Export Inventory to SmartEquip


Utilities Menu -> Data Export/Import Utilities -> Export Inventory to SmartEquip

System Maintenance Menu -> Configure System Settings -> Automatic Job Scheduling -> Function SMRTE01A -> exports Export Inventory to SmartEquip


This option is only accessible if SmartEquip processing is activated and configured on the SmartEquip tab of the Software Integration.
The SmartEquip processing enables rental equipment information to be sent from Texada SRM to SmartEquip.

The SMRTE01A job can be setup in the Automatic Job Scheduling to run at a preferred frequency to generate the data export files and a success/failure confirmation date stamped email.
This utility can be used to run that same SMRTE01A job manually, where the following data fields are exported for all non-bulk rental inventory:

The fields identified as 'Required' can be updated manually in Rental Inventory or they can be updated using the compliance export generated from the SmartEquip Compliance utility.

Sales parts used to service the rental equipment are tracked by the Vendor Product # defined in Sales Inventory, and each Sales part in a Group must have a unique Vendor Product #, because the "Group" or SmartEquip "Stock Class", is associated directly with a specific Vendor.
Sales parts with a duplicate Vendor Product # in the same Group can be identified in by clicking the DUPLICATE button in the SmartEquip Compliance utility.

When this export is run a success or fail email is generated and sent to the address defined in the SmartEquip setup.
If the ftp credentials are bad causing the upload to fail the option is provided to download the file to the session.

Refer to SmartEquip for details on configuration and the exported information.

ACTIONS:
Additional actions provided by buttons on the Export Inventory to SmartEquip screen include:


Topic Keyword: (SMRTE01) 5823
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