How It Works

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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 and PartRevisions -> 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
    • Effective End Date on Activity Code and Date - If the Effective End Date is set in M1, then we mark the item in BirdDog as Obsolete and set the activity date to the Effective End Date
    • Part Revisions Inactive Flag on Activity Code and Date - If the Part Revision is set Inactive in M1, then we mark the item in BirdDog as Obsolete and set the activity date to the Effective End Date; if Effective End Date is not set in M1, then we use today's date.
  • 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
  • Jobs > JobAssemblies > JobMaterials
  • PurchaseOrders > PurchaseOrderLines

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