Order Integration Failures | General

Modified on Mon, 29 Apr at 10:23 AM

Introduction

Not all orders created on Skynamo will successfully push into the ERP (or financial) systems. These failures can be due to temporary connection failures, faulty data, or for other reasons. By ensuring Skynamo remains up to date, clients have been able to achieve success rates of more than 99.99%.

Failures due to faulty data

To operate effectively, ERP systems have constraints that orders need to adhere to before it is accepted. Skynamo can be configured to operate more loosely and not adhere to the ERP system's constraints, and when an order is generated, it will be rejected by the ERP system. Examples of order failures due to faulty data and possible remedies:

The customer does not exist in the financial system

When users place orders at HB_ customers (i.e. Skynamo-created customers), the order fails, because the customer does not exist on your ERP system and, therefore, the order has nowhere to sync to.

The customer is on hold due to non-payment

Users can be instructed not to place orders at blocked customers

The pricing is not set up on the financial system

The price can be captured by Skynamo
Test an order in the financial system and see if the price calculates automatically. If not, ensure that a valid price list or contract is assigned to both the customer and the item in question

The delivery date is too early

Remove the ability to set the delivery date on Skynamo and allow the ERP system to calculate the delivery date automatically
Instruct users to remain within the delivery date constraints when capturing the delivery date for orders

The price does not exceed the cost by the required margin

Set up a minimum price list on Skynamo so that orders cannot be captured below the required price

An item is out of stock

Instruct users not to place orders for items where the stock levels are low
Request that items be automatically deactivated when the stock levels are low

Reprocessing orders

Once an order failure has occurred, Skynamo can send an e-mail to a list of recipients, either based on Skynamo configuration or a preset list. If the failure was temporary, an order can be reprocessed by clicking on the Resend order button.

To Resend orders:

First navigate to your Reports tab:

Search for order, quote or credit note listing. Here I will select the Order listing:

At the order listing search using the reference number, or filter by date and user to find the order you are looking for:

The search results will list the products individually listed in the order. Click on any one of the products to open the full order:

Once you have the full order open click either the "Resend e-mail" or "Export file to Skynamo Services" button. Both options will trigger the reintegration of the order. However, if you choose "Resend e-mail," it will also resend the email to all previously listed recipients of the order. If you prefer not to resend the email, please select "Export file to Skynamo Services."