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Difference between revisions of "TECSYS Integration"
| Line 1: | Line 1: | ||
| − | === Bill-to and Ship-to numbers | + | == Integration with TECSYS== |
| + | This data is automatically integrated from TECSYS to TrackAbout | ||
| + | * Customers | ||
| + | * Ship-Tos | ||
| + | * Product Codes/Items | ||
| + | * Tax Regions | ||
| + | * Deliveries | ||
| + | * Sale of new Leases (Elite version 8.0.1) | ||
| + | |||
| + | This data is automatically integrated from TrackAbout to TECSYS | ||
| + | * Customer Balances | ||
| + | * Rental Invoices | ||
| + | |||
| + | This data is needed to be exported from your older rental system and imported into TrackAbout | ||
| + | * Customer Balances | ||
| + | * Customer Rental Rates | ||
| + | * Leases | ||
| + | * Customer Owned Counts (This is only needed if customer owned are tracked with the same item number as non-customer owned and there is a special count of customer owned cylinders for customers.) | ||
| + | * Delivers and Returns (Needed so that we can calculate daily rental when comparing TrackAbout to your current system) | ||
| + | * Rental Invoices (From a recent rental run. Used for comparison to TrackAbout data) | ||
| + | |||
| + | This data is small and is keyed manually into TrackAbout from your existing system | ||
| + | * Standard Rental Rates | ||
| + | * Bracketed Rental Rates | ||
| + | * Locations (Warehouses) | ||
| + | |||
| + | This data is created for you in TrackAbout | ||
| + | * RentalTaxStatuses | ||
| + | * Webservice Users | ||
| + | |||
| + | |||
| + | == Bill-to and Ship-to numbers == | ||
Today we're setup in TrackAbout like this: | Today we're setup in TrackAbout like this: | ||
::Bill-to: 007780 (We call this the "Parent") | ::Bill-to: 007780 (We call this the "Parent") | ||
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| − | + | TECSYS is fundamentally setup like this: | |
::Bill-to: 007780 | ::Bill-to: 007780 | ||
::Ship-to: 1 | ::Ship-to: 1 | ||
| − | + | TECSYS requires that all bill-to customers be unique and that the ship-to numbers within a bill-to are unique. So many bill-to's can all have the same ship-to number. For instance many bill-to's can have a ship-to of "1". | |
| − | To ensure that we don't have any problems in our integration, we will setup our TrackAbout numbers to have a Ship-to number that includes the | + | To ensure that we don't have any problems in our integration, we will setup our TrackAbout numbers to have a Ship-to number that includes the TECSYS Bill-to number then a plus sign (+) then the TECSYS Ship-to number. This guarantees that all ship-to numbers are unique in TrackAbout. So the format is like this: |
| − | :: | + | ::TECSYS |
:::Bill-to: A | :::Bill-to: A | ||
:::Ship-to: B | :::Ship-to: B | ||
| Line 23: | Line 54: | ||
| − | So if you wanted to keep the longer ship-to numbers in Elite for ease of training/conversion for your users then we'd set them up like this (This is what we've done at our other | + | So if you wanted to keep the longer ship-to numbers in Elite for ease of training/conversion for your users then we'd set them up like this (This is what we've done at our other TECSYS/TrackAbout customers) |
| − | :: | + | ::TECSYS |
:::Bill-to: 007780 | :::Bill-to: 007780 | ||
:::Ship-to: 0077801 | :::Ship-to: 0077801 | ||
| Line 36: | Line 67: | ||
Or if you wanted to switch to using short ship-to numbers in Elite you could do it like this: | Or if you wanted to switch to using short ship-to numbers in Elite you could do it like this: | ||
| − | :: | + | ::TECSYS |
:::Bill-to: 007780 | :::Bill-to: 007780 | ||
:::Ship-to: 1 | :::Ship-to: 1 | ||
| Line 44: | Line 75: | ||
:::Ship-to: 007780+1 | :::Ship-to: 007780+1 | ||
| − | So one of the steps in your conversion to | + | 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. |
Revision as of 12:02, 26 May 2010
Integration with TECSYS
This data is automatically integrated from TECSYS to TrackAbout
- Customers
- Ship-Tos
- Product Codes/Items
- Tax Regions
- Deliveries
- Sale of new Leases (Elite version 8.0.1)
This data is automatically integrated from TrackAbout to TECSYS
- Customer Balances
- Rental Invoices
This data is needed to be exported from your older rental system and imported into TrackAbout
- Customer Balances
- Customer Rental Rates
- Leases
- Customer Owned Counts (This is only needed if customer owned are tracked with the same item number as non-customer owned and there is a special count of customer owned cylinders for customers.)
- Delivers and Returns (Needed so that we can calculate daily rental when comparing TrackAbout to your current system)
- Rental Invoices (From a recent rental run. Used for comparison to TrackAbout data)
This data is small and is keyed manually into TrackAbout from your existing system
- Standard Rental Rates
- Bracketed Rental Rates
- Locations (Warehouses)
This data is created for you in TrackAbout
- RentalTaxStatuses
- Webservice Users
Bill-to and Ship-to numbers
Today we're setup in TrackAbout like this:
- Bill-to: 007780 (We call this the "Parent")
- Ship-to: 0077801 (We call this the "Department")
TrackAbout requires that all bill-to and ship-to numbers be unique.
TECSYS is fundamentally setup like this:
- Bill-to: 007780
- Ship-to: 1
TECSYS requires that all bill-to customers be unique and that the ship-to numbers within a bill-to are unique. So many bill-to's can all have the same ship-to number. For instance many bill-to's can have a ship-to of "1".
To ensure that we don't have any problems in our integration, we will setup our TrackAbout numbers to have a Ship-to number that includes the TECSYS Bill-to number then a plus sign (+) then the TECSYS Ship-to number. This guarantees that all ship-to numbers are unique in TrackAbout. So the format is like this:
- TECSYS
- Bill-to: A
- Ship-to: B
- TECSYS
- Trackbout:
- Bill-to: A
- Ship-to: A+B
- Trackbout:
So if you wanted to keep the longer ship-to numbers in Elite for ease of training/conversion for your users then we'd set them up like this (This is what we've done at our other TECSYS/TrackAbout customers)
- TECSYS
- Bill-to: 007780
- Ship-to: 0077801
- TECSYS
- TrackAbout
- Bill-to: 007780
- Ship-to: 007780+0077801
- TrackAbout
Or if you wanted to switch to using short ship-to numbers in Elite you could do it like this:
- TECSYS
- Bill-to: 007780
- Ship-to: 1
- TECSYS
- TrackAbout
- Bill-to: 007780
- Ship-to: 007780+1
- TrackAbout
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.