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Setup

This section describes how to set up the CLAAS Link Interface to synchronize service orders with CLAAS DSM (Digital Service Manager).

Interface Setup

To perform the interface setup, please proceed as follows:

  • Open the Interface Card page via the quick search (ALT+Q), and open the CLAAS Link Interface entry.
    For more information about the Interface Card page, please check this site.
  • In the General FastTab:
    • Optional Customize the Description to make it easier to identify, if needed.
  • In the Authorization FastTab:
    • The Authorization Type field is set to Basic, and the Authorization Code field must be filled with the CLAAS basic application endpoint, if not done automatically.
    • Click on the Authorization Code field value and then on Show details to open the Basic Application Endpoint page.
    • Click on CLAAS to open the Basic Application Endpoint Card page and fill in the following fields in the Login Credentials FastTab, all of which are provided by CLAAS:
      • User Name and Password: enter your dealership credentials for CLAAS DSM. These are shared, technical credentials for the whole system, not individual credentials for every DSM user.
      • URL: enter the base URL of the CLAAS web service used to exchange messages.
    • Use the Actions > Test Connection button in the menu bar to verify that the entered credentials and URL are correct.
  • The Parameters FastTab is not used by this interface and remains empty.
  • For the Mapping Setup FastTab, please proceed with the Mapping Setup section below.

Mapping Setup

The Mapping Setup FastTab shows the following objects for this interface:

Name Description
General Setup General configuration for the interface, including posting groups and the CLAAS DSM Pro portal link.
Resource Setup Default resource, work type, and unit of measure used for travel bookings.
Unit of Measure Mapping Maps Aptean Equipment DMS units of measure to CLAAS DSM units of measure.
Resource Mapping Maps Aptean Equipment DMS resources (technicians) to their CLAAS DSM resource ID.
Work Type Mapping Maps Aptean Equipment DMS work types to CLAAS DSM work type codes.
Responsibility Center Mapping Maps Aptean Equipment DMS responsibility centers to CLAAS branches.
Manufacturer Mapping Maps Aptean Equipment DMS manufacturers to CLAAS manufacturer codes.
Counter Type Mapping Maps Aptean Equipment DMS counter types to CLAAS counter types.
Repair Status Mapping List Maps Aptean Equipment DMS repair codes to CLAAS work order statuses.

Important

All nine objects listed above are mandatory. The interface cannot be activated until every object is marked as Completed.

Note

CLAAS-side values (work type codes, units of measure, branches, etc.) are defined and maintained by CLAAS and may change over time. Request the current values directly from CLAAS before filling in the mapping tables, and review them periodically.

Tip

Deactivating the interface does not cause any data loss. Service orders that still need to be synchronized remain queued and are processed once the interface is activated again.

Counter Type Mapping

This is a simple mapping of the counter types used in both systems.

Field Description
Counter Type Code Select the Aptean Equipment DMS counter type.
CLAAS Counter Type Enter the matching counter type as used on CLAAS DSM.

General Setup

This is a single, fixed configuration record. Fill in the following fields:

Field Description
Code Enter a code identifying this configuration record.
Use Orderbase Select this checkbox if orderbase Time Management is used together with this interface.
DSM Pro Link Enter the base URL of the CLAAS DSM Pro web portal. This value is provided by CLAAS. This URL is used by the Open DSM Pro action to open the current service order directly on CLAAS' website.
Gen. Business Posting Group Select the general business posting group used for documents created by this interface.
Customer Posting Group Select the customer posting group used for documents created by this interface.
Attendance Work Type Select the work type used for time entries received from CLAAS DSM as attendance bookings.
Absence Work Type Select the work type used for time entries received from CLAAS DSM as absence bookings.
Basket Item Helper Select the item used internally by the interface during processing.

Manufacturer Mapping

This is a simple mapping of the manufacturers used in both systems.

Field Description
Manufacturer No. Select the Aptean Equipment DMS manufacturer.
CLAAS Manufacturer No. Enter the matching manufacturer number as used on CLAAS DSM.
CLAAS Manufacturer Name Enter the matching manufacturer name as used on CLAAS DSM.

Repair Status Mapping List

This is a simple mapping of the repair status codes used in both systems.

Field Description
Repair Code Select the Aptean Equipment DMS repair code.
Repair Description Reference Shows the description of the selected repair code.
CLAAS Work Order Status Select the corresponding CLAAS DSM work order status
Available options: New, Pending, Closed, Cancelled.

Resource Mapping

This is a simple mapping of the resources used in both systems.

Field Description
Resource Code Select the Aptean Equipment DMS resource (technician).
CLAAS DSM Resource ID Enter the matching resource ID as used on CLAAS DSM. This value is provided by CLAAS.

Responsibility Center Mapping

This is relevant if multiple locations operate on the same Aptean Equipment DMS company. Each responsibility center is mapped to exactly one CLAAS branch, so that messages are routed to the correct branch on CLAAS DSM.

Field Description
Responsibility Center Code Select the Aptean Equipment DMS responsibility center.
CLAAS Branch Enter the matching branch code as used on CLAAS DSM. This value is provided by CLAAS.

Note

On the service order, the Responsibility Center field is usually filled in automatically based on the user's default responsibility center.

Resource Setup

This is also a single, fixed configuration record, not a per-technician setup. It defines the default values used for travel bookings.

Field Description
Resource Travel Code Select the resource used for travel bookings.
Travel Work Type Select the work type used for travel bookings.
Resource Time Code Select the unit of measure used to record technician time (e.g., hours).

Unit of Measure Mapping

This is a simple mapping of the units of measure used in both systems.

Field Description
CLAAS DSM Unit of Measure Enter the unit of measure code as used on CLAAS DSM. This value is provided by CLAAS.
Unit of Measure Code Select the matching Aptean Equipment DMS unit of measure.

Work Type Mapping

This is a simple mapping of the work types used in both systems.

Field Description
Work Type Code Select the Aptean Equipment DMS work type (e.g., travel or regular labor).
CLAAS DSM Work Type Code Enter the matching work type code as used on CLAAS DSM. This value is provided by CLAAS.

Job Queue Setup

Important

Unlike other interfaces, job queue entries for CLAAS Link Interface are not created automatically when the interface is activated. They must be set up manually as described below.

Set up the following two job queue entries via the Job Queue Entries page (quick search, ALT+Q):

Tip

Both job queue entries process only small amounts of data per run and can safely run as often as once per minute. To conserve system resources, consider restricting them to your regular working hours instead of running around the clock.

Job queue setup for sending service orders

The TSRCI Send Dms Log job queue sends outgoing service order messages from our ERP solution to CLAAS DSM.

Please follow below instructions to create the job queue with recommended settings:

  • Open the Job Queue Entries page in our ERP solution using the search (ALT+Q).
  • Click on the New button to create a new job queue entry.
  • In the General FastTab of the Job Queue Entry Card, do the following:
    • In the Object Type to Run field, select the Codeunit value.
    • In the Object ID to Run field, select the 5575513 value.
    • Optional In the Description field, enter a unique job queue description, if needed, e.g., CLAAS DSM - Send Service Orders.
    • Optional In the Earliest Start Date/Time field, enter the date and time the job queue should run the next time. If no value is selected, the job queue will run as soon as Status = Ready.
  • In the Recurrence FastTab of the Job Queue Entry Card, do the following:
    • Activate the toggle switches for all weekdays with regular office hours.
    • In the Starting Time field, select a time shortly before the usual business hours, so that the service order transfer is already up and running when starting.
      Recommended value: 06:00:00 (06:00:00 AM)
    • In the Ending Time field, select a time after the usual business hours, so that no traffic is generated if it is not needed.
      Recommended value: 18:00:00 (06:00:00 PM)
    • In the No. of Minutes between Runs field, enter a value which suits your processes best. We recommend a value of 1.

The job queue entry is finished and has Status = On Hold.

Job queue setup for processing incoming and outgoing log entries

The TSRCI Main Process Routine job queue processes incoming and outgoing log entries by writing incoming data to the buffer tables and merging it into the service order worksheet.

Please follow below instructions to create the job queue with recommended settings:

  • Open the Job Queue Entries page in our ERP solution using the search (ALT+Q).
  • Click on the New button to create a new job queue entry.
  • In the General FastTab of the Job Queue Entry Card, do the following:
    • In the Object Type to Run field, select the Codeunit value.
    • In the Object ID to Run field, select the 5575516 value.
    • Optional In the Description field, enter a unique job queue description, if needed, e.g., CLAAS DSM - Process Log Entries.
    • Optional In the Earliest Start Date/Time field, enter the date and time the job queue should run the next time. If no value is selected, the job queue will run as soon as Status = Ready.
  • In the Recurrence FastTab of the Job Queue Entry Card, do the following:
    • Activate the toggle switches for all weekdays with regular office hours.
    • In the Starting Time field, select a time shortly before the usual business hours, so that the service order transfer is already up and running when starting.
      Recommended value: 06:00:00 (06:00:00 AM)
    • In the Ending Time field, select a time after the usual business hours, so that no traffic is generated if it is not needed.
      Recommended value: 18:00:00 (06:00:00 PM)
    • In the No. of Minutes between Runs field, enter a value which suits your processes best. We recommend a value of 1.

The job queue entry is finished and has Status = On Hold.

Web Service Setup

To receive messages from CLAAS DSM, e.g., changes made by a technician, the codeunit TSRCI CLAAS Webserv Receiver must be published as a web service. This is a one-time technical setup step.

  • Open the Web Services page via the quick search (ALT+Q).
  • Create a new line:
    • In the Object Type field, select Codeunit.
    • In the Object ID field, enter 5575502.
    • Select the Published checkbox.
  • Copy the generated SOAP URL or OData V4 URL shown in the URL column.
  • Share this URL with CLAAS, or with the internal team responsible for the CLAAS integration, so CLAAS DSM knows where to send incoming messages.

orderbase Time Management

It is possible to use orderbase Time Management, if you want technicians' time entries to be processed via orderbase Time Management. Please set up orderbase Time Management as described here (in German only).

Note

The interface also works without orderbase Time Management. However, standalone attendance and absence time entries sent from CLAAS DSM (message types If03 Attendance and If03 Absence, see How Synchronization Works) can only be processed while orderbase Time Management is active.

Activation

Once the authorization and all mapping setup objects are complete, activate the interface as described in Activate interfaces.

You can now process service orders with CLAAS DSM.