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Difference between revisions of "TECSYS Integration"
| Line 1: | Line 1: | ||
| − | == Integration with TECSYS== | + | == Automatic Integration with TECSYS== |
This data is automatically integrated from TECSYS to TrackAbout | This data is automatically integrated from TECSYS to TrackAbout | ||
* Customers | * Customers | ||
| Line 11: | Line 11: | ||
* Customer Balances | * Customer Balances | ||
* Rental Invoices | * Rental Invoices | ||
| + | |||
| + | === Data Imported from your Older Rental System (Before Tecsys)=== | ||
This data is needed to be exported from your older rental system and imported into TrackAbout | This data is needed to be exported from your older rental system and imported into TrackAbout | ||
| Line 20: | Line 22: | ||
* Rental Invoices (From a recent rental run. Used for comparison to TrackAbout data) | * Rental Invoices (From a recent rental run. Used for comparison to TrackAbout data) | ||
| + | === Manually Entered Data === | ||
This data is small and is keyed manually into TrackAbout from your existing system | This data is small and is keyed manually into TrackAbout from your existing system | ||
* Standard Rental Rates | * Standard Rental Rates | ||
| − | * Bracketed Rental Rates | + | * Bracketed Rental Rates (This can be auto-loaded by TrackAbout if there are many brackets) |
* Locations (Warehouses) | * Locations (Warehouses) | ||
| Line 30: | Line 33: | ||
| − | == Bill-to and Ship-to numbers == | + | ==How the Tecsys/TrackAbout Interfaces work== |
| + | |||
| + | At a high level: | ||
| + | *TrackAbout hosts webservices that are called by Elite | ||
| + | *Queue timers in Elite kick off calls to these webservices | ||
| + | *You can also use "Execute Now" in Elite to kick off these queuetimers | ||
| + | |||
| + | ==Some Specific Issues== | ||
| + | |||
| + | === 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") | ||
Revision as of 15:43, 1 April 2011
Automatic 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
Data Imported from your Older Rental System (Before Tecsys)
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)
Manually Entered Data
This data is small and is keyed manually into TrackAbout from your existing system
- Standard Rental Rates
- Bracketed Rental Rates (This can be auto-loaded by TrackAbout if there are many brackets)
- Locations (Warehouses)
This data is created for you in TrackAbout
- RentalTaxStatuses
- Webservice Users
How the Tecsys/TrackAbout Interfaces work
At a high level:
- TrackAbout hosts webservices that are called by Elite
- Queue timers in Elite kick off calls to these webservices
- You can also use "Execute Now" in Elite to kick off these queuetimers
Some Specific Issues
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.