This functionality focus on building a API sync status from the third party ERP system. Standard sync rules will be apply in existing system.
Invoice/ Credit Note Sync
Clicking "Create Invoice" (Create Credit Note) or " Resync Invoice" (Resync Credit Note) will start syncing the invoices to ERP system, The sync status in will be updated the following;
Request: Sync invoice details (Credit Note Details)
Respond: Update sync status and error message (If the sync response with failure status)
Following fields will be updated in sales order summary screen for invoices
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ENTITY NAME
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COLUMN NAME
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ENTRY TYPE NAME
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BYONDPRO FIELD NAME
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OrderHeader
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orhe_accpacSyncError
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Multiline Text
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ERP sync error
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OrderHeader
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orhe_accpacSyncStatus
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Selection
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ERP sync status
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following invoice fields in integration monitor (Administration> Cemetery System Setup> Integration Monitor> invoice) will be also updated with the sync status:
Invoice Date (Credit Note Date), Sales and Booking ID, Document Type, Description, Document Number, ERP Sync Status, ERP Sync Error, Integration Attempts
Receipt Sync
Creating sales receipt will start syncing the receipt to ERPsystem, The sync status in will be updated the following:
Request: Sync receipt details
Respond: Update sync status and error message (If the sync response with failure status)
Following fields will be updated in receipt screen:
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ENTITY NAME
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COLUMN NAME
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ENTRY TYPE NAME
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BYONDPRO FIELD NAME
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Receipt
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rece_accpacSyncError
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Multiline Text
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ERP sync error
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Receipt
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rece_accpacSyncStatus
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Selection
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ERP sync status
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following receipt fields in integration monitor (Administration> Cemetery System Setup> Integration Monitor> Receipt) will be also updated with the sync status:
Sales & Booking, Receipt Number, Code, Receipt date, Customer Code, Payer Name, ERP Sync Status, ERP Sync Error, Integration Attempts
GL Journal Sync
Location Revaluation will syncing to ERPsystem as per the standard sync process, The sync status in will be updated the following:
Request: Sync GL Journal entries
Respond: Update sync status and error message (If the sync response with failure status)
Following fields will be updated in receipt screen:
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ENTITY NAME
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COLUMN NAME
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ENTRY TYPE NAME
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BYONDPRO FIELD NAME
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OPFGLJournal
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gljo_erpSyncError
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Multiline Text
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ERP Sync Error
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OPFGLJournal
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gljo_erpSyncStatus
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Selection
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ERP Sync Status
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following general ledger entry - location revaluation fields in integration monitor (Administration> Cemetery System Setup> Integration Monitor> General Ledger Entry - Location Revaluation) will be also updated with the sync status:
gl_type, gl_entry_description, ERP Sync Status, ERP Sync Error, Integration Attempts
Pre-need Sync
Creating Pre-need Invoice will start syncing the pre-need GL Journal entries to ERPsystem, The sync status in will be updated with the sync status:
Request: Sync pre-need entries
Respond: Update sync status and error message (If the sync response with failure status)
Following fields will be updated in preneed summary screen for pre-need entries:
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ENTITY NAME
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COLUMN NAME
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ENTRY TYPE NAME
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BYONDPRO FIELD NAME
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OPSPreNd
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prnd_erpSyncError
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Multiline Text
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ERP Sync Error
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OPSPreNd
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prnd_erpSyncStatus
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Selection
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ERP Sync Status
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following general ledger entry - PreNeed fields in integration monitor (Administration> Cemetery System Setup> Integration Monitor> General Ledger Entry - PreNeed) will be also updated with the sync status:
gl_type, gl_entry_description, ERP Sync Status, ERP Sync Error, Integration Attempts
Error Sync Status will will display following values for invoice sync, Receipt Sync, GL Journal Sync and Pre-need Sync;
1 – Pending sync
2 – Completed (If sync was successfully completed)
3 – Sync Failed (If sync failed)
