Recording warehouse-related processes as waybills

 

This manual describes how to record inventory write-offs, invoices or inter-warehouse movement synchronization processes as delivery notes rather than entries.

 

Configuration

 

To use these options, there are several rules that need to be added under ERPLY Synchronization parameters.

  1. Open the “Assign organization parameters for ERPLY sync” page from the search box
  2. Click the blue “Add” button to add a new rule
  3. Once the rule is added, save, log out and log back in

1) If you want inventory transfers to be created as waybills, add the following rule: 

  • Attribute: SYNC_INVENTORY_TRANSFER_AS_WAYBILLS.
  • Value: true
  • AltValue: 10000000 (pre-fixed value, because we need the inventory movement id-s not to interfere with regular invoices; if “multiple Erply accounts on one Books account” is on top, you may need to add another prefix).
  • AltValue2=warehouse customer id (add the self-named customer in the warehouse and the customer id in the warehouse in this field).
  • AltValue3=20000000 (pre-fixed value, because we need the warehouse movement id-s not to interfere with the regular invoices; if it is “multiple Erply accounts one Books account”, you might need to add another prefix).

2) If you want inventory registrations in the warehouse to be created as waybills, add the following rule: 

  • Attribute=SYNC_INVENTORY_REGISTRATIONS_AS_WAYBILLS.
  • Value=true
  • AltValue=30000000 (prefixed value, because we need the invoice id-s not to interfere with regular invoices; if we have “multiple Erply accounts on top of one Books account”, we might need to add another prefix).
  • AltValue2=inventory acquirer id. 
    • Add the self-named supplier in the warehouse and the supplier id in the warehouse in this field.

3) If you want write-offs from the warehouse to be created as waybills, add the following rule:

  • Name=SYNC_INVENTORY_WRITEOFFS_AS_WAYBILLS.
  • Value=true
  • AltValue=40000000 (prefix, because we need to make sure that the id-s of the writeoffs don’t interfere with the regular invoices; if we have “multiple Erply accounts on top of one Books account”, we might need to add another prefix).
  • AltValue2=stock customer id. 
    • Add the self-named customer in the warehouse and the customer id in the warehouse in this field.

4) If you are using waste management and need to sync recycling separately, add the following rule: 

  • Name=SYNC_ZERO_REGISTRATION_AS_RECYCLING.
  • Value=true

5) If you want the warehouse on the opposite side of the movement to be written in the Referenced Link field, add the following rule: 

  • Name=ATTRIBUTE_ERPLY_SYNC_GET_ATTRIBUTES_INTO_IDENTIFIER.
  • Value=true
  • AltValue=oppositeLocationName

This solution is necessary in waste management for waste reporting. If otherwise the processes mentioned before are synchronized as entries, this solution allows to synchronise them as waybills / purchase waybills where products and quantities can be added with the appropriate configuration.