Vendor Integration Specification

Overview

The importance of the vendor information can not be overstated.  This information is critical to the successful outcome of the integration project.  ClickHome requires specific vendor information and it is often information that the company will not have access to in any structured manner.  This document will detail the sources and procedures required in the clients infrastructure to obtain the vendor information.

Important Note: ClickHome has been designed so that it can hold all supplier information as the key repository of call up information pertaining to your suppliers.  If integration of purchase orders is a requirement of your implementation of ClickHome then it would be advisable that as a minimum we integrate the base vendor  information available from that system (or an alternate system that is guaranteed to have updated vendors prior to them being interfaced on Purchase orders into ClickHome) and maintain the remainder of the information with ClickHome.    

  

Systems Summary

This section describes the systems that will be involved when integrating vendors in to ClickHome.

Client System

This system holds the core accounts, accounts payable, accounts receivable, scheduling and PO generation, as such A Client System holds the vendor information required for ClickHome Construction. 

Construction Management: ClickHome Construction

This is the destination for any integrated vendor information. It uses the vendor contact information to dictate where call ups go to.  

 

 

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Information Required From Client Systems

A Client System holds key information relating to the vendor, i.e. name, ABN, contact details, address, which it requires for its own operation however ClickHome requires additional information to enable it to do its work. 

  • The Contact person or group for making call ups

  • The preferred contact method which can be one of the following:

    • E-mail (if e-mail the preferred option for this is a special distribution group or a monitored public folder for companies so that if personnel change it still reaches a person to act on the advice)

    • Fax

    • Work Phone

    • Mobile

    • SMS

    • Online (if Supplier is a Jobfile Customer)

  • Regions

    • What regions the company works in

    • Are there different contacts for different regions if so provide all and any rules relating to this.

  • Roles that the vendor can perform (i.e. is this vendor a bricklayer, etc). This is called a ‘Resourcecode’ in ClickHome Construction.

  • Whether the vendor is relevant to ClickHome (i.e. is used within the construction of houses).

 

ClickHome Managed Vendor Information

There are additional fields which are not relevant to Vendor Source system that will be maintained solely in ClickHome. They will never be overwritten by supplier integration from A Client System.

The fields are:

       cdReminderMethod

        cdMessageGroupFax

        cdMessageGroupEmail

        inSupplierPriority

        SgResourceCapacity

        dcResourceWorkRate

        dcResourceProdUnits

        inResourceRating

 

All of these values will be defaulted to the following values on the first vendor load:

 

cdReminderMethod

If cdType =’T’ (Trade) then default to SMS.

cdMessageGroupFax

‘S’ – 1 callup per supervisor

cdMessageGroupEmail

‘S’ -  1 callup per supervisor

inSupplierPriority

1

sgResourceCapacity

1

dcResourceWorkRate

1

dcResourceProdUnits

1

inResourceRating

1

 

                       

Integration Methods

Vendor Creation

The integration routines will inspect the Client System vendors every 5 minutes looking for any vendors that are marked as ClickHome relevant but are not currently present in ClickHome.

 

Vendor Removal

The integration routines will inspect the Client System vendors ever 5 minutes for any record where the vendor is present in ClickHome but is not present in A Client System marked as ClickHome relevant. If this is the case it will mark that vendor as ‘Not Available’ within ClickHome so no future work can be scheduled to them.

This could happen where a supplier is marked as unavailable for use because of bad quality, or are no longer trading.

 

Technical Specification

Method

The integration will be run via a stored procedure calling a view on the Client System source data tables. This means it requires a Client System datasource either in the same sql server or in a ‘Linked’ sql server.

 

 

INTEGRATION: IMPORT from tblInterfaceSuppliers

 

Records in the tblInterfaceSuppliers with cdResult = ‘READY’ are imported into tblSuppliers as described below

 

* = Mandatory Field

**= At least one field needs to exist

Null = optional

Actions

Fields To Import

Description

A new supplier is added to TBLinterfaceSuppliers.

 

sgSupplierName

sgTaxNumber

sgContactName

fkidResourceType

fkidBusinessUnit

fkidSupervisorOwner

fkidHeadOfficeSupplier

inBranchRule

cdContactMethod

cdReminderMethod

cdMessageGroup

sgMobilePhone

sgWorkPhone

sgEmailAddress

sgFaxNumber

sgWEBURL

sgAddress

sgStreet1

sgStreet2

sgSuburb

sgState

sgPostCode

inSupplierPriority

sgResourceCapacity

dcResourceWorkRate

dcResourceProdUnits

inResourceRating

bResourceAvailable

bInheritResourceCodes

sgGTIN

sgLatitude

sgLongitude

sgStdExtRef

inStdCustomOrder

Supplier Name*

Tax Number

Contact Name*

NULL

NULL

NULL

NULL

NULL

'E', 'F','W','M','S' (Email, Fax, Work, Mobile,SMS)

'E', 'F','W','M','S' (Email, Fax, Work, Mobile,SMS)

NULL

Mobile Phone**

Work Phone**

Email Address**

Fax Number**

WEB URL

Address*

Street1*

Street2

Suburb

State

PostCode

NULL

NULL

NULL

NULL

NULL

NULL

NULL

GTIN

Latitude

Longitude

External Unique Identifier in Customer System

in order