The openTrans order export is used to transfer orders (ORDER documents) to heroal - Johann Henkenjohann GmbH & Co. KG.

The settings for this are largely loaded automatically according to Heroal's specifications.

 

First, the corresponding supplier data record must be opened in ingenious.

In the "Supplier information" tab, select Heroal from the "Automatic settings for" list.

Ckick the button to load the openTRANS export settings.

 

Loading the openTrans settings for the supplier Heroal

  

Individual settings are then made in the now activated "openTRANS Export" tab.

 

Settings openTRANS Export Heroal

   

File storage

Under File Storage, activate the export for the contact.

This is also where you can specify how the export file will be made available.

You can choose between FTP, network and email.

The details must be agreed individually with Heroal.

 

Export settings

Depending on the type of export, different settings must be made..

via FTP-Server

Host	Simple input field	Address of the server on which the FTP server is running
Login	Simple input field	FTP user login
Password	Simple input field	FTP user password
FTP subdirectory	Simple input field	Directory on the FTP server where the export file should be stored
SSL	Checkbox	Activation of data transfer encryption

via network

Export directory

Simple input field + Button

Directory on the network where the export file should be stored

by email

Recipient's email address	Simple input field	Email address to which the export file should be sent
Save successfully exported files to	Simple input field + Button	Local or network directory where the export file should be stored
MAPI	Checkbox	If the checkbox is activated, the email will be sent via Outlook

 

XML - settings

The XML settings correspond to Heroal's specifications.

Only a few individual adjustments need to be made here.

These can be accessed via the button  and are documented below.

 

Heroal customer number

The Heroal customer number is to enter in the nodes

• PARTY_ID which has the type 'supplier-specific' hat and
• BUYER_IDREF

 

Project text on the invoice

If a project text is to be printed on the invoice, the "REMARKS" node with the type 'header' in ORDER_INFO must be activated.

 

Transport request

If a special transport request is required, the "REMARKS" node in ORDER_INFO must be activated with the type 'DELIVERY'.

The transport request itself must be entered in the "OpenTransBeforeExportHeroal" script (Purchase list module) in the "REMARKS" section.

 

Script for entering the transport request