OPS Connect-Ops Technology Integration - RFMS Settings

Set Up - System Options
>Utilities>System Options>Order Entry>Order Entry
Category: Data Transfer

Figure: Ops Connect System Options

Export EDI - OPS Connect User

• Set this option to yes only to users who are authorized to send finalized invoices to customers.

Export EDI - OPS Connect Output File Directory.

• This must be a global option.
• Configure where invoices will be output.
• See the set up guide for the name of this directory. (OpsTechExport.)

Turn off automatic line lock
>Utilities>System Options>Order Entry>Order Entry>Lock Order Line

• Change the type to Global.
• Change the value to No Automatic Line Lock.

Set up Customers

1. Change Ops Account #:
   • In Order Entry > File > Customers, look up the RFMS Customer # for the customer in question. This
     number is the automatically generated customer number that cannot be changed.
   • Log in to the Ops merchant gateway using your Ops username and password.
   • Each Ops customer has an account number that can be changed. You will need to edit the customer in question and change this account number to match the RFMS customer number. Ops support can walk you through this step. NOTE: Use only numeric characters; do not include a comma for customer numbers greater than 999, and do not use spaces or letters
2. RFMS Customer Record: 
   • For the customer using OPS technology go to their customer record in RFMS.
   • On the additional information tab, select OPS CONNECT as their Export EDI option. 
     Note: Make sure this is done before creating any more invoices for this customer, as only those invoices created after this change will be eligible for OPS invoicing.
   • Also on the second tab, select Require PO. The PO # field is sent to Ops as the WTN, so this will ensure that users enter the WTN information.

Figure: Customer Additional Information