Description
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
Develop a API that will POST to the 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
Quantity
Unit of Measure
PartSmart Picklist Field | GoldFinch API Field Name | Field Help |
|---|---|---|
Id | GFCON__Sales_Order_No__c | What if an Id isn’t available? Does Yakta want to use this as the Order ID or as a Reference Number? |
Product Id | GFCON__Item_No__c | look up GF Item table |
Quantity | GFCON__Quantity__c | quantity ordered for a specific item |
Unit of Measure (UOM) | GFCON__Id_Item_Unit_of_Measure__c | specify UOM such as each, case, etc. |
For GoldFinch Developer
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 at PartSmart_Picklist_JSON__c file and does the following
Does the related GFCON__Import_Sales_Line__c object need to be populated first?
create sales orders
create sales lines
Table | Field Name | Field Help |
|---|---|---|
GFCON__Import_Sales_Line__c | GFCON__Item_No__c | populated from the API? |
GFCON__Quantity__c | populated from the API? | |
GFCON__Id_Item_Unit_of_Measure__c | populated from the API? | |
Order | OrderNumber | Auto Number |
AccountId | map from Object: GFCON__Import_Sales_Order__c Field: GFCON__Id_Customer_No__c | |
Shipping Information | Can this be looked up based on the Account Id? | |
Order Date | today | |
Shipment Date | today + 7 days | |
Pricebook2Id | should this be “Standard Price Book” ? | |
OrderReferenceNumber | map from Object: GFCON__Import_Sales_Line__c Field: GFCON__Sales_Order_No__c | |
GFERP__Sales_Line__c | GFERP__Item__c | map from Object: GFCON__Import_Sales_Line__c Field: GFCON__Item_No__c |
GFCON__Quantity__c | map from Object: GFCON__Import_Sales_Line__c Field: GFCON__Quantity__c | |
GFCON__Id_Item_Unit_of_Measure__c | map from Object: GFCON__Import_Sales_Line__c Field: GFCON__Id_Item_Unit_of_Measure__c | |
GFERP__Unit_Price__c | Is this automatically updated based on the Price Book? Or does this need to be sent through the API from PartSmart? |