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TECSYS Integration
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.