Information Systems:Electronic Ordering - Revision history

Aaront: /* Setup for email-based order systems */

2021-05-06T17:07:04Z

Setup for email-based order systems

Aaront: /* 4-Order FTP Configuration */

2020-11-30T17:32:46Z

4-Order FTP Configuration

Norwinu: /* IOP reporting duplicate POs */

2020-02-27T00:26:03Z

IOP reporting duplicate POs

Norwinu: /* IOP reporting duplicate POs */

2020-02-26T19:28:56Z

IOP reporting duplicate POs

Norwinu at 18:53, 26 February 2020

2020-02-26T18:53:38Z

Norwinu: /* 4-Order FTP Configuration */

2020-02-26T17:42:22Z

4-Order FTP Configuration

Norwinu at 01:14, 7 February 2020

2020-02-07T01:14:02Z

Norwinu: /* Setup Instructions */

2020-02-07T00:56:02Z

Setup Instructions

Norwinu: /* Create folders on the Mail server */

2020-02-07T00:53:56Z

Create folders on the Mail server

Aaront at 23:50, 7 November 2019

2019-11-07T23:50:52Z

@@ Line 5: / Line 5: @@
 ==Setup for email-based order systems==
 As of 2018, uniPHARM is trying to discourage email ordering. POS systems that send orders via email are still supported, but new setups are almost always FTP-based. WinRx is the exception.
 Email ordering is straightforward and is usually carried out by the software provider.
 ==Setup for FTP-based order systems==

@@ Line 52: / Line 52: @@
  Transmission Source:    FTP
  Customer # Type:        UWD
- Ext 1:                  X12                     <-- Use KRO for Kroll, DAT for AssystPOS/AssystRx, X12 for DCS/Ranger
+ Ext 1:                  X12                     <-- Use KRO for Kroll, DAT for AssystPOS/AssystRx, X12 for DCS/Ranger , ARI/applied robotics
  Ext 2:
  Ext 3:

@@ Line 121: / Line 121: @@
 ==Troubleshooting==
 ===IOP reporting duplicate POs===
-If IOP reports duplicate POs, delete the files manually on the FTP server. They are still sitting there. Then, set the configuration file to D for delete, or, if it's M, make sure the folder is
+If IOP reports duplicate POs, delete the files manually on the FTP server. They will likely still be sitting there. Then, set the Orders configuration file to D for delete, or, if it's M, make sure the files are being moved to the archive folder (which might mean renaming the folder).
 The AIP programs (RPG) responsible for fetching the order files from ServU via FTP do not read the directory listings elegantly. For example, if there is a folder called archive, and the order files are of the Telus Assyst format e.g. order-1023.pos, then AIP will pick up and process the order, but fail to move the file into the archive folder (for reasons unknown, because the program silently fails). If the folder is re-named z-archive, the M works, but then AIP will log errors every 3 minutes because it's not hardcoded to recognize "z-archive" (although this is an acceptable outcome).

@@ Line 121: / Line 121: @@
 ==Troubleshooting==
 ===IOP reporting duplicate POs===
 [[Category: Ordering]]

← Older revision		Revision as of 18:53, 26 February 2020
Line 119:		Line 119:
	--[[User:Norwinu\|norwinu]] ([[User talk:Norwinu\|talk]]) 10:17, 13 July 2015 (PDT) To my limited understanding, a PMS has the functionality of a POS, in that it is able to place orders from uniPHARM, but it also manages the dispensing and inventory of pharmaceuticals.		--[[User:Norwinu\|norwinu]] ([[User talk:Norwinu\|talk]]) 10:17, 13 July 2015 (PDT) To my limited understanding, a PMS has the functionality of a POS, in that it is able to place orders from uniPHARM, but it also manages the dispensing and inventory of pharmaceuticals.

		+	==Troubleshooting==
−
		+	===IOP reporting duplicate POs===
		+	The AIP programs (RPG) responsible for fetching the order files from ServU via FTP do not read the directory listings elegantly. For example, if there is a folder called archive, and the order files are of the Telus Assyst format e.g. order-1023.pos, then AIP will pick up and process the order, but fail to move the file into the archive folder (for unknown reasons because the program silently fails). If the folder is re-named z-archive, the M works, but then AIP will log errors every 3 minutes because it's not hardcoded (although this is an acceptable outcome).

	[[Category: Ordering]]		[[Category: Ordering]]

@@ Line 48: / Line 48: @@
  FTP Password:           visionit525
  FTP Directory:          12345/ranger/orders     <-- Double-check this folder to make sure it's the same as the one you created on the FTP server
- FTP Archive Directory:  archive
+ FTP Archive Directory:  z-archive
- M=Move D=Delete N=None: M
+ M=Move D=Delete N=None: M                       <-- Use D to just delete files instead of archiving if M doesn't work.
  Transmission Source:    FTP
  Customer # Type:        UWD

@@ Line 1: / Line 1: @@
-=Background=
+==Background==
- Electronic ordering is colloquially known as POS ordering. POS systems will be used to refer to software at the store that is used to submit electronic orders to uniPHARM.
+Electronic ordering is colloquially known as POS ordering. POS systems will be used to refer to software at the store that is used to submit electronic orders to uniPHARM.
 There are two primary ways of ordering from uniPHARM: [[:Category:Web Orders | Web Orders]], and electronic ordering. This section discusses the latter. POS systems are proprietary software (with complementing hardware, in some cases) that communicate with uniPHARM to place orders and, in some cases, retrieve invoices. Most POS systems communicate via FTP, while some send orders via email. For the store, a POS system is a way to do inventory management, as quantities can be managed for each product and thus automated ordering can be set up based on levels of stock. While Web Orders allows for convenient on-demand ordering, POS systems are becoming more and more popular for stores that want better control, automated ordering, and insight into their inventory.
-=Setup Instructions=
+==Setup for email-based order systems==
 ===Create folders on the Mail server===
@@ Line 29: / Line 33: @@
 '''Note: The process of adding POS FTP users has been simplified through the use of the New User template and groups. For details on these pre-configured settings, check out [[Information Systems:Serv-U FTP Server|this page]].'''
-==IBM i configuration==
+===Create AIP records===
 FTP configuration on the i involves two files - one to retrieve order files from our FTP server (mail), and one to write invoices to the same server. A record will need to be added to both files for each store setup:
@@ Line 35: / Line 40: @@
 # Add the records below by using menu options 4 and 5. F10 within DFU adds a new record
-===4-Order FTP Configuration===
+====4-Order FTP Configuration====
  Name:                   Cust12345
@@ Line 51: / Line 56: @@
  Ext 3:
-===5-Invoice FTP Configuration===
+====5-Invoice FTP Configuration====
  Partner:       12345
@@ Line 61: / Line 66: @@
  FTP Directory: 12345/ranger/invoices            <-- Double-check this folder to make sure it is the same as the one you created on the FTP server.
-==Creating a second account for a second POS system (if necessary)==
+===Creating a second account for a second POS system (if necessary)===
 Should a store request setup for a second POS/PMS system, follow the steps above with these additional changes:
@@ Line 69: / Line 74: @@
 # Create the necessary folders, see instructions in section [[#Create folders on the Mail server | Create folders on the Mail server]]
-=POS Systems used by uniPHARM customers=
+==POS Systems used by uniPHARM customers==
 This section details previous experiences and general notes about the various POS and PMS systems that interact with uniPHARM. With the exception of WinRx, on-site I.T. staff have no access to the software, so the following information is the result of over-the-phone troubleshooting experience and dealing with the technical support departments of these companies.
 ===Telus AssystRx/AssystPOS===

@@ Line 16: / Line 16: @@
 : C:\FTPOrders\12345\orders
 : C:\FTPOrders\12345\orders\z-archive
 ===Generate Serv-U account===

@@ Line 11: / Line 11: @@
 Using remote desktop or Windows Explorer, navigate to the C:\FTPOrders folder on Mail. Create a folder for the store using their account number as the folder name. If one already exists, this indicates that this is the store's 2nd POS system. Append a suffix to the folder. This folder will be the user's home directory.
-Within this folder, create '''invoices''', '''orders''' and '''orders\archive''' i.e.:
+Within this folder, create '''invoices''', '''orders''' and '''orders\z-archive''' i.e.:
 : C:\FTPOrders\12345\invoices
 : C:\FTPOrders\12345\orders
-: C:\FTPOrders\12345\orders\archive
+: C:\FTPOrders\12345\orders\z-archive
 ===Generate Serv-U account===

@@ Line 64: / Line 64: @@
 # Make their second Serv-U account unique by appending a letter to the end of their username e.g. '''12345K''', for a Kroll installation.
-# Append the same letter when creating new records in the Order and Invoice FTP configuration on the i e.g. 12345K and Cust12345K
+# Append the same letter when creating new records in the Order ,however create the same customer number .  FTP configuration on the i e.g. 12345K and Cust12345K
 # Create the necessary folders, see instructions in section [[#Create folders on the Mail server | Create folders on the Mail server]]