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Difference between revisions of "Linked Exchange - Data Transfer"

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(Created page with 'Here are the fields that are sent across in a linked exchange transfer from the sender to the recipient Data field *Barcode *Serial Number *Is Asset Being Delivered or Returned …')
 
 
(4 intermediate revisions by 2 users not shown)
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= Supported Records and Data =
 +
 +
Linked Exchange will pass Delivery records and Accounting Adjustments.
 +
 +
The records do not include
 +
* Not Scanned Assets
 +
* Bulk Delivery quantities
 +
 
Here are the fields that are sent across in a linked exchange transfer from the sender to the recipient
 
Here are the fields that are sent across in a linked exchange transfer from the sender to the recipient
 +
 +
== Delivery Record ==
  
 
Data field
 
Data field
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*Date of the transfer
 
*Date of the transfer
 
*Owner. Do I think you own this asset or not
 
*Owner. Do I think you own this asset or not
 +
**If an Asset being transferred does not exist on the recipient's side, this will be used to determine the Asset's ownership.
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**If an Asset being transferred already exists on the recipient's side, this will not override the existing ownership value.
 
*Category Name
 
*Category Name
 
*Group Name
 
*Group Name
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*Expiration Date
 
*Expiration Date
 
*Retest Date
 
*Retest Date
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 +
Sample Xml
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<syntaxhighlight lang="xml">
 +
<LinkedExchangeMessageBody xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
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<RecordInformation>
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<RecordId>6</RecordId>
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<CreatedBy>Automated Process</CreatedBy>
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<EntryMethodName>WirelessDevice</EntryMethodName>
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<IsControlStrKeyedIn>true</IsControlStrKeyedIn>
 +
<IsHolderStrKeyedIn>true</IsHolderStrKeyedIn>
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<PurchaseOrder/>
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<IsPurchaseOrderKeyedIn>true</IsPurchaseOrderKeyedIn>
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<RecordDate>2016-08-08T20:29:47.643</RecordDate>
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<SignerName>Test User</SignerName>
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<SignatureImage></SignatureImage>
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<ControlStr>002</ControlStr>
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<LocationId>2</LocationId>
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<LocationStr/>
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<HolderId>2</HolderId>
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<HolderStr>001</HolderStr>
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<ActionName>Delivery</ActionName>
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<Assets>
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<Asset>
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<TrackNum>MF100013</TrackNum>
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<CrossRef>MF100013</CrossRef>
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<IsDeliver>true</IsDeliver>
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<IsTrackNumKeyedIn>false</IsTrackNumKeyedIn>
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<EnterDate>2016-08-08T20:29:39.143</EnterDate>
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<ProductCodeId>2</ProductCodeId>
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<ProductCodeName>Electric Wheelchair</ProductCodeName>
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<OwnerOfAsset>Sender</OwnerOfAsset>
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<CategoryName>Wheelchairs</CategoryName>
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<GroupName>Electric</GroupName>
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<TypeName>Electric Wheelchair</TypeName>
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<ProductCodeDescription/>
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<LotNumber/>
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<ExpirationDate>2079-06-06T00:00:00</ExpirationDate>
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<RetestDate xsi:nil="true"/>
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</Asset>
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</Assets>
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</RecordInformation>
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<ActionInformation>
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<Action>Created</Action>
 +
</ActionInformation>
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</LinkedExchangeMessageBody>
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</syntaxhighlight>
 +
 +
== Accounting Adjustment ==
 +
When an asset is delivered to a customer, but then later is delivered to another customer without any records in between, TrackAbout will automatically create an Account Adjustment to correct customer balances.  See here for more information about Accounting Adjustments. 
 +
 +
For Linked Exchange, when an Accounting Adjustment takes place, TrackAbout will send the Accounting Adjustment information to the Linked Exchange recipient partner to update their system.
 +
 +
Sample xml
 +
<syntaxhighlight lang="xml">
 +
<LinkedExchangeMessageBody xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
 +
<RecordInformation>
 +
<RecordId>5</RecordId>
 +
<CreatedBy>Michael Carlson (Manf. 1)</CreatedBy>
 +
<EntryMethodName>AutoEnter</EntryMethodName>
 +
<IsControlStrKeyedIn>false</IsControlStrKeyedIn>
 +
<IsHolderStrKeyedIn>false</IsHolderStrKeyedIn>
 +
<PurchaseOrder/>
 +
<IsPurchaseOrderKeyedIn>false</IsPurchaseOrderKeyedIn>
 +
<RecordDate>2016-08-08T20:28:55.463</RecordDate>
 +
<SignerName/>
 +
<ControlStr/>
 +
<LocationId>1</LocationId>
 +
<LocationStr/>
 +
<HolderId>2</HolderId>
 +
<HolderStr>001</HolderStr>
 +
<ActionName>Accounting Adjustment</ActionName>
 +
<Assets>
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<Asset>
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<TrackNum>MF100020</TrackNum>
 +
<CrossRef>MF100020</CrossRef>
 +
<IsDeliver>false</IsDeliver>
 +
<IsTrackNumKeyedIn>false</IsTrackNumKeyedIn>
 +
<EnterDate>2016-08-08T20:29:04.423</EnterDate>
 +
<ProductCodeId>2</ProductCodeId>
 +
<ProductCodeName>Electric Wheelchair</ProductCodeName>
 +
<OwnerOfAsset>Sender</OwnerOfAsset>
 +
<CategoryName>Wheelchairs</CategoryName>
 +
<GroupName>Electric</GroupName>
 +
<TypeName>Electric Wheelchair</TypeName>
 +
<ProductCodeDescription/>
 +
<LotNumber/>
 +
<ExpirationDate>2079-06-06T00:00:00</ExpirationDate>
 +
<RetestDate xsi:nil="true"/>
 +
</Asset>
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</Assets>
 +
</RecordInformation>
 +
<ActionInformation>
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<Action>Created</Action>
 +
</ActionInformation>
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</LinkedExchangeMessageBody>
 +
</syntaxhighlight>

Latest revision as of 16:23, 5 April 2023

Supported Records and Data

Linked Exchange will pass Delivery records and Accounting Adjustments.

The records do not include

  • Not Scanned Assets
  • Bulk Delivery quantities

Here are the fields that are sent across in a linked exchange transfer from the sender to the recipient

Delivery Record

Data field

  • Barcode
  • Serial Number
  • Is Asset Being Delivered or Returned
  • Was the barcode scanned or keyed in for this transfer
  • Date of the transfer
  • Owner. Do I think you own this asset or not
    • If an Asset being transferred does not exist on the recipient's side, this will be used to determine the Asset's ownership.
    • If an Asset being transferred already exists on the recipient's side, this will not override the existing ownership value.
  • Category Name
  • Group Name
  • Type Name
  • Product Code Id
  • Product Code Name
  • Product Code Description
  • Lot Number
  • Expiration Date
  • Retest Date

Sample Xml 

<LinkedExchangeMessageBody xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
<RecordInformation>
<RecordId>6</RecordId>
<CreatedBy>Automated Process</CreatedBy>
<EntryMethodName>WirelessDevice</EntryMethodName>
<IsControlStrKeyedIn>true</IsControlStrKeyedIn>
<IsHolderStrKeyedIn>true</IsHolderStrKeyedIn>
<PurchaseOrder/>
<IsPurchaseOrderKeyedIn>true</IsPurchaseOrderKeyedIn>
<RecordDate>2016-08-08T20:29:47.643</RecordDate>
<SignerName>Test User</SignerName>
<SignatureImage></SignatureImage>
<ControlStr>002</ControlStr>
<LocationId>2</LocationId>
<LocationStr/>
<HolderId>2</HolderId>
<HolderStr>001</HolderStr>
<ActionName>Delivery</ActionName>
<Assets>
<Asset>
<TrackNum>MF100013</TrackNum>
<CrossRef>MF100013</CrossRef>
<IsDeliver>true</IsDeliver>
<IsTrackNumKeyedIn>false</IsTrackNumKeyedIn>
<EnterDate>2016-08-08T20:29:39.143</EnterDate>
<ProductCodeId>2</ProductCodeId>
<ProductCodeName>Electric Wheelchair</ProductCodeName>
<OwnerOfAsset>Sender</OwnerOfAsset>
<CategoryName>Wheelchairs</CategoryName>
<GroupName>Electric</GroupName>
<TypeName>Electric Wheelchair</TypeName>
<ProductCodeDescription/>
<LotNumber/>
<ExpirationDate>2079-06-06T00:00:00</ExpirationDate>
<RetestDate xsi:nil="true"/>
</Asset>
</Assets>
</RecordInformation>
<ActionInformation>
<Action>Created</Action>
</ActionInformation>
</LinkedExchangeMessageBody>

Accounting Adjustment

When an asset is delivered to a customer, but then later is delivered to another customer without any records in between, TrackAbout will automatically create an Account Adjustment to correct customer balances. See here for more information about Accounting Adjustments.

For Linked Exchange, when an Accounting Adjustment takes place, TrackAbout will send the Accounting Adjustment information to the Linked Exchange recipient partner to update their system.

Sample xml 

<LinkedExchangeMessageBody xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
<RecordInformation>
<RecordId>5</RecordId>
<CreatedBy>Michael Carlson (Manf. 1)</CreatedBy>
<EntryMethodName>AutoEnter</EntryMethodName>
<IsControlStrKeyedIn>false</IsControlStrKeyedIn>
<IsHolderStrKeyedIn>false</IsHolderStrKeyedIn>
<PurchaseOrder/>
<IsPurchaseOrderKeyedIn>false</IsPurchaseOrderKeyedIn>
<RecordDate>2016-08-08T20:28:55.463</RecordDate>
<SignerName/>
<ControlStr/>
<LocationId>1</LocationId>
<LocationStr/>
<HolderId>2</HolderId>
<HolderStr>001</HolderStr>
<ActionName>Accounting Adjustment</ActionName>
<Assets>
<Asset>
<TrackNum>MF100020</TrackNum>
<CrossRef>MF100020</CrossRef>
<IsDeliver>false</IsDeliver>
<IsTrackNumKeyedIn>false</IsTrackNumKeyedIn>
<EnterDate>2016-08-08T20:29:04.423</EnterDate>
<ProductCodeId>2</ProductCodeId>
<ProductCodeName>Electric Wheelchair</ProductCodeName>
<OwnerOfAsset>Sender</OwnerOfAsset>
<CategoryName>Wheelchairs</CategoryName>
<GroupName>Electric</GroupName>
<TypeName>Electric Wheelchair</TypeName>
<ProductCodeDescription/>
<LotNumber/>
<ExpirationDate>2079-06-06T00:00:00</ExpirationDate>
<RetestDate xsi:nil="true"/>
</Asset>
</Assets>
</RecordInformation>
<ActionInformation>
<Action>Created</Action>
</ActionInformation>
</LinkedExchangeMessageBody>
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