How It Works

The Following Data Is Downloaded From Syteline:

• Sales People (SLSlsmans)
• Shipping Codes (SLShipcodes) -> Ship Vias
• Tax Codes (SLtaxcodes)
• Terms (SLTerms)
• Product Codes (SLProdcodes) -> Product Categories
• Locations (SLLocations)
• items (SLItems)
• Item/Locations (SLItemLocs)
• Item Prices (SLItemprices) -> Price Codes
• Item Price Formulas (SLPriceFormulas) -> Price Codes
• Price Matrixs (SLPricematrixs) -> Price Codes

The Following Data Is Uploaded To Syteline:

• Sales Order Headers
  • Order Number -> CoNum
  • Customer Number -> CustNum
  • 0 -> CustSeq
  • Currency Code -> CurrCode
  • Loc -> Whse
  • Tax Code -> TaxCode1
  • Sales Person Code -> Slsman
  • Terms Code -> TermsCode
  • PO No -> CustPo
  • IND -> OrigSite
  • Not Ship Complete -> ShipPartial
  • BirdDog Fields to User-Defined Fields
    • Name = coUf_{field.Name}
• Sales Order Lines
  • Order Number -> CoNum
  • Line Number -> CoLine
  • Item Number -> Item
  • UOM -> UM
  • Loc -> Whse
  • Quantity Ordered -> QtyOrderedConv
  • IND -> Description
  • Promise Date -> DueDate
  • Price -> PriceConv

The Following Data Is Downloaded And Uploaded To And From Syteline

• Customers (SLCustomers if CustSeq=0)
  • Upload and Download
    • CustNum -> Customer Number
      • NOTE: Syteline requires a character length of 7. If using BirdDog Enterprise, this can be set for new customers by navigating to System Management | Global Settings | Accounts Receivable.
    • Name -> Name
    • Addr_1 -> Addr_1
    • Addr_2 -> Addr_2
    • Addr_3 -> Addr_3
    • City -> City
    • State -> State
    • Zip -> Zip
    • Country -> Country
    • Pricecode -> Customer Type (if blank then use Connector Default Customer Type)
    • Payment Terms
      
      • On download, if blank  then use Connector Default Terms Code
        • TermsCode -> Terms Code 
      • On upload
        • When adding a new customer OR the customer's terms in Syteline are not blank
          • Terms Code -> TermsCode
          • Credit Card Terms (Credit Card is checked on System Manager>Accounts Receivable>Terms Codes)
            • Wire(W) -> Pay Type
          • Not Credit Card Terms (Credit Card is checked on System Manager>Accounts Receivable>Terms Codes)
            • Check(C) -> Pay Type
        • When updating an existing customer OR the customer's terms don't match the connector's default terms OR the customer's terms in Syteline are blank
        • Clear TermsCode
    • Sales Man-> Sales Person (if blank then use Connector Default Sales Person)
    • Whse -> Location
    • CurrCode -> Currency Code
    • CreditHold -> On Account Hold
    • CreditLimit -> Credit Limit
    • External Email Address -> EMail
    • Connector Account.Subsidiary -> Ship Site
    • Contact_1 -> Contact
    • Phone_1 -> Phone Number
    • Contact_3 -> A/P Email
    • When adding a new customer only
      • Connector.Bank Code -> Bank Code
      • ENU -> Language Code
      • Current Customer(C) -> Status
      • Open Item(O) -> Balance Method
      • Weekly(W) -> Statement Cycle
      • InvCategory -> Default Category
      • Weekly(W) -> Invoice Frequency
      • EXTRNL -> Tax Code1
      • True -> Print Packing Info on Invoice
  • Download Only
    • Connector Default Ship Via - Ship Via
    • Taxes
      • Connector Default Tax Schedule -> Tax Schedule
      • Connector Default Tax Code-> Tax Code
      • NON -> Tax Code if the prior two are blank
    • CreateDate -> Start Date
    • CustomerEmailAddr - > Email
    • SalesLstYr -> Sales Last year
    • SalesPtd -> Sales PTD
    • SalesYtd -> Sales YTD
• Ship Tos (SLCustomers if CustSeq<>0)
  • Upload and Download
    • CustNum -> Customer Number
    • CustSeq -> Code
    • Name -> Name (if blank then use Customer.Name)
    • Addr_1 -> Addr_1
    • Addr_2 -> Addr_2
    • Addr_3 -> Addr_3
    • City -> City
    • State -> State
    • Zip -> Zip
    • Country -> Country
    • Contact_1 -> Contact
    • Phone_1 -> Phone Number
    • Sales Man-> Sales Person (if blank then use Connector Default Sales Person)
    • Whse -> Location
    • Connector Account.Subsidary -> Ship Site
  • Download Only
    • Connector Default Ship Via - Ship Via
    • Taxes
      • Connector Default Tax Schedule -> Tax Schedule
      • Connector Default Tax Code-> Tax Code
      • NON -> Tax Code if the prior two are blank