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A user needs the ability to automatically send the PartSmart Picklist (Sales Order) to GoldFinch so they do not need to manually enter a sales order into GoldFinch.
Technical Requirements
For PartSmart
PartSmart post their picklists to GoldFinch a public URL.
Ashish has code to receive the picklist and save it to object: GFCON__Import_Sales_Order__c
With these fields:
Populate GFCON__Order_Source__c with “PartSmart”
Picklist JSON file should go to PartSmart_Picklist_JSON__c
The Picklist JSON File should include these values:
Id
PartSmart User Name / Dealer
Product Id
Description
Quantity
In GoldFinch Account table, add PartSmart User Name text field.
As soon as an a new Import Sales Order is created with PartSmart_Picklist_JSON__c field filled in, != null:
Use PartSmart User Name to look up Account, the populate
Customer Name
Id Customer No.
Populate Customer PO No. with Picklist Id
Order Date = today’s date
Populate Import Sles Sales Line
PartSmart Picklist Field | GoldFinch API Field Name | Field Help |
|---|---|---|
Product Id | Item No. | |
Item Id | lookup Item to get id | |
Quantity | Quantity | |
Item Unit of Measure look up | Item No__r. to get Base Unit of MeasureBase_UOM_Record_Id_c |
Click Create Sales Order button to create Sales Orders.
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