None at this time

 

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Related Alerts

Related Alerts

None at this time

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