Sales Center Integration File Folders

 

These settings determine the folder in which the Sales Pricing module creates and stores copies of data files that are sent to the sales center (outbound) and copies of data files received from the sales center (inbound) for the division.  These files are used for informational purposes.

 

Understanding the Sales Center File Folders

Inbound

At the time contract data is completed, an .XML file is created by the sales center and transferred to the client. The inbound file folder path should point to a valid directory on the network in which to store copies of these .XML files. At the time the data is received from the sales center, a copy of the .XML file is created and placed in the designated folder for future reference. This field should be set to a network folder such as T:\BuilderMT\ProductionData\SalesCenterImport.

 

 

 

Outbound (Required for Send to Sales)

At the time the user is ready to transfer information from the Sales Pricing module to the sales center, an .XML file is created and sent to the sales center. The outbound file folder path should point to a valid directory on the network in which to store copies of the .XML files. At the time the data is sent to the sales center, a copy of the .XML file is created and placed in the designated folder for future reference. This field should be set to a network folder such as T:\BuilderMT\ProductionData\SalesCenterExport.

 

 

 

Note

The user may choose to use the same folder for inbound and outbound .XML files. The sales centers currently supported do not require separate folders for incoming and outgoing files.

 

 

 

 

 

 

 

To establish the division inbound and outbound folders for sales center data:

  1. From the Setup menu, select Divisions.
    Or, click on the  Divisions icon within the Setup toolbar.

  2. Verify the division currently selected in the Division field is the correct division for which the sales center integration settings for the division will be defined. If necessary, select a different division from the Division drop-down menu.

  3. Click the Sales Center Integration icon within the vertical list of icons on the left.

  4. To assign a new folder for copies of inbound files, click the Inbound Select Directory icon and browse to the correct folder. Double-click on the folder name and click OK.

  5. To assign a new folder for copies of outbound files, click the Outbound Select Directory icon and browse to the correct folder. Double-click on the folder name and click OK.

  6. Click on Save.

  7. Continue with configuring the division lot premium mapping as necessary, or click the Close button to exit the screen.
     

 

Related Topics

Division Sales Center Integration Settings

Sales Center Data Options

Lot Availability Status

Lot Premium Mapping

Sales Center Builder1440