When an order arrives from an outside source when using Web2Plan Printer's Plan will automatically try to find out what customer this order belongs to.
There are a few fields Printers Plan uses to accomplish this.
1. Find Contact by <Email> value of <Contact> or <BillTo> or <ShipTo> element, whichever is available first, starting with the <Contact> element.
2. Find BillTo by <Name> and <Street> values of <BillTo> element. If no matching address is found, Web2Plan uses the Customer# of Contact; it does NOT add a new Customer to the database.
3. Find ShipTo by <Name>, <DeliverTo>, and <Street> values of <ShipTo> element. If a matching address is not found, Web2Plan adds it the database.
Depending on the search result of Contact, Web2Plan determines the Buyer and the Customer#.
a) If it finds only one Contact, Web2Plan uses its Customer# as the BillTo and Contact# as the Buyer.
b) If it finds more than one Contact with the same email address, Web2Plan selects the Contact who has the same Customer# of the BillTo or ShipTo found above. This condition occurs when the purchasing agent of a parent company is also added as a buyer to child companies.
c) If it does not find any Contact, Web2Plan uses the Customer# of BillTo or ShipTo, if found above, otherwise, it uses the default Web Customer# 20.
If for one reason or another you are unable to use the above method we offer the XML Extrinsic below which allows the integration to associate a specific order with a specific customer.