Skip to main content

Testing Transfer Planner on Test Sites

Distributor steps for testing Transfer Planner on an Encompass test site: update the exchange mailbox and set the test-site trading partner on transfer vendors and customers, then create the purchase. v24.01+.

B
Written by Bailey Naas-Thornton

Minimum Version Required: 24.01

Pre-Conditions

Transfer Planner is configured and working on the production site or source database when the test site was created.

Steps

After logging into the test site:

Exchange Configurations
​
​

1. Update the Mailbox on the Transfer Exchange Configurations to MailBox 85 - DSDLink_TransferPortal_855_Outbound

Trading Partners


2. Go to the Trading Partners Table and filter on Trading Partner Name = <Test Site Name> Ex: Pioneer2401
​
3. If the Trading Partner exists go to step 5
​
​NOTE: Step 4 below must be done by an Encompass Employee
​
​4. If the Trander Partner does not exist, log into dsdlinkand add a Trading Partner with the same name as the test site you are using. NOTE: The Trading Partner EncompassID (which is a link to EDBL Sources) will have to be added too, but use the Deep Table Add (aka Add Related Record) when creating the EDBL Source. When done the new Trading Partner should look similar to the image below.

Vendors


5. Go to the Vendors table and filter on Vendor Type = Transfer or the transfer vendors.
​
6. Add the Trading Partner column into the view.
​
7. Edit/Fill down Vendors.TradingPartner and set to the Trading Partner for the test site.

Customers
​
​

8. Go to the Customers table and repeat steps 6 and 7 for the transfer customers


​NOTE: Data Warehouse will need to run for all Trading Partner updates to take effect.
​
​

Creating the Transfer
​
​

9. Create an invoice by using Transfer Planner or by manually adding an invoice for a transfer customer
​
10. Run the Generate_Outbound_EDI_Invoices Scheduled Task to create the purchase

Did this answer your question?