Proposal For Updating the B2B Soft integration based on the invoice.

Proposal Summary 

To make changes to an existing B2B soft integration that is based on an invoice. The B2B soft PO creation sync is currently based on sales orders. Based on the invoice, we’ll change the integration logic. If a sales order contains multiple invoices, we will create a PO in B2B soft for each invoice. 

 Update the logic for ASN creation as well, based on the updated logic for PO creation. 

Requirements  

1. Based on the invoice, update the B2B soft PO creation logic. 

2. Update the saved search for PO creation to use the invoice instead of the sales order. 

3. Based on the updated PO creation logic, update the ASN creation script. 

Our Solution 

Current working of B2B soft integration 

The script will fetch all sales orders with billed status using the saved search named “BTN-623 B2BSoft SO Creation Transaction Search – SCRIPT” (customsearch_btn_623_b2bsoft_so_creation) 

The current working scenario of the IQmetrics ASN creation process. 
After creating the PO’s in the B2B soft. We will fetch invoices from the saved search  named “BTN-623 B2BSoft SO Creation Transaction Search – SCRIPT” (customsearch_btn_623_b2bsoft_inv_create) 

Update 

1. We will change the logic for PO creation based on the invoice. 

2. Update the saved search based on the invoice.  

3. The reference number of the B2B soft PO will be the invoice transaction id. 

4. For singles sales order, contains multiple PO in the B2B soft.PO# will display like (PO 1, PO 2, etc) 

5. In B2B soft, the ASN is created only after the PO is created. 

6. Based on the number of invoices, update the PO# field in the sales order. 

Assumption 

1. As per our understanding based on the new update, The multiple B2B soft PO’s will be created for the same sales order. 

2. The first B2B soft PO will be generated at the time a first Invoice will be placed for an order. 

3. Only the invoice item will be included in the B2B soft PO. 

4. If the B2B soft PO creation logic will is updated we need to change the logic in PO creation and ASN creation. 

5. We can not predict the impact of the new update. How it will affect the already processed records. 

6. There will be a risk on the working production account. we can not test the update. PO creation and ASN creation in the B2B soft.