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.