EQD Setup for DB Commerce Interface

Contents

• Installing Keys
• Source Codes
• Company Maintenance
• eCommerce Maintenance – General eCommerce Settings
• DBc Settings – Generate Tab
• Force Upload Tab
• Shipping Method Codes
• Vendor Maintenance
• Client Maintenance
• Client Overrides
• Item Maintenance
• Exporting to DB Commerce
• Importing Orders
• Notifications
• Downloading Orders

Installing Keys

From the main menu of EQd, go to File > Utilities > Install/Update > Install Modules.

Click the Download button. After the keys have imported, close the confirmation window. EQd will close.

Source Codes

When orders are downloaded from DBC, the PO can populate with a Source Code. The source codes are defined in O/E > O/E Maintenance > Order Source Setup. The order source can be used on reports to identify orders that originated on DBC.

Company Maintenance

The DBc interface must be enabled to activate the DBc options in EQd. From the Main Menu of EQd, click on File, select Company Maintenance.

Highlight the Company in the Company Maintenance window. Click Edit or double click on the Company Name. Select the Options tab. Verify that DBC is checked. Click Save.

eCommerce Maintenance – General eCommerce Settings

From the main menu of EQd, click on eCommerce > eCommerce Maintenance > eCommerce Configuration. The General eCommerce Settings are the default settings for EQd and DBc orders. Not

all settings will affect the DBc orders. Click the DBc settings button for DBc setup.

Note: The button will display only DBc unless the client also has DB Sourcing.

DBc Settings – Generate Tab

The Generate tab contains default settings for DBc. Create Sales Orders and Auto-Generate Release

options can be overridden at the Client level. Click the Generate DBc Access Key. A message will

display notifying the user that they are creating the access key. Click yes in Warning Pop up to

complete the key generation. Once the key has been generated the button changes to Update

Access key(s).

Force Upload Tab

Check all boxes for first time. For future uploads, the Clients, Vendors, Tax Codes, Ship Vias, Whses. and Product Groups will not upload unless changes have occurred.

Shipping Method Codes

To display Shipping on DBc, the Shipping Methods need to be selected to upload to DBc. In OE > OE Maintenance > Shipping > Shipping Method Codes, select the shipping methods to upload to DBc.

Note: When the Shipping Method Code is selected to display on DBc, the method displays DBC and

the DBc code. Highlight the Shipping Method then click Edit or double click on the line.

Check the box for Selectable In DBc. Enter the single digit code for the Shipping Method. Click Save.

Vendor Maintenance

Vendors are selected on DBc for non-stock items. To mark the vendors to upload to DBc, go to A/P >

File Maintenance > Vendor Maintenance, select Page 3. In the Selectable In field, mark the Send to DBc checkbox.

Client Maintenance

Clients are marked for DBc upload in Client Maintenance. From the Main menu, click on the Client Maintenance button or go to A/R > A/R Client Maintenance. Select the Client. Go to the eComm tab.

In the eCommerce Type dropdown, select the applicable status. Clients moving form EQ Commerce to DB Commerce will use DBc and EQc client until they are ready to go live with DBc only. At that time, they will update this setting.

Client Overrides

DBc Configuration button contains the overrides to the default settings for DBc. The checkboxes do not need to be marked for the first upload of the client.

Note: The DB Sourcing option will only display for client who also have DB Sourcing.

Item Maintenance

Items must be marked to be uploaded to DBC. In Item Maintenance, edit the item, click the DB Tab, and mark the Upload to DBC checkbox. Click Save.

Exporting to DB Commerce

Export sends the marked clients & items to DBC. From the Main Menu > e-Commerce > Export Data to DBc.

A warning message displays. The message can be disabled by marking the Don’t ask me again checkbox. Click Yes to begin the upload. When the upload is completed, a popup window confirms the upload has completed. The option to view the upload log is available.

The log displays information on the upload.

If no errors display in the log, the upload to DBC has been successful. Refer to the DBC configuration manual for setup of the DBC site.

Importing Orders

Notifications

A bubble on the EQd main menu can alert users of an order pending download. Setting allows checking for online orders. These preferences are by user. When logged in as the user, go to Help > Preferences. Select DBC in the Periodically Check dropdown. When orders are ready for download, an informational icon is displayed on the main menu for the user.

Downloading Orders

Orders placed on DBC are available for immediate downloaded into EQd for generation. Go to e-Commerce > View Internet Orders.

Depending on your system settings, you may be prompted to download the orders. Click Yes to import the orders.