FACTS connectors implementation

4 min

Important

Optimizely's ERP connectors do not support .NET 8. Work with your partner or development team to take the open-source code and modify it to work with .NET 8 for your projects.

Note

Optimizely lets partners and the implementation community build ERP connectors to increase the number of ERP connectors and enhancements available to customers. Optimizely offers existing ERP connectors in their current state, and partners can access the connector code for future enhancements.

The following is a list of suggested tasks to follow and review during the implementation of this connector.

Turn on the connector

Connector enablement settings are global.

Turn on the Connector

Select the version

Enter the appropriate company number

Let the jobs be created upon completion

Install the Windows Integration Service (WIS)

Note that you should match the 32/64-bit version of the WIS with the corresponding ODBC driver for FACTS

Set up the Integration Connections

Set up a new Integration Connection for the API calls - something likes FACTS API's.

Type: ApiEndpoint

Run On: WIS (actually does not matter; will not be used for batch integration jobs).

API Address: Enter the API address for the connection (may be something like https://206.99.9999.1:11999/APICALL/) note that the port or DNS entry and port needs to be confirmed with your FACTS implementation partner

UserName: Enter the ConsumerKey provided by Infor

Password: Enter the password provided by Infor

Set up a DSN on the server the WIS is installed on that has access to the appropriate version of the FACTS tables (test/live)

Set up a new Integration Connection for the Refresh ODBC calls something like FACTS Refreshes.

Type: ODBC

Runs on: WIS

Connection String: enter the appropriate connection it appears that the DSN contains all the information required so it could be as simple as dsn=FACTS9;host=FactsServer

UserName/Password can be left blank

Assign the connection to the generated integration jobs

Optionally chain the jobs together. It is a common practice to set up the first job as recurring so that it runs every night and then chains from job to job through the chain of refreshes ending with rebuilding the search index.

In Settings do the following:

Set the Connector setting for FACTS API Connection to the connector you established for the APIs

Set the PricingService to RealTime, set the API connection and FACTS as the service

You should confer with your implementation partner if you should adjust the default settings for other real-time parameters

Set the InventoryService to RealTime, set the API connection and FACTS as the service

Set the Include with Pricing option to ON

You should confer with your implementation partner if you should adjust the other related settings

Set the TaxCalculator to FACTS

If you are using FACTS as your tax calculator, note that the Customer Refresh for billtos will need to be modified to add "SAME" as the ERP Ship Number to correctly calculate tax.

Set the A/R Provider to FACTS

When ready to post the orders to FACTS, set the SubmitOrders to ERP to YES and select FACTS as the Order Submit Service

If you are going to turn on Guest checkout, make sure to set the Guest ERP Customer

Other FACTS Setup/Prep

Note that you will need to select the proper KeyCode for the project you are working on. If you are already using Infor Storefront, we suggest you create a NEW keycode to use so that the data streams between the two projects are not confused.