Minimum Version Required: 22.01
Steps
Setting up a Supplier to Report Data to Lilypad
1. Using Universal Search, navigate to the "App Library".
2. Search for the keyword "Lilypad".
3. Click Install. This allows Lilypad to begin pulling data from Encompass site using API calls.
Once App is Installed:
1. Using Universal Search, navigate to the Suppliers Reports table.
2. Click Add Suppliers Reports.
3. Enter values to all required and applicable optional fields displayed in the Add Suppliers Reports form.
a. Select Supplier
b. Select Location
Note: If users are sending data for more than one location, they'll need one record per location.
c. Set Lilypad as a Report Type
d. Set Sales Distributor Num to default 000000
e. Auto Transmission should be set to Disabled
4. Click the Add Record button when complete.