Path: Admin > Universal Interface > Universal Interface Setup
Select the UPI - Purchase Order Export Transaction Type to export Purchase Order records using the Universal Interface (Universal Interface) framework.
You have a choice of four export Connection Types: Comma Delimited Text File, Microsoft SQL Server, Oracle, or Tab Delimited Text File. See Note below about Double Quote Option.
The Export Query field is used to determine the records to be exported. Select an existing Browse Query to serve as the Export Query. The selected Export Query has no impact on the data columns that are used in the export process.
Be sure to select a folder so an error log can be generated.
The WebTMA Integration Client Service Configuration (Stand-alone windows application) Service includes fields to support exporting records.
If you plan to include the Status field, it must be in your Lookup table.
Remember to add at least one Repair Center to the Repair Center Tab.
NOTE: A few clients export to other applications and the data includes commas, tabs, and other special characters, which causes errors in the flat file export. You have the option to export the flat file and use double quotes for these characters. Since this is not needed by most users, those who require the option must update their services to make it available.
General Information Field Definitions
Code – Unique code to identify Setup record (required).
Transaction Type – Select UPI – Purchase Requisition Export (required).
Connection Type – Choose Microsoft SQL Server, Oracle, Comma Delimited Text File, or Tab Delimited Text File.
Description – Describe the Setup record (required).
Export Header Row – If your ERP requires that the first row be the column definition for the file, mark this check box.
- Database Name – The name of your database on your server.
- Port # – Necessary if you connect to Oracle database.
- User Name – The login ID for your database server.
- Password – The password to login to your database server.
- Table Name – The name of the table containing Departments to be imported into WebTMA.
- Key Column Name – Field in your Universal Interface table containing the Unique Identifier for your Departments. This is typically a Primary Key.
- Processed Column Name – Field in your Universal Interface table to indicate if the row has been processed or not. (Must default to FALSE)
- Error Column Name – Field in your Universal Interface table WebTMA will write to if there's a problem importing a record.
- File Path (Folder) – The name of the folder that contains the import files. (Note: This is only used if the Connection Type is Comma Delimited Text File or Tab Delimited Text File.)
The Server fields are auto-populated using the entries made to the Detail window during Universal Interface Client Service Installation.
WARNING: The Server-related fields can be edited in WebTMA; however, this should only be done by highly qualified personnel. Changes saved here overwrite the contents of the Detail setup windows. It is preferable to make changes to the Detail setup window where you can test your connection.
How to Link Universal Interface Fields for UPI - Purchase Order Export
To export Purchase Order lines, you must link WebTMA fields with fields within your Universal Interface table. By default, all required fields should already have line entries.
From your Universal Interface Setup window in Add/Edit mode:
- Edit the required fields to link to Remote Columns.
- Click the Add Column link on the grid to open the Entry flyout.
- Choose your WebTMA Column.
- Select the Remote Column.
- Click Save & Add (or Save).
- Repeat until required fields and selected elective fields in your Universal Interface table have been matched up.
- Add the applicable Repair Center(s) to the Repair Center Tab.
- Click Save on the WebTMA toolbar.
UPI - Purchase Order Export Elective Fields
- Account #
- Attention
- Blanket Order Limit
- Blanket?
- CEAR #
- Charge Type Code
- Date Required
- Department Code
- Distrib Account #
- Distrib Comment
- Distrib Quantity
- Ext Cost
- Foreigh Line #
- Freight Amount
- Invoiced?
- Is Closed?
- Item Code
- Item Description
- Line Comment
- Line Foreigh Distrib #
- Line Number
- Line Quantity
- OTP Type Code
- PO #
- PO Comments
- PO Date
- PO Type Code
- PO Type Description
- Previous Received
- Project #
- Promise Date
- Repair Center Code
- Requestor Name
- Requestor Phone
- Ship Method
- Ship to Delivery Note
- Shhip To Location Code
- Status
- Tax Name
- Rax Rate
- Tax Rate 2
- Taxable?
- Technician ID
- Tracking #
- Unit Cost
- Unit of Measure
- Vendor Address Category
- Vendor Code
- Vendor Type Code
- Warehouse Code
- Work Order #
- Workorder Task Code
- UDF fields (if any)