Enter Message Defaults for Customer

Explanation

This activity is used to enter default values for approval and release of incoming customer order and the incoming change request for different sites and site-customer combinations. You can also specify the default order type and priority to use when creating new customer orders on different sites and site-customer combinations. In addition, you can also decide if this site should process incoming change requests and incoming purchase order confirmation online or in the background. The benefit with the online processing is that the supply chain will be more synchronized all the time and you will get an instant validation and an  update.

Prerequisites

The site, customer and approval user must have been created.

System Effects

Window

Site

Related Window Descriptions

Site
Site/Extended Site Info
Site/Extended Site Info/Sales and Procurement

Procedure

Enter message defaults for a combination of site and customer:

  1. Open the Site window.
  2. In the Site field, search for the supply site for which you want to enter default message settings.
  3. On the Site/Extended Site Info/Sales and Procurement/Message Defaults/Customer tab, create a new table record.
  4. Enter the internal customer for which you want to define approval for message defaults.
  5. To automatically generate a customer order when a purchase order EDI message is received, select Automatically on the Incoming Customer Order Approval list, and then select the approval user's ID from the List of Values.
  6. To automatically approve an incoming change request message received, select Automatically on the Incoming Change Request Approval list.
  7. To automatically release the customer orders created from incoming messages, select Automatically on the Release Incoming Customer Order list.
  8. To specify the default EDI coordinator select the values from the List of Values.
  9. Enter the short code for the order type or use the List of Values.
  10. Optionally you can enter default priority for the customer order.

Enter message defaults for site:

  1. Open the Site window.
  2. In the Site field, search for the supply site for which you want to enter default message settings.
  3. Click the Site/Extended Site Info/Sales and Procurement/Message Defaults tab (Customer group box).
  4. To automatically generate a customer order when a purchase order EDI message is received, select the Automatic Approval on Incoming Customer Order Approval option list, and then select the approval user's ID from the List of Values.
  5. To automatically approve an incoming change request message received select Automatically from Incoming Change Request Approval option list.
  6. To automatically release the customer orders created from incoming messages, select Automatically on the Release Incoming Customer Order list.
  7. To handle incoming change requests and purchase order confirmations online, select the Execute Order Change Online check box.
  8. To specify the default EDI coordinator select the values from the List of Values.