Store Manager ES

The purpose of this menu is to integrate AGRIS with Store manage ES by InfoTouch

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Invoices, Vouchers, Payments, and Inventory Transactions will be received from Store manager ES.

Clients, Vendors, Items, and Balances form AGRIS will be sent to Store manager ES.

1. Turn document Tracking on for Name/Address Info (NAMID).

2. Turn Document Tracking on for A/R Balances (ARBAL).

3. Turn Document Tracking on for Inventory Products (PRDCT).

4. Turn Document Tracking on for Inventory Balances (PRBAL).

5. Set up the parameters in the Configuration option. (1) Store Manager ES Configuration.)

6. Use the 2) Process Store Manager ES Integration option to communicate the information one time.

7. Set up Report Stream to process this option repeatedly.

NOTE: The recurring Report Stream can be specified to process unattended on the Component Server.

Business Rules:

1. Customers, Customer Balances, Vendors, Items, and Item Balances will be sent when they are added, and resent when they are changed. Edits to name
   descriptions and inventory item descriptions will be sent.

2. A delete notification will not be sent when a Customer, Vendor, or Item is deleted from the AGRIS database.

3. Vendors will be sent only if the Vendor Code Reference is specified in the Vendor Code Reference section above.

4. Type 6 (GRN Commodity) inventory items and Lot Number inventory items will not be sent.

5. Items will be sent only for the locations supplied in the list of location codes above.

6. Items will be sent only for the product categories supplied in the list of product category codes above.

7. Price Levels 1 and 2 will be sent. Price Schedules will not be sent.

8. Sales Taxes will be set to the "Allow Only" override tax setting.

9. Credit limits will be sent as follows:
   less than zero = zero
   greater than zero = as is
   zero = 9999999.99

10. Sales, Payments, Stock Additions, Stock Adjustments, and Physical Counts will import from Daily Close Files. Daily Close Reports will not import.

11. Stock Adjustments require an AGRIS Name Id to be entered as the Store Manager ES Adjustment Reason.

12. Stock Additions will import with Estimate status. There will be one stock addition for each name id and purchase order combination in a
    daily close file.

13. Service items on Stock Additions for freight, taxes, etc. must be keyed in AGRIS. Store Manager cannot assign these costs.

14. Purchase Orders are not communicated between AGRIS and Store Manager.

15. The Store Manager invoice number will import as a reference number on the AGRIS invoice.

16. Cashback payments will import into AGRIS for the original amount of the ticket.

17. Voided transactions will not import into AGRIS.

18. Voided line items (zero quantity) will not import into AGRIS.

19. Charge invoices imported into AGRIS will have early payment discounts calculated based on invoice terms and item discount tables.

20. Return sales will import into AGRIS with a negative quantity.

 

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