OPS Trax

Nexsyis is integrated with OPS Trax to make parts ordering, receiving, returning and invoicing easier!

Let a Nexsyis Representative know if you would like to integrate with OPS Trax.

Ordering

Rejecting

Mapping Vendors

Required Nexsyis Setup

1. Location setup:

OPS Trax will provide Nexsyis with a unique identifier which Nexsyis will enter within the Location setup screen.

2. Third-Party Vendor Mapping:

OPS Trax will provide Nexsyis with a list of vendors that the customer orders from in OPS Trax. Nexsyis will import this list and perform an initial map to the vendor list in Nexsyis.

Customers will need to monitor/maintain mapping going forward for any new vendors.

3. Operator credentials:

Go to System > Tools > Operator Settings > Associated Codes Tab

1. Select your shop Location

2. Ident Tag: select OPS_USER

3. Ident Value: enter your OPS UserID

4. Click the green plus button

--- Enter another line for password ---

5. Select your shop Location

6. Ident Tag: OPS_PASS (password)

7. Ident Value: enter your OPS password

8. Click the green plus button

Customers will need to enter credentials for each user ordering parts through OPS Trax in their Nexsyis Database.

Ordering through OPS Trax within Nexsyis

1. Select the white line and click Order. If ordering through OPS, click “Yes”

2. The OPS Trax order screen will launch within Nexsyis.

3. Nexsyis will now show the Status as “CON” and the Source as “OPS Trax”

When the vendor responds the expected delivery date will updated in NEX.

The expected arrival date will show in OPS under “Promised Del”

Receiving in OPS Trax

Rejecting in Nexsyis and Re-ordering through OPS Trax

1. Select the green received lines in Nexsyis and click Reject

2. A screen opens prompting you to select the action you would like to take on the rejected parts. Choose the second option to turn the lines back to white.

3. When an OPS ordered line is rejected and then cancelled in Nexsyis, the line will be white but the Source will remain as OPS Trax until further action is taken with that line.

4. Select the white Not Ordered line and click Order. If re-ordering through OPS, click “Yes”.

5. The OPS Trax order screen will launch within Nexsyis.

On the correct Part Type tab, select the Vendor, the “Order Part” check box, and click Confirm.

The line will be grey since you’ve already ordered it once but you will still be allowed to do the re-order.

Once you are done, click Send Order.
For the Rejected line, Return and post the credit as normal in Nexsyis.

Mapping Vendors

Both OPS Trax and Nexsyis maintain vendor lists that will need to be mapped against eachother. Nexsyis will do an initial mapping for you at go-live. If you order from a Vendor in OPS Trax that is NOT mapped to a vendor in Nexsyis, the "Status" column in the Purchases Assistant screen will show a red CON.

To fix, open Vendors / Third Party Purchasing.

At the bottom-left of the screen, click "Vendor Mapping"

At the top, select "Vendors" and "Unmapped". You will see a list of OPS vendors that are not mapped to vendors in Nexsyis. Search for the Nexsyis vendor on the right and once found, click "Map".