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Difference between revisions of "TECSYS Integration"
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This data is automatically integrated from TECSYS to TrackAbout | This data is automatically integrated from TECSYS to TrackAbout | ||
* Customers | * Customers | ||
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* Ship-Tos | * Ship-Tos | ||
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* Product Codes/Items | * Product Codes/Items | ||
* Tax Regions | * Tax Regions | ||
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* Customer Balances | * Customer Balances | ||
* Rental Invoices | * Rental Invoices | ||
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| + | === Specifics of integration === | ||
| + | The specification for the integration can be seen here. | ||
| + | *Data from Tecsys to TrackAbout: | ||
| + | **[[https://www.trackabout.com/ws/EliteSeries.asmx?Meta&v=2.0.0 https://www.trackabout.com/ws/EliteSeries.asmx?Meta&v=2.0.0]] | ||
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| + | *Asset Balances | ||
| + | **[[https://www.trackabout.com/ws/EliteSeries/AssetBalances.asmx?Meta&v=2.1.0 https://www.trackabout.com/ws/EliteSeries/AssetBalances.asmx?Meta&v=2.1.0]] | ||
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| + | *Rental Invoices | ||
| + | **[[https://www.trackabout.com/ws/EliteSeries/RentalInvoices.asmx?Meta&v=1.1.0 https://www.trackabout.com/ws/EliteSeries/RentalInvoices.asmx?Meta&v=1.1.0]] | ||
=== Data Imported from your Older Rental System (Before Tecsys)=== | === Data Imported from your Older Rental System (Before Tecsys)=== | ||
Revision as of 16:16, 3 August 2011
Automatic Integration with TECSYS
This data is automatically integrated from TECSYS to TrackAbout
- Customers
- Ship-Tos
- Product Codes/Items
- Tax Regions
- PPS's (Deliveries)
- PPS are sent to TrackAbout once they are in the "Shipped" status.
- Sale of new Leases (Elite version 8.0.1)
This data is automatically integrated from TrackAbout to TECSYS
- Customer Balances
- Rental Invoices
Specifics of integration
The specification for the integration can be seen here.
- Data from Tecsys to TrackAbout:
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)
- Payment Terms
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.