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
  • 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. If blank then use the default from the connector.
    • Tax Code 2
    • Account Manager -> Sales Rep. If blank then use the default from the connector.
    • Customer Ship Payment Type -> Default Freight Pay Code
  • 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 uploaded to M1. Properties not specified are left at the default value.

  • Customers
  • Sales Order Headers
    • Free On Board Description - Copied from M1.Organization Free On Board Description
  • Sales Order Lines