How It Works

The following data is downloaded from M1:

• G/L Accounts
• Currency Rates
• Tax Codes
• Shipping Methods -> Ship Vias
• Terms
• Employees -> Sales People
• Customer Groups -> Customer Types
• Customer Contacts -> Users
• Warehouses -> Locations
  • Code
  • Name
  • Address Line 1
  • Address Line 2
  • City
  • State
  • Postal Code
  • Country
• Part Groups -> Product Categories
• Parts -> Items
  
  • Part ID and Part Revision ID -> Item Number. Part 1234 with no revision will download as 1234 while Part 1234 with revision 2 will download as 1234 Revision 2.
  • First Warehouse Bin -> Loc. If not using bins then use the default from the connector.
  • Short Description -> Description
  • Part Group -> Product Category
• Part / Warehouses -> Item / Locations
  • Part ID and Part Revision ID -> Item Number. Part 1234 with no revision will download as 1234 while Part 1234 with revision 2 will download as 1234 Revision 2.
  • Warehouse -> Location
  • Active Part Unit Sale Price -> Price
  • Sum from Part Bin Qty on Hand -> Qty on Hand
  • Sum from Part Bin Qty Allocated -> Qty Allocated
  • Sum from Part Bin Qty on Order -> Qty on Order
• Part Prices -> Price Codes

The following data is downloaded and uploaded to M1.

• Customers
  • Organization ID -> Customer Number
  • Name
  • Address 1
  • Address 2
  • Address 3
  • City
  • State
  • Postal Code
  • Country Name and Code
  • Phone
  • Fax Number
  • Email Address
  • Start Date
  • Credit Hold
  • Credit Limit
  • Tax Exempt Number
  • Residential Flag
  • Currency Code
  • Ship Method -> Ship Via. If blank then use the default from the connector.
  • Terms. If blank then use the default from the connector.
  • Customer Group -> Customer Type. If blank then use the default from the connector.
  • Customer Taxable -> Taxable
  • Tax Code -> Tax Code ID.
    • Reading - If blank then use the default from the connector.
    • Writing - Only write if a new customer or the value doesn't match the connector tax code default.
  • Tax Code 2 -> Second Tax Code ID
  • Account Manager -> Sales Rep. If blank then use the default from the connector.
  • Customer Ship Payment Type -> Default Freight Pay Code
• Customer Locations -> Customer Ship Tos 
  • Location ID -> Ship To Number
  • Name
  • Address 1
  • Address 2
  • Address 3
  • City
  • State
  • Postal Code
  • Country Name and Code
  • Phone
  • Email Address
  • Residential Flag
  • Ship Method -> Ship Via. If blank then use the default from the connector.
  • Tax Code. If blank then use the customer's tax code
  • Tax Code 2. If blank then use the customer's tax code 2
• Sales Order Headers
  • Default Plant ID -> Plant ID
  • Order Number -> Sales Order ID
  • Customer Number -> Customer Organization ID
  • Customer Number -> Ship Organization ID
  • Ship To Code -> Ship Location ID
  • Shipping Date (if set) -> Requested Ship Date
  • PO Number -> Customer PO
  • Freight -> Freight Total
  • Tax -> Tax Sub Total
  • Tax -> Tax Amount
  • Total -> Order Total
  • Total -> Order Sub Total
  • Total + Total Discount By Ordered -> Full Order Sub Total
  • Discount * Qty_Ordered -> Discount Total
  • Order Date
  • 3 -> Status
  • Ship Via Code -> Shipping Method ID
  • Terms Code -> Payment Term ID
  • Order Source = Ecommerce -> Created From Web
  • Currency Code -> Currency Rate ID
  • Current Transaction Rate -> Exchange Rate
  • Freight Pay Code -> Shipping Payment Type ID
  • True -> Ready To Print
  • BIRDDOG -> Created By
  • Now -> Created Date
  • M1.Organization Free On Board Description -> Free On Board Description
  • M1.Organization A/R Invoice Contact ID -> A/R Invoice Contact ID
  • M1.Organization Quote Contact ID -> Quote Contact ID
  • M1.Organization Ship Contact ID -> Ship Contact ID
• Sales Order Lines
  • Order Number -> Sales Order ID
  • Line Number -> Sales Order Line ID
  • Item Number Main -> Part ID
  • Item Number Revision -> Part Revision ID
  • Product Category Code - Part Group ID
  • Quantity Ordered -> Order Quantity
  • Quantity Ordered -> Delivery Quantity Total
  • Price -> Full Unit Price
  • Discount Percent
  • Discounted Price -> Unit Price
  • Total -> Extended Price
  • Total + Total Discount By Ordered -> Full Extended Price
  • Discount * Quantity Ordered -> Extended Discount
  • 0 -> Freight Amount
  • Order.Tax Code -> Tax Code ID
  • Order.Tax Code 2 -> Second Tax Code ID
  • If Line Deposit > 0 -> Deposit
  • Line Deposit -> Deposit Amount Base
  • Taxable Amount by Tax Code -> Tax Amount
  • Taxable Amount by Tax Code 2 -> Second Tax Amount
  • 0 -> Quantity Shipped
• Sales Order Deliveries
  • Order Number -> Sales Order ID
  • Line Number -> Sales Order Line ID
  • 1 -> Sales Order Delivery ID
  • Item Number Main -> Part ID
  • Item Number Revision -> Part Revision ID
  • Location -> Part Warehouse Location ID
  • Default Bin ID for Item Number -> Part Bin ID
  • 2 -> Delivery Type
  • Quantity Ordered -> Quantity On Order
  • Quantity Ordered -> Delivery Quantity
  • True -> Firm