Our Customer enter their orders on our Website.
We print them out and enter the Sales Order manually.
I am just curious to find out what others have use to interface these into Epicor to avoid the manually Data entry.
Jose Gomez @ six s wrote us a utility to create the customer and import the order. Works great! Call Jose!
Bryan DeRuvo
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There are a lot of different choices for this type of integration. The method should be decided based on the volume of orders that your company processes.
The main components of this type of integration are:
- Getting data from the order / website
- Importing this data into Epicor
- Reviewing data and fixing problems
A lot of this can be automated, though there will likely be exceptions to handle unless your website has a lot of controls in place to prevent bad data from being entered.
For example, this might look like a SQL procedure that pulls data from your website database sales order, marks it as exported, then places it into a queue on your Epicor server. Then, a task can be created that will look at data, connect to the Sales Order and Customer business objects, and creating all of the records in Epicor. If the process hits an error while processing a record, that record would get kicked out and have to be reviewed, edited and either re-submitted, or created using the front end, depending on the #3 logic. Some people use Service Connect to be the driver for this logic.
Alternatively, it may make sense to use Epicor API for this through the website if you have a very simple ordering process and full control over the website.
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