OPS Trax Integration with Nexsyis

Nexsyis is integrated with OPS Trax to streamline parts ordering, receiving, returning, and invoicing.

If you'd like to enable the integration, please contact Nexsyis Support

Related Documents: 

Troubleshooting OPSTrax

Correcting Orders with a Status of "CON"

Correcting Vendor Mapping Issues

Required Nexsyis Setup

1. Location Setup

OPS Trax will provide Nexsyis with a unique identifier. Nexsyis will enter this value in the Location Setup screen.

2. Third-Party Vendor Mapping

Both OPS Trax and Nexsyis maintain separate vendor lists, which must be mapped to each other for orders to process correctly. Customers are responsible for maintaining vendor mappings for any vendors added in OPS Trax. 

Unmapped Vendor Warning

If you attempt to order from a vendor in OPS Trax that is not mapped to a Nexsyis vendor:

• The Status column in the Purchases Assistant screen will display a red CON (confirmation error).

Fixing Unmapped Vendors

To resolve this:

Go to Vendors > Third Party Purchasing

In the bottom-left corner, click Vendor Mapping

At the top of the mapping screen:

Set the filter to “Vendors” and “Unmapped”

A list of unmapped OPS vendors will appear on the left

On the right, search for the corresponding Nexsyis vendor

Once located, click Map to complete the association

Regularly reviewing vendor mapping is recommended, especially as new vendors are added in OPS Trax.

3. Operator Credentials

Credentials must be entered for each user who will be ordering parts through OPS Trax within Nexsyis. To enable individual user access, operator credentials must be configured in Nexsyis:

1. Go to System > Tools > Operator Settings > Associated Codes tab

2. Select the appropriate Location

3. Add the following credentials:

   OPS User ID:

   • Ident Tag: OPS_USER

   • Ident Value: [Your OPS User ID]

   • Click the green plus button

   OPS Password:

   • Ident Tag: OPS_PASS

   • Ident Value: [Your OPS Password]

   • Click the green plus button

Placing an Order via OPS Trax in Nexsyis

On the white line item, click Order or double-click the OPSTrax icon. When prompted, click Yes to order through OPS Trax.

The OPS Trax Order Screen will open within Nexsyis.

Nexsyis will now display:

• Status: CON (Confirmed)

• Source: OPS Trax

Once the vendor confirms the order, the expected delivery date will be automatically updated in Nexsyis.

The “Promised Del” field in OPS Trax will also reflect the expected arrival date.

Rejecting Parts and Re-ordering through OPS Trax in Nexsyis

Follow these steps when a part needs to be rejected and re-ordered:

1. Reject the Received Part

• In Nexsyis, select the green (received) line(s) and click Reject.

2. Choose Action for Rejected Lines

• A prompt will appear asking what action you'd like to take.

• Select the second option to turn the line(s) back to white (i.e., not ordered).

3. Understand OPS Source Behavior

• When an OPS Trax-ordered part is rejected and cancelled in Nexsyis, the line will revert to white, but the Source will still show as OPS Trax.

• This will remain until further action is taken on that line.

4. Re-order the Part

• Select the white “Not Ordered” line and click Order.

• When prompted, click Yes to re-order through OPS Trax.

5. Place the New Order in OPS Trax

• The OPS Trax Order Screen will launch within Nexsyis.

• On the correct Part Type tab:

  • Select the Vendor

  • Check the “Order Part” box

  • Click Confirm

Note: The line will appear grey since it was previously ordered, but you can still re-order it.

• Once all parts are selected, click Send Order.

6. Process the Return in Nexsyis

• For the rejected line, process the Return and post the credit as usual within Nexsyis.