do_it_best_setup
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do_it_best_setup [2015/01/21 13:22 (9 years ago)] – swind | do_it_best_setup [2021/05/11 21:42 (3 years ago)] (current) – [Do It Best Integration] plagrada | ||
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====== Do It Best Integration ====== | ====== Do It Best Integration ====== | ||
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====== Preliminary System Five Setup ====== | ====== Preliminary System Five Setup ====== | ||
+ | * [[ftp:// | ||
- | 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. |
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+ | ThisDoItBest folder will contain all the stylesheets needed for the integration to function correctly. | ||
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+ | At this point you will need to create | ||
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+ | Make a note of the unique number of the supplier account as it will need to be entered into the " | ||
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+ | {{: | ||
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+ | The six digit DIBMember number is specified from Do-It-Best. You can find this inside the first row of the “ORDCNFM_010” file. | ||
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+ | 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 . | ||
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+ | When you edit the xsl file; the < | ||
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+ | example | ||
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+ | < | ||
+ | < | ||
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+ | </ | ||
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+ | 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: | ||
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*** You must create these categories, and if you have already assigned these inventory categories to something else, you will need to change those categories so that they use numbers that are not being used by the Do It Best Integration. *** | *** You must create these categories, and if you have already assigned these inventory categories to something else, you will need to change those categories so that they use numbers that are not being used by the Do It Best Integration. *** | ||
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- | Extract the DoItBest.zip file to a DoItBest folder in the System5\Bin folder. | ||
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- | Go To setup Tools - Utilities - XML Central | ||
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- | Follow the instructions in the self help for setting up import | ||
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* Do It Best will supply you with the documents outlining what each of these files are. | * 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. | * They will also supply you with an FTP Communication Guide for details on setting up your FTP client software. | ||
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- | ====== Setting Up The Import ====== | ||
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- | 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:// | ||
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* Skip header row | * Skip header row | ||
* and Update duplicate part numbers by (Supplier + Part Number) | * and 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. | |
- | 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. | + | |
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- | Set or verify the Cost Price Transformation path. The setcost.xsl style sheet is required for Cost Price. | + | |
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- | Set or verify the List Price Transformation path. The setprice.xsl style sheet is required for List Price. | + | |
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- | Set or verify that the Marked For Deletion Transformation path is correct. The markdeleted.xsl style sheet is required for marking deleted items. | + | |
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- | 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 the Load Button | + | |
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- | Click Yes to continue the dataload | + | |
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. | ||
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- | ====== | ||
+ | ====== Setting Up The Purchase Order Confirmation ====== | ||
+ | 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 | ||
- | ====== | + | ====== |
+ | 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. | ||
- | ---- | + | {{: |
+ | From the Import XML window, click on the [New] button. | ||
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+ | {{: | ||
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+ | In the Message window, enter a name for the settings entry, as shown. | ||
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+ | In the Import XML window, set the Import File Type, to the prime character, " | ||
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+ | To add the new setting to the Quick List, right click on Quick List in the menu, select Customize Lists click the [Add Import/ | ||
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+ | 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. | ||
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+ | {{: | ||
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+ | The newly imported purchases orders can viewed by selecting recent in the List Purchase Orders window. | ||
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+ | ====== | ||
+ | |||
+ | ---- | ||
- | Created by Steve Wind Sept 14 2012 | ||
+ | Created by Steve Wind Dec 22 2014 updated April 8 2015 | ||
====== | ====== | ||
[[http:// | [[http:// |
do_it_best_setup.1421875361.txt.gz · Last modified: 2015/01/21 13:22 (9 years ago) by swind