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Hedberg

 

Details

 

Hedberg is a third-party software for the contract office furniture industry. SI Projects can be exported to Hedberg using a custom report that assembles an XML file. To use this integration, you must first contact us so we can add your Company Code and email the custom report for you.

 

D-Tools requires four pieces of information to map the XML fields to the Hedberg System:
Company Code
Customer Number
Processing Code and 
Vendor Number 
 

Setup Part 1  - Configure the Vendor Field

 

For each Vendor you plan to use, you will need to define the Product Custom Fields for the VendorNumber and ProcessingCode. These Custom Field values will be included on each Product line item on both the Catalog (Database) and Projects.

 

If you are already using the Custom Fields 1 and/or 2, please let us know so we can map the "Vendor Field" and the "process Code" to different Custom Fields on your report code.

 

If the Custom Field 1 and 2 are available, please verify the following:

 

1- Go to Start -> Setup -> Control Panel

Start-Setup-ControlPanel.PNG

 

2- Click on Product/Labor Custom Fields

Product-Labor Custom Fields.PNG

 

 

3- Enter on Custom Field 1 "Hedberg Vendor Number"

4- Enter on Custom Field 2 "Process Code"

 

Hedberg.PNG

 

On each item, on both the Catalog Items and Project Items, this custom field becomes available. Enter the Vendor Number that is applicable to each product. There are a couple of different ways to do that, including mass update, manually change each item, or exporting/importing from excel. Consult with us if you need assistance on this step.

 

If you are already using the Custom Field 1 or 2, please let us know so we can map the "Vendor Field" and "Process Code" to a different Custom Field(s).

 

Setup Part 2 - Send to D-Tools your HDS Company Code

 

Please contact (support@d-toolshelp.com) and let us know your Company Code from the Hedberg. We will need to add it to the report code. We will email you the custom report with your Company Code, so it can be used on "Setup Part 3"

 

Setup Part 3 - Add the report into SI 2017 R3

 

1. You will receive an email from us with your Custom Report . Save this file somewhere on your machine.

 

2. In SI, go to Start-> Reports -> Manage Reports.

 

3. Click on "Import" then "File".

 

4. Browse to the location of the file you downloaded on Step 1. Select it and Click on "Open"

Hedberg3.PNG

 

 

5. When receiving this prompt, click on "Yes"

Hedberg4.PNG

 

You now have the custom report installed on your SI Client and SI Server.

 

Exporting Projects

 

This integration feature allows you to export SI Project data and then import into Hedberg.

 

VERY IMPORTANT: Make sure the Customer on your SI project has a Client Number, which must be your Hedberg System Customer's number. Here is an example:

Hedb2.PNG

 

 

1. Open the Project Explorer as shown on the image below:

Hedberg5.PNG

 

 

2. Select the Project of your choice, then click on the "Reports" tab, then on "Clients" as shown below:

Hedberg6.PNG

 

 

  1. Select the "Hedberg Export" Report, as shown below, then click on Run or Run and Close

 

Hedberg7.PNG

 

4. A new window will pop-up, and it will look like the image below. Click on the second icon from the right to the left (on the top) as shown on the image below. This is the "Export to Plain Text".

Hedberg8.PNG

 

 

5. This is the last and most important step: Replace the extension of the file from "txt" to "xml" as shown below. All you need to do is replace the txt with xml. Please leave the "dot" in between the file name and the file extension. For example, if the Project Name is "Conference Room", the file name will show as "Conference Room.txt". Please change it to "Conference Room.xml" as shown below:

 

Hedberg9.PNG

 

6. Please import your xml file into your Hedberg System using Hedberg’s Manually Import XML Order program. For instructions on this step, please reference the Hedberg System’s On-line Help.

 

 

If you have any additional questions, please send an email to support@d-toolshelp.com 

 

 

 

 

 

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