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PSTPF - Supply Chain Historical Purchase Order Integration

PSTPF - Supply Chain Historical Purchase Order Integration

This is used to set up, configure and run Supply Chain Purchase Order integration for historical purchase orders for specific suppliers that have registered for SupplyChain.

 Instructions

This will run you through configuring the Perspective Integration XMLs

  1. Copy an existing SupplyChain XML and name it accordingly (Historical POs)

  2. Edit the copied XML (Notepad++ is a suggested editor)

  3. To open/close task details, you can use the +/- buttons next to the Task Title

  4. Disable the Task “Projects” by setting the Enabled=”false”
    E.g.,

  5. Navigate to the Purchase Order Task
    Press on the + button to expand the task section

  6. Update the Filter=”” to include strSupplierCode='SupplierCodeXXX' (Added in between the quotes. This field can be found in the Framework Entity Integration Link Screen)

    If there is a filter included already, you MUST nominate this as an additional criterion after the existing criteria. This is done by using an AND before adding the strSupplierCode=''
    The filter is found to the right of the <Base> section (the first line under the Task Title).

    E.g., where a region division GUID is being used as a filter:

     

  7. Update the LastRunOn Adjustment field. If you would like the last 6 months set the Adjustment=”-6” and the Unit=”Month” (available Units are “Day”, 'Week”, 'Month”, “ Year”)

  8. Edit the Notifications Subject and Message to indicate that this was a Supplier Historical Purchase Order Profile that was run.

  9. Add your name to the Contact.
    You can do this by copying an existing <Contact> line and pasting it into the <To> section at the same level as the other contacts, and editing the Contact Name and email, as depicted in the screenshot below.

  10. Save the File.

  11. Run Perspective Integration

  12. Open the XML you edited

  13. Click Start

  14. Once complete, you can check the Results Tab

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Linking Framework Suppliers to Supply Chain

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