PFW – BS ERP Integration

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Account

  • Edit Account fields [1] in Handle. (will write back to PFW / Disabled by default)

Account Equipment

  • Add Account Equipment.
  • Edit Account Equipment fields [2] in Handle. (will write back to PFW/ Disabled by default)

Inventory – Stock Unit

Many fields on a Stock Unit can be updated directly in Handle.
You can create stock units, edit stock unit info, update status, and enter notes which will synchronize with your business system.

  • Enabled by default when we release Handle update:
    • View work orders directly in Handle.
  • Disabled by default: (Can be enabled for all or per user)
    • Create new stock unit.
    • Edit Stock Unit fields in Handle. (will write back to PFW)
    • Update Stock Unit status’. (Invoiced is not able to be changed from Handle)
    • Add Memo to stock unit.

Creating Stock Units

  • Handle has the ability to add stock units to your business system, which will generate a new stock number.
  • Contact CustomerTRAX to discuss requirements and configuration prior to enabling this feature.
  • This can can be enabled per user (not available on mobile)

Updating Stock Units

  • Handle has the ability to update many fields [3] on a stock unit record, and these updates will write back to your business system. Based on your dealership’s preference and configuration, fields you can update will be indicated with a grey background.
    inventory-editField
  • Editing rights are turned off by default
  • Editing rights can be configured per field & per user

Add Memo

  • Memos can be added in Handle and it will write back to Business System.

 

 


 

[1]

Account fields available to be updated:

Branch ContactRecord Home EmailAddress ContactRecord UserDefined Date1 Name Middle
Category ContactRecord Home PhoneNumber Cell ContactRecord UserDefined Date2 Name Title
Company ContactRecord Home PhoneNumber CellExt ContactRecord UserDefined Numeric1 Number
ContactRecord Active ContactRecord Home PhoneNumber Fax ContactRecord UserDefined Numeric2 PhoneNumber Business
ContactRecord Areas One ContactRecord Home PhoneNumber FaxExt ContactRecord UserDefined Numeric3 PhoneNumber BusinessCell
ContactRecord Areas Three ContactRecord Home PhoneNumber Main Division PhoneNumber BusinessFax
ContactRecord Areas Two ContactRecord Home PhoneNumber MainExt EmailAddress Search1
ContactRecord BirthDate ContactRecord Home WebAddress GeographicData BusinessClass Search2
ContactRecord Business Address Line1 ContactRecord JobTitle GeographicData CallHistory ShipTo Alternative Active
ContactRecord Business Address Line2 ContactRecord MailingCodes GeographicData Concession ShipTo Alternative Address Line1
ContactRecord Business Address Line3 ContactRecord Name First GeographicData County ShipTo Alternative Address Line2
ContactRecord Business Address Zip ContactRecord Name Last GeographicData DunBradstreet ShipTo Alternative Address Line3
ContactRecord Business EmailAddress ContactRecord Name Middle GeographicData Equipment ShipTo Alternative Address Zip
ContactRecord Business PhoneNumber Cell ContactRecord SalesPerson Administration GeographicData Lot ShipTo Alternative Name
ContactRecord Business PhoneNumber CellExt ContactRecord SalesPerson Equipment GeographicData Mailing ShipTo Alternative TaxesDiscounts Tax1
ContactRecord Business PhoneNumber Fax ContactRecord SalesPerson Other GeographicData Owner ShipTo Alternative TaxesDiscounts Tax2
ContactRecord Business PhoneNumber FaxExt ContactRecord SalesPerson Parts GeographicData Size ShipTo Alternative TaxesDiscounts Tax3
ContactRecord Business PhoneNumber Main ContactRecord SalesPerson Rental GeographicData SocialSecurityNumber ShipTo Alternative TaxesDiscounts Tax4
ContactRecord Business PhoneNumber MainExt ContactRecord SalesPerson Service GeographicData Survey ShipTo Main Address Line1
ContactRecord Business WebAddress ContactRecord SpouseName GeographicData Territory ShipTo Main Address Line2
ContactRecord Comment ContactRecord UserDefined Alpha1 GeographicData Township ShipTo Main Address Line3
ContactRecord Home Address Line1 ContactRecord UserDefined Alpha2 GeographicData Type ShipTo Main Address Zip
ContactRecord Home Address Line2 ContactRecord UserDefined Alpha3 Name Company ShipTo Main Name
ContactRecord Home Address Line3 ContactRecord UserDefined Alpha4 Name First WebAddress
ContactRecord Home Address Zip ContactRecord UserDefined Alpha5 Name Last

[2]

Account Equipment fields available to be updated:

Base Cost Division SerialNumber Machine
Base Description ExtendedWarranty Code SerialNumber SoundGuard
Base Number ExtendedWarranty Date SerialNumber Transmission
Base Price ExtendedWarranty Hours Status
BasicWarranty Code Group SubClass
BasicWarranty Date InOut Supplier Finance Code
BasicWarranty Hours Machine Code Supplier Finance DueDate
Branch Machine Date Supplier InventoryAccount
Category Machine Hours Supplier InvoiceAmount
Class Machine2 Code Supplier InvoiceDate
Company Machine2 Date Supplier InvoiceNumber
ControlNumber Machine2 Hours Supplier Note Code
Customer DeliveryDate Make Supplier Note DueDate
Customer FleetNumber Model Supplier ReferenceAmount
Customer InvoiceNumber OrderedDate Supplier RentalCost
Customer Name ParentEquipment Division Type
Customer Number ParentEquipment StockNumber YardLocation
Customer SaleAccount RentalFleetDate Year
Customer SalesPerson ReservedDate
Customer TradedDate SerialNumber Engine

[3]

Stock Unit fields available to be updated:

Base Cost Division SerialNumber Machine
Base Description ExtendedWarranty Code SerialNumber SoundGuard
Base Number ExtendedWarranty Date SerialNumber Transmission
Base Price ExtendedWarranty Hours Status
BasicWarranty Code Group SubClass
BasicWarranty Date InOut Supplier Finance Code
BasicWarranty Hours Machine Code Supplier Finance DueDate
Branch Machine Date Supplier InventoryAccount
Category Machine Hours Supplier InvoiceAmount
Class Machine2 Code Supplier InvoiceDate
Company Machine2 Date Supplier InvoiceNumber
ControlNumber Machine2 Hours Supplier Note Code
Customer DeliveryDate Make Supplier Note DueDate
Customer FleetNumber Model Supplier ReferenceAmount
Customer InvoiceNumber OrderedDate Supplier RentalCost
Customer Name ParentEquipment Division Type
Customer Number ParentEquipment StockNumber YardLocation
Customer SaleAccount RentalFleetDate Year
Customer SalesPerson ReservedDate
Customer TradedDate SerialNumber Engine
PFW – BS ERP Integration

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