Page History: Order Import Automation
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Page Revision: Tue, 01 Jun 2021 12:22
General
Program Name - MBSREAD
Text File - mbstext
Function - This program is designed to automatically import Sales Orders and Quotes from emailed files using the logic from the Questware Import process. A new email account will need to be set up by the customer's email provider. The name of the email does not matter, but the account will need to be able to send emails through SMTP and connect through IMAP. The program will log in to the email account and check for new files every 30 seconds. If the proper files are found, the program will attempt to create an order. It will then send a confirmation email back to original sender letting them know if the import was successful, or explaining why it failed.
Text File Setup
This should be set up the same way the Inboxtext and Poptext files are set up, using the credentials for the new email account that is required for this program to run.
Header File Template
Type – This will be the code for the type of order to create. We have already defined your order types for Combo (C), Finished Products (F), and Parts & Components (P). Adjutant is set up to use the same order type list for both Quotes and Sales Orders in your environment, so we’re expecting either a C, F, or P in this column at the moment.
New Number – This can be filled out with the SO or Quote number you want to use, or you can leave it blank to let Adjutant assign the next available order number.
Soldto – This will be the Organization ID of the customer for the order.
Billto – This will be the Organization ID of the entity responsible for paying the bill. This can be different from the Soldto, but is more commonly the same.
Shipto – This will be the Organization ID of the address that the order is being shipped to.
Whse – This will be the AHT warehouse responsible for shipping the finished products. AHT warehouses are already defined as AHT HQ, JANES, JETPORT, STORAGE HQ, and TAYLOR.
Plant – This will be the AHT warehouse responsible for producing the finished products. All warehouses can be set up to be production plants, but the only production plant currently set up is JETPORT.
SorQ – This should be either an “S” to import the order as a Sales Order, or a “Q” to import the order as a Quote.
Lines File Template
BOM File Template
