Sales Orders Integration¶
The Sales Orders integration imports demand data from your ERP or customer system into Knosc automatically on a scheduled basis. It can also be triggered manually from the Sales Orders screen.
Triggering the Integration¶
The integration runs on an automated schedule configured per instance. To run it immediately, click Run Integration in the Sales Orders toolbar.
Unique Line Identification¶
Sales order lines are identified uniquely by a combination of fields:
The Line Unique ID distinguishes multiple lines sharing the same SO number and item number.
Upsert Logic¶
On each integration run, the system compares incoming records against existing data:
| Scenario | Action |
|---|---|
| Line exists in source and in Knosc | Update all fields (quantity, dates, status, etc.) |
| Line exists in Knosc but not in source - closed status | Archive the line |
| Line exists in Knosc but not in source - cancelled | Delete the line |
| Line exists in source but not in Knosc | Create a new line |
Status Mapping¶
Lines with an Open status equivalent are shown in Sales Orders. Closed or completed lines move to Sales Orders Archive.