Importing Sales Journals and Customers for Delivery Manifests
You should import both sales orders and customers periodically throughout the day. For example, you can set up a schedule to update every 15 minutes.
Note: Sales journals and customers should be imported each time a change is made to either of these databases. Not importing a customer causes any orders associated with the customer not to show on manifests.
You must also use the EBS SQL Import Panel to import sales journals to SQL in order to access past sales. You can use the Import Sales Journal function to import data from sales journal files to the SalesOrderJournal SQL Table and the SalesOrderArchive SQL Table. The SalesOrderJournal contains your most recent sales. You must specify the number of months to store in this table. All sales that are older than the specified number of months can be imported to the SalesOrderArchive during the same procedure. After the initial import, the system automatically adds new completed sales to the SalesOrderJournal file. It also moves past sales that are no longer within the specified number of months to the SalesOrderArchive table. Before using any EBS program for the first time, you must import your existing data to the new SQL database. For details on importing data on the DDMS system, see the handout Using the EBS SQL Import Panel on the Customer Support Center. For details on importing data on the DDMSPLUS system, see Using the EBS SQL Import Panel.
See also:
Assigning Customer Routes for Use with Delivery Manifests