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The Challenge

Traditionally, transacting EDI data requires that you manually enter/upload the data, or hand code to get the EDI data, into your target system. Additionally, handling errors and updating the document format requires significant time and effort.

SnapLogic's B2B solution helps you optimize this process with minimal manual intervention. This use case demonstrates how you can leverage SnapLogic to automatically create a sales order in NetSuite by reading the orders stored in the EDI gateway's SFTP site. 

The SnapLogic Pipeline Solution

The following Pipeline, when executed, creates the sales order in NetSuite and sends a status notification to the EDI gateway

The following Error Pipeline handles the errors that might occur while executing the above Pipeline. For example, from the Create Sales Order Snap.

You can download and import the above Pipelines from the Downloads section below into your SnapLogic org using your own dataset.

The first Pipeline above performs the following tasks:

Task 1: Reading and Mapping Data

Reading the sales order data (primary input) can be automated using the File Poller Snap. The Snap polls the target directory (in this example, the EDI gateway's SFTP site) for new files at regular intervals. You can modify the polling intervals by opening the File Poller Snap and editing the Polling interval field.

When the File Poller Snap detects a new file in the target directory, it passes its path to the File Reader Snap. This Snap reads the files present in the input file path, which are parsed and then passed to the Mapper Snap labelled SO Mapper. The Mapper Snap maps the fields from the input data stream, a JSON file containing the sales order, with the fields in NetSuite's sales order object. Mapping the fields ensures that the data is passed correctly and is compliant with the target endpoint's preferred schema.

The SO Mapper Snap is connected to the NetSuite Create Snap through the SO Line Mapper Snap. The NetSuite Create Snap is configured to create a sales order. Connecting the Snaps in the given way enables us to propagate the sales order's desired schema back from the NetSuite Snap to the Mapper Snaps.

You will need to hardcode field values based on your requirements. In this use case, we have hardcoded the following values: 

  • $record.entity.internalId: ID of the NetSuite Customer to be associated with the sales order.
  • $record.customForm.internalId: 89. ID of the NetSuite "Standard Sales Order - Invoice" form to associate with the sales order such that it is billable through an invoice.


The values in the $item.internalId field are illustrative in this use case. In a real scenario, they must correspond to the real item numbers.

Thus, the fields from the sales order data in the SFTP site are mapped to the sales order's schema in NetSuite. 

Task 2: Creating the Sales Order

During Pipeline execution, the sales order data is passed to the NetSuite Create Snap, which uses this information to create the sales order in NetSuite. Upon successful execution, the order is created in the NetSuite account and displays in the NetSuite Snap's output. 

Task 3: Processing the Output

Now that the sales order is created, we must perform the following two operations: 

  1. Sending a status message to the SFTP site denoting a successful order creation.
  2. Processing the sales order.

We need the output from the NetSuite Create Snap for the above operations. We use the Copy Snap to create copies of the NetSuite Create Snap's output.

Sending the status message

A status message for each sales order created in the ERP is maintained to track the sales orders. These status messages are maintained in a separate sub-directory in the SFTP site. In our example, this sub-directory is labelled Out. Each sales order's file has the Control_ID included in the title to help distinguish them. 

We do not need all the fields from the NetSuite Create Snap's output in the status message, so we are using the Mapper Snap labelled Success Mapper. You can choose to include the fields per your requirement by editing them in the Snap settings. 

The output from the Mapper is then parsed and directed into a File Writer Snap labelled Send Success Status. This Snap, when executed, writes the input data as a file in the target location (which is the SFTP location set in the Account tab).

Thus, the status of each successful sales order can be stored in the SFTP.

Processing the sales order

After fulfilling the sales order, an invoice is generated in NetSuite and sent to the SFTP site of 1 EDI Source. To create an invoice we need the sales order's details, as generated by the NetSuite Create Snap. In this use case, we are using the output from the NetSuite Create Snap to retrieve the sales order details. So, this output is written to a JSON file in the SLDB using the File Writer Snap labelled Write Result. The resulting JSON file forms the input for the second use case.

Error Handling

SnapLogic's Error Pipeline feature enables you to handle Pipeline-execution errors by running a separate Pipeline. This Pipeline is specified in the Error Pipeline field in the parent Pipeline's properties.

When there is an error in the execution of the parent Pipeline, the error data is sent to the Error Pipeline automatically. See Handling Errors with an Error Pipeline for details.

An Error Pipeline must have an un-linked document input view to receive the error data from the parent Pipeline. In our example, we use a JSON Generator Snap labelled Sample Errors to simulate an error scenario. Remove/disconnect this Snap from the Pipeline when using it.

You may configure an Error Pipeline to handle the error data based on your requirements. The Error Pipeline in this use case is configured to send the failure notification to the SFTP site along with the Control_ID. Any additional data is removed using the Mapper Snaps. The failure status is written to the Out directory in the SFTP site.  

Try it Out

  1. Download the Solution Pipeline and the Error Pipeline

  2. Log into SnapLogic and click the Import a Pipeline icon in SnapLogic Designer.

  3. Select the downloaded Pipeline from your local Drive.

  4. Edit the Pipeline's details such as Label and click Save.


  5. Configure the accounts in the Snaps as appropriate.

  6. Validate and execute the Pipeline.

Downloads

  File Modified

File 1EDISourceNetSuite_CreateSalesOrder_SendStatus.slp

Sep 04, 2019 by Mohammed Iqbal

File 1EDISource_ErrorHandler.slp

Sep 04, 2019 by Mohammed Iqbal

Next, create and send the invoice to the EDI gateway using SnapLogic.