Enterpryze settings

Every setting on the Enterpryze Configurations (orders, shipments, invoices, credits, purchase orders, product updates and inventory), with values, defaults and when to change each one.

The Enterpryze connector has seven Configurations: Enterpryze Order, Enterpryze Shipment, Enterpryze Invoice, Enterpryze Credit, Enterpryze Purchase Order, Enterpryze Product Update and Enterpryze Inventory. Some settings control documents read from Enterpryze, others control documents created in Enterpryze, and several are shared between Configurations. Each table says which Configurations a setting is on.

Reading documents from Enterpryze

These control which documents are picked up and what comes with them.

Setting	What it does	Values / default	When to change it	On
Setup date `setupDate`	Only documents created on or after this date are imported.	Date. Set automatically when first configured.	Rarely: it stops history being pulled in at go-live.	Order, Shipment, Invoice
Last import date `lastImportDate`	The most recently imported document; the next run fetches only what changed since.	Managed by the system.	Don't edit it by hand.	Order, Shipment, Invoice, Inventory
Last imported ID `lastImportedId`	The ID of the most recently imported credit; the next run fetches only credits created after it.	Managed by the system.	Don't edit it by hand.	Credit
Import delay `importDelay`	Waits before importing a document after it arrives, so other Enterpryze apps (a 3PL, fulfilment app or pricing engine) can update it first.	Duration, for example `00:05:00` for five minutes.	When other apps change orders just after they're created.	Order, Shipment, Invoice
Statuses to import `importStatuses`	Only documents in one of these statuses are processed.	List. Empty: all statuses.	To pick up documents only once they reach a given status.	Order, Shipment
Card codes to include `includeCardCodes`	When not empty, only documents from Business Partners with these card codes are imported.	List.	To import one set of partners.	Order, Shipment, Invoice, Credit
Card codes to exclude `excludeCardCodes`	Documents from these card codes are skipped.	List.	To leave out internal or test partners.	Order, Shipment, Invoice, Credit
Include Business Partner `includeBusinessPartner`	Loads the full Business Partner (customer) record with the document.	On or off.	When you need more customer detail than basic identification.	Order, Shipment, Invoice, Credit
Identifiers from Business Partner notes `parseIdentifiersFromBusinessPartnerNotes`	Extracts Party identifiers from the Business Partner's notes field using regular expressions (fields below).	Dictionary of identifier type to pattern settings.	When identifiers such as a GLN are kept in the notes.	Order, Shipment, Invoice, Credit
Disable the expected payable tag `disableExpectedPayableTag`	Stops the expected payable tag being added. That tag normally checks the calculated total matches the expected amount.	On or off.	Only to skip the total check.	Order, Shipment, Invoice, Credit

Each parseIdentifiersFromBusinessPartnerNotes entry has these fields:

Field	What it is
`pattern`	A regular expression matched against the notes field.
`groupNumber`	The numbered capture group to extract.
`groupName`	The named capture group to extract.
`replacement`	An optional replacement string.
`ignoreCase`	Whether matching ignores case.

Creating documents in Enterpryze

Setting	What it does	Values / default	When to change it	On
Document type `docType`	The Enterpryze document type used when creating the document, which decides how it's classified.	Enterpryze document type.	To match how Enterpryze should classify orders or POs.	Order, Purchase Order
Shipping item codes `shippingLineItemCodes`	Line item codes that represent shipping charges; these lines are treated as shipping, not products.	List of item codes.	When shipping is held as an item.	Order, Purchase Order
Custom field mapping `customFieldMapping`	Maps Enterpryze custom field names to values from the source document.	Dictionary of field name to dynamic field definition.	To fill Enterpryze custom fields.	Order, Shipment, Invoice, Purchase Order
Due date in days `defaultDueDateDays`	Days after the order or invoice date used as the default due date.	Number.	To give documents an expected payment or delivery date.	Order, Invoice, Purchase Order
Name in ship-to address `includeNameInShipToFullAddress`	Includes the contact name in the full ship-to address.	On or off. Off: no recipient name.	When the address block should show who it's for.	Order, Shipment, Invoice, Purchase Order
Fixed-format ship-to address `useFixedFormatForShipToFullAddress`	Formats the ship-to address with a fixed template rather than the dynamic format.	On or off.	For consistent address formatting.	Order, Shipment, Invoice, Purchase Order
Send email `sendEmail`	Enterpryze sends an email notification when the document is created.	On or off.	When people should be alerted to new orders or invoices.	Order, Invoice
Sales person `salesPersonIdMap`	Sets the Enterpryze sales person. Keys are sales person names as they appear on the order (matched ignoring case and surrounding spaces); values are 24-character Enterpryze sales person ids.	Map with `default`. Nothing matched and no default: the field is left off and Enterpryze applies its own default.	Set `default` alone for one sales person on every order.	Order

New Business Partners

These apply only when a Business Partner is created from a document. An existing customer is never changed. Non-numeric values are ignored where the setting expects a number.

Setting	What it does	Values / default	When to change it	On
Business Partner group `businessPartnerGroupCodeMap`	The group assigned to new customers (or suppliers, on purchase orders), by tag.	Tag map with `default`, for example `5` for the Online group. Numeric.	Set `default` alone for one group for everyone.	Order, Invoice, Purchase Order
Default price list `businessPartnerDefaultPriceListMap`	The default price list on the new customer's Finance & Taxes tab, by tag.	Tag map with `default`. Numeric.	To price new customers correctly.	Order, Invoice
Default account code `businessPartnerDefaultAccountCodeMap`	The default general ledger account on the new customer's Finance & Taxes tab, by tag.	Tag map with `default`, for example `"4000"`.	To post new customers' sales to the right account.	Order, Invoice
Payment terms `businessPartnerPaymentTermsIdMap`	The payment terms id on the new customer, by tag. Enterpryze holds terms on the Business Partner, not its documents, so this is the only way to set them from Supply Lens.	Tag map with `default`, for example `"4"`. Numeric.	To give new customers terms.	Order, Invoice
Create Business Partner addresses `createBusinessPartnerAddresses`	Adds the bill-to and ship-to addresses to the customer as structured addresses (types `B` and `S`), and sets the document's bill-to and ship-to codes to those address names.	On or off. Default off.	When addresses should be held properly on the customer.	Order, Invoice

The price list, account code and address settings are deliberately absent from Purchase Order: they're customer-side, and a purchase order's ship-to is your own warehouse.

How createBusinessPartnerAddresses names and handles addresses:

The name is Name (CompanyName) when both are set and different, otherwise whichever is set. Names are capped at 50 characters; over that, the company name is dropped rather than truncated. A party with neither name is skipped and logged.
Bill-to and ship-to are named after their own party, so a delivery to someone else is named after the recipient. Where the ship-to has no address of its own, the customer's address is used for both.
Addresses are only ever added, never updated, so a correction made in Enterpryze isn't overwritten. A customer who changes address at source won't have it updated in Enterpryze.
Default bill-to and ship-to aren't sent: Enterpryze nominates them itself when the customer has none. A default already chosen in Enterpryze is left alone.
If Enterpryze rejects the addresses, the failure is logged and the document is still sent, without bill-to or ship-to codes.

Enterpryze Shipment

As well as the shared settings above, deliveries have these:

Setting	What it does	Values / default	When to change it
Link to original document `linkToOriginalDocument`	Links the Enterpryze delivery back to the sales order it came from.	On or off.	To keep the delivery connected to its order.
Original document type `originalDocumentType`	The type of document to link to.	Typically a sales order.	With `linkToOriginalDocument`.
Original document reference type `originalDocumentReferenceType`	The reference type used to find the original document.	Reference type.	With `linkToOriginalDocument`.

Enterpryze Invoice: reserve invoices and payments

Setting	What it does	Values / default	When to change it
All invoices as reserve `createInvoicesAsReserve`	Creates every invoice as a reserve (draft) invoice, whatever its financial status.	On or off.	To add a check before invoices are finalised.
Paid invoices as reserve `createPaidInvoicesAsReserve`	Creates invoices for paid orders as reserve invoices.	On or off.	So paid invoices aren't finalised straight away.
Fallback warehouse `fallbackWarehouseCode`	The warehouse code sent on every line of an invoice that isn't a reserve invoice. Enterpryze requires one, and the invoice carries no location.	Warehouse code. Blank: a non-reserve invoice fails translation. Reserve invoices are always sent without one.	Always set it unless every invoice is reserve.
Payment by financial status `generatePaymentByFinancialStatusMap`	Whether a payment is generated in Enterpryze for invoices in each financial status.	Map of status to true or false, with a default. An invoice worth nothing never gets a payment.	When prepaid orders should be marked paid.
Payment on resend `sendPaymentOnResend`	Generates a payment even when an invoice is resent rather than created for the first time.	On or off.	When resent invoices should still get payments.
Payment equals created total `setPaymentAmountToCreatedInvoiceTotal`	Sets the payment to the invoice total as created in Enterpryze, not the source amount.	On or off.	When Enterpryze adjusts or rounds totals.
Transfer account by tag `transferAccountTagMap`	Maps order tags to the transfer account used for payments.	Tag map.	When different kinds of order pay into different accounts.

Enterpryze Product Update

Setting	What it does	Values / default	When to change it
Product update mode `productUpdateMode`	Whether product updates create products, update them, or both.	`None`, `Create`, `Update` or `CreateAndUpdate`. Default `CreateAndUpdate`.	To stop Supply Lens creating, or changing, items in the item master.
Default sell price list `defaultSellPricePriceListNumberMap`	Maps tags to the price list number used as the default selling price. First match wins.	Tag map with a default.	To choose the price list products are priced from.

Enterpryze Inventory

Setting	What it does	Values / default	When to change it
Last import date `lastImportDate`	When inventory was last imported; updated after each run.	Managed by the system.	Don't edit it by hand.
Warehouses to include `includedWarehouseCodes`	When not empty, only stock from these warehouse codes is imported.	List.	To sync stock from some warehouses only.
Warehouses to exclude `excludedWarehouseCodes`	Stock from these warehouse codes is skipped.	List.	To leave out quarantine or returns warehouses, for example.