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 [2015/04/08 08:24 (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:
 ====== Do 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)
  
 Extract the DoItBest.zip file to a DoItBest folder in the System5\Bin folder. Extract the DoItBest.zip file to a DoItBest folder in the System5\Bin folder.
Line 23: Line 23:
 {{:doitbest:ordcnfm_010.jpg|}} {{: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.+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. 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.
Line 171: Line 171:
 If You have not already done so, you need to extract the DoItBest.zip file to a DoItBest folder in the System5\Bin folder. 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, as shown in figure 1+To setup System Five for importing Do-It-Best order confirmation files, select Import From XML in the XML Central window. 
  
 {{:doitbest:1.jpg|}} {{:doitbest:1.jpg|}}
  
-From the Import XML window, shown in Figure 2, click on the [New] button. +From the Import XML window, click on the [New] button. 
  
 {{:doitbest:2.jpg|}} {{:doitbest:2.jpg|}}
  
-In the Message window, enter a name for the settings entry, as shown in Figure 3+In the Message window, enter a name for the settings entry, as shown. 
  
 {{:doitbest:3.jpg|}} {{: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 in Figure 2. 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]. +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]. 
  
-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 in Figure 4, click the [OK] button and then the [Save Changes] button. The setup is now complete. +{{: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|}}  {{:doitbest:4.jpg|}} 
  
-To import a file, click on the New Import option, as shown in Figure 5, then navigate to the file and double click. The file will always be ORDCNFM_010 unless it has been renamed after it was downloaded. +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|}}  {{:doitbest:5.jpg|}} 
  
 The newly imported purchases orders can viewed by selecting recent in the List Purchase Orders window.  The newly imported purchases orders can viewed by selecting recent in the List Purchase Orders window. 
- 
- 
-< Return to Do It Best integration overview  
- 
  
 ======  ====== ======  ======
- 
- 
  
 ---- ----
Line 208: Line 204:
  
  
-Created by Steve Wind Dec 22 2014+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.1428506675.txt.gz · Last modified: 2015/04/08 08:24 (9 years ago) by swind