Part 2: Creating Orders Automatically

By: Mike Catalfamo

The goal of the order posting process into the accounting system is to automatically create a document such as a Sales Order that would reflect the same order details in the eCommerce cart that also satisfies the accounting and business systems requirements.  Refer back to the steps in the previous post, Overview of Order Fulfillment Cycle as we consider the following:

Step 1: Order Filtering

Sandy doesn’t want to waste time sifting through orders that have not been finalized and certainly does not want these to show up in her accounting system which means ignoring whatever hasn’t been paid for (authorized) successfully. Filtering is typically handled by the Integration Platform which looks at the status of the orders and tracks the last time orders were pulled so only new orders will be downloaded.

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Kevin Martin

Good Afternoon,

We’ve got another solid list of integration updates for on this lovely Friday afternoon (here in Burlington, anyways).  Below are the  updated integration connections that were deployed to the ePortal during the week of August 23rd, 2010:

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Kevin Martin

You may have already noticed, but we wanted to announce the roll-out of our new and improve homepage as well as site-wide style updates. The changes are largely cosmetic, but the menu has also been revamped to make your browsing experience on the eBridge more intuitive. Below is a snapshot of what it looks like (or click to check out the real thing)

The update was soft-launched on Monday, and there will likely be minor additions and changes over the next week or so.  Feel free to let us know what you think and/or report any issues.

Kevin Martin

Good Afternoon,

I am pleased to present you with this massive list of updated EDI connections produced by our developers this week. Hats off to their hard work in churning these out! Below are the  updated integration connections that were deployed to the ePortal during the week of August 16th, 2010:

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Kevin Martin

Have you ever had trouble finding a 997 for a specific document or had to search through your mailboxes to see if you returned an 855?

Finally there’s an easier way!

We’ve added the option to Customize Your Grid. By clicking on the wrench icon  at the top of your Mailbox grid, a pop-up window appears allowing you to add and remove the fields that are important to you.

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Andrea

Part 1: Introduction

By: Mike Catalfamo

Being a business owner can have many challenges, particularly for small and medium sized companies.  Those who attempt to leverage the vast and rapidly-changing sea of technology can realize substantial operational efficiencies, gain valuable market insights and increase their competitive advantage; all of which translate into increased profits.

Over the next few weeks, I will be sharing some ideas about what you can do as a business owner to minimize work and potential errors when working with data in disparate formats or systems.  To help illustrate this, I’m going to use an example of integrating an eCommerce cart with an ERP/Accounting System.  Throughout the series of articles, I will illustrate how Sandy our fictitious eCommerce owner runs her business and overcomes the challenges of re-keying data.  Before we begin, here are two important things you can do prior to undertaking an integration or automation project:

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Mike Catalfamo

Good Afternoon,

We’re back in full-swing this week with another quality list of integration updates. Below are the new and updated integration connections that were deployed to the ePortal during the week of August 9th, 2010:

• MaxExp XML

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Kevin Martin

We just received the following notice from Costco regarding changes to their EDI codes for tax qualifiers. Despite the August 24th implementation date, we have  already updated the maps on ePortal to comply with the changes. This means that all ePortal users doing business with Costco will be able to continue business as usual during the changes.

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Kevin Martin

Good Afternoon,

We don’t have a massive list of updates this week, as we were only here for four days thanks to the Civic Holiday. That said, below are the  updated integration connections that were deployed to the ePortal during the week of August 2nd, 2010:

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Kevin Martin

Good Afternoon,

Even with the enticing long weekend coming up, our team stayed on point this week and truly delivered. Below are the new and updated integration connections that were deployed to the ePortal during the week of July 26, 2010:

• Bergdorff 4010 VICS
• Standard Register 4010

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Kevin Martin

We just received a tip from Accolade Publications detailing some important expiration dates for support from Microsoft for both MS Dynamics GP and SQL products. If you are using any of the products mentioned below, we recommend looking into an upgrade as soon as possible.

Important Dates for Microsoft Support Expiration

Microsoft only supports the most recent two versions of most of their software products.  This includes not only MS Dynamics GP but also tools like MS SQL. Here are some support expiration dates of interest.  If you are on any of these versions (or earlier) you should contact your partner and schedule updates.

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Kevin Martin

Good Afternoon,

Despite all of the humidity and thunderstorms experienced today, the development team still pulled through with a strong finish. Below are the new and updated integration connections that were deployed to the ePortal during the week of July 19, 2010:

• Royal Bank Of Canada 4010

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Kevin Martin