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Lilypad Integration

Distributor steps for sending supplier data to Lilypad from Encompass: install the Lilypad app from the App Library, then add a Suppliers Reports record per location. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

Setting up a Supplier to Report Data to Lilypad
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1. Using Universal Search, navigate to the "App Library".
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2. Search for the keyword "Lilypad".
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3. Click Install. This allows Lilypad to begin pulling data from Encompass site using API calls.

Once App is Installed:
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1. Using Universal Search, navigate to the Suppliers Reports table.
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2. Click Add Suppliers Reports.
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3. Enter values to all required and applicable optional fields displayed in the Add Suppliers Reports form.
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a. Select Supplier
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b. Select Location
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​ Note: If users are sending data for more than one location, they'll need one record per location.
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c. Set Lilypad as a Report Type
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d. Set Sales Distributor Num to default 000000
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e. Auto Transmission should be set to Disabled
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4. Click the Add Record button when complete.

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