How To Integrate With TriMark

This guide can be used to configure an electronic integration with Crunchtime and this vendor. This information is based on the last known setup and requirements from the vendor.

Submit a new request to:

• Strategic: Angel Lavender <angel.lavender@trimarkusa.com>
• Marlinn: Kenneth Hare <kenneth.hare@nbsconsultants.com>

TriMark has different divisions, and not all use the same systems and technical resources. 

Integration Points

• Purchase By Invoice – Standard format

Vendor Setup - Header

• Vendor Code – decided on by the customer; let the Vendor contact know the code to use
• PBI - enabled
• Allocate * - enabled

Initial Request

• Provide a Location list with the Location Code and Address. The Location Code is used in the file rather than a vendor account number.
• Communicate with the vendor on whether to map to Category/Subcategory/Microcategory or General Ledger. If using the General Ledger, you must not have more than one Category/Subcategory/Microcategory combination linked to the same General Ledger.
  • TriMark may require the use of their own hardcoded list instead
• Non-product/logistics fees will also need to be considered for the Category/GL mappings

Other Considerations

• TriMark in the past could not host their own server. A Crunchtime-hosted SFTP server can be used or a customer-hosted server.

• For TriMark Strategic, they can manage orders input through Pincat and process the PBI invoice back into Crunchtime

• You may want to consider setting PBIs to be reviewed before auto-reconciling. This is a setting done on the Location record in Enterprise Manager.
• If you want to allow invoices to be imported into posted periods, enable the Allocate flag on the vendor record.
• When setting up the integration, make sure to request separate invoice files rather than one single file. This will help with allowing invoices to process without being held up if one invoice fails in the bunch