Loading orders from the ERP system

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.
    Note: 
    • You can select to send the email:
      • Always: An email is sent each time the order is downloaded successfully.
      • Failure Only: An email is sent only if the status of the order is set to a value other than Task Succeeded.
    • By default, this value is set to Failure Only.
  3. Select the order types to download in the Order Type section.
  4. Click Process. The number of successfully downloaded orders is displayed.