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Add, change or delete packing slips (UpdateConnector FbDeliveryNote)

UpdateConnector to add, change and delete packing slips.

You can add new packing slips or packing slips based on sales orders recorded in Profit. If the packing slips are based on existing sales orders, the data from the original orders can first be retrieved from Profit using a GetConnector. You can deliver sales orders completely, or make a partial delivery.

UpdateConnector name: FbDeliveryNote

Note: 

You can retrieve a list of fields to be supplied for each UpdateConnector and generate an XML example. See the description for AFAS Online or for a local installation.

Contents

Preparation
Description

Actions that can be performed with the connector

INSERT

Add records

Download an XML example file (simple example)

Download an XML example file (detailed example)

UPDATE

Change records

Download an XML example file (delete lines based on 'GUID')

Download an XML example file (change lines based on 'GUID')

Download an XML example file (change lines based on article code)

DELETE

Delete records

Download an XML example file

Add packing slips

Addition of new packing slips is subject to almost no restrictions:

  • A packing slip with corresponding lines must be delivered in a single XML file. The XML must contain both the header and the lines.
  • You can enter the packing slip number in the 'OrNu' field. If not, then the auto numbering must determine it.

The following applies to addition of packing slips based on existing sales orders:

  • A packing slip with corresponding lines must be delivered in a single XML file. The XML must contain both the header and the lines.
  • You can enter the packing slip number in the 'OrNu' field. If not, then the auto numbering must determine it.
  • For a packing slip line based on an existing order line, you enter the original order number in the 'SoOr' field and the line 'GUID' of the original line in the 'SoGu' field. This does not apply to new packing slip lines.

    By delivering the order number for each line, you can collect lines from different orders on a single packing slip.

  • You can only change the fields that you can also change when you add a packing slip manually.

    Note:

    The other fields can in fact be delivered, given that they are in the XSD. They cannot be omitted from it because they are in fact used for packing slips that are not based on a previous order.

Change packing slips

When changing an existing packing slip, you must specify the following fields:

  • SoOr (orginal order number)
  • SoGu (GUID of the line)

Collect

By delivering the order number for each line, you can collect lines from different orders on a packing slip.

Report ready

You can report packing slips ready. To do so, set the RdDe (Reported ready) field.

Note:

If you are reporting ready packing slips for which the Transsmart activation is enabled and the transmission to Transsmart fails, the UpdateConnector does not display a message.


Quantities

The following applies to the quantities on the lines:

  • There must be stock of the articles to be delivered.
  • The quantities are always the quantities actually delivered. These quantities are therefore always incorporated into the stock if stock is tracked for the basic item.
  • If the quantity on the packing slip line (in the XML file) matches the quantity to be delivered on the original order line, the original line is regarded as completed.
  • If the quantity on the packing slip line (in the XML file) is greater than the quantity to be delivered on the original order line, the original line is regarded as completed and any reservation of the original quantity is processed.
  • If the quantity on the packing slip line (in the XML file) is smaller than the quantity on the original order line, the line is regarded as a partial delivery. The quantity delivered is deducted from any reservation of the original quantity.
  • If all lines from the original order are delivered and all original order lines can be regarded as completed, the original order is also fully completed during the processing. If not all original order lines can be completed, the original order is regarded as partially delivered. In this case, the order can in fact be completed later with the designated action in Profit.

    Note:

    If lines from the original order are not delivered or are delivered with a quantity of zero (0), then these lines are regarded as yet to be delivered. If required, you can still complete orders using the Complete order function.

Basic item check

The checks performed by the Connector correspond to the checks performed by Profit for manual entry of a packing slip. This means that you can only deliver basic items which are also allowed for manual entry. Basic items that are not allowed result in an error message, which means the packing slip is rejected and is not created.

You can deliver lines with a basic item to which packaging has been linked. However, you cannot deliver packaging lines. In this case, the packaging lines in the packing slip are always generated by Profit. The same applies to assembled item lines that are always generated based on the preferred assembled item recorded for the basic item in question.

Basic items to which serial numbers, lots or order specifications apply can also be delivered with the corresponding serial numbers and lot numbers (the 'FbOrderSerialLines' segment, the 'FbOrderBatchlines' segment for both lots and order specifications). For order specifications, the 'BaNu' field must contain *****.

Packing slip number

Field: OrNu

You can supply the packing slip number using the UpdateConnector. If you decide not to do that, the packing slip number must be determined by auto numbering.

Deviating contact person

You can empty the Deviating contact (CtI1) field in the UpdateConnector by including the value <CtI1 xsi:nil="true"/> in your XML.

Packing slips with warehouse location

You can also include the warehouse location of the articles in the 'FbOrderlocationLines' segment in the UpdateConnector for the packing slips.

This is only relevant if you have activated the Warehouse locations functionality.

You can add warehouse locations with quantities for the following article types:

  • Items for which the stock is tracked (with the exception of lot, serial number and order specification articles), sub-level under the packing slip line.
  • Lot articles, sub-level under the lot line(s).
  • Serial number article, sub-level under the serial number line(s).
  • Order specification article, sub-level under the order specification line(s).

    Note:

    You must specify quantities in basic units if you use warehouse locations in UpdateConnectors.

Specifying locations in the UpdateConnector is not mandatory. If you do not specify the locations, Profit assigns them.

Directly to

  1. UpdateConnector descriptions

Process

Profit UpdateConnector descriptions

Work area

app