The accordion “Integration details”, which is currently only used for EDI, should be expanded for the following sending methods
E-mail: The order is created as text and send via e-mail
Postal: The order is created as PDF file and saved in a specific folder to print for postal shipping
In “Integration information” it is possible to assign one default-integration to the organisation by checkbox
The default-integration should be applicable across all kinds of integration (EDI, e-mail, …) and all integrations of one kind - for example, if several EDI-integration are available.
The default-integration is selected automatically in the orders of the organisation
If no integration is created, the orders concerning the vendor should not be created/sent
This may occur, if orders are only placed by phone, … - the checkbox sent is then activated manually
Create a concept to add distinctive “Integration details” (EDI, e-mail, …) via the action button “Add integration”
Create a draft for the necessary fields and layout for each sending method (EDI, e-mail, …)
Decide, if for one vendor several integrations can be applied
Show the default integration in the overview table, as for example textual in a new column or by an icon which is added to the integration name. Otherwise, the editing mode needs to be activated to identify the default integration.
Discuss, if the configuration of each vendor with the same integration is necessary - alternatives:
Definition of Integrations in the settings
Create template for integrations like the templates for orders
Example: Integration details of an organisation
In Accordion "Vendor" of the the PO Line details, a list of the configured integration details of the vendors should be available.
It could be realized according to the field "Account number", which offers the configured account numbers of the vendor.
The default-integration should be set automatically
It should be possible to select another integration detail if several ones are defined for one organisation.
Example: Integration detail in an order (the exact position of "integration name" can be adjusted)
Outdated example of integration information in PO line