The document describes how to integrate Microsoft Dynamics SL 7.0 with the Hitachi Solutions Ecommerce Manager Panel. It outlines the bidirectional integration of customers, addresses, sales orders, payments, inventory quantities, and prices between the two systems. The integrations can be automated and run on a scheduled basis using the Integration Manager and Scheduler to synchronize data between the ecommerce platform and ERP system in real-time.

1. © Hitachi Solutions. 2015. All rights reserved.
Microsoft Dynamics SL 7.0
and the Hitachi Solutions
Ecommerce Manager
Panel

2. © Hitachi Solutions. 2015. All rights reserved.
Contents
1. Feature Overview
2. Integration workflow
3. Customer integration
4. Address integration
5. Sales order integration
6. Sales order fulfillment
7. Manifest order and generate shipper for sales order
8. Generate sales journal
9. Shipper Integration
10. Payment settlement
11. Payment integration
12. Quantity integration
13. Web store stock quantity updated
14. Price integration
15. Automate integrations
2

3. © Hitachi Solutions. 2015. All rights reserved.
Feature overview
• Design workflow per your business needs, by using hold functionality to review any orders that need CSR touch.
• Enable automated payment collection for your web orders. The Manager Panel settles posted invoice every night and
posts the payment back to Microsoft Dynamics SL 7.0.
• Zero-touch fulfillment - Enable Zero Touch Fulfillment with the Manager Panel and Microsoft Dynamics SL 7.0. From
the point of a customer placing an order on your website to the warehouse shipping the shipment, no manual intervention
is needed.
• Automated integrations at preset frequencies - Automated integrations can be configured at preset frequency via the
Integration Manager and Scheduler. Bi-directional integration for customer and address master. Sales orders and
payment integrations from the Manager Panel to Microsoft Dynamics SL. Invoice, inventory quantity and price
integrations from Microsoft Dynamics SL 7.0 to the Manager Panel.
• Expose real time stock and customized pricing - Enable your shoppers to see customized pricing on the web store as
configured via Dynamics SL 7.0. Expose real time stock to your web customers as stock movements happen within your
Dynamics SL ERP.

4. © Hitachi Solutions. 2015. All rights reserved.
Integration
Managerand
Scheduler
HitachiSolutions
Ecommerce
DynamicsSolomon7.0
Internetcloud
Customer
registers on
the web store,
or the CSR
creates a new
customer in
the Manager
Panel
Customer
details are
reflected in
Dynamics SL
7.0
Credit card or
PayPal account is
authorized
Order
confirmation
email goes to the
customer
Dynamics
SL 7.0 order
fulfillment
Dynamics SL
7.0 Shipper/
Invoice
generated
along with
tracking
number
The CSR settles
the invoice and
sends shipping
confirmation
email via the
Manager Panel,
or a batch
process in the
Integration
Manager and
Scheduler
Quantity
integration
runs
SL Manager
creates a new
customer in
Dynamics
Solomon
SL Manager
updates the
address in
Dynamics SL
7.0
Hitachi Solutions Ecommerce Integration with Dynamics Solomon 7.0
Credit card or
PayPal account is
charged
Shipment
confirmation
email goes to the
customer
Customer from
SL flows into
the Manager
Panel
Customer
inputs address
via the web
store, or the
CSR adds his
address in the
Manager Panel
The address is
updated in
Dynamics SL
flows into the
Manager Panel
Customer
address is
reflected in SL
7.0
Address integration runs
Sales order integration
runs
Customer
places an order
via web store,
or CSR places
one for him in
the Manager
Panel
Invoice is
reflected in the
Manager Panel
and in
customer's
account on the
web store
Customer
address is
reflected in SL
7.0
Invoice integration runs
Payment
information is
reflected in SL
7.0 and the
shipper
updated
Payment integration runs
Payment
transaction
Stock is
updated by SL
Manager or
when sales
order is placed
SL Manager
updates the
prices for
catalog items
The Manager
Panel and web
store is
updated with
item quantity
and price
Price
integration
runs
Customer integration
runs

5. © Hitachi Solutions. 2015. All rights reserved.
Customer integration from the Manager Panel to Microsoft Dynamics SL 7.0
Integrate customers present in the Manager Panel to Microsoft Dynamics SL 7.0 using the Integration Manager and Scheduler. All new customers
created in the Manager Panel are visible in the integration queue for the Store Manager to integrate to Microsoft Dynamics SL 7.0. Integration logs
are stored in the ‘Log Viewer’ in the Manager Panel.

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Customer record integration
Integrated complete customer record
‘Name’ field is defaulted to customer’s first name and
last name from the Manager Panel. Customer class
and primary address are also defaulted for each
customer during integration. Default payment terms,
default credit type for newly integrated customers is
picked up from connection configurations in the
Manager Panel.
Account for guest customers
Guest customers can have individual accounts in
Microsoft Dynamics SL, which essentially means that
each guest would get created as one customer.
Alternatively, all guest customers can be mapped to a
single existing Customer Account in Microsoft
Dynamics SL and it can be specified in connection
configuration in the Manger Panel.
Data in sync
Upon integration the complete customer record is
visible in Microsoft Dynamics SL 7.0. This ensures
that the Manager Panel and Microsoft Dynamics SL
7.0 databases are in sync for smooth processing of
transactions.

7. © Hitachi Solutions. 2015. All rights reserved.
The Store Manager creates and saves a customer in Microsoft Dynamics SL 7.0 with all relevant details like name, email address primary address, contact
details, customer class and price group. Upon successful integration, the customer is integrated to the Manager Panel with various fields mapped correctly.
Name field in Microsoft Dynamics SL 7.0 gets mapped to first name and last name on the web store after integration. Password is defaulted to ‘p@ssword’
for such customers to login from web store and place orders. Merchants can always enforce password change for security purposes and can be turned on
from the Manager Panel.
Customer integration from Microsoft Dynamics SL 7.0 to the Manager Panel

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Integrate all types of addresses
It is possible to integrate the entire address book from the
Manager Panel to Microsoft Dynamics SL 7.0. The Store
Manager queries and selects the addresses of integrated
customers and clicks on ‘Run Integration.’ Integration logs
are stored in the ‘Log Viewer’ in the Manager Panel.
The Store Manager can also map international address
from the Manager Panel to Microsoft Dynamics SL 7.0.
This requires other countries and states to be set up in
both the Manager Panel and Microsoft Dynamics SL
7.0. The setup includes mapping state and country
codes if they are different in the two systems.
Primary and additional addresses International address integrationIntegrate entire address book
Primary address specified in the Manager Panel is
mapped in Microsoft Dynamics SL 7.0 during address
integrations. Any additional addresses integrated are
populated under shipping address in Microsoft Dynamics SL
7.0.

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The Store Manager adds address information for the customer in the address tab of customer maintenance. It is possible to integrate the entire address
book from Microsoft Dynamics SL 7.0 to the Manager Panel. The Store Manager queries and selects the addresses of integrated customers and clicks
on ‘Run Integration.’ Integration logs are stored in the ‘Log Viewer’ in the Manager Panel.
Address integration from Microsoft Dynamics SL 7.0 to the Manager Panel

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Sales orders placed in the Manager Panel are integrated to Microsoft Dynamics SL 7.0 using the Integration Manager and Scheduler. Complete sales
order details such as item ordered, quantity, unit price, sales amount, requested shipping date, shipping, billing, sales tax and order totals etc. are
integrated by clicking on ‘Run Integration.’ He then proceeds to order fulfillment and shipper creation using Microsoft Dynamics SL 7.0.
Integrate complete sales order details

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After integration, the sales order needs to be ‘finished’ so that it can be released and shipped to the customer. For sales order fulfillment it is important to
generate a ‘Shipper’ (known as invoice in the Manager Panel) in Microsoft Dynamics SL 7.0. To create a new shipper, open ‘Shippers’ from the Microsoft
Dynamics SL menu and choose order number and save. The shipper id is generated. Click on ‘Print’ to print the packing slip, and then ‘save and finish’ the
shipper.
Sales order fulfillment in Microsoft Dynamics SL 7.0

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The CSR runs shipment confirmation and ‘saves and finishes’ the shipment confirmation. After this the order is manifested by checking the ‘Manifested’
box in the other information tab, and clicking ‘Manifest.’ To manifest an order you need to add the box number and the tracking number of the order.
This process generates the shipper for your order.
Manifest order and generate shipper for sales order

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The CSR needs to generate a sales journal (also known as invoice report) before he can integrate the shipper from Microsoft Dynamics SL 7.0 to the
Manager Panel. For this he navigates to the ‘Sales Journal’ menu in Microsoft Dynamics SL and clicks on ‘Print Preview’ to generate the sales journal. He
then runs the ‘AR batches’ to complete the shipper process by navigating to the Financial module in Microsoft Dynamics SL 7.0.
Generate sales journal

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Once the shipper is generated in Microsoft Dynamics SL 7.0, the Store Manager queries and selects the shipper he wants to integrate. The integrated
shipper along with the shipping information becomes available in the Manager Panel upon successful integration. At this stage the shopper can also
track his order status via his self-service account on the web store.
Shipper Integration

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The Integration Manager and Scheduler allows you to process pending payments
at pre-set frequencies via a batch process. The CSR can manually settle it via
the Manager Panel as well. Payments are settled against the authorization
amount at the time of order placement.
Invoice settlement Shipping confirmation email
The order is also ready to be shipped and a shipping confirmation email
is sent to the customer. This can be done via a batch process in the
Integration Manager and Scheduler, or manually through the Manager
Panel.
Payment settlement

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Outstanding invoices (referred to as shipper in Microsoft Dynamics SL) for all orders placed by offline payment methods such as terms PO, cash, check
and wire transfer can be settled by navigating to the ‘Create Payments’ menu in the Manager Panel. The CSR can select pending invoices he wishes
to settle and settle payments for the customer. The payments settled through this method are then applied to a shipper in Microsoft Dynamics SL 7.0.
Make single payments against multiple invoices

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The self- service ‘My Account’ on the web store is equipped to settle offline payments. The invoices generated against the shopper’s orders are
displayed on the web store real-time. The shopper can select multiple invoices and make a single payment against them or even pay an invoice
partially.
Settle offline payments via web store

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Once the invoice is settled and the payment is charged via credit card or PayPal, the integration application integrates this payment information to Microsoft Dynamics SL 7.0
against the corresponding shipper. For offline payment methods money charged via the method in the previous slides will be integrated back into Microsoft Dynamics SL as
payment against the invoice. The Amount to apply column displays the integrated amount when the Customer has Auto Apply Payments marked under the Other Options tab of
Customer Maintenance, otherwise amount is not displayed.
Complete sales order process with payment integration

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The Store Manager can configure the inventory messages and the inventory quantity display from the Manager Panel. If the stock quantity becomes
zero or goes below threshold, then a message can be displayed such as ‘limited stock’ or ‘out of stock’ etc. If he chooses to show inventory quantity
then the stock quantity is displayed on the web store. The changes in stock quantity after integrations are updated and displayed real-time on the web
store.
Update inventory quantity with Microsoft Dynamics SL 7.0

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You can update/change the stock quantity for inventory items in Microsoft Dynamics SL 7.0 via the Inventory > Adjustments menu. Tab out the ‘Inventory Id’ field in the
Adjustments window and add the desired quantity in the Quantity field. Quantity Control and Quantity fields display the same number. A single adjustment transaction
cannot have positive quantity and negative cost, or vice versa. To do both a positive and negative adjustment to the same item requires two lines. The ‘on hand’ inventory
quantity can also be seen in the Manager Panel catalog for the corresponding inventory item.
Update inventory quantity with Microsoft Dynamics SL 7.0

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The ERP Manager runs the inventory quantity integration through the Integration Manager and Scheduler. Upon successful integration the ‘on hand’
quantity in the inventory item in Microsoft Dynamics SL 7.0 is updated with the amount entered for selected warehouse during the transaction. The
updated inventory quantity can also be seen in the Manager Panel catalog for the corresponding inventory item.
Inventory quantity integration from Microsoft Dynamics SL 7.0 to the Manager Panel

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Upon integration from Microsoft Dynamics SL 7.0 to the Manager Panel, the web store is also updated with the revised stock quantity. If the Store
Manager chooses to display stock quantity messages during the configuration mentioned earlier, then instead of stock numbers, the message would be
displayed.
Web store stock quantity updated

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You can update/change the stock base price for inventory items in Microsoft Dynamics SL 7.0 via the Inventory > Inventory items > Cost/Price tab. Tab
out the ‘Inventory Id’ field and in the Cost/Price tab change/add the desired stock base price. Save and close the changes and run integration. The
updated price is displayed in the Manager Panel and the web store for the respective inventory item.
Integrate stock price updates with Dynamics SL 7.0

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All integration processes available between Microsoft Dynamics SL 7.0 and the Manager Panel can be configured to run at pre-set frequencies.
This is done by clicking on ‘Process Scheduler’ in the Integration Manager and Scheduler and creating a task for the process to be scheduled.
Scheduling integration processes

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Thank You.