Eclipse TMMG Sales Management Plus. Introduction

Transcription

1 Introduction Eclipse has the ability to export customer, contact and pos/sales history data to be imported into the TMMG Sales Management Plus product. TMMG has recently changed the layout of the data that can be imported into their product. The new layout includes Fields in the customer and contact imports. These fields will contain data that is determined at the time of. There are fifteen profiling fields for the customer import and three in the contact import. In order to accommodate these fields, we have decided to allow the user to setup the information that is sent in these fields in a user defined table accessed via a User Defined hot key on the TMMG SMP Export screen. Figure 1 TMMG SMP Export driver screen with User Defined hot key. When the User Defined hot key is activated, the user is taken to the TMMG SMP Export User Defined screen (Figure 2). At this point, the user is able to specify which export they would like to setup user defined information for: Customer or Contact. Figure 2 TMMG SMP Export User Defined screen. Once an Export has been selected, the user is placed in the File Name field and allowed to start entering information about the additional data that they want sent to the TMMP SMP product for that Export. Copyright Epicor Software Corporation All rights reserved Page 1

2 This information is as follows: File Name This field allows the user to enter the name of the file that contains the data that they want sent. Dictionary ID This field allows the user to enter the dictionary ID that references the data that they want sent. This field will be validated against the dictionary IDs for the file specified in File Name. Note: Any dictionary that is branch specific will use the customer s home branch, if it is setup, otherwise, it will use the first branch that they are setup for access to. The user is allowed to enter fifteen lines of user defined data for the customer export and three lines of user defined data for the contact export. When they escape out, the data will be saved so that it can be accessed the next time the TMMP SMP Export routine is run. Press Esc to save changes and go back to the TMMG SMP Export screen. Figure 3 TMMG SMP Export driver screen. The TMMG SMP Export screen allows you to choose which file(s) to export. The Customer and Contacts fields have three options for the export of data: All Incremental only data added or changed since the last export is retrieved. None (or blank) no data is exported. Pressing F10 will display these options. The Sales History field will have a Yes/No option: Y enables the History Start Date and History End Date fields. All data between the History Start Date and History End Date will export. Copyright Epicor Software Corporation All rights reserved Page 2

3 N disables the History Start Date and History End Date fields. No Sales History data will export. Pressing F10 displays these options. The History Start Date and History End Date fields, if enabled, will let the user enter a date range of data to export in the mm/dd/yy format. Pressing F10 displays the pop-up calendar for date selection. The Send via FTP field allows you to specify how this file is sent to SMP. If this field is answered Y, when Alt B Begin is selected, the system uses the information located on the FTP Opts screen to transmit the data automatically to the FTP address specified. If this field is answered N, when Alt B Begin is selected, the system sends the data to the hold/spooler file. Follow these next steps to obtain the data sent to the hold/spooler file for an upload into SMP: 1. Access the hold/spooler file (Shift F2). 2. Place your cursor on the line of that report. Example: Figure 4 Hold/Spooler control screen. 3. Press Alt L Download, which opens a Select File pop-up box. Copyright Epicor Software Corporation All rights reserved Page 3

4 4. Select a Save To/Look in location and enter a File name. Example: Figure 5 Select File Save To location screen. 5. Press Enter or click on Open after entering the File name on the Select file pop-up box. 6. Select ASCII LF = CR/LF on the Downloading screen. Example: Figure 6 Downloading format selection screen. Copyright Epicor Software Corporation All rights reserved Page 4

5 7. Answer N to the Download document headings prompt. Example: Figure 7 Download document headings prompt. 8. The TMMG SMP data will download to the location specified. 9. Work with TMMG to upload that data into their database. The TMMG SMP Export screen has three other hot keys: Figure 8 TMMG SMP Export driver screen. Begin exports the designated portions of data for each of the three files Opts brings up the standard Eclipse options list allowing scheduling of the export for the designated portions of data for each of the three files. FTP Opts Allows you to define for an automatic export of the data specified to TMMG o a TMMG recognized client name o FTP address (do not start with ftp:// - just use the ftp address or ip) o User Name o Password Copyright Epicor Software Corporation All rights reserved Page 5

6 Extracted Data Format: The Customer export includes data from both Customers and Vendors. Table 1 Customer (File Name Format = ClientName_Year_Month_CUST): Col Field Name Description Format Width Required Notes 1 Customer ID Unique Bill-To ID for this customer in the Eclipse system. Yes Bill-To and Ship- To information may be the same for some customers. 2 Customer Name Customer s Name Text 60 Yes Address Customer s Address Text 60 Yes Address2 Customer s Address2 Text 60 City Customer s City Text 30 Yes State Customer s State Text 25 Yes Zip Customer s Zip Text 25 Yes County Customer s County Text 25 Country Customer s Country Text 25 Phone Customer s Phone Text 25 Fax Customer s Fax Text Sales Person ID Sales Person Name Parent-ID Unique Ship-To Identifier for Customer s Assigned Outside Sales Person Full Name for Customer s Assigned Outside Sales Person Unique Parent ID for this customer in the Eclipse system. Yes Yes Copyright Epicor Software Corporation All rights reserved Page 6

7 15 Branch ID Unique ID for Sales/Home Branch Yes 16 Branch Name Sales Branch Name Yes 17 SIC Code Customer s Standard Industry Classification Text NAICS Customer s North American Industry Classification System Text Sq Ft Customer s Facility Size in Square Feet 20 Total Employees Customer Employee Count 21 Credit Limit Customer s Credit Limit Money 22 Avg Days Out Customer s Average Days Outstanding for Billed Invoices 23 DUNS Customer s Dunn & Bradstreet ID 24 Harris Customer s Harris ID 25 Field Field Field Field Field Field Field 07 Copyright Epicor Software Corporation All rights reserved Page 7

8 32 Field Field Field Field Field Field Field Field Customer Class 1 = Customer, 2 = Competitor, 3 = Vendor, 4 = Other Text 1 41 Active 1 = Active, Customers are always active. Text 1 Note: Fields not required must still have a position in the file, which should be blank. The Contacts export includes data from the Contact file Copyright Epicor Software Corporation All rights reserved Page 8

9 Table 2 Contact - (File Name Format = ClientName_Year_Month_CONT): Col Field Name Description Format Width Required Notes 1 Customer ID (Company) Unique Identifier for this customer in the Eclipse system. Yes 2 3 Contact ID Unique Identifier for this Contact within the Customer Yes First Name Contact s First Name Text 25 Yes 4 5 Last Name Contact s Last Name Text 25 Yes Title Contact s Title Text Business Phone Contact s Business Phone Text 40 7 Business Fax Contact s Business Fax Text 40 8 Mobile Phone Contact s Mobile Phone Text Address Contact s Address Text Alt Address Alt Address2 Alt City Alt State Alt Zip Field 1 Contact s Mailing Address (if different from Customer s main address) Contact s Mailing Address2 (if different from Customer s main Contact s Mailing City (if different from Customer s main city) Contact s Mailing State (if different from Customer s main state) Contact s Mailing Zip (if different from Customer s main zip) Text 60 Yes* See * explanation below Text 60 Text 30 Yes* See * explanation below Text 25 Yes* See * explanation below Text 25 Yes* See * explanation below 16 Field 2 Test 50 Copyright Epicor Software Corporation All rights reserved Page 9

10 17 Field 3 * = If one field is extracted, all fields must be extracted. The POS/Sales History export includes data from the PSUB, PRODUCT and LEDGER files. Table 3 POS/Sales History - (File Name Format = ClientName_Year_Month_POS): Col Field Name Description Format Width Required Notes Branch ID Unique Identifier for that Branch Text 25 Yes 1 where the Order was written or credited. 2 Invoice Invoice Text 25 Yes 3 4 Order Order Text 25 Yes Release Release for the Order Text 10 5 Item (Invoice Line ) Invoice Line Item Yes Qty Quantity Yes Part Manufacturer s Part Text 75 Yes Part Description Manufacturer s Part Description Text 75 Yes UPC Universal Product Code Vendor/Mfg Vendor/Mfg ID Text 25 Yes Internal Product Code Product Item Code that Maps to the Item Code Field in the Product Group Heirarchy Template - TBD Text 25 Yes Commodity Group Trade Service Commodity Code Text 25 Sell Ext Sell Extended Money Yes Copyright Epicor Software Corporation All rights reserved Page 10

11 Cost Ext Cost Extended Money Yes Invoice Date Date Invoiced Date Yes Ship Type Ship Type (From Stock, Direct, etc.) Text 10 Product Status Stock vs. Non-Stock Text 1 18 Inside Sales Person ID Unique ID for the Inside Sales Person that wrote the order. Text Inside Sales Person Name Full Name for the Inside Sales Person that wrote the order. 20 Customer ID Unique Ship-To Identifier for this customer in the Eclipse system 21 Vendor/Mfg Name Vendor/Mfg Name associated with the Vendor or Mfg ID Text Internal Part Unique SKU or Identifier Product Select Code Product Select Code Price Line Price Line Product Select Code Product Select Code Price Line Price Line Buy Line Buy Line Discount Class Discount Class GL Code GL Account Copyright Epicor Software Corporation All rights reserved Page 11

12 Sell Group Sell Group Procurement Group Procure Group Budget Group Budget Group Bill To Customer ID Bill To Customer ID Ship To Customer ID Ship To Customer ID Copyright Epicor Software Corporation All rights reserved Page 12