Managing and Configuring the ERP Connector

TABLE OF CONTENTS

Navigate to: Admin > ERP configurator


Before we get started, to display the touchpoints of an ERP Package, Administrators will need to set the Status to "Activate" on at least one ERP Connector located in the Extension Engine.

Each ERP Package, such as "ZnodeEpicor Connector" or "ZnodeJDE Connector", has unique touch-points that may be different from one to another. Despite this, each ERP system uses the same database to access and store various types of information.

Note: Only one ERP Connector can be active at a time in Znode.

General Details

Each ERP Connector has three sections for configuration. 

  1. Touch-point List - a list of out-of-box touch-point triggers that can be set-up on a schedule or real-time to the ERP.

  2. Connector Logs - a handy log to view the details of each communication.

  3. Connector Settings - a section where the Administrator can manage the connection credentials to the configured ERP.

ERP Touch-point Actions

Detail

Description

Touch-point

Manual Trigger for each and every touch-point available to the ERP Connector module. Managed by Administrators.

Create Touch-point

Administrators can set a Scheduler for each touch-point

Enable

Shortcut action to enable ERP Connector

History

After creating the Scheduler, history is maintained. If the data is triggered then the history and status are displayed.

Available Touchpoints:

  • AR Balance
  • AR History
  • AR Payment Details
  • Attribute Refresh
  • Bill-To Address Update
  • Category Refresh
  • Contact Details Refresh
  • Contact List Refresh
  • Create Contact
  • Create Customer
  • Create Ship To
  • Customer Details Refresh
  • Get Contact Details
  • Get Contact List
  • Get Customer Details
  • Get Inventory Real-Time
  • Get Pricing
  • Get Ship-To List
  • Inventory Refresh
  • Invoice Details Status
  • Invoice History
  • Locate My Account Or Match Customer
  • Login
  • Order Create
  • Order Details Status
  • Order History
  • Order Simulate
  • Payment Authorization
  • Pay Online
  • Pricing Customer Price List Refresh
  • Pricing Standard Price List Refresh
  • Product Category Link Refresh
  • Product Refresh
  • Quote Create
  • Quote Details Status
  • Quote History
  • Request A Catalog
  • Save Credit Card
  • Shipping Notification
  • Shipping Options
  • Ship-To List Refresh
  • Submit A Prospect
  • Tax Calculation
  • Update Contact
  • Update Customer
  • Update Ship-To


Creating Schedulers

Administrators can create schedules by clicking on Create Triggers from Touchpoint List.

 

TouchPoint Name - The Touchpoint name is auto-generated and Scheduler Type is defaulted to Scheduled. 

Scheduler Name - The administrator can define a unique name for the Scheduler from this section. (Scheduler name can be added only while creating a scheduler. Once the scheduler is created the name is not editable).

Scheduler Type - 

Scheduled - The administrator can schedule the dates and times whenever the Scheduler needs to start. 

Scheduler Setting - One Time

The administrator can start a One-time scheduler e.g. single-time job execution from this section selecting a specific start date and time. 

Enabled:

When this is selected the scheduler Job is active and is executed on the specified start date and time. 

Scheduler Setting - Recurring

When an Administrator selects the Recurring option for a Scheduler following screen is displayed


  1. A CRON expression is a definition of the schedule onto which the recurring jobs are executed.
  2. A user-friendly CRON expression description is displayed when a user clicks on Commonly Used Cron Expressions.























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