Adding Additional Fields from ERP

 

PIM has the ability to import extra fields from ERP systems.  It can come from the same table that the item information comes from or a different table entirely.  To do so you’ll want to follow the steps below.

WARNING:  This tool is for users that are familiar with the ERP SQL data.  Changing certain settings here can cause the PIM to break in unexpected ways.  If you need any help setting this up, please contact Aldrich Web Solutions.

The first thing you will need to do is to tell the PIM where to find the ERP data you want to bring in and specify what data to pull in.

  1. Select the “File” tab located at the top left corner of PIM.
  2. Select the “Settings” option from the drop-down list.
  3. Navigate to the "Item (ERP) DB" tab.

Linked Info

From this point, you’ll need to configure the settings below to specify what fields you'd like to import as columns.


  1. The very first step is to "Enable Linked Info" via the checkmark box displayed here.
  2. "Additional Info" is where you'll designate what Source table you are using to pull information from for this process.  By default, the Main Source table you use will be named "Items Linked Info", and to add additional information from other source tables you'll need to select the "Add Linked Info" button located to the right of the drop-down box.
  3. Next, you'll select which information field you'd like to import using the Field drop-down box selection, following this, you'll need to assign a name for the column.   In this example the field being imported is named DSNDisc, so for simplicity's sake, the friendly name was set to DSNDisc as well, but you do have the option of naming it whatever you like. 
  4. Selecting the "Add" button will take the configuration described in step 3 and set it in a queue to apply the change.  Conversely, the "Remove" button is used to remove a configuration from the queue.  Meaning that if you accidentally select "Add", you are still able to easily remove it by selecting it from the queue, then selecting "Remove".
  5. This is the queue where you can look over and verify the configurations you've completed in step 3 as well as where you'll be able to select configurations to be removed as described in step 4.
  6. To save your changes and prime them to be applied to PIM you'll need to select "Save", otherwise, the work you've performed within this window will be lost.

Once you've done this you'll want to use the "Sync Items with ERP" function to apply the changes that are queued.  You can find this function by expanding the "Tools" tab at the top left corner of PIM and will be present as the first option displayed. 

Add Alternative Matching Field

PIM also has the ability to match fields from other source tables that do not share a name but share the same item data as well.  To do this PIM requires you to manually designate what table correlates to another table.  


So for example, if within your PIM you have a field containing part numbers named CustItem, and you have another table that refers to that same field as UPCCODE, you can tell PIM that the two are correlated.  By doing so that information would be imported into PIM under CustItem without issue even though it is referred as something else in the table it originally came from.

To do this you'll want to follow the steps detailed below.

  1. To begin you'll first need to create an "Additional Info" profile for the process.  This will have you select another table that is listed in your database.  Once that's complete you'll then be able to switch between profiles by expanding the "Additional info" drop-down box.
  2. Select the alternative table that you would like to import the information from.
  3. From there you'll select the field that you would like to correlate with the field in your PIM by expanding the "Item Source Field" drop-down box, followed by designating the PIM field it's being correlated to by expanding the "Link Match Field".
  4. To save your changes and prime them to be applied to PIM you'll need to select "Save", otherwise, the work you've performed within this window will be lost.

Once you've done this you'll want to use the "Sync Items with ERP" function to apply the changes that are queued.  You can find this function by expanding the "Tools" tab at the top left corner of PIM and will be present as the first option displayed.