The creation or the update of the business partner is a bi-directional integration with VSS. The API is triggered either by the BP create or update in DSW or by the Customer create or update in VSS.
The same API is triggered in the creation of a sales order linked to a specific lead, where except the sales order details, the BP integration API is triggered to transfer changed BP information.
API schemas and examples can be found here:
- API Swagger ODIL to DMS https://app.swaggerhub.com/apis/ThinkRIT/dms-std-api/1.3.0#/Customers/SendCustomer
- API Swagger DMS to ODIL https://app.swaggerhub.com/apis/ThinkRIT/odil-dms-api/1.2.0#/Customers/SendCustomer
Configuration for the Create or Update Business Partner Integration
1) Activate the synchronization of the BP entity for Create, Update or Delete: → /SetupEntities/SyncEntityActionsGridList
2) Configure the default set-up keys required for business partners in DSW: →
- DefaultBPLanguage
- DefaultBPCardType
- DefaultBPCurrency
- DefaultBPVATGroupType
- DefaultBpCountryCode
- DefaultBPPriceList
- DefaultBPFINGroup
- DefaultBPPaymentMethod
3) Mappings between DSW and VSS required for the BP integration → ../Mappings/MainGridList; Relation: OneDealer to Integration Layer
| SN | DSW Object Types / Mapping System | SwaggerHub | EndPoint Relevant | Type of Mapping |
| 1 | Country (IDMS_COUNTRYVIEW) | Country | POST (Create/Update BP) | Map from List |
| 2 | Currency | Currency | POST (Create/Update BP) | Map from List |
| 3 | Language | Language | POST (Create/Update BP) | Map from List |
| 7 | Price List (OPLN) | PriceList | POST (Create/Update BP) | Map from List |
| 8 | Payment Method | PaymentMethod | POST (Create/Update BP) | Map from List |
| 9 | Payment Terms (OCTG) | PaymentTerms | POST (Send Sales Order) | Map from List |
| 10 | Document Status | DocumentStatus | POST (Send Sales Order) | Map from List |
| 13 | VAT Group | VatGroup | POST (Create/Update BP) | Map from List |
| 14 | Gender | Gender | POST (Create/Update BP) | Map from List |
| 15 | Business Partner Title | AcademicTitle | POST (Create/Update BP) | Map from List |
| 16 | Marital Status from OptionField | MaritalStatus | POST (Create/Update BP) | Map from List |
| 31 | Profession (IDMS_PROFESSION) | Profession | POST (Create/Update BP) | Map from List |
| 33 | Salutation CP (IDMS_CPSALUTATION) | Salutation | POST (Create/Update BP) | Map from List |
| 34 | Industrial Sector/Group (IDMS_INDUSTRYSECTOR) | IndustrialSector | POST (Create/Update BP) | Map from List |