Setting Vendor Activity Triggers for XML Documents

You can set up XML activities that events in the system automatically trigger. For more information about activity triggers, see Assigning Activity Triggers.

Note: You must set post locations and activity triggers for XML documents to send documents to your customers.

You can set up the system to send a B2B Purchasing document when any of the following activities occur:

You create and exit a new purchase order.
You create and exit a new purchase order bid.
You create and exit new direct order.
Receive a purchase order.

To send triggered B2B purchasing documents:

From the File menu, select Vendor and display the vendor to which you want to assign triggers. Use the Add'l Data hot key and then the Activity Triggers hot key.

In the Trigger Description field, press F10 select the event for which you want to send a B2B purchasing document.

For example, to send B2B documents for purchase orders, select New Purchase Order or New Purchase Order Bid. To send a B2B document for a direct order, select New Direct Order.

In the Activity Description field, press F10 and select B2B Purchasing Document.

Note: In the F and B fields, accept the default setting.

Select the trigger you added and use the Activity Props hot key. Enter the URL where the XML document posts for the vendor.
Press Esc to return to the Vendor record.
Press Esc again to save your changes and exit the screen.
Set the post location for the documents you send to the vendor using XML.