The openTRANS purchase order export is used to transfer purchase orders to suppliers from the ingenious software to another system via the open standard.

The export of the document types ORDER and ORDERCHANGE is implemented.

An ORDERRESPONSE can also be read in on request.

 

User rights

101800 – Contacts – View OpenTrans export settings

101810 – Contacts – Modify OpenTrans export settings

 

Basic settings for Order und Order Change

Über die Register am unteren Rand des Formulars kann zwischen den Einstellungen für ein Order-Dokument oder ein Orderchange-Dokument gewechselt werden.

Für beide Dokumenttypen stehen die folgenden Einstellmöglichkeiten zur Verfügung:

 

File storage

Under File storage it is activated that the export should be carried out for the contact.

The way in which the export file is made available is also set here.

You can choose between FTP, network and e-mail.

 

Export settings

Different settings have to be made depending on the export type.

via FTP server

Host	Simple input field	Address of the server on which the FTP server is running
Login	Simple input field	FTP user login
Password	Simple input field	FTP user password
FTP subdirectory	Simple input field	Dirctory on the FTP server in which the exported file is to be stored
SSL	Checkbox	Activation of data transfer encryption

via network

Export directory

Simple input field + Button

Directory in the network in which the export file is to be stored

by email

Recipient’s email address	Simple input field	Email address to which the export file should be sent
Save successfully exported files to	Simple input field + Button	Local or network directory in which the export file is to be stored
MAPI	Checkbox	If the checkbox is activated, the email will be sent via Outlook

 

XML settings

The tree structure of the export file is shown in the XML settings.

The individual nodes / attributes are marked as follows.

Blue background	selected node / attribute
Black font	active attribute
Grey font	inactive node / attribute
Blue font	active attribute
Font style normal	node
Font style italic	attribute

 

By clicking a node / an attribute in the tree information and settings are displayed in the area on the right.

Path	Text	Specification of the complete path of the node
Active	Checkbox	Activation or deactivation of the node; According to the specifications of the openTRANS standard, mandatory nodes cannot be deactivated.
Name	Protected input field	The name of the node is specified by the openTRANS standard and is displayed for information. It cannot be edited.
Link type	Selection list	Table field Specifies that the value of the node is filled from a table field in the database. User field Specifies that the value of the node is populated from an individual user field. Fixed value A fixed value is entered for the node. Script The value of the node is filled by script
Value	Input field + Button if necessary	For a table field If the link type “table field” is selected, the input field is write-protected. The table field that fills the node is selected using the “Select database field” button and the list that opens. For a user field In the value field the name of the user field is entered that has to fill the node. For a fixed value A static value is entered here directly.
Note	Text box	The info box is only displayed for individual elements to indicate relationships to other elements.

 

XML settings openTRANS export

 

If more than one node of the selected type is allowed according to the openTRANS standard, one can be added and removed using the icons in the ribbon bar:

	Adds a copy of the currently selected element as a new node
	Removes the selected node
	Adds a new PRODUCT_COMPONENTS node to a selected PRODUCT_COMPONENT node
	Removes the selected PRODUCT_COMPONENTS node