ID634
Sales Order Import Utility
Output Type: Data Push & Email
This alert takes information from a custom CEO Juice import table and creates sales orders in e-automate. The CEO Juice table can be populated via import, direct SQL feed from a 3rd-Party billing system, or by a CEO Juice alert. ID634 works with several third-party systems. If the process that is populating the import table is not a CEO Juice alert, you'll need to work with your internal IT or the third-party vendor to ensure that the table is populated with all needed information.
Each imported order is validated against existing e-automate records, including customer, branch, item, warehouse, and sales rep, and any orders with missing or invalid data are placed on hold rather than being skipped. Tax on the order is calculated based on the e-automate tax settings. Key order settings such as ship method, order status, and on-hold codes are controlled through the variables on the subscription.
Related Alerts
| ID # | Description | Notes | Required |
|---|---|---|---|
| ID30 | Distribution Management API | No | |
| ID126 | B2B Toolbox Integration | No | |
| ID29 | FM Audit API Integration | No | |
| ID32 | Sharp MICAS API Integration | No | |
| ID76 | KPAX API Integration | No | |
| ID192 | Printanista API Integration | No | |
| ID240 | Kyocera Fleet Services API Integration | No | |
| ID448 | EKM (Predictive-Insight) API Integration | No | |
| ID742 | Convert Sales Quotes for specified creatorID(s) to Sales Orders (In development) | ID742 feeds quotes into ID634 | No |
| ID311 | HP SDS Action Center & MPS Monitor API Integration | No | |
| ID966 | ConnectWise Sales Module Integration | Yes | |
| ID67 | ACM Voice Agent for service calls and toner orders | Yes | |
| ID283 | ID283 ITT & Automated AP App | ID634 imports sales orders into e-automate, ID283 uses it to create sales orders from vendor contracts. (v2+ feature) | No |