Onboarding session: branch system connector

Hi Ashok, Hope the week is going well. Now that the first load is in, I'd like to book our next onboarding session to go through the branch system connector. The aim is to agree which branch tables we bring in first and how a trade account is keyed across them, so that each account looks the same in every branch. Would later this week or early next week suit you? Half an hour should be enough to start with, and we can extend if the account mapping throws up questions. If you have a list of the branch groupings you'd like to see first, send it over beforehand and I'll have it open when we speak. Thanks, Hamza Hamza Akhtar Implementation Consultant, BG-Demo

Hamza, Thanks. Since we last spoke I've added the read-only role in our warehouse for the branch extract, so you shouldn't hit permission problems this time. I'd rather not switch the whole connector on in one go. I'll test it on one branch first and send you a screenshot of the row counts, then we can widen it. Which account number is that going to be keyed on, the head office trade account or the branch-level one? The data says we have both in places, and they don't always agree. Next Tuesday afternoon works for me. Mornings are taken up with month-end reporting. Ashok

Hi Ashok, Sorry for the slow reply, I wanted to check the mapping before answering. Good news on the read-only role, thank you. Testing on one branch first is exactly what I'd suggest too. On your question: we can carry both numbers and treat the head office trade account as the parent, with the branch number held alongside it. I'd like to confirm that with you on the session rather than guess, since you know where they diverge. I've put Tuesday afternoon in the diary and sent the invite. If anything changes on your side, just tell me and we'll move it. Best, Hamza