User Tools

Site Tools


do_it_best_setup

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision
Previous revision
do_it_best_setup [2015/01/21 12:55 (9 years ago)] swinddo_it_best_setup [2021/05/11 21:42 (3 years ago)] (current) – [Do It Best Integration] plagrada
Line 1: Line 1:
-====== Di It Best Integration ======+====== Do It Best Integration ======
  
-[[http://wws5.com/|{{http://wws5.com/images/topxxxgif-ani.gif  |Windward Software}}]] 
  
  
Line 7: Line 6:
  
 ====== Preliminary System Five Setup ====== ====== Preliminary System Five Setup ======
 +  * [[ftp://ftp.windward-ca.com/pub/special/doitbest.zip]] (Added 2015-07-17,cm)
  
-You will need to create the following categories as per Do-It Best's category structure.+Extract the DoItBest.zip file to a DoItBest folder in the System5\Bin folder. 
 + 
 +ThisDoItBest folder will contain all the stylesheets needed for the integration to function correctly. 
 + 
 + 
 +At this point you will need to create the Do It Best supplier account before doing anything else. 
 + 
 +Make a note of the unique number of the supplier account as it will need to be entered into the "orderconfirmation.xsl" file.  
 + 
 +{{:doitbest:supplierunique.jpg|}} 
 + 
 +The six digit DIBMember number is specified from Do-It-Best. You can find this inside the first row of the “ORDCNFM_010” file.  
 + 
 +{{:doitbest:ordcnfm_010.jpg|}} 
 + 
 +To find this number, refer to the first line of the ORDCNFM_010 file from DoItBest. Count in 11 digits. This is the first digit of the 6 digit DIBMember number. Make a note of digits 11 through 16. In the example this is 06777D. You will also notice that the DIBMember number exists within the first number of each line of the ORDCNFM_01 file . 
 + 
 +When you edit the xsl file; the <DIBMember> is the Do It Best Member number or account number from Do It Best. The <SupplierID> is the supplier unique number from System Five. 
 + 
 +example 
 + 
 +   <config:settings> 
 +      <DIBMember>06777D</DIBMember> 
 +      <SupplierID>2556</SupplierID> 
 +   </config:settings> 
 + 
 + 
 + 
 +Next you will need to set up the following categories as per Do-It Best's category structure.
  
 Categories as of December 2014 are:  Categories as of December 2014 are: 
Line 37: Line 65:
  
  
-Extract the DoItBest.zip file to a DoItBest folder in the System5\Bin folder.+Next you will need to download your import files from Do It Best
  
-Go To setup Tools - Utilities - XML Central+  * **You will need their assistance to access their Secure FTP.** 
 +  * They will set up an account for you for their FTP, and assist you with what software you will need to access the secure FTP.  
 +  * **Windward Software can only assist you with the integration with Do It Best. We are not able to assist you with their software, or their FTP.** 
 +  * The files you will need from Do It Best are: FILEMNT_010, ORDCNFM_010, POSLOAD_010, and PRCCHGS_010. 
 +  * Do It Best will supply you with the documents outlining what each of these files are. 
 +  * They will also supply you with an FTP Communication Guide for details on setting up your FTP client software.
  
-Follow the instructions in the self help for setting up import 
  
-http://mywindward.wws5.com/selfhelp/viewarticle.php?f=t&u=http://mywindward.wws5.com/selfhelp/helpfile/systemfive/index.html?intdoitbestpurchaseorderinfo.htm 
  
 +====== Doing Initial Inventory Data Load ======
  
-Next you will need to download your import files from Do It Best. You will need their assistance to access their Secure FTP, and they will need to set up an account for you to do that, and assist you with what software you will need to access the secure FTP. Windward Software can only assist you with the integration with Do It Best. We are not able to assist you with their software, or their FTP. +open System Five and from the navigator:
- +
-The files you will need from Do It Best are: FILEMNT_010, ORDCNFM_010, POSLOAD_010, and PRCCHGS_010. +
- +
-Do It Best will supply you with the documents outlining what each of these files are. +
- +
-They will also supply you with an FTP Communication Guide for details on setting up your FTP client software. +
- +
-  +
- +
-====== Setting Up The Import ====== +
- +
-If You have not already done so, you need to extract the DoItBest.zip file to a DoItBest folder in the System5\Bin folder. +
- +
-Start System Five. +
- +
-Go To setup Tools - Utilities - XML Central +
- +
-Follow the instructions in the self help for setting up import +
-http://mywindward.wws5.com/selfhelp/viewarticle.php?f=t&u=http://mywindward.wws5.com/selfhelp/helpfile/systemfive/index.html?intdoitbestpurchaseorderinfo.htm +
- +
- +
- +
- +
-====== Doing Initial Inventory Data Load ======+
  
 Access Inventory and Purchases > Data Load > Part Load  Access Inventory and Purchases > Data Load > Part Load 
  The current inventory update file is always in FILEMNT_010. POSLOAD_010 contains all inventory items and is intended only for system initialization and startup.  The current inventory update file is always in FILEMNT_010. POSLOAD_010 contains all inventory items and is intended only for system initialization and startup.
 +
 +The instructions in the System Five help file are incomplete. So ignore them and follow the instructions below:
  
 To load all inventory you need to use the POSLOAD_010 file from Do-It-Best To load all inventory you need to use the POSLOAD_010 file from Do-It-Best
-The instructions in the help file are incomplete. 
-http://mywindward.wws5.com/selfhelp/viewarticle.php?f=t&u=http://mywindward.wws5.com/selfhelp/helpfile/systemfive/index.html?intdoitbestinventoryupdate.htm 
  
 To load it you will use the dataload in System Five. To load it you will use the dataload in System Five.
-First you need to select the predefined settings from the DoItBest folder you already extracted to the System5\bin folder. + 
-For the full part load it will be POSLOAD_010.XML +  * First you need to select the predefined settings from the DoItBest folder you already extracted to the System5\bin folder. 
-Then click on the FROM FILE button and select the POSLOAD_010 file +  For the full part load it will be POSLOAD_010.XML 
-Click Next +  Then click on the FROM FILE button and select the POSLOAD_010 file 
-This will take a few moments to load. When the dataload screen finishes loading, click next+  Click Next 
 +  This will take a few moments to load. When the dataload screen finishes loading, click next
  
 The options screen should load with the following options: The options screen should load with the following options:
-Load into regular parts +  * Load into regular parts 
-Skip header row +  Skip header row 
-and  +  and Update duplicate part numbers by (Supplier + Part Number) 
-Update duplicate part numbers by (Supplier + Part Number) +  Select [Next] to view/set column options, and then set or verify the Barcode Transformation path. The setbarcode.xsl style sheet is required to convert barcode numbers to the correct length.  
- +  Set or verify that the Category Transformation path is correct, The depttocat.xsl style sheet is required to format the category to three characters.  
-Select [Next] to view/set column options, and then set or verify the Barcode Transformation path. The setbarcode.xsl style sheet is required to convert barcode numbers to the correct length.  +  Set or verify the Cost Price Transformation path. The setcost.xsl style sheet is required for Cost Price.  
- +  Set or verify the List Price Transformation path. The setprice.xsl style sheet is required for List Price. 
-Set or verify that the Category Transformation path is correct, The depttocat.xsl style sheet is required to format the category to three characters.  +  Set or verify that the Marked For Deletion Transformation path is correct. The markdeleted.xsl style sheet is required for marking deleted items.  
- +  Click next
-Set or verify the Cost Price Transformation path. The setcost.xsl style sheet is required for Cost Price.  +
- +
-Set or verify the List Price Transformation path. The setprice.xsl style sheet is required for List Price. +
- +
-Set or verify that the Marked For Deletion Transformation path is correct. The markdeleted.xsl style sheet is required for marking deleted items.  +
- +
-Click next+
  
 The time required to process will depend on the number of items being updated.  The time required to process will depend on the number of items being updated. 
 +  * Click the Load Button
 +  * Click Yes to continue the dataload
  
-Click the Load Button+The time required to process will depend on the number of items being updated.
  
-Click Yes to continue the dataload+The data load will load all the parts into categories defined by the dataload, but it will not give the categories any names.
  
- 
-The time required to process will depend on the number of items being updated.  
-The data load will load all the parts into categories defined by the dataload, but it will not give the categories any names. 
 So the integration assumes that the end user has already setup the main and sub categories, and has created them in compliance with Do-It Best's category structure mentioned at the beginning of this document.  So the integration assumes that the end user has already setup the main and sub categories, and has created them in compliance with Do-It Best's category structure mentioned at the beginning of this document. 
  
Line 121: Line 122:
  
 Access Inventory and Purchases > Data Load > Part Load  Access Inventory and Purchases > Data Load > Part Load 
 +
  The current inventory update file is always in FILEMNT_010.  The current inventory update file is always in FILEMNT_010.
  
 To update the existing inventory you need to use the FILEMNT_010 file from Do-It-Best To update the existing inventory you need to use the FILEMNT_010 file from Do-It-Best
  
-The instructions in the help file are incomplete. +Again... The instructions in the help file are incomplete. So ignore them and follow the instructions below:
-http://mywindward.wws5.com/selfhelp/viewarticle.php?f=t&u=http://mywindward.wws5.com/selfhelp/helpfile/systemfive/index.html?intdoitbestinventoryupdate.htm+
  
 To load it you will use the dataload in System Five. To load it you will use the dataload in System Five.
-First you need to select the predefined settings from the DoItBest folder you already extracted to the System5\bin folder. +  * First you need to select the predefined settings from the DoItBest folder you already extracted to the System5\bin folder. 
-For the Inventory Update part load it will be FILEMNT_010.XML +  For the Inventory Update part load it will be FILEMNT_010.XML 
-Then click on the FROM FILE button and select the FILEMNT_010 file you downloaded from Do It Best's FTP  +  Then click on the FROM FILE button and select the FILEMNT_010 file you downloaded from Do It Best's FTP  
-Click Next +  Click Next 
-This will take a few moments to load. When the dataload screen finishes loading, click next+  This will take a few moments to load. When the dataload screen finishes loading, click next
  
 The options screen should load with the following options: The options screen should load with the following options:
-Load into regular parts +  * Load into regular parts 
-Skip header row +  Skip header row 
-and  +  and Update duplicate part numbers by (Supplier + Part Number)
-Update duplicate part numbers by (Supplier + Part Number)+
  
 Select [Next] to view/set column options. Select [Next] to view/set column options.
  
-Set or verify the Barcode Transformation path. The setbarcode.xsl style sheet is required to convert barcode numbers to the correct length. +  * Set or verify the Barcode Transformation path. The setbarcode.xsl style sheet is required to convert barcode numbers to the correct length.  
 +  * Set or verify that the Category Transformation path is correct, The depttocat.xsl style sheet is required to format the category to three characters.  
 +  * Set or verify the Cost Price Transformation path. The setcost.xsl style sheet is required for Cost Price.  
 +  * Set or verify the List Price Transformation path. The setprice.xsl style sheet is required for List Price. 
 +  * Set or verify that the Marked For Deletion Transformation path is correct. The markdeleted.xsl style sheet is required for marking deleted items.  
 +  * Click next
  
-Set or verify that the Category Transformation path is correct, The depttocat.xsl style sheet is required to format the category to three characters+The time required to process will depend on the number of items being updated.
  
-Set or verify the Cost Price Transformation path. The setcost.xsl style sheet is required for Cost Price. +  * Click the Load Button 
 +  * Click Yes to continue the dataload
  
-Set or verify the List Price Transformation path. The setprice.xsl style sheet is required for List Price. 
  
-Set or verify that the Marked For Deletion Transformation path is correct. The markdeleted.xsl style sheet is required for marking deleted items. +The time required to process will depend on the number of items being updated
  
-Click next 
  
-The time required to process will depend on the number of items being updated. 
  
-Click the Load Button+====== Setting Up The Purchase Order Confirmation ======
  
-Click Yes to continue the dataload+The first thing you need to do to set up the Purchase Order Confirmation will be to open System Five and determine the unique number of the Do It Best supplier account.
  
 +Go To setup Tools - Utilities - XML Central
  
-The time required to process will depend on the number of items being updated.  
  
-C:\demos\Do-It-Best\bin\DoItBest\+====== Do-It-Best Order Confirmation Import ======
  
 +If You have not already done so, you need to extract the DoItBest.zip file to a DoItBest folder in the System5\Bin folder.
  
-======  ======+To setup System Five for importing Do-It-Best order confirmation files, select Import From XML in the XML Central window. 
  
 +{{:doitbest:1.jpg|}}
  
 +From the Import XML window, click on the [New] button. 
  
 +{{:doitbest:2.jpg|}}
  
 +In the Message window, enter a name for the settings entry, as shown. 
  
-======  ======+{{:doitbest:3.jpg|}}
  
 +In the Import XML window, set the Import File Type, to the prime character, "`", located on the same key as the Tilde, "~" character, as shown below. Set Import From to Import From File. In the options to the right, check Import PO Lines. In the XSL Filter set the path to the orderconfirmation.xsl file, and also check the Prompt for filename option before selecting [Exit]. 
  
 +{{:doitbest:xmlimport.jpg|}}
  
-----+To add the new setting to the Quick List, right click on Quick List in the menu, select Customize Lists click the [Add Import/Export] button, select the entry created as shown, click the [OK] button and then the [Save Changes] button. The setup is now complete. 
  
 +
 +{{:doitbest:4.jpg|}} 
 +
 +To import a file, click on the New Import option, then navigate to the file and double click. The file will always be ORDCNFM_010 unless it has been renamed after it was downloaded. 
 +
 +{{:doitbest:5.jpg|}} 
 +
 +The newly imported purchases orders can viewed by selecting recent in the List Purchase Orders window. 
 +
 +======  ======
 +
 +----
  
  
-Created by Steve Wind Sept 14 2012 
  
 +Created by Steve Wind Dec 22 2014 updated April 8 2015
  
 ====== ======
 [[http://mywindward.wws5.com|{{  http://wws5.com/support/images/cust_support_banner_bottom.jpg  |myWindward [[http://mywindward.wws5.com|{{  http://wws5.com/support/images/cust_support_banner_bottom.jpg  |myWindward
do_it_best_setup.1421873708.txt.gz · Last modified: 2015/01/21 12:55 (9 years ago) by swind