For users to manage and the system to process EDI 845s, the following setup is required.
The following authorization keys are required for users managing the queue:
Create a vendor trading partner profile for which an 845 inbound document is defined.
Assign the vendor to a group profile defined for this trading partner.
On the EDI Add'l Doc Info screen for the 845, complete the following fields, as needed:
Grp/User to Review Received Document
Grp/User to be Notified of Document
Alternate Interchange ID
Cost Only Matrix
Default Selling Formula
If the vendor's contract includes product group information, use the Sell Groups hot key on the EDI Add'l Doc Info screen to map the vendor's product groups to Eclipse sell groups.
When you receive a pricing contract from a vendor, you need to create a customer contract record for which the system sets up the sell matrix information. Then link the customers for which this contract was created to the customer contract record. The following method of creating and then linking to a customer contract record, enables you to link multiple customers to one pricing contract.
Set up customer records for contract pricing, as follows:
Create a generic customer contract record in Customer Maintenance.
Include words that identify the vendor and the contract number in the Name and Index fields or use the Addl Keywords hot key on the Additional Info screen to store them as keywords.
Note: Because the system displays the Index in the 845 Queue, we recommend that you at least include the contract number in the Index field. The system cannot create the upload without the contract number being in one of these three locations.
To set customer-level defaults, use the Contract Upload hot key on the Customer Pricing/Printing screen.
The sell matrix cells will be associated with this customer contract record. The actual customer records to whom this contract applies will link to this customer contract record for pricing.
Note: Create a customer contract record for each new contract number. If a vendor sends an 845 with updated pricing and effective dates for an existing contract, the system uses the customer contract record that you set up the first time you received that contract number.
For each customer to whom this contract applies, use the Contracts hot key on the Customer Pricing/Printing screen in Customer Maintenance to display the Contract Pricing screen and enter the customer contract name.
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