Download Customer Information from M3 to an External POS System

This document explains how it is possible to download the changes of a customer via a related option in 'Customer.Open (CRS610)'.

Outcome

Customer information is transferred to the files OPTMFI (transfer file) and OPTMML (transfer file mailing list) in M3. Information is prepared in these files that allows the user to retrieve the information from the POS system..

The POS system retrieves the downloaded customer information, and any modification made to the data in M3 is passed on to the POS system.

When customer data is exported from M3 to the external POS system, it is available in the OPTMFI transfer file. For each record, an action code indicates the action to perform (update or delete) and the record information is stored in a data field.

Each record in the OPTMFI file has an associated mailing list in the OPTMML file. This is a list of shops to which each record must be sent.

Note: It is not possible to transfer all customer data each time and therefore it is possible to transfer a single customer change if required.

Before you start

  • A shop must be created in 'Shop. Open' (OPS500).
  • The subscriber must be defined in (OPS500/E). Subscribers are used to group and connect shops. Replication is made on the subscriber level.
  • In 'Settings. Customer Net Transfer Trigger' (OPS030), select the customer seg-ments that the shops have. This information is used during manual transfer of the customer. In other words which customers are qualified to be updated to OPTRFI and OPTRML through CRS610.

Follow these steps

  1. Start 'Customer. Open' (CRS610).

  2. Make the required changes and select the related option 'Export customer to POS'.

  3. The POS outboxes OPTMFI (tranfer file) and OPTMML (transferfile mailing list) are now updated, and the information is ready to be retrieved by the POS system.

    The action codes are:

    Action code: Description:
    *DEL

    Delete:

    A delete record will be transferred to POS.

    This is set if the status is equal to 90 in CRS610 (OCUSMA) or if function selection in OPS630 is set to 4.
    *UPD

    Update:

    An update record will be transferred to POS.

  4. In OPS600MI you can list and confirm the customer data for a specific subscriber using transactions LstCus and CnfCus.

  5. In 'Item/Customer net transfer. Delete' (OPS690) you can clean up completed (confirmed) transactions in POS outboxes OPTMFI and OPTMML.

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