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Integration between Ongoing WMS and Tripletex

Table of contents

Introduction

Ongoing Warehouse has developed an integration with the ERP system Tripletex. This integration makes it possible for businesses which use Tripletex to easily outsource their warehouse needs to a 3PL company which uses Ongoing WMS. The integration can also be used by businesses who run Tripletex and who want to run their own warehouse using Ongoing WMS. By passing information electronically between Tripletex and Ongoing WMS, many manual tasks concerning products and orders are eliminated or reduced. As a complement to the integration, users of Tripletex can also be given direct access to the WMS.

The integration works well together with the Ongoing workflow. It uses the Tripletex API. Most functions run every 15 minutes, but some functions are based on user actions.

Note that the information in this document might differ from your specific integration, if any special requests were made during the implementation of the integration.

Getting started

The integration is available in the Tripletex Integration Marketplace. To setup this integration you will need to perform the following steps:

  1. Install the integration Ongoing WMS in the Tripletex Integration Marketplace.

  2. When the integration has been added you will be redirected to the Ongoing landing page:


    Ongoing WMS landing page

    Here you will be asked to provide credentials for the WMS where you want to setup the integration.

    Username and Password corresponds to the user and password for the WMS.

    In the box marked System you can provide either the URL of the WMS, for example https://demo.ongoingsystems.se/demo/, or you can provide the Ongoing customer ID which can be found using the support info button at the bottom of the page when you are logged in on your WMS:


    Ongoing footer info


  3. Once the correct information is provided and the login button clicked you will be redirected to Ongoing WMS.

  4. As the final step before creating the integration in your Ongoing WMS you can fine tune the integration settings. Once you are done click the Create button to create the integration.

Video on how to set up integration to Tripletex

Scheduled functions

Some functions in the integration run on a schedule. Products and orders are synced automatically from Tripletex to Ongoing WMS.

Article registry

Products are read automatically from Tripletex to Ongoing WMS. If a change is made in Tripletex, it will be reflected automatically in Ongoing WMS.

Field mapping

Show field mapping

Ongoing WMS field name Tripletex field name
Article ⇒ Article numberProduct ⇒ Number
Article ⇒ NameProduct ⇒ Name
Article ⇒ BarCodeProduct ⇒ EAN
Article ⇒ Customer priceProduct ⇒ Price including vat currency
Article ⇒ Free decimal 1Product ⇒ Version
Article ⇒ Is stock articleProduct ⇒ Is stock item
Article ⇒ PriceProduct ⇒ Price excluding vat currency
Article ⇒ Product codeProduct ⇒ Id
Article ⇒ Purchase currency codeProduct ⇒ Currency ⇒ Code
Article ⇒ Purchase priceProduct ⇒ Cost excluding vat currency
Article ⇒ Is active! (Product ⇒ Is inactive)

Filters

By default, all products that have been updated in Tripletex will be synced to Ongoing WMS. To check if a product has been updated the version value of the product is compared to FreeDecimal1 of the article definition in Ongoing.

Supplier articles

Ongoing WMS also support syncing suppliers and supplier products from Tripletex. If a Tripletex product have a connected supplier product that is not a stock item itself the supplier product will be linked to the Ongoing WMS article by supplier name and supplier article number.

Field mapping

Show field mapping

Ongoing WMS field name Tripletex field name
Article ⇒ SupplierProduct ⇒ Supplier product (first) ⇒ Supplier
Article ⇒ Supplier article number Product ⇒ Supplier product (first) ⇒ Product number

Filters

By default, only supplier products that are not marked as stock items will sync to an already existing article. If the supplier product is marked as a stock item it will instead be synced to Ongoing as a regular article allowing it to be used in for example production or as part of a structure article.

Orders

Orders are read automatically from Tripletex to Ongoing WMS.

Field mapping

Show field mapping

Ongoing WMS field name Tripletex field name
Order info ⇒ Delivery instructionOrder ⇒ Delivery comment
Order info ⇒ Delivery dateOrder ⇒ Delivery date
Order info ⇒ Goods owner order idOrder ⇒ Id
Order info ⇒ Goods owner order numberOrder ⇒ Number
Order info ⇒ Reference numberOrder ⇒ Reference
Order info ⇒ Order remarkOrder ⇒ Invoice comment
Order info ⇒ Sales codeOrder ⇒ Contact ⇒ First name + Last name
Customer ⇒ AddressCustomer ⇒ Postal Address ⇒ Address line 1
Customer ⇒ Address2Customer ⇒ Postal address ⇒ Address line 2
Customer ⇒ CityCustomer ⇒ Postal address ⇒ City
Customer ⇒ Country codeCustomer ⇒ Postal address ⇒ Country ⇒ ISO 3166-1 alpha-2 code
Customer ⇒ Customer numberCustomer ⇒ Customer number
Customer ⇒ EmailCustomer ⇒ Email
Customer ⇒ External customer codeCustomer ⇒ Id
Customer ⇒ MobileCustomer ⇒ Phone number mobile
Customer ⇒ NameCustomer ⇒ Name
Customer ⇒ Post codeCustomer ⇒ Postal address ⇒ Postal code
Customer ⇒ RemarkCustomer ⇒ Description
Customer ⇒ TelephoneCustomer ⇒ Phone number
Order line ⇒ Article numberOrder line ⇒ Order line ⇒ Product ⇒ Number
Order line ⇒ Currency codeOrder line ⇒ Currency ⇒ Code
Order line ⇒ External order line codeOrder line ⇒ Id
Order line ⇒ Line priceOrder line ⇒ Amount including vat currency
Order line ⇒ Number of itemsOrder line ⇒ Count
Order line ⇒ Order line commentOrder line ⇒ Description
Order line ⇒ Product codeOrder line ⇒ Product ⇒ Id
Order text line ⇒ Order line commentOrder line ⇒ Description
Order text line ⇒ Numbers of itemsOrder line ⇒ Count

Filters

By default, any orders matching the following filter in Tripletex are synced to Ongoing WMS. Note that if the order exists in Ongoing it will only be updated if the status of the order in Ongoing allows it to be updated!

Show filters

Tripletex field name Default filter
Order ⇒ Is closedfalse
Order ⇒ Last change timeLater than the last time the integration synced

If you manage multiple warehouses in Tripletex, you can enable a setting to fetch only the order lines associated with a specific warehouse location. To filter order lines by their warehouse location, the "Available stock" option in the invoice settings in Tripletex must be deactivated.

Order lines including a product will be mapped as Order lines in Ongoing WMS while order lines without product will be mapped as order text lines.

Purchase orders

Purchase orders are read automatically from Tripletex to Ongoing WMS.

Field mapping

Show field mapping

Ongoing WMS field name Tripletex field name
Purchase Order ⇒ Goods Owner Order NumberPurchase Order ⇒ Number
Purchase Order ⇒ Goods Owner ReferencePurchase Order ⇒ Number
Purchase Order ⇒ In DatePurchase Order ⇒ Delivery Date
Purchase Order ⇒ Order DatePurchase Order ⇒ Creation Date
Purchase Order ⇒ Order RemarkPurchase Order ⇒ Comments
Purchase Order ⇒ Supplier ⇒ Supplier NamePurchase Order ⇒ Supplier ⇒ Name
Purchase Order ⇒ Supplier ⇒ Supplier NumberPurchase Order ⇒ Supplier ⇒ Id
Purchase Order ⇒ Supplier ⇒ Address Purchase Order ⇒ Supplier ⇒ Postal Address ⇒ Address Line 1
Purchase Order ⇒ Supplier ⇒ Address2 Purchase Order ⇒ Supplier ⇒ Postal Address ⇒ Address Line 2
Purchase Order ⇒ Supplier ⇒ PostCode Purchase Order ⇒ Supplier ⇒ Postal Address ⇒ Postal Code
Purchase Order ⇒ Supplier ⇒ City Purchase Order ⇒ Supplier ⇒ Postal Address ⇒ City
Purchase Order ⇒ Supplier ⇒ CountryCode Purchase Order ⇒ Supplier ⇒ Postal Address ⇒ Country ⇒ IsoAlpha2Code
Purchase Order ⇒ Supplier ⇒ MobilePhone Purchase Order ⇒ Supplier ⇒ Phone Number Mobile
Purchase Order ⇒ Supplier ⇒ TelePhone Purchase Order ⇒ Supplier ⇒ Phone Number
Purchase Order ⇒ Supplier ⇒ Email Purchase Order ⇒ Supplier ⇒ Email
Purchase Order ⇒ Purchase Order Line ⇒ Article Number Purchase Order ⇒ Order Line ⇒ Product ⇒ Number
Purchase Order ⇒ Purchase Order Line ⇒ Product Code Purchase Order ⇒ Order Line ⇒ Product ⇒ Id
Purchase Order ⇒ Purchase Order Line ⇒ Number Of Items Purchase Order ⇒ Order Line ⇒ Count
Purchase Order ⇒ Purchase Order Line ⇒ External Order Line Id Purchase Order ⇒ Order Line ⇒ Id
Purchase Order ⇒ Purchase Order Line ⇒ External Order Line Code Purchase Order ⇒ Order Line ⇒ Id
Purchase Order ⇒ Purchase Order Line ⇒ Row Price Purchase Order ⇒ Order Line ⇒ Unit Price Inc Vat Currency
Purchase Order ⇒ Purchase Order Line ⇒ Currency Code Purchase Order ⇒ Order Line ⇒ Currency ⇒ Code

Filters

By default, any purchase orders matching the following filter in Tripletex are synced to Ongoing WMS. Note that if the order exists in Ongoing it will only be updated if the status of the order in Ongoing allows it to be updated!

Purchase order lines including a product will be fetched to Ongoing WMS while order lines without product will no be fetched.

Show filters

Tripletex field name Default filter
Order ⇒ Is closedfalse
Order ⇒ Last change timeLater than the last time the integration synced

Suppliers

Suppliers are read automatically from Tripletex to Ongoing WMS.

Field mapping

Show field mapping

Ongoing WMS field name Tripletex field name
Supplier ⇒ Name Supplier ⇒ Name
Supplier ⇒ Number Supplier ⇒ Number
Supplier ⇒ Address Supplier ⇒ PostalAddress ⇒ AddressLine1
Supplier ⇒ Address2 Supplier ⇒ PostalAddress ⇒ AddressLine2
Supplier ⇒ PostCode Supplier ⇒ PostalAddress ⇒ PostalCode
Supplier ⇒ City Supplier ⇒ PostalAddress ⇒ City
Supplier ⇒ CountryCode Supplier ⇒ PostalAddress ⇒ Country ⇒ IsoAlpha2Code
Supplier ⇒ MobilePhone Supplier ⇒ PhoneNumberMobile
Supplier ⇒ TelePhone Supplier ⇒ PhoneNumber
Supplier ⇒ Email Supplier ⇒ Email

Filters

Only suppliers that have not been marked as inactive will be synced to Ongoing.

Stock sync

By activating the stock synchronization the stock from Ongoing will be used to update the stock in Tripletex. By default the stock levels is synced to the main inventory in Tripletex.

Functions based on user actions

Outbound deliveries

When an order has been set to status Sent or Collected in Ongoing WMS a call is sent to the Tripletex API to close the order. It is possible in this step to create an invoice of the order in Tripletex.

Field mapping

Show field mapping

Ongoing WMS field name Tripletex field name
Order ⇒ Order info ⇒ Goods owner order idOrder ⇒ Id