| Subject: | Improvements to POS integration to FMIS to use API based mechanism |
| Summary: | Changes to POS integration to FMIS Re-write the following integrations to feed into the standard integration case 9097. The following changes have been made: - JIWA integration menu has been removed in POS. These are now maintained in the "Web ~> Integration Setup"
- Integration points:
- POS Sales and returns is created in AR-Sales Order with the payments
- POS Account Payments is created in AR Receipts
- POS Payment Void/Refund is created in AR Adjustments
- Inventory Adjustment is created in GL Journal
- Purchase order post to AP creates a GL Journal and AP invoice
- Shift Variance is created in GL Journal
- Cash IN / Cash Out is created in GL Journal
- Added new scheduled process in POS-WEB for "POS024 - FMIS Integration for POS transactions. This process creates FMIS entries for LINKSOFT transactions (Sales Order, Sales Order Payment, Debtor Adjustment, Cash Book Receipt, Shift Variance Journal, Inventory Adjustment Journal, Purchase Order Invoices)"
- Removed all JIWA and EPICOR objects. These are now maintained in the SQL API pack which is available for each version.
- Creation of Debtor/Creditor accounts should be done in external applications
- Tax Codes, Inventory accounts, and payment types should be maintained in external applications
- Added a menu in POS-WEB to view FMIS transactions that haven't gone to the integration framework.
- Posting account maintenance has been changed. Account codes do not have a lookup and need to be typed in according to the external application requirements.
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| Audit Notes: | |
| 05 Feb 2018 | 04:57PM Comment 1 by Alvis (Link Technologies) Case 9095 added to project 8.3 |
| 06 Feb 2018 | 08:55AM Comment 2 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 06-02-2018 08:55 AM Time Taken: 40.00 |
| The following changes have been made: - JIWA integration menu has been removed in POS. These are now maintained in the "Web ~> Integration Setup"
- Integration points:
- POS Sales and returns is created in AR-Sales Order with the payments
- POS Account Payments is created in AR Receipts
- POS Payment Void/Refund is created in AR Adjustments
- Inventory Adjustment is created in GL Journal
- Purchase order post to AP creates a GL Journal and AP invoice
- Shift Variance is created in GL Journal
- Cash IN / Cash Out is created in GL Journal
- Added new scheduled process in POS-WEB for "POS024 - FMIS Integration for POS transactions. This process creates FMIS entries for LINKSOFT transactions (Sales Order, Sales Order Payment, Debtor Adjustment, Cash Book Receipt, Shift Variance Journal, Inventory Adjustment Journal, Purchase Order Invoices)"
- Removed all JIWA and EPICOR objects. These are now maintained in the SQL API pack which is available for each version.
- Creation of Debtor/Creditor accounts should be done in external applications
- Tax Codes, Inventory accounts, and payment types should be maintained in external applications
- Added a menu in POS-WEB to view FMIS transactions that haven't gone to the integration framework.
- Posting account maintenance has been changed. Account codes do not have a lookup and need to be typed in according to the external application requirements.
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| 16 Feb 2018 | 03:56PM Comment 3 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 16-02-2018 03:56 PM Time Taken: 1.00 |
| System tests completed. Please proceed with UAT. |
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| 22 Feb 2018 | 03:35PM Comment 4 by Rashna (Edge Business Solutions) Assigned To: Rashna (Edge Business Solutions) Followup Date: 22-02-2018 03:35 PM Time Taken: 4.00 |
| Below areas have been tested. Case is added to development que. 
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| 25 Feb 2018 | 04:16PM Comment 5 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 25-02-2018 04:16 PM Time Taken: 2.00 |
| Hi Sanjay, This case has been tested as per Comment 4. Case has also been documented Documentation completed under - Point of Sale - WEB - Integration
- Point of Sale - WEB - Integration Setting
- Point of Sale - WEB - Integration -->Integration Setup
- Point of Sale - WEB - Integration--> Setting in FMIS
- Point of Sale - WEB - Integration--> GLJournalView
- Point of Sale - WEB - Integration--> APInvoiceView
- Point of Sale - WEB - Integration--> ARSalesOrderView
- Point of Sale - WEB - Integration--> ARAdjustmentView
- Point of Sale - WEB - Integration--> ARReceiptlView
Please review and close case. Regards
Rashna |
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| 26 Feb 2018 | 08:08AM Comment 6 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 26-02-2018 08:08 AM |
| Morning Rashna, can you please update case 9095 with the following? - What version of JIWA/Epicor was the integration tested on
- What are the environment details
Regards
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| 26 Feb 2018 | 11:37AM Comment 7 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 26-02-2018 11:37 AM Time Taken: 1.00 |
| Hi Sanjay, The case was tested with below setup. JIWA6513 LINKSOFTBR1-Jiwa6513 on LINKQA4 LINKSOFTHQ-Jiwa6513 on LINKQA1 Jiwa6513 on LINKQA1 JIWA701 - JIWA DB - JIWA701
- LINKSOFT
- LINKSOFTHQ on QA1
- LINKSOFTB1 on QA1
- LINKSOFTB2 on QA4
Version of LINKOSFT - 9.2.4 Regards
Rashna |
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| 26 Feb 2018 | 02:06PM Comment 8 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 26-02-2018 02:06 PM |
| Thanks Rashna |
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| 09 Oct 2019 | 08:14AM Comment 9 by Sanjay (Link Technologies) Quality control status: Pass. QC Not required - This case was created before quality check was implemented in version 11 on 30/06/2019 |