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Difference between revisions of "TECSYS Integration"
(Created page with '=== 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 "Departme…') |
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::Ship-to: 0077801 (We call this the "Department") | ::Ship-to: 0077801 (We call this the "Department") | ||
TrackAbout requires that all bill-to and ship-to numbers be unique. | TrackAbout requires that all bill-to and ship-to numbers be unique. | ||
| + | |||
Tecsys is fundamentally setup like this: | Tecsys is fundamentally setup like this: | ||
| Line 9: | Line 10: | ||
::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". | 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: | 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 | + | ::Tecsys |
| − | ::Bill-to: A | + | :::Bill-to: A |
| − | ::Ship-to: B | + | :::Ship-to: B |
| − | Trackbout: | + | ::Trackbout: |
| − | ::Bill-to: A | + | :::Bill-to: A |
| − | ::Ship-to: A+B | + | :::Ship-to: A+B |
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) | 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 | + | ::Tecsys |
| − | ::Bill-to: 007780 | + | :::Bill-to: 007780 |
| − | ::Ship-to: 0077801 | + | :::Ship-to: 0077801 |
| + | |||
| + | ::TrackAbout | ||
| + | :::Bill-to: 007780 | ||
| + | :::Ship-to: 007780+0077801 | ||
| − | |||
| − | |||
| − | |||
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 | + | ::Tecsys |
| − | ::Bill-to: 007780 | + | :::Bill-to: 007780 |
| − | ::Ship-to: 1 | + | :::Ship-to: 1 |
| − | TrackAbout | + | ::TrackAbout |
| − | ::Bill-to: 007780 | + | :::Bill-to: 007780 |
| − | ::Ship-to: 007780+1 | + | :::Ship-to: 007780+1 |
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. | ||
Revision as of 11:02, 24 March 2010
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.