Download Changed or New Customer Information from M3 to an External POS System

This document explains how to download changed customer information from the last transfer. A net transfer is performed. This is useful when there are large volumes of customer data to different shops.

Outcome

Basic 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 basic 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 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. A subscriber can have several shops.

Note: It is not possible to transfer all customer data each time and therefore a net transfer is required. A net transfer means that only changed customers from the last transfer are transferred again. For controlling changes the field Change date (LMDT) is used in the tables Customer (OCUSMA), Customer delivery address (OCUSAD and address type 1), Customer cards (OPCARD) and Customer Order Messages (OOEMSG).

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.

Follow these steps

  1. Start 'Customer. Net Transfer' (OPS630/E).

  2. Select the function to use:

    • Create records for new/changed customers to replicate to the external Point Of Sales system.
    • Create records for customers to be deleted in the external Point Of Sales system.

  3. Make the appropriate selections. The 'Change date' is mandatory and represents the date as of when the changes are made. For example, if August 13, 2013 is entered then it will check the change date (LMDT) from August 13 to today´s date. Press Enter after making all your selections.

  4. The POS outboxes OPTMFI (transferfile) and OPTMML (transfer file 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.

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

  6. In 'Item/Customer net transfer. Delete' (OPS690) you can clean up completed (con-firmed) transactions in the POS outboxes OPTMFI and OPTMML.

Related topics