Loading orders from the ERP system

Use the Load Orders from ERP form to download orders from the ERP system into Time Track. You can download orders manually or configure them to be automatically downloaded as a background task. See Scheduling Background Tasks for more information about configuring automatic downloads.

To download orders from the ERP system manually:

  1. Select Time Track > Time Track Utilities > Load Orders from ERP. The Load Orders from ERP form is displayed.
  2. Specify this information:
    Days Prior
    The number of days before the current date when the load orders are to be downloaded.
    Days Into the Future
    The number of days after the current date when the load orders are to be downloaded.
    Send Email Notification
    Select this check box to send an email indicating the number of successfully downloaded orders to the email address specified on your user profile. To receive this email, the user requires to be added as a publication subscriber.
  3. Select the order types to download in the Order Type section.
  4. Click Process. The number of successfully downloaded orders is displayed.