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. 

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

Managing Scheduler for ERP Connectors

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

The scheduler is used for updating the ERP Connectors. An administrator can define the scheduler to update the ERP Connectors one time or on a recurring basis. 

When adding and editing scheduler details, the following details are visible on the pop-up screen:

  1. TouchPoint Name - The Touchpoint name is auto-generated and Scheduler Type is defaulted to Scheduled. 
  2. 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).
  3. Scheduler Setting 
    1. The Schedule Setting section has the following options available for defining a schedule:
      1. Scheduler Setting One Time - The purpose is to define a schedule that updates the ERP Connectorsone time when the administrator selects One-time Scheduler.
        1. When the administrator selects one time option the following screen is displayed
        2. An administrator can enter the following information and click on save to configure the scheduler:
          1. Start Date - The administrator can select the "Start Date" for the defined job
          2. Time - The administrator can select the "time" for the defined job 
          3. Enabled - When this field is checked the defined job is active
      2. Scheduler Setting Recurring  - The purpose is to define a schedule so that the job executes multiple times a day, or runs on specific days and months as per the defined schedule for the job execution
        1. When the administrator selects the Recurring option the following screen is displayed
        2. An administrator can enter the following information and click on save to configure the scheduler:
          1. Cron - A Cron Expression is a definition of the schedule onto which the recurring jobs are executed. A user-friendly Cron expression description is displayed when a user clicks on Commonly Used Cron Expressions. Administrators can copy any Cron Expression and add it in the CRON Expression field.
          2. Enabled - When this field is checked the defined job is active. 


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