Gearbox WIISE Integration with Purchase Orders

Gearbox WIISE Integration with Purchase Orders

Overview

Gearbox integrates with WIISE by pushing and updating Purchase Orders created in Gearbox to WIISE.


When a Purchase order is completed in Gearbox, the user clicks on Export To WIISE button.
gearbox-wiise-po-integration

If the purchase order is edited after the export, clicking Export To WIISE again will update the existing Purchase order in WIISE only if the record has remained open and hasn’t been posted.

Any attachments to the Gearbox Purchase order will also be attached to the WIISE Purchase Order.

Please note that this is a custom integration and the following custom endpoints will need to be created to enable the API to function:
  1. Purchase_Order - GET/POST/PATCH
  2. Dimension_Values - GET
  3. postedpurchaseinvoice - GET
  4. POAttachment_UploadAttachment - POST
  5. POAttachment_DeleteAllAttachments - POST
  6. Purchase_OrderPurchLines - GET/POST/DELETE
The following data is mapped from a purchase order and purchase order item:
Purchase_Order - POST
{
  'No' => "GB_#{purchase_order.number}",
  'Document_Type' => 'Order',
  'Buy_from_Vendor_No' => purchase_order.repairer_name,
  'Document_Date' => purchase_order.date,
  'Posting_Date' => purchase_order.date,
  'Vendor_Invoice_No' => purchase_order.invoice,
  'Prices_Including_VAT' => true
}

Purchase_OrderPurchLines - POST
{
  'Document_Type' => 'Order',
  'Document_No' => wiise_purchase_order[:no], # Returned after creating a purchase order  
  'Type' => 'G/L Account',
  'FilteredTypeField': 'G/L Account',
  'No' => purchase_order.general_ledger_code,
  'Description' => purchase_order_item.part_description,
  'Quantity' => purchase_order_item.quantity,
  'Direct_Unit_Cost' => purchase_order_item.cost_of_each_unit,
  'VAT_Prod_Posting_Group' => (purchase_order_item.tax_rate == 'Not Applicable' ? 'GST-FREE' : 'GST-10'),
  'Shortcut_Dimension_2_Code' => (purchase_order_item.vehicle.fleet_number OR purchase_order_item.vehicle.rego) # Pulled from Dimension_Values
}


Gearbox Support are unable to assist with creating these custom endpoints within WIISE.