Builds or extends draft purchase orders for a supplier based on recommended restock quantities, optionally placing the order and emailing a PDF.
The action runs as a step in a SyncTool configuration. You configure the step's settings (e.g. server, login, path, format or SQL depending on the action) and run the configuration. The action fetches the data it needs from Sapera or the external source itself – you do not map source columns as you would for a regular import. Any parameters are described below.
The action looks at Sapera's own restock suggestions (min/max stock) for a chosen supplier (SupplierIdentifier) in a chosen department (OrganizationalUnitDisplayName) and builds a purchase-order draft.
Only products where the chosen supplier is the main supplier are included. If a draft already exists for the supplier, it is extended (already-ordered quantity is subtracted).
Order quantity = the recommended quantity, optionally adjusted for reservations (IgnoreReservations) and negative stock (IgnoreNegativeCount).
If the draft total exceeds the minimum amount (MinPurchaseAmount), the order is placed automatically. Enable EmailPdf to send a PDF of the order by mail (sender, recipient, subject and report are set in the parameters).
SplitInstancesAndProducts puts serial-numbered items on a separate order. Direction: creates and places purchase orders in Sapera (plus optional outgoing mail).
Parameter | Explanation |
EMailBody | HTML body of the email sent with the report. |
EmailPdf | Email a PDF report of the placed purchase order. |
EMailSubject | Subject line of the email sent with the report. |
FromEmail | Sender email address for the emailed report. |
FromName | Sender display name for the emailed report. |
IgnoreNegativeCount | Do not try to cover negative stock when calculating order quantities. |
IgnoreReservations | Do not subtract reserved quantities when calculating how much to order. |
InstanceSubject | Subject text used on the purchase order that holds instance-required products. |
MinPurchaseAmount | Minimum total order amount required before the purchase order is actually placed. |
OrganizationalUnitDisplayName | Display name of the organizational unit to restock. |
ReportSystemName | System name of the report to attach as the emailed PDF. |
SplitInstancesAndProducts | Place instance-required products on a separate purchase order from ordinary products. |
SupplierIdentifier | Identifier of the supplier to create the restock purchase order for. |
ToEmail | Recipient email address for the emailed report. |
ToName | Recipient display name for the emailed report. |
See also the overview SyncTool – actions.
Want to know more?
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Standard parameters for all actions
The general parameters available on most SyncTool actions: step control, error handling, timeout, etc.
