Connector Adaptor Datapel Warehouse Management System (version 9)
The Connector's Datapel Warehouse Management System adaptor supports connecting to the Warehouse Management System (WMS), which is developed by Datapel Systems Pty Ltd, as well as AccountRight software developed by MYOB. The adaptor supports obtaining data from the WMS system for version 9, and versions 8.5 to 19.7 of AccountRight.
Please make sure you have read through the Get Started/Overview document before continuing down this document.
Also make sure you understand the concepts of:
- Connector Adaptors.
- Datapel Warehouse Management System. http://www.datapel.com/
- MYOB AccountRight Premier/Enterprise http://myob.com.au/products/small-business/other-accounting-software/accountright-enterprise-1257830167552
Overview of Data Connectivity
The adaptor utilises a number of technologies to read and write data with the WMS. It uses the native Microsoft ADO.NET (ActiveX Data Objects) to connect and obtain data from a Microsoft SQL Server that holds the database for the WMS. It uses the WMS's Breeze server and its Application Programming Interface (API) to write data back into the WMS through the use of the HTTP protocol. For obtaining account enquiry data the adaptor uses the Open DataBase Connectivity (ODBC) protocol to directly connect to the MYOB AccountRight company file and read account enquiry data from it.
To created a new Datapel Warehouse Management System adaptor follow these steps:
- Open the Connector application by clicking on its icon in the desktop or within the Windows start menu.
- Within the application, under the Adaptors and Messages tab in the Adaptors panel, in the drop down select the option Datapel Warehouse Management System version 9.
- In the Key field give the adaptor a unique value that no other adaptors have set.
- Click the Add button to create the adaptor. A row will be added to the adaptors the table below the button.
Once the adaptor has been created:
- click on the Adaptor button against the new adaptor row to configure to how the adaptor connects with the Ecommerce platforms.
- Click the Exports/Routines button, to schedule when data exports and routines are run for the adaptor.
- Click the Settings button to configure how the adaptor talks to the Datapel WMS system and obtains data.
General Settings Configuration
Below are all the settings within the adaptor's General Settings window that enable connectivity between the adaptor, the WMS and MYOB AccountRight.
|WMS Data Source Location||The location where the Microsoft SQL Server is placed within the computer network that stores the WMS data. This is usually formatted with the computer name or IP address, then the name of the installed SQL Server instance. eg. \\\192.168.0.1\SQLSERVER|
|WMS Database Name||Name of the database within the Microsoft SQL Server that stores the WMS data.|
|WMS Data Source User Name||Name of the user who has been setup and given access to the Microsoft SQL Server database storing the WMS data.|
|Data Source Password||Password of the the user that has access to the Microsoft SQL Server that is storing the WMS data.|
|MYOB AccountRight ODBC DSN||Data Source Name of the 32bit ODBC connection that is used to read data from the MYOB AccountRight company file.|
WMS Breeze API Credentials
|WMS API URI Address||Universal Resource Identifier (URI) that contains the address location of where the WMS's Breeze server is listening for HTTP requests to its API. Typically this is an web address with a port number such as http://localhost:8080. If the breeze server is located on a server outside the Local Area Network then we highly recommend making sure an SSL certificate exists on the server and that the https protocol is used.|
|WMS API User Name||User name to access the WMS's Breeze Server API.|
|WMS API Password||Password of the user name to access the WMS's Breeze Server API.|
|Currency Code||Code of the currency that all the pricing within the WMS is stored in. The code needs to be the 3 digit ISO standard currency code.|
|Sales Order Import Method||
Method to import orders in the WMS.
|Default Salse Order Location||The default location that sales orders will be imported into the WMS with, if no warehouse location has been specifically assigned to the sales order.|
|Credit Card Payment Method||Name of the payment method in AccountRight that sales order payments will be applied against when the sales order has been paid with a credit card.|
|PayPal Payment Method||Name of the payment method in AccountRight that sales order payments will be applied against when the sales order has been paid with PayPal.|
|Recalculate Sales Order Pricing||If set to Yes then when a sales order is imported into Datapel's WMS system, its API software will recalculate the order based on the current pricing set in the system at the time.|
|Order Text Line Product Code||Set the code of the product in the Datapel WMS system that denotes that it is a comment line. This product code will be set in any order lines of a sales order being imported into Datapel WMS system that should be read as text lines and not be ordered.|
|Show Kit Components In Order||If set to Yes, then if a product being imported into the Datapel WMS system is considered a kitted product that is made up of component products (based on component products being assigned using the Bill Of Materials feature), then the component products will be displayed in the sales order when imported by the WMS system.|
Product Export Settings
|Get Product Stock Arrival Dates From Purchase Orders||If ticked then when a Products data export is called, the export will find all purchase orders in the WMS system that have an expected delivery date set to a future date, and for each product record set the expected delivery date in the nominated product field.|
|Look At Purchase Orders From||Set to a value of how many months back purchase orders should be looked at if the Get Product Stock Arrival Dates From Purchase Orders setting is turned on.|
|Place Arrival Dates Into Product Field||If the Get Product Stock Arrival Dates From Purchase Orders setting is turned on, then this setting specifies the product field that the next expected delivery date should be placed into.|
|Arrival Date Suffix:||If the Get Product Stock Arrival Dates From Purchase Orders setting is turned on, then this setting specifies the text that should be placed before the next expected delivery date into the product field set by the Place Arrival Dates Into Product Field setting.|
|Limit Amount Of Dates||If the Get Product Stock Arrival Dates From Purchase Orders setting is turned on, then this setting specifies how many expected delivery dates should be placed into the product field specified in the Place Arrival Dates Into Product Field setting. If multiple purchase orders exist with the same product being ordered, then multiple expected delivery dates can be set against a product. This setting limits the number of dates that display to the most recent.|
Adaptor Data Exports
Within the Datapel Warehouse Managment System adaptor's Settings window, under the Data Exports tab, you can configure how certain types of data is exported out of the WMS, these are known as Export Types. Below is a table that describes the the export types that can be configured.
|Category Products||Obtains category data from the WMS assocated with each product. If the category names contain hyphen characters then this will denote a category inheritance structure for the category tree. For example Category 1-Category 2 will be split up into 2 categories, Category 1 and Category 2, for which Category 1 is the top category and category 2 is a child category. Each product will then be assigned to the last child category.|
|Price Levels||Obtains the 7 prefined price levels that the WMS and AccountRight utilise.|
|Product Attachments||Obtains the attachment files associated with each product in the WMS. Files that are images are recommended to be exported in the Product Images data export.|
|Product Images||Obtains the attachment files associated with each product in the WMS that are image files. Files that are not images are recommended to be exported in the Product Attachments data export.|
|Product Kits||Obtains the component product data from the WMS.|
|Product Pricing||Obtains the price level pricing data set against products in the WMS.|
|Product Quantity Pricing||Obtains the price level pricing data set against products in the WMS that contain quantity breaks.|
|Product Stock Levels||Obtains only the stock level data against each product in the WMS.|
|Products||Obtains the product data from the WMS. Products that contain child component products from the Product Kits data export will be flagged as kitted.|
|Sales Representatives||Obtains the user data from the WMS.|
|Taxcodes||Obtains the taxcode data from the WMS.|
|Customer Accounts||Obtains the customer card data from the WMS.|
|Customer Account Addresses||Obtains the combined billing and delivery address data associated with each customer card in the WMS.|
|Customer Account Contract Products||Obtains the products associated with each special price rule that have been set up in the WMS. This data export is joined with the Customer Account Contract data export when the adaptor's linked Ecommerce system requests to get Customer Account Contracts.|
|Customer Account Contracts||Obtains the special price rules that have been set up in the WMS and treats them like customer account contracts. This data export is joined with the Customer Account Contract Products data when the adaptor's linked Ecommerce system requests to get Customer Account Contracts.|
|Warehouse Products||Obtains the product relationship and stock data associated with locations within the WMS, based on stock location data. The data is joined with the Warehouses export data when the adaptor's linked Ecommerce system requests to get Warehouses and Product Stock.|
|Warehouses||Obtains the location data within the WMS, based on stock location data.The data is joined with the Warehouses Products export data when the adaptor's linked Ecommerce system requests to get Warehouses and Product Stock.|