17. Sales Orders Import from Tecnet platform

2. Configure EDI processes

The orders are imported in SocrateCloud via the EDI processes. You can configure these in System Admin -> Data -> EDI.

Define two processes:

• • one of IN type for the order import;

  • one of OUT type for sending the error messages generated by the import to an e-mail address.

For the IN process, fill in the fields:

• • Search Key - the key of the processor;

  • Name - the name of the processor.

In the Tecnet section:

• • Username - enter the user used to connect to Tecnet;

  • Password - enter the password used to connect to Tecnet.

3. Import the orders - manually or automatically

The actual customer order import can be done:

1. Manually

Fill in the following fields in the Import Orders from Tecnet process, found in System Admin -> Data -> Data Import:

• Organization: select the organization;

• EDI Processor: select the IN type processor created at step 2;

• Processed Folder: leave this empty;

• EDI Processor (SMTP): select the OUT type processor created at step 2;

• Import Format: select the import format defined at step 1;

• Consolidate Records: select the column that will be taken into account when grouping the lines in the format;

• Generated Doc No: select this checkbox if the order numbers will be automatically generated by the system and the customer number will be displayed in the Order Reference column (specify in the format: order reference = document number). Otherwise, the order number in SocrateCloud = customer order number;

• Document Action: select the status you want the orders to be generated in - recommended: Prepare, to allow for possible modifications.

Go to the Format Field tab to define the columns of the format, as in the image below:

When numbering the sequences, you need to take the following intervals into account:

- 0 - 5000 - mandatory fields (if these are not used, then it is recommended you deactivate them);

- 5000 - 10000 - optional fields from the order master window;

- 10000 - 15000 - optional fields from the order lines.

The details of the format and the significance of the columns can be found in Structura Import Comenzi via. EDI - Tecnet.

For the OUT process, fill in the fields:

• • Search Key - the key of the processor;

  • Name - the name of the processor.

In the E-mail section:

• • Mail Host - the host name of the mail server;

  • Port - the port of the mail server;

  • EMail Address - the e-mail user name;

  • EMail User Password - the e-mail password;

  • To EMail - the e-mail address that the error messages will be sent to;

  • Subject - the prefix for the subject of the error messages.

Gmail Observations:

• • Mail Host: smtp.gmail.com;

  • Port: 465;

  • EMail Address: the e-mail user name;

  • SSL: selected

  • StartTLS and No Authentication: not selected.

2. Automatically

The order import process can be automated with the Scheduler window, found in System Admin -> General Rules -> Server.

Fill in the following fields:

• Name: the name of the process;

• Process: select, from the list, the import format created at step 1;

• Schedule: the frequency that the process will be run with;

• Supervisor: the person in the organization used for approval and escalation;

• Days to keep Log: the number of days that the audit records log will be kept for.

Establish the default parameters of the process by creating the following lines in the Parameter tab:

• Organization - default parameter: the organization ID;

• EDI Processor - default parameter: the ID of the IN type process created at step 2;

• EDI Processor (SMTP) - default parameter: the ID of the OUT type process created at step 2;

• Import Format - default parameter: the ID of the import format created at step 1;

• Consolidate Records - default parameter: the ID of the column used to group the order lines;

• Generated Doc No - default parameter: Y or N.