Enter Inter-Site Order Defaults

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

• When receiving an incoming customer order, incoming customer schedule or incoming change request message, default values for automatic approval and release are retrieved from the combination of supply site and internal customer defined on the Site/Extended Site Info/Sales and Procurement/Inter-Site Defaults tab. If a value is not defined, then the default values are retrieved from the supply site for any internal customer. If both are not defined, then default values are retrieved from the customer.
• If the Execute Order Change Online check box is selected, it indicates that the incoming change request for customer orders and incoming purchase order confirmations, sent from any other site, will be received and processed online on this site. The online processing will only continue as far as the other message defaults parameters allow. If you have manual approval of incoming changes, the online processing stops when an incoming message to approve is created. If you have automatic approval, then the online processing will validate and update the internal order. If that internal order is pegged and you have automatic replication and sending to next site, the online processing proceeds with this and so on.
• When creating a customer order for a specific customer on the supply site, the order type and priority for that customer order is retrieved from the Site/Extended Site Info/Sales and Procurement/Inter-Site Defaults tab. If a value is not defined, it is retrieved from the General tab and if no values are defined there, the values are retrieved from the Customer/Order/Misc Customer Info tab.

Window

Site

Related Window Descriptions

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

Procedure

Enter inter-site order 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/Inter-Site Defaults 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 inter-site order 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/Inter-Site Defaults tab.
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.