Enterpryze integration
For admins and implementers connecting Enterpryze as the hub of a Supply Lens setup. You will make the two decisions that shape every Enterpryze project (Business Partner strategy and SKU matching), work through the configuration settings by decision, test end to end and know how to read an Enterpryze rejection when something goes wrong.
Best taken afterConnecting your systems
Earn a certificate. Complete every lesson and pass all 6 module quizzes (pass mark 80%).
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Module 1
Why connect Enterpryze
What Enterpryze does in a connected setup, and which data moves in which direction.
- Enterpryze as your hubWhy businesses connect Enterpryze to the rest of their systems through Supply Lens, and what changes once it is live. 5 min
- What moves, and whenThe Enterpryze message types, which way each one flows, and how a typical order travels from storefront to Enterpryze and back. 7 min
- Module quizCheck your understanding of this module.
Module 2
Prepare and connect
Gather credentials and reference codes, then create and configure the Integration.
- Before you startThe accounts, credentials and Enterpryze reference codes to gather before you create the Integration, so setup is quick and the first test works. 6 min
- Create and configure the IntegrationAdd the Enterpryze Integration, understand its tile, add Configurations for your message types and create the Mappings that route Documents. 8 min
- Module quizCheck your understanding of this module.
Module 3
The two big decisions
Choose a Business Partner strategy, control how new Business Partners are set up, and get SKU matching right.
- Choose a Business Partner strategyDecide which Enterpryze customer record each incoming order is assigned to, channel by channel, before you go live. 8 min
- Setting up new Business PartnersControl the group, price list, account code, payment terms and addresses that Supply Lens gives the Business Partners it creates in Enterpryze. 8 min
- SKU matching and the Item MasterHow Supply Lens matches order lines to Enterpryze items, when to use a cross-reference table, and how to audit your SKUs before go-live. 7 min
- Module quizCheck your understanding of this module.
Module 4
Settings deep dive
The configuration settings, grouped by the decision each one answers.
- How should sales orders be created in Enterpryze?The Order settings that decide how a sales order looks in Enterpryze, from document type and shipping lines to sales person, due date and address format. 8 min
- How should invoices and payments be created?The Invoice settings that decide whether invoices are created as reserve invoices, which warehouse they carry, and when a payment is recorded alongside them. 8 min
- Which documents should Supply Lens pick up from Enterpryze?The import settings shared by Order, Shipment, Invoice and Credit that decide where an import starts, which documents qualify, how long to wait and what extra detail to bring. 8 min
- Stock, products and purchase ordersDecide which warehouses feed your stock levels, how product updates are applied and how purchase orders are created in Enterpryze. 6 min
- Module quizCheck your understanding of this module.
Module 5
Test and go live
Prove each flow end to end, sign it off and switch on with confidence.
- Test your integrationRun a first end-to-end order, then work through a test plan that covers customers, SKUs, shipping, stock and despatches, and record the results. 8 min
- Go live and the first fortnightThe checks to make before switching on, on day one and over the first two weeks, so problems are caught while they are small. 5 min
- Module quizCheck your understanding of this module.
Module 6
Troubleshooting
Work through the common causes of missing data and read Enterpryze's own error messages.
- When data is not flowingA step-by-step check for the most common reasons orders, stock or despatches are not moving between Enterpryze and your other systems. 6 min
- Reading Enterpryze rejectionsWhat it means when Enterpryze refuses a document, how Supply Lens narrows down the code at fault, and how to fix the usual causes. 7 min
- Module quizCheck your understanding of this module.