In Comarch Mobile application, it is possible to:
1. Download sales orders and quotes, both in the case of documents issued outside the mobile application and ones that have been issued in the application and exported from Comarch ERP Enterprise.
2. Download the statuses of sales orders and quotes available in the mobile application (both ones issued in Comarch Mobile and in the ERP system)
3. Download document updates, for instance after making changes in Comarch ERP Enterprise to a document issued in Comarch Mobile
Enabling the Download documents from Headquarters parameter in Comarch Mobile Management displays, after synchronization, the Retrieve documents from system parameter in the application settings (available after selecting the [Comarch Mobile] tile). The table below presents information on downloading documents, statuses, and document updates in the context of the parameter’s configuration in Comarch Mobile.
| Retrieve documents from system parameter in Comarch Mobile | Downloading statuses and updates for sales quotes (SQ) issued by the logged-in user of Comarch Mobile | Downloading statuses and updates for sales orders (SO) issued by the logged-in user of Comarch Mobile | Downloading statuses and updates for sales quotes (SQ) retrieved from CEE (if the document is displayed on the list in Comarch Mobile) | Downloading statuses and updates for sales orders (SO) retrieved from CEE (if the document is displayed on the list in Comarch Mobile) | Downloading sales orders (SO) from CEE to Comarch Mobile | Downloading sales quotes (SQ) from CEE to Comarch Mobile |
|---|---|---|---|---|---|---|
| Enabled - SO download | YES | YES | NO | YES | YES | NO |
| Enabled - SQ download | YES | YES | YES | NO | NO | YES |
| Enabled - SO and SQ download | YES | YES | YES | YES | YES | YES |
| Disabled | YES | YES | NO | NO | NO | NO |
In documents that are displayed on the document list in Comarch Mobile and have been issued by the logged-in user, all changes are downloaded upon synchronization, regardless of whether or not the Retrieve documents from system parameter in the application is enabled.
However, in such a case, historical documents will not be downloaded. Only after enabling the Retrieve documents from system parameter in Comarch Mobile will it be possible to download historical documents not currently available in the application, and then to download statuses and updates for them.
Additionally, updates and statuses for documents issued by users other than the currently logged-in user will not be downloaded if the Retrieve documents from system is not enabled.
The following steps need to be completed in order to download documents to Comarch Mobile from Comarch ERP Enterprise:
1. In Comarch ERP Enterprise, the Export historical sales orders and Export historical sales quotations parameters must be enabled for the sales channel on the Comarch Integration BUS tab. More information may be found in the Downloading historical documents – Configuration article.
2. In Comarch Mobile Management, it is necessary to enable the Download documents from Headquarters parameter in the operator profile and select the document types to be downloaded to Comarch Mobile. More information may be found in the Downloading historical documents – Configuration article.
3. In Comarch Mobile, the Retrieve documents from system parameter must be enabled and a relevant time range must be specified.
4. Finally, synchronization must be performed.