ACT Integration General Information
The main function of the ACT Integration is to create a fully formed sales order using the output from the ACT Building Systems software. To begin using, the
ACTMAP rule will need to be filled out.
Instructions
One the ACTMAP rule is filled out, a new Import ACT button will appear on the Sales Order header screen. Users must first create a new sales order for the customer and save it. Once saved, the Import ACT button becomes active.
When the Import ACT button is clicked, the user will be prompted to upload the ACT text file. Important note: the items on the ACT Import screen must first exist in Adjutant to be able to upload. If the item does not exist in Adjutant, it will fail validation.
The items are imported as sales order lines using the ACT item description, and concatenating certain information like color.
Other information can be mapped to configuration question answers using the ACTMAP rule set up.
The Punch notes are concatenated and saved to the line note for printing to the shop.
