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
- 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/Message 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/Message Defaults/Customer 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 message defaults for a combination of site and
customer:
- Open the
Site window.
- In the Site field, search for the supply
site for which you want to enter default message settings.
- On the Site/Extended Site Info/Sales and
Procurement/Message Defaults/Customer tab, create a new table record.
- Enter the internal customer for which you want to define
approval for message defaults.
- 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.
- To automatically approve an incoming change
request message received, select Automatically on the
Incoming Change Request Approval list.
- To automatically release the customer orders
created from incoming messages, select Automatically on the
Release Incoming Customer Order list.
- To specify the default EDI coordinator select the values from the List of Values.
- Enter the short code for the order type or use the
List of Values.
- Optionally you can enter default priority for the
customer order.
Enter message defaults for site:
- Open the
Site window.
- In the Site field, search for the supply
site for which you want to enter default message settings.
- Click the Site/Extended Site Info/Sales and
Procurement/Message Defaults tab (Customer group box).
- 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.
- To automatically approve an incoming change
request message received select Automatically from
Incoming Change Request Approval option list.
- To automatically release the customer orders
created from incoming messages, select Automatically on the
Release Incoming Customer Order list.
- To handle incoming change requests and purchase
order confirmations online, select the Execute Order
Change Online check box.
- To specify the default EDI coordinator select the values from the List of Values.