Settles gift cards redeemed across organizational units by creating matching sales invoices and purchase invoices between the selling and redeeming units.
How to use the action
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.
How the action works
The action reconciles gift cards that were sold in one department and redeemed in another: it creates matching sales and purchase invoices between the selling and the redeeming department, so the value ends up in the right place.
Direction: creates invoices between the departments in Sapera.
Key parameters
Parameter | Explanation |
InvoiceProduct | Identifier of the product used for the settlement amount line. |
OptionalFromDate | Optional start date limiting which gift card withdrawals are settled. |
OptionalToDate | Optional end date limiting which gift card withdrawals are settled. |
OuCustomerMapping | Maps each selling organizational unit to the customer identifier used on the settlement invoice. |
OuSupplierMapping | Maps each redeeming organizational unit to the supplier identifier used on the settlement purchase invoice. |
TextProduct | Identifier of the product used for the descriptive text lines. |
See also the overview SyncTool – actions.
Want to know more?
Read more in these related articles:
Standard parameters for all actions
The general parameters available on most SyncTool actions: step control, error handling, timeout, etc.