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PartSmart post their picklists to GoldFinch a public URL.
Develop a API that will POST to the ObjectAshish 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”Populate GFCON__Id_Customer_No__c with the dealer’s account Id.
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
The Product ID value must match a ProductCode value in GoldFinch.
- If it does not, provide a lookup to map the PartSmart Product ID to GoldFinch ProductCode
Description
Quantity
Unit of Measure
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PartSmart Picklist Field
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GoldFinch API Field Name
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Field Help
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Id
GFCON__Sales_Order_No__c
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What if an Id isn’t available?
Does Yakta want to use this as the Order ID or as a Reference Number?
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Product Id
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GFCON__Item_No__c
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look up GF Item table
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Quantity
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GFCON__Quantity__c
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quantity ordered for a specific item
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Unit of Measure (UOM)
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GFCON__Id_Item_Unit_of_Measure__c
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specify UOM such as each, case, etc.
For GoldFinch Developer
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GFCON__Id_Item_Unit_of_Measure__c
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map from
Object: GFCON__Import_Sales_Line__c
Field:
GFCON__Id_Item_Unit_of_Measure__c
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GFERP__Unit_Price__c
Is this automatically updated based on the Price Book?
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Develop API endpoint for the GFCON__Import_Sales_Order__c object
for Import Sales Order records with Order Source = PartSmart, and processed = false
write code that looks atIn GoldFinch Account table, add PartSmart User Name text field.
As soon as an new Import Sales Order is created with PartSmart_Picklist_JSON__c
file and does the followingDoes the related GFCON__Import_Sales_Line__c object need to be populated first?
create sales orders
create sales lines
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Table
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Field Name
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Field Help
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GFCON__Import_Sales_Line__c
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GFCON__Item_No__c
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populated from the API?
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GFCON__Quantity__c
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populated from the API?
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GFCON__Id_Item_Unit_of_Measure__c
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populated from the API?
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Order
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OrderNumber
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Auto Number
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AccountId
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map from
Object: GFCON__Import_Sales_Order__c
Field: GFCON__Id_Customer_No__c
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Shipping Information
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Can this be looked up based on the Account Id?
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Order Date
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today
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Shipment Date
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today + 7 days
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Pricebook2Id
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should this be “Standard Price Book” ?
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OrderReferenceNumber
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map from
Object: GFCON__Import_Sales_Line__c
Field: GFCON__Sales_Order_No__c
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GFERP__Sales_Line__c
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GFERP__Item__c
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map from
Object: GFCON__Import_Sales_Line__c
Field:
GFCON__Item_No__c
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GFCON__Quantity__c
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map from
Object: GFCON__Import_Sales_Line__c
Field:
GFCON__Quantity__c
field filled in,
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 Line
PartSmart Picklist Field | GoldFinch API Field Name | Field Help |
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Product Id | Item No. | |
Quantity | Quantity | |
Item Unit of Measure | look up Item No. to get Base Unit of Measure |
Click Create Sales Order button to create Sales Orders.