Orchid

Bin Tracking Transfer

Allows you to update Bin Tracking documents with bin picks, put-aways & transfers.

Update

Update.

Serial & Lot Tracking Support

Yes

Limitations

None

Writeback Fields

None

Implementation Notes

Updating Transfers

Open Bin Transfers can be updated by setting the Bin Tracking (RMANUMBER) field.

To update a line within a transfer the line must be identified or matched to the line being updated. This is achieved by setting the either the LINENUM or ITEM fields.

The ‘Line Match Method’ (MATCHMTD) field controls which field is used to match a particular line.

Field Id

Line Match Method Value

Notes

Line Number (LINENUM) (Default)

0

The value may be obtained either at the time the RMA is created, or via a lookup against the RMA & RMA Details.
Item Code 1 When matching by item code, ensure there are no duplicate items in the invoice. When duplicate items are present only the first item is updated.

Serial & Lot Number Handling

The following fields must be specified for serial number or lot tracked items on the serial/lot number level. Apart from the item number, none of the values mapped on the detail line will be copied to the serial/lot number record.

Field

Notes

Serial & Lot Number (FMTVALUE) To set bin transfer to serial and lot numbers the serial and lot number to update must be set to the FMTVALUE field on the respective level. For Lot Numbers the integration will find the lot number specified as part of the transaction and update this row. Additional bins can be specified to pick/put-away lot tracked items and these will be inserted into the bin transfer.
Destination / Source Bin  

Destination / Source Quantity

 

Destination / Source Unit of Measure

 

EFT Customer Bank

Allows you to create/update Customer EFT Bank Details.

Update

Insert & update.

Limitations

None

Implementation Notes

Updating Customer Bank Details

Set both the Customer ID and File Type.

EFT Employee Bank

Allows you to create/update Employee EFT Bank Details.

Update

Insert & update.

Limitations

None

Writeback Fields

EL0117. LINENUM Bank Record Line Number

Implementation Notes

Updating Employee Bank Details

Set both the Employee ID.

Since each employee can have numerous bank records, set the LINENUM field corresponding to the bank record wishing to be updated.

EFT Vendor Bank

Allows you to create/update Vendor EFT Bank Details.

Update

Insert & update.

Limitations

None

Implementation Notes

Updating Vendor Bank Details

Set both the Vendor ID and File Type.

RMA Entry

Allows you to create RMA Entries.

Update

Insert & update.

Serial & Lot Tracking Support

Yes

Limitations

None

Writeback Fields

RA0001. RMANUMBER RMA Number
RA0001. RMAUNIQ RMA Uniquifier
RA0002. DETAILNUM RMA Detail Line Number

Implementation Notes

Updating RMAs

Open RMA’s can be updated by setting the RMA Number (RMANUMBER) field.

To update a line within a transfer the line must be identified or matched to the line being updated. This is achieved by setting the either the LINENUM or ITEM fields.

The ‘Line Match Method’ (MATCHMTD) field controls which field is used to match a particular line.

Field Id

Line Match Method Value

Notes

Line Number (LINENUM) (Default)

0

The value may be obtained either at the time the RMA is created, or via a lookup against the RMA & RMA Details.
Item Code 1 When matching by item code, ensure there are no duplicate items in the invoice. When duplicate items are present only the first item is updated.

Information Manager Notes

Allows you to create Information Manager notes.

Update

Insert & Update

Limitations

None

Writeback Fields

EB0033.NOTEID Note ID field.

Implementation Notes

Inserting Notes

To insert a new note the Note Type, Key & Note Text must be populated.

Updating Notes

To update notes map the Note Type, Key & NoteId field.