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. Open the Load Orders from ERP form. The site is displayed.
  2. Specify this information:
    Days Prior
    Specify the number of days before the current date for which to download orders.
    Days Into the Future
    Specify the number of days after the current date for which to download orders.
    Send Email Notification
    Select this option to send an email the indicates the number of successfully downloaded orders to the email address specified on your user profile. To receive this email, the user needs to be added as a publication subscriber.
  3. In the Order Type section, select the order types to download.
  4. Click Process. The number of successfully downloaded orders is displayed.