TECSYS Integration - Revision history

Lsilverman at 22:08, 11 January 2018

2018-01-11T22:08:08Z

Lpickett: /* A list of the integration Queue Timers */

2013-09-05T13:36:58Z

A list of the integration Queue Timers

Jwolbert: /* Line Item Asset Transaction Types: */

2013-07-22T17:19:26Z

Line Item Asset Transaction Types:

Tfusco: /* Queue Timer Errors - Troubleshooting */

2012-10-30T19:52:03Z

Queue Timer Errors - Troubleshooting

Jwolbert: /* Line Item Asset Transaction Types: */

2012-09-17T13:34:54Z

Line Item Asset Transaction Types:

Starafdar at 22:02, 29 August 2012

2012-08-29T22:02:01Z

Starafdar at 21:50, 29 August 2012

2012-08-29T21:50:30Z

Starafdar at 21:49, 29 August 2012

2012-08-29T21:49:43Z

Starafdar at 21:48, 29 August 2012

2012-08-29T21:48:45Z

Jwolbert at 15:26, 18 July 2012

2012-07-18T15:26:01Z

@@ Line 5: / Line 5: @@
 The picture below shows the information that flows from one system to the other.
-:::[[Image:TrackaboutTecsysIntegrationArrows.jpg|border]]
+[[Image:TrackaboutTecsysIntegrationArrows.jpg|border]]
 ==Integration Mechanism==
@@ Line 275: / Line 275: @@
 ==TECSYS Configuration==
 Here are some of the configurations setup in TECSYS for the integration.

@@ Line 68: / Line 68: @@
 | dms_trackabout_send_customer
 | DMS - TrackAbout - Send Customer Details
-| Sends all customer and ship-to information from Elite to TrackAbout.
+| Sends all customer and ship-to information from Elite to TrackAbout. NOTE: All customers' Tax Region codes must be entered into TrackAbout before processing the Customer file or the entire file will fail.
 |-
 | dms_trackabout_send_invoice
@@ Line 98: / Line 98: @@
 | This timer transfers rental invoices from the staging table to the final table in Elite (A/R Memo with Origin = 2 - External Application)
 |}
 ====Running a Queue Timer Manually====

@@ Line 337: / Line 337: @@
 |-
 | 4
-| Asset Sale. TrackAbout will create or update Customer Owned Offsets based on this data.
+| Asset Sale. TrackAbout will create or update Customer Owned Offsets based on this data.  (Only should be used if Offsets are NOT created by Customer Owned leases).
 |-
 | 5

@@ Line 132: / Line 132: @@
 This may fix the issue.
-Take a queue out of error:
+To take a queue out of error:
 In Elite, go to "DMS Queue Message" with the following criteria.

@@ Line 352: / Line 352: @@
 |-
 | 9
-| TrackAbout may create or update PPS information based on this data.
+| Cylinder Adjustments. TrackAbout may create or update PPS information based on this data.
 |}

@@ Line 292: / Line 292: @@
 *dms.trackabout.interface.enforce_valid_cert
 == Line Item Asset Transaction Types: ==
 Elite Series sends an Asset Transaction Type for each line item when sending PPS information to TrackAbout. The following chart describes the different values for this field and how they are handled in TrackAbout.

@@ Line 291: / Line 291: @@
 *dms.trackabout.interface.password
 *dms.trackabout.interface.enforce_valid_cert
 ==Some Specific Issues==
@@ Line 343: / Line 379: @@
 So one of the steps in your conversion to TECSYS is for us to convert your Bill-To (Department) numbers in TrackAbout to the new format.

@@ Line 362: / Line 362: @@
 |-
 | 4
-| Asset Sale. TrackAbout will create or update Customer Owned Offsets based on this information.
+| Asset Sale. TrackAbout will create or update Customer Owned Offsets based on this data.
 |-
 | 5
@@ Line 371: / Line 371: @@
 |-
 | 7
-| Owner Exchange. TrackAbout may create or update PPS information based on this data. Additionally, TrackAbout will create or update Customer Owned Offsets based on this information.
+| Owner Exchange. TrackAbout may create or update PPS information based on this data. Additionally, TrackAbout will create or update Customer Owned Offsets.
 |-
 | 8

← Older revision		Revision as of 21:48, 29 August 2012
Line 343:		Line 343:

	So one of the steps in your conversion to TECSYS is for us to convert your Bill-To (Department) numbers in TrackAbout to the new format.		So one of the steps in your conversion to TECSYS is for us to convert your Bill-To (Department) numbers in TrackAbout to the new format.
		+
		+	=== Line Item Asset Transaction Types: ===
		+	Elite Series sends an Asset Transaction Type for each line item when sending PPS information to TrackAbout. The following chart describes the different values for this field and how they are handled in TrackAbout.
		+
		+	{\| class="wikitable" border="1"
		+	\|-
		+	! Asset Transaction Type
		+	! Description
		+	\|-
		+	\| 1
		+	\| Non asset transactions. Lines with this transaction type are ignored by Trackabout.
		+	\|-
		+	\| 2
		+	\| New Asset Rental. TrackAbout may create or update PPS information based on this data.
		+	\|-
		+	\| 3
		+	\| New Asset Lease: TrackAbout may create or update PPS information based on this data.
		+	\|-
		+	\| 4
		+	\| Asset Sale. TrackAbout will create or update Customer Owned Offsets based on this information.
		+	\|-
		+	\| 5
		+	\| Leased Asset Return. TrackAbout may create or update PPS information based on this data.
		+	\|-
		+	\| 6
		+	\| Rental Exchange. TrackAbout may create or update PPS information based on this data.
		+	\|-
		+	\| 7
		+	\| Owner Exchange. TrackAbout may create or update PPS information based on this data. Additionally, TrackAbout will create or update Customer Owned Offsets based on this information.
		+	\|-
		+	\| 8
		+	\| TrackAbout may create or update PPS information based on this data.
		+	\|-
		+	\| 9
		+	\| TrackAbout may create or update PPS information based on this data.
		+	\|}

← Older revision		Revision as of 15:26, 18 July 2012
Line 1:		Line 1:
		+	[[Rental\|<< Back to Rental Module]]
		+
	== Integration Data Flows==		== Integration Data Flows==
	TECSYS and TrackAbout have built a generic integration that is in use with all of our mutual customers.		TECSYS and TrackAbout have built a generic integration that is in use with all of our mutual customers.