EzTrade Client utilizes a built in mapping wizard to
assist users in interfacing with their business systems. This makes
true two way integrated e-commerce simple and straight forward.
Without extensive computer experience and without any programming
knowledge, trading partners can quickly and effectively map forms
into their business systems. The typical form mapping process takes
between 1 and 5 minutes and is illustrated in the steps outlined
below.
Steps To
Create A Reusable Map
click a
image below for a detailed, larger size view.
Step 1 -
Select your External Database. EzTrade can map to and from any
ODBC compliant database. This includes most business systems that
are available on the market today. Here we are connecting to a
transaction database in Microsoft Access format. You can also
connect to Oracle, MSSQL, and thousands of other ODBC compliant
data-sources.
Step 2 -
Select your tables. In your external database data is stored in
tables. Usually table names reflect the type of data that is
contained in them. In this case we are selecting the tables
SALES_Header and SALES_Details because we want to access
our sales information.
Step 3 -
The next step is to tell EzTrade what information you would like
to use as the basis for extracting data and filling your forms. In
this case we select the Order Number and Sold To information. We
will be able to build our warranty claim form as long as we know the
Order Number or the name of the person or company for whom the work
was done.
Step 4 -
Once you have performed steps 1 through 3 you can actually
perform the visual mapping process. In this step we simply identify
what fields we want placed where on the trading partners form.
Eztrade will automatically fill in the fields required by the
manufacturer with data from the mapped database. After we have
completed the mapping process by selecting the appropriate
relationships, we save the map file. The map file stores the
defined relationships for use later when we actually create
transactions.
Importing
Data and Creating Transactions Using A Map
Step 1 -
In EzTrade we select the menu option File | Create From |
Nilfisk | Warranty Claim Form to tell EzTrade we are going to
create a transaction using our external business systems data.By Defining the fields using our map wizard (above) EzTrade now
knows how to display and extract data from our database.
Step 2 -
EzTrade displays our sales records from our external database. We
select the record we want to use by highlighting it and pressing the
next button. We can also search by any of the fields we included
when we define our map (above.)
Step 3 -
EzTrade automatically extracts the data from the database and
populates the fields on the trading partners form. We can visually
review the data and make any modifications that are necessary.
Notice that both the Header information and the detail information
has been automatically filled. This warranty claim form contains
all the parts details that were on the original sale from our
business system, as well as the other header information that we
have defined in our map (above.) Now all we need to do is click
save and this warranty claim form is automatically handled the next
time we send and receive. You can perform steps 1 through 3 for to
manually create any transaction from an external database as
needed. You can also further automate the extraction process
depending on your specific interfacing needs.