To send triggered B2B ASNs:You can set up XML activities that events in the system automatically trigger. For example, you can set up the system to send an Advanced Shipment Notification (ASN) to a trading partner using XML when the shipping ticket for the order prints. For more information about activity triggers, see Assigning Activity Triggers.
You must set the activity triggers and post locations for XML documents to send documents to your customers.
Use the following activity triggers and trigger actions:
B2B Advanced Ship Notification used with Shipment Notification and Ship Ticket Print triggers.
B2B Sales Doc used with Batch Invs in Lieu of Print, Email Stmts - Invs in lieu of Print, Invoice Order, and Invoice Print triggers.
E-mail and Fax Notifications used with the BC-XML Submit Order trigger.
From the File menu, select Customer and display the customer to which you want to assign triggers. Use the Add'l Info hot key and then the Activity Triggers hot key.
In the Trigger Description and Activity Description fields, do one of the following:
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To... |
Do this... |
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send an ASN at shipment notification |
enter Shipment Notification and select B2B Adv Ship Notice in the Activity Description field. |
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send an ASN when the shipping ticket prints for an order |
enter Ship Ticket Print and select B2B Adv Ship Notice in the Activity Description field. |
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send an ASN from the Shipping Manifest Queue after the manifest is created and locked |
enter Manifest Lock and select B2B Adv Ship Notice in the Activity Description field. |
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send an ASN when the pick ticket prints for an order |
enter Pick Ticket Print and select B2B Adv Ship Notice in the Activity Description field. |
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send an ASN when invoicing an order |
enter Invoice Order and select B2B Adv Ship Notice in the Activity Description field. |
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send an ASN when printing an invoice for an order |
enter Invoice Print and select B2B Adv Ship Notice in the Activity Description field. |
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send an ASN when an RF order closes |
enter RF Order Close and B2B Adv Ship Notice in the Activity Description field. |
In the F and B fields, accept the default setting.
Select the trigger you just added and use the Activity Props hot key.
Enter the URL to which to post the ASN for this customer and press Enter.
Press Esc to return to the Customer record.
Press Esc again to save your changes and exit the screen.
To send triggered B2B sales documents:
From the File menu, select Customer and display the customer to which you want to assign triggers. Use the Add'l Info hot key and then the Activity Triggers hot key.
In the Trigger Description field, do one of the following:
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To... |
Do this... |
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send a sales document when processing batch invoices |
enter Batch Invs in Lieu of Print and select B2B Sales Doc in the Activity Description field. |
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send a sales document when invoicing an order |
enter Invoice Order and select B2B Sales Doc in the Activity Description field. |
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send a sales document when printing an invoice for an order |
enter Invoice Print and select B2B Sales Doc in the Activity Description field. |
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send a sales document when processing overdue invoices |
enter Overdue Invoices and select B2B Sales Doc in the Activity Description field. |
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send a sales document when printing a pick ticket for an order |
enter Pick Ticket Print and select B2B Sales Doc in the Activity Description field. |
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send a sales document when an RF order closes |
enter RF Order Close and select B2B Sales Doc in the Activity Description field. |
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send a sales document when receiving a purchase order acknowledgement for a direct order |
enter PO Ack Received on Direct and select B2B Sales Doc in the Activity Description field. |
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send a sales document when printing a shipping ticket for an order |
enter Ship Ticket Print and select B2B Sales Doc in the Activity Description field. |
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send the sales order in XML format by way of B2B Commerce. |
enter BC-XML Submit Order and select B2B Sales Doc in the Activity Description field. |
In the F and B fields, accept the default setting.
Select the trigger you just added and use the Activity Props hot key.
Enter the URL to which to post the ASN for this customer and press Enter.
Press Esc to return to the Customer record.
Press Esc again to save your changes and exit the screen.
To send triggered e-mails and faxes when an order is submitted:
From the File menu, select Customer and display the customer to which you want to assign triggers. Use the Add'l Info hot key and then the Activity Triggers hot key.
In the Trigger Description field, do one of the following:
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To... |
Do this... |
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a copy of the sales order to the customer's e-mail address submitted in the XML document |
enter BC-XML Submit Order and select E-mail Sales Doc in the Activity Description field. |
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send a message indicating that you received the customer's sales or to the customer's e-mail address submitted in the XML document |
enter BC-XML Submit Order and select E-mail Message in the Activity Description field. |
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send a message and a copy of the sales order in HTML format to the customer's e-mail address submitted in the XML document |
enter BC-XML Submit Order and select E-mail Sales Doc HTML in the Activity Description field. |
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send a copy of the sales order to the customer's fax number submitted in the XML document. |
enter BC-XML Submit Order and select FAX Sales Doc in the Activity Description field. |
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adds the sales order to a Tradepowers purchase order acknowledgement that will be sent by FTP to the customer at a future date. |
enter BC-XML Submit Order and select FTP TradePowers PO Ack in the Activity Description field. |
In the F and B fields, accept the default setting.
Select the trigger you just added and use the Activity Props hot key.
Enter the URL to which to post the ASN for this customer and press Enter.
Press Esc to return to the Customer record.
Press Esc again to save your changes and exit the screen.
See Also: