This article goes over various troubleshooting issues you may run into with ID634. If you do not find your answer in the documentation, please send an email to help@ceojuice.com with the order details.
Jump to:
Order not in EA | Order Didn't Renumber | Tax Calculation | Customer on Order | Sales Order Description | Sales Rep
The order is not in e-automate
The Order is Not in E-Automate
Anytime an order that you believe should be in e-automate is not there, the first step is to verify that the CEO Juice import table has the order details. You can check on this using the custom e-view that is installed with ID634:
If the order is NOT in the e-view, the problem exists in the integration that is pushing the information into the table, NOT with ID634.
**If you get an error opening the custom e-view, please send an email to help@ceojuice.com to have us correct the issue. The e-view does need to be reinstalled every time you update the version of e-automate.
If the order IS in the e-view, check the DateImported for the order.
ID634 runs approximately every 10-15 minutes, if the order is new to the table it may be that ID634 has not run yet to create the order. If the order has been in the table more than 30 minutes and has not been created in e-automate, please send an email to help@ceojuice.com with the SourceID or ImpSONumber of the order.
Order didn't Renumber
Order Didn't Renumber
For the sales order to be renumbered as part of the order grouping, the order has to be in the On-Hold status set in Variable 11. If you have an order that didn't renumber, update the on-hold code to the in progress on-hold code and the next run of ID634 should renumber the order and release the on-hold code.
Tax Calculation Issue
Tax Calculation Issue
ID634 does not independently calculate the tax that should be billed on an order, it calls the ESN calculation for sales tax that is based on the tax code/item setup in e-automate. There was a change in e-automate starting in version 24 that requires ID634 to be updated to the current version to calculate the tax amounts correctly. If you see issues with the tax on the orders, please send an email to help@ceojuice.com to have us update ID634 to the current version.
Customer on Sales Order
Customer on Sales Order
When ID634 creates the sales order in e-automate, it uses the value in the ImpCustomerNumber from the import table. If this value is not a valid customer number in e-automate, the process will first check to see if there is a default customer set in Variable 9. If there is a default customer set, the order will be created under this customer number and placed on hold with the error on-hold code.
If there is no default customer set, then the process will use the company customer specified in options to use as the customer on the order. The customer can be changed on the sales order as long as the order is in the 'Open' status.
Sales order description
Sales Order Description
The information that populates in the sales order description field is based on the variable settings for ID634:
Variable W - Choose the data from the drop-down list of what to show in the description field.
Hidden2 - Set Hidden2 to 'Yes' to populate the description field. When this variable is set to 'No', nothing will post to the description field on the sales order.
Sales Rep
Sales Rep on Order
The sales rep on the order will be pulled from the ImpSalesRepNumber column of the import table. If there is no sales rep number in this column, the order will use the sales rep assigned to the customer record on the order. If there's no sales rep on the customer record, then the sales rep will be blank on the order.
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