The BUS export sales representative application enables Comarch Mobile application to synchronize sales representatives added in the Partners application.
To allow a partner to be a sales representative in Comarch Mobile, complete the following steps:
- In the Base view of the partner form, select the Sales representative parameter and enter an organization for which sales transactions are to be processed in the Parent organization field
- In the Employee view, enter an organization responsible for sales in the Employer field (in keeping with the organization to which the partner is assigned and the organization of the sales channel)
- Add the employee to their employer’s contact persons: in the Partners application, open the organization (partner) responsible for sales and add the sales representative in the Base view (Contact person section)
The application, as other batch applications, is displayed as a dialog window. It is composed of the Application and Batch settings tabs, which are further divided into sections and other tabs.
To allow the visibility of data sent to Comarch Mobile application, perform data synchronization in the application.
Application tab
The tab’s header contains fields presenting information on the application:
- Batch application – it displays the name of the application
- Development object – it displays the name of the development object related to the application
Action tab
The tab contains the following field:
- Sales channel – it allows defining a sales channel to be used for exporting sales representatives
Batch settings tab
The tab contains settings related to the data synchronization method:
- Batch job – the name of a batch job. The field may be filled in manually or left empty. The Batch jobs application allows searching a specific job by this name.
- User – the identification of a user who creates a batch job. The field is automatically filled in with the data of the logged-in user. The data can be changed manually or using the [Value assistant] button on the right-hand side of the field.
- OLTP database – the OLTP database to which the user is logged in. The field is filled in automatically and can be edited by the user.
- Content language – the content language of the OLTP database where batch processes are performed, retrieved from the system settings. The language can be changed manually or using the [Value assistant] button.
- Processing queue (required) – a queue that will be used to schedule batch jobs to be processed in the system. A job starts to be processed once the previous job in the queue has been processed. The value of this field can be changed manually or using the [Value assistant] button.
- Application server – the application server where a batch job is to be performed. The field can be filled in using the [Value assistant] button.
- Start – the field’s drop-down list makes it possible to select a value determining an export operation’s start time. Available values include:
- Add to queue (default) – an import job is added to the job queue
- At restart of application server – the import will be performed after the server is restarted
- Scheduled: external – it makes it possible to manage the operation time of the batch application from the operating system
- Scheduled: once only – it makes it possible to define the import time once using the fields Begin and Maximum run time
- Scheduled: as a series – selecting this option allows creating a pattern of how often the batch application is to be run and activates additional fields:
- Series canceled – it is responsible for displaying notifications if a job is not completed successfully or an error occurs
- Begin – the start date and time of a batch job
- Maximum run time – it allows defining the maximum run time for a job
- Timeout notification – if this parameter is selected, the system sends a relevant notification if the timeout of a given batch job expires
- Serial pattern – it allows defining a pattern for batch jobs (e.g. their frequency)
- End – it allows defining the end time for a batch job
- Notification – the field’s drop-down list allows the user to select if, how, and when notifications about the import status are to be displayed. Available options include:
- No
- Using a dialog window
- Via a dialog window, only if there are errors
- By Workflow
- By Workflow, only if there are errors
- Release immediately (available and selected by default if the Add to queue or At restart of application server options have been selected in the Start field) – it immediately initiates the export operation. If it is not selected, it is necessary to release a given batch job in the Batch jobs application; otherwise, the process will not be continued.
To run the sales representative export operation, define batch settings and select the [In batch] button.