Path: Admin > Universal Interface > Universal Interface Setup
The UPI Receivings (Staging) Import is used to import Receivings information to WebTMA from your ERP. The information is held in the database until it is approved from the Receiving Staging window. It requires at least one Repair Center added to the Repair Center Tab.
When you select the Transaction Type, WebTMA automatically loads the required fields in the mapping grid. For this Transaction Type, all available fields are required. These lines display a red icon in the left column until the row is mapped to the remote columns in the third-party database.
Auto Receive
Not all clients need to approve the received items. If you want to avoid this step, mark the Auto Receive check box defined in the next topic, General Information Field Definitions.
If all Parts on a Purchase Order are auto-received, the PO is automatically closed.
NOTE: The function cannot auto-receive serialized Parts.
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.
Auto Receive – If you want to import the items without first approving them from the Receiving Staging window, 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 UI Fields for UPI - Receivings (Staging) Import
In order to import Receivings lines, you must link WebTMA fields with your ERP Remote Columns. 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.
Receivings (Staging) Import Required Fields
The following fields must be present in your outside database to accomplish a successful import of Receiving (Staging) Import information to WebTMA. When you add a new Universal Interface template, these required fields are automatically added to the TMA Column. At this point, all you need to do is map them.
- Purchase Order Number
- Technician ID
- Warehouse Code
- Received Date
- Line Number
- Quantity