The BirdDog Service Pro Connector monitors your ERP for changes (add, change, or delete) and sends that to Service Pro:
- Locations
- Code -> WarehouseNumber
- Van - Initially false. Can then be maintained in Service Pro after it has been uploaded
- Matching BirdDog Fields -> Custom Fields
- Notes
- If we attempt to upload a new location and there is a conflict with an existing warehouse number we then query Service Pro for the id of that warehouse number and create a linkage between the Code and the id returned.
- Product Categories
- Code -> Code Number
- Description -> Value
- Items - Items are sent to Service Pro based on their Item Type which can be configured in BirdDog:
- Special Note: Due to the fact that Service Pro stores different item types in different tables - if you change the Service Pro item type on an item the connector will delete the item from the old item type table and then insert a new record into the new item type's table. If the previous Service Pro Item Type was Inventory, it will also delete all associated Item/Warehouses.
- Inventory
- Item No -> Item Number
- Description -> Description
- Default Location -> Default Warehouse
- Taxable -> Taxable
- Warranty Days
- First Time Run: The connector will download all inventory from Service Pro and create linkages for items that exist in BirdDog.
- Task
- Item.Default Location.Price > Task Rate Standard
- Item.Loc -> Source Warehouse
- Description
- Taxable
- Service Tech
- Item No -> Service Tech Number
- Item Description -> Service Tech Name
- Default Item / Location Price -> Standard, Overtime, and Special Rate
- Default Item / Location Cost -> Standard, Overtime, and Special Cost
- Taxable -> Taxable
- On Staff - Initially true. Can then be maintained in Service Pro after it has been uploaded
- Show On Schedule Board - Initially true. Can then be maintained in Service Pro after it has been uploaded
- Pay Commission - Initially true. Can then be maintained in Service Pro after it has been uploaded
- Specialties are managed in Service Pro
- Inspection
- Item No -> Inspection Number
- Item Description -> Inspection Name
- Item Description -> Description
- Taxable -> Taxable
- Default Item / Location Price -> Price
- Item / Locations
- Quantity On Hand
- Price
- Average Cost
- Last Cost
- Standard Cost
- Picking Sequence -> UDF Picking Sequence
- First Time Run: The connector will download all inventory warehouses from Service Pro and create linkages for item/locations that exist in BirdDog.
- Special Note: The connector only sends 1000 item / locations up per connector run; this was added to the code to prevent a massive item/location upload at the end of the month preventing orders from coming down.
- Terms
- Code -> Code Number
- Description -> Description
- Due Days -> Due Days
- Sales Reps
- Number - Number
- Name - Name
- Tax Codes
- Code -> Tax Code Number
- Description -> Description
- Tax Percent -> Tax Percent
- Tax Schedules
- Code -> Tax Schedule Name
- Code -> Tax Schedule Number
- Description -> Description
- List of Tax Codes -> List of Tax Codes
- Custom Fields (Order and Order Line supported)
- Group -> Table Name
- Name -> Name
The BirdDog Service Pro Connector monitors Service Pro for Orders that are not on hold and, if Starting Order Number has been set on the connector, the work order number is greater than or equal to the Starting Order Number; if orders meet these criteria, the connector brings them into your ERP.
The following data is both written to and downloaded from Service Pro. Properties not specified are left at the default value.
- Customers
- Customer Number -> Cus No
- Name -> Name
- Sort Name -> Search Name
- Link Sort Name -> False
- Bill To -> Address
- Address 1 -> Address 1
- Address 2 -> Address 2
- Address 3 -> Address 3
- City -> City
- Posta Code -> Zip
- Regiion -> State
- Country -> Country
- Phone -> Phone
- Ext -> Phone Ext
- Terms -> Terms
- Sales Person -> Sales Person
- Customer Type -> Default Customer Type
- Statement Frequency -> Default Statement Frequency
- Ship Via -> Service Pro Company Default Ship Via
- Warehouse -> Service Pro Company Default Warehouse
- Credit Limit -> Credit Limit
- Credit Balance -> Balance
- Account Date -> Start Date
- Taxable -> Taxable
- Exempt Number -> Tax Exempt Number
- Force PO -> Require PO
- Notes
- If we attempt to upload a new customer and there is a conflict with an existing customer number we then query Service Pro for the id of that customer number and create a linkage between the customer number and the id returned.
- When we upload a new customer, we add the Customer's corresponding Ship To (ShipToNumber="billing") and Site (SiteNumber="billing") as well. This ship to and site are managed by convention, there is no linkage.
- If the Customer has a parent customer number (such as Sage 100's National Pricing), we use the parent's billing address when creating the child customer; any changes to the child customer's billing address in the ERP is ignored. In this case, any changes to the child customer information (like an address) in Service Pro will also not be downloaded to your ERP.
- Ship Tos:
- Ship To Number -> Code
- Ship To Name -> Name
- Address 1 -> Addr_1
- Address 2 -> Addr_2
- Address 3 -> Addr_3
- City -> City
- Region -> State
- Postal Code -> Zip
- Country -> Country
- Phone -> Phone_No
- Ext -> Phone_Ext
- Email -> EMail
- Ship Via -> Service Pro Company Default Ship Via
- Warehouse -> Service Pro Company Default Warehouse
- Notes
- When we upload a ship to, we add/update the Ship To's corresponding Site as well with the following data:
- Site Number -> Ship To.Code
- Site Name -> Ship To.Name
- Site Start Date -> Now
- Terms -> Customer Terms
- Sales Orders
- Notes
- Download
- Work Order number has to be greater than or equal to Connector Starting Order Number
- Work Order is not on hold
- Work Order has at least one item number
- Upload
- Only orders with the "Send to Service Pro" field checked are actually sent
- Orders go both ways; one can generate an order in Service Pro and download it into your ERP, or generate the order in the ERP and upload to ServicePro.
- SPECIAL NOTE: We added functionality for Process Completed Orders (currently only available in the UI of WebNext Connector Setup interface). If that setting is set to post and the work status for a work order in ServicePro is Completed, BirdDog will invoice/post the sales order immediately after downloading.
- Header
- Order Type set to O
- Work Order No -> Sales Order No
- Customer No
- Bill To Name
- Bill To Address1
- Bill To Address2
- Bill To Address3
- Bill To ZipCode
- Bill To City
- Bill To State
- Bill To Country Code
- Ship To Code
- Ship To Name
- Ship To Address1
- Ship To Address2
- Ship To Address3
- Ship To ZipCode
- Ship To City
- Ship To State
- Ship To Country Code
- Sales Person 1-3
- Customer PO No
- Tax Schedule or Tax Codes 1-3
- Comments
- Order Date
- Send To Service Pro set to True
- Service Pro Order Status
- Custom Fields -> will write up to and from Service Pro.
- Sales Order Lines
- Item Number
- Source Warehouse -> Location Code
- Description -> Item Description 1
- Quantity -> Quantity Ordered
- Unit Price (if Connector.Sync Order Line Unit Price is selected)
- Unit Cost
- Discount Percent
- Notes -> Line Comments
- Order lines can be added on either side; you can add it to the Service Pro order and sync it down to your ERP, or add it to the order in the ERP and push it up to Service Pro.
- Custom Fields -> will write up to and from Service Pro