InterConnect for Macola with Progression Back Office Introduction and Document Index
Exact InterConnect provides enhanced functionality and productivity for Exact Synergy Enterprise and integration with your Progression back office.
Pre-Configuration
There are several pre-configuration steps that should be performed in Exact Synergy Enterprise before beginning to configure InterConnect. It is not required that you perform these pre-configuration steps, however, it is strongly recommended that you complete these steps, because doing so makes the InterConnect configuration process much easier and more efficient.
| Step |
Document |
| 1. Configure InterConnect for Macola Divisions (optional for pre-configuration)
During the InterConnect configuration process, you need to define the InterConnect division, server, and database settings. Before you configure these settings, you must ensure that the correct back office type is specified in Exact Synergy Enterprise. |
19.297.319
21.142.563 |
| 2. Define HRM Roles (optional for pre-configuration)
InterConnect requires four roles for a variety of functions. These roles are used for viewing commissions; converting quotes to orders; and quoting. You can select any existing roles in Exact Synergy Enterprise for these functions, but it is recommended that you create new roles for these specific functions. |
19.315.836 |
| 3. Define Various Request Types
InterConnect uses requests for sales forecasts, quoting, and purchasing. |
19.315.954 |
| 4. Define Document Categories (optional for pre-configuration)
InterConnect creates quotes and stores them in the Exact Synergy Enterprise document module. You can also create document templates that are used to generate quotes, orders, and historical orders. During InterConnect configuration, you need to select the document groups to store the templates and documents. You can select any existing document group from Exact Synergy Enterprise, but it is recommended that you define new document groups for each required document type. You will use these documents on the OE Settings page in InterConnect Setup. |
21.073.958 |
| 5. Define Free Fields (or user defined fields) for the Quote Process (optional for pre-configuration)
You will need to define the Order Entry header free fields, Order Entry line free fields, Item Master free fields, and Purchase Order header fields. |
21.074.026
21.161.091 |
Once you have completed the pre-configuration steps in Exact Synergy Enterprise, you can configure InterConnect.
Configuring InterConnect with a Progression Back Office
After completing the pre-configuration steps, set up and configure each part of InterConnect. You should complete the configuration steps in order.
| Step |
Document |
| 1. Maintenance
Basic System Configuration
Progression Settings
Sales Statistics Preferences |
21.074.227
21.460.156
21.460.255 |
| 2. Configure InterConnect for Macola Divisions (Unless already completed in pre-configuration.)
How to Configure Divisions
How to See a List of Divisions |
19.297.319
21.142.563 |
| 3. Configure Security |
21.074.234 |
| 4. HRM Roles (Unless already completed in Pre-Configuration.) |
19.315.836 |
| 5. Define Document Categories (optional for pre-configuration) |
21.073.958 |
| 6. Define Free Fields (or user defined fields) for the Quote Process (Unless already completed in Pre-Configuration.) |
21.074.026
21.161.091 |
| 7. Define CRM Free Fields
There are three free fields that need to be defined in Customer Setup. Use these free fields when configuring the phone queue settings. |
21.073.996 |
| 8. Configure Phone Queue |
22.079.692 |
| 9. Configure Quotations |
21.074.243 |
| 10. Configure Purchase Orders |
21.460.301 |
| 11. Maintain Contact Roles (This can be done at any time as needed.) |
22.501.817 |
Using InterConnect for Macola with a Progression Back Office
The following documents describe how to use each part of InterConnect with a Progression back office.
Phone Queue
ERP Calendar
| Description |
Document |
| Using the ERP Calendar |
24.151.122 |
Orders/Sales
Purchasing
Inventory
Manufacturing
| Main Category: |
Support Product Know How |
Document Type: |
Support - On-line help |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
21.068.319 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
16-12-2013 |
| Release: |
|
Attachment: |
|
| Disclaimer |