Suppliers - synchronise supplier data

Introduction & best practice

You can enable a module in Delogue PLM that allows you to synchronize supplier data with your ERP system. Delogue PLM imports supplier data from an external web service using an automated nightly process (at 00:00 GMT). This process:

• Calls your ERP's web service using the supplier ID
• Updates existing supplier details in Delogue PLM based on the data provided by your web service
• Logs details of each request and response for review

 

Table of contents

• Before you start

• Synchronise suppliers data

  • SOAP Service Guidlines

 

Before you start

1) Make sure the 'Company Admin' role is assigned to you as a user. To learn more about assigning different roles to a user, click here.

2) Make sure you created the supplier with its supplier ID. Read more how to create a supplier, here.

3) Your company must implement a SOAP service that returns supplier details.

 

Synchronise supplier data

Once the Supplier Sync feature is activated, you will see an additional button labeled 'Supplier Sync' in your Admin supplier section. 

Navigate to: Admin > Supplier

• Click on 'Supplier Sync'

• Fill in the information for the required fields:
  • Service URL: Web service endpoint
  • User name: Authenticated user
  • Password: Associated password
  • Transport Credential Type: Windows or Windows-Ntlm
• Click 'Save' to finish

After prerequisites are set: 

• Delogue calls the web service configured in the system.
• The web service returns a list of supplier details.
• Delogue matches the supplier ID (No) and updates details if the supplier exists.
• On failure, Delogue sends an error email to the organization’s registered email.

Sample response from the web service:
[
 {
   "No": "100",
   "Name": "Supplier company name",
   "Address": "5/F., ABC building, MG Rd",
   "Post_Code": "112233",
   "Country_Region_Code": "CN",
   "Phone_No": "99999999",
   "City": "Your city",
   "Blocked": 0,
   "Home_Page": null,
   "Fax_No": null,
   "VAT_Registration_No": null,
   "Currency_Code": "USD"
 }
]

SOAP Service Guidelines

Your service should have an interface as below (please follow names as per description). We will call your webservice method ReadMultiple() and we require a response from your side in the
format DelogueVendorWS.

public interface DelogueVendorWS_Port
{
ReadMultiple_Result ReadMultiple(ReadMultiple request);
}

public partial class ReadMultiple
{
public DelogueVendorWS_Filter[] filter;
public string bookmarkKey;
public int setSize;
public ReadMultiple()
{
}

public ReadMultiple(DelogueVendorWS_Filter[] filter, string bookmarkKey, int setSize)
{
this.filter = filter;
this.bookmarkKey = bookmarkKey;
this.setSize = setSize;
}
}

public partial class DelogueVendorWS_Filter : object,
System.ComponentModel.INotifyPropertyChanged
{
private DelogueVendorWS_Fields fieldField;
private string criteriaField;
public DelogueVendorWS_Fields Field{get;set;}
public string Criteria{get;set;}
}

public enum DelogueVendorWS_Fields
{
No, //Supplier ID
Name,
Address,
Post_Code, //ZIP Code
Country_Region_Code, //Country Code
Phone_No, //PHONE NUMBER
City,
Blocked, //IsActive
Home_Page, //Website
Fax_No, //Fax number
VAT_Registration_No,//VAT#
Currency_Code, //Currency
}

public partial class DelogueVendorWS : object, System.ComponentModel.INotifyPropertyChanged
{
private string noField { get; set; }
private string nameField { get; set; }
private string addressField { get; set; }
private string post_CodeField { get; set; }
private string country_Region_CodeField { get; set; }
private string phone_NoField { get; set; }
private string cityField { get; set; }
private string blockedField { get; set; }
private string home_PageField { get; set; }
private string fax_NoField { get; set; }
private string vat_Registration_NoField { get; set; }
private string currency_CodeField { get; set; }
}

 

Next steps

Suppliers - Admin Setup