AGRIS Customer Documentation

ATLAS Inventory Post

ATLAS Inventory Post requires the following information from AGRIS:

  • Point-of-sale transactions (actual invoices and estimate invoices/delivery tickets)

  • On-hand inventory balances

  • Open purchase order balances

  • Committed inventory/ open sales bookings

AGRIS Software was programmed to do the following:

  1. POS Export File:  Create a communications option to create an output file of today’s invoices created and invoices voided. File name example: EFF_AA12345670000_20130101.txt.

  2. Inventory Export File:  Create a communications option in the specified output format that includes inventory balances, open sales orders, open prepayments, open bookings, open purchase orders.
    File name example: INV_AA12345670000_20130101.txt

  3. Post these files to the ftp site on a daily basis.

Export File Name Format:

File names must contain the inventory designation (INV or EFF), reporting location EBID/GLN, and the current date that the file was created.
EX: INV_AA12345670000_20130101.txt.
If there is more than one file created in a day, then a sequence (or version) number is appended to date. There is only one field in the file and contains YYYYMMDD or YYYYMMDD_x where x is the version number.
EX: INV_AA12345670000_20130101_1.txt.

ATLAS Process:

The purpose of this option is to integrate the AGRIS Inventory System with ATLAS inventory reporting.
Inventory Balance and Open Sales Orders/Bookings/prepayments will be posted to the ATLAS ftp site.

  1. Setup the parameters in the Configuration option.

  2. Create and post the inventory information to the ATLAS ftp site.
    It pulls all information that matches the configuration setup and creates two text files that will be copied to the ftp site.

NOTE: This can all be setup in a Report Stream to process unattended on the Component Server.

How to setup Atlas Inventory post:

  1. Turn on Atlas Inventory Post.
    this is a licensed option that must be turned on for each dataset.
    AGRIS > Maintenance > Dataset Maintenance> Select a Dataset > Extended Options button > CFT- Communication package > Atlas (#17) must be flagged Yes.
    If it is greyed out, then a new license is required.

     

  2. Turn on Security .
    AGRIS > Customize > System Security > Select User/Users > Edit Security Levels
    They must have “Process” rights create the output files and post to the ATLAS ftp server.

     

  3. Configure the settings for ATLAS Inventory Post
    AGRIS > CFT > Communications > Atlas Inventory post > 1) Atlas Configuration
    There is a graphic interface for the setup made up of two Screens.
    Use the notes at the top to help you fill in the numbered boxes OR use <ALL> button to open notepad document for filling in setup.
    The Notepad document saves to the graphic screen.
    The graphic screen saves to the notepad document.
    Both ways will work.
    Read the entire screen for help in filling in the required fields.

How to manually upload text files to FTP site:

There is a defect in Version 19.1 to 20.2 of AGRIS that is encrypting the FTP login and password.
It causes the upload to fail.
BASIC #-2147220891 (ATLAS:bCustCom:UploadToFtp). File fails to upload.
To get around this error, you must manually copy the text files created by the ATLAS Process to the FTP site.

  1. Obtain FTP address, FTP Folder, Login Name, & password from ATLAS Configuration.
    Note where you files are stored in the configuration.
    You may may have to access an old dataset to be able to see what the login/password was.
    Or contact your ATLAS rep.

  2. Open File Explorer
    in address window type ftp host address.

     

  3. You will be prompted to login to the site.
    Key in the login name and password.
    If you miss the LOG ON AS window, right mouse click in a blank spot and choose Log on from menu.

     

  4. The folder will open up to numbered files.
    Go to your file as defined in the Configuration.
    Example: folder ###

  5. Open a 2nd File explorer window.
    Go to the location of your TXT files created by ATLAS.
    The path is located in your configuration.

  6. Copy your text files to this location.

  7. Close the Windows Explorer to exit.

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