Working with Documents day to day
This course is for the people who look after Supply Lens every day: checking that orders went through, answering "where is it?" and dealing with the odd failure. By the end you will be able to find any Document in seconds, read its statuses with confidence, edit, process and resend Documents safely, and follow a step-by-step routine when something does not arrive.
Best taken afterSupply Lens Foundations
Earn a certificate. Complete every lesson and pass all 4 module quizzes (pass mark 80%).
Sign in to take partCourse modules
Module 1
Finding and reading a Document
Where Documents live, how to find the one you need, and how to read it alongside its source data, target data and logs.
- Where Documents liveThe Document lists in the menu, the source data and target data lists behind them, and which document type goes where. 6 min
- Find the Document you needSearch by reference, filter lists by reference, document number and date, and save the views you use every day. 7 min
- Read a DocumentA tour of the Document screen, from references and totals to parties, lines, tags and the links menu, so you can answer questions at a glance. 7 min
- Source data, target data and logsRead the raw data behind a Document, compare versions, and use logs to find out exactly what happened and why. 8 min
- Module quizCheck your understanding of this module.
Module 2
Statuses and what they tell you
The two kinds of status, what each value means, and how Supply Lens protects you from sending duplicates.
- Two kinds of statusSupply Lens tracks whether data was processed and, separately, whether it was communicated. Knowing which is which tells you where to look. 5 min
- Document statusesEvery Document status explained, with what it means for you and what, if anything, to do next. 7 min
- Communication statusesCommunication statuses tell you whether source data arrived safely and whether target data was actually delivered. 6 min
- Cancelled and duplicate protectionWhy Supply Lens refuses to send the same thing twice, what Cancelled target data means, and how to deliberately send something again. 7 min
- Module quizCheck your understanding of this module.
Module 3
Acting on Documents
Process Ready Documents, edit safely, use reprocess, resend, complete and cancel, and run Integrations by hand.
- Process Ready DocumentsReview Documents waiting at Ready and send them on with the right Mapping, one at a time or in bulk. 6 min
- Edit a DocumentCorrect a Document before it is sent, check your changes as a patch, and handle Documents that have already been sent. 7 min
- Reprocess, resend, complete and cancelThe actions you can take on Documents, source data and target data, what each one is for, and how to use them safely in bulk. 8 min
- Run an Integration manuallyTrigger an immediate send or receive outside the normal schedule, and know which button to press. 5 min
- Module quizCheck your understanding of this module.
Module 4
When something goes wrong
A repeatable fault-finding routine, and how to handle the problems you are most likely to meet.
- A fault-finding routineOne repeatable routine for any "it didn't arrive" or "it looks wrong" problem, following the data from source to target. 8 min
- Document not appearing in the target systemThe four checks to make when a Document should have reached your ERP, warehouse or other system but has not. 7 min
- Product not found errorsThe most common reason a Document fails is an unrecognised product code. Learn to read the error, fix the cause and reprocess. 6 min
- Orders missing changes made after they were placedWhy orders can arrive before apps such as bundle tools have finished with them, how to recognise it, and how an import delay fixes it. 6 min
- Connection and authentication failuresWhat to do when an Integration stops connecting because credentials have expired, been revoked or changed. 6 min
- Module quizCheck your understanding of this module.