Setting Remote Order Entry Parameters for Customers

Use the Remote Order Entry Parameters screen to establish customer settings for remote order entry applications, including Remote Order Entry (ROE), Web Commerce, B2B Commerce (B2B), E-mail Order Entry (EOE), Palm Order Entry (POE), Remote Data Collection (RDC), and Sales Force Automation (SFA). Only users with the WOE.MAINT authorization key can access this screen. Some fields on this screen only apply to certain types of remote order activity.

To make different employees responsible for monitoring different types of remote orders, assign the employees in Customer Remote Message Maintenance.

To enter a customer's Remote Order Entry parameters:

From the Files menu, select Customer to display the Customer Maintenance screen.
In the Customer/New field, enter the customer name and press Enter to display the customer's record.
Use the Remote hot key to display the Remote Order Entry Parameters screen.
Complete the following fields, as needed:

Field	Definition
Log Bids For Review	Determines whether, and in what circumstances, bids display in the Remote Order Entry Review Queue. Valid values are: New Order – Displays all orders the customer enters. Changes – Displays new orders and ones that have been edited. Disable – None of this customer's remote orders will be reviewed. This field applies to ROE, Web Commerce, Business Connect XML, and RDC.
Log Orders For Review	Determines whether, and in what circumstances, orders display in the Remote Order Entry Review Queue. Valid values are: New Order – Displays all orders the customer enters. Changes – Displays new orders and ones that have been edited. Disable – None of this customer's remote orders will be reviewed. This field applies to ROE, Web Commerce, Business Connect XML, and RDC.
Only Log Orders With Errors	Indicates whether only orders with errors display in the Remote Order Entry Review Queue.
Allowed Pricing Variance%	The dollar amount or percentage by which this customer's price can vary from the LIST price. This field applies to ROE, RDC, and Business Connect XML. Note: If you are defining allowed pricing variances for Business Connect XML customers, use the WOE Info hot key, and then the IDMS hot key, and set the Use Partner Pricing field to Yes.
Default User Messaged Upon Log In	User ID or message group notified whenever a remote user logs in to any order entry application, such as ROE or Web Commerce. Use the Multi hot key to assign multiple users. Note: This parameter overrides the value entered in the Default Remote Order Entry (ROE) Messaging control maintenance record and applies to all remote applications used by this customer. It can be overridden for individual applications using the Remote Messaging hot key on this screen.
Default User Messaged With New Order #	User ID or Message Group notified whenever any type of remote order is entered. Use the Multi hot key to assign multiple users. This field applies to ROE, RDC, Business Connect XML, and Web Commerce. Note: This parameter overrides the value entered in the Default Remote Order Entry (ROE) Messaging control maintenance record and applies to all remote applications used by this customer. It can be overridden for individual applications using the Remote Messaging hot key on this screen.
Default User Messaged With Order Changes	User ID or Message Group notified whenever any type of remote order is edited. Use the Multi hot key to assign multiple users. This field applies to ROE, RDC, Business Connect XML, and Web Commerce. Note: This parameter overrides the value entered in the Default Remote Order Entry (ROE) Messaging control maintenance record and applies to all remote applications used by this customer. It can be overridden for individual applications using the Remote Messaging hot key on this screen.
Default User Messaged With Errors	User ID or Message Group responsible for monitoring remote orders with errors.
Remote Order Queue Users	User ID or Message Group responsible for monitoring this customer's orders in the Remote Order Entry Review Queue and clearing the orders for processing. Use the Multi hot key to assign multiple users. This field applies to ROE, RDC, Business Connect XML, and Web Commerce. Note: This parameter overrides the value entered in the Default Remote Order Entry (ROE) Messaging control maintenance record and applies to all remote applications used by this customer. It can be overridden for individual applications using the Remote Messaging hot key on this screen. If you do not identify a value in this field, the system uses the user identified in the Default User Messaged With New Order # field, or the customer's inside salesperson, in that order.
RDC and Pocket OE Default Order Status	The default order status for Remote Data Collection (RDC) and Palm Order Entry (POE) orders.
Round to Sell Pack Qty on Remote Orders	Indicates whether the system rounds remote order quantities up to the standard package quantities. No - Allows the user to order any quantity. Warn - Sends the user a message when placing a remote order indicating that the quantity selected is not an even multiple of the package quantity for the product. The user still has the option to order below the package minimum. Force - Sends the user a message when placing a remote order indicating that the quantity selected is not an even multiple of the package quantity for the product, and changes the quantity to the standard package quantity with no option to change it. This field applies to ROE, RDC, Business Connect XML, and Web Commerce. Note: Setting this parameter overrides the Round To Minimum Package Quantity In WOE control maintenance record for the customer.
Slave Printer (Blank=No ROE Printing)	The printer used for remote orders and bids. Valid values are user-defined. Leave this field blank for no printing.
Display Product Availability	Indicates whether B2B, ROE, and Web Commerce customers can view the available quantity of a product entered on a bid or order. Select from one of the following options: Hide - Product availability information does not display. Show w/ Qty - The quantity available displays for each product. Show w/o Qty -The availability displays as In Stock or Out of Stock. Setting this parameter overrides the settings in the Display Availability On Product Return Page In WOE and Display Availability On Checkout Page In WOE control maintenance records for this customer. If the Display Availability On Product Return Page In WOE record is set to Show Info Icon, the Product Return page displays the more information icon if you select the Show w/ Qty or Show w/o Qty options in this field. If the above records are not set, the system uses the setting in the Display Product Availability In WOE control maintenance record. For more information, see Defining Web Commerce Product Availability Display Settings.
Show Availability For Branches	The product availability detail that Web Commerce and B2B customers see on the product return list or after clicking a product description link. Ship Branch - Only the customer's designated shipping branch. Home Territory - All branches within the customer's territory. Authorized Branches - Only the branches the customer is authorized to access. All Branches - All branches in your warehouse system. If this field is left blank, the system uses the setting in the Show Availability For Branches In WOE control maintenance record. If the control maintenance record is also blank, the system displays availability for only the ship branch. For more information, see Defining Web Commerce Product Availability Display Settings.
Remote/WOE Order Entry Discount%	The discount percentage (in the format XX.X) that the customer receives for using Remote Order Entry or Web Commerce to place orders. Note: A Web discount needs a unique account for general ledger purposes.
Check Availability on Remote Orders	Indicates whether the system verifies the availability of products on orders from a remote order source when they reach the Eclipse system. Y – The system places remote orders from the customer that have order quantities greater than the current availability for one or more products in the Remote Order Entry Review Queue, and changes the order status to Bid. N – The system does not verify the availability of products on remote orders. Note: If this field is left blank, the system uses the setting in the bill-to entity of the remote order. If both the ship-to and bill-to entities are blank, the system uses the global setting in the Check Product Availability On Remote Orders control maintenance record.

Use the following hot keys, as needed.

To...	Use this hot key...
specify the order status settings the customer can use	Valid Stats The Valid Statuses screen displays. Enter all applicable shipping status codes and press Esc.
set the customer up for Remote Order Entry	User Maint The User Maintenance screen displays.
limit the user to one or more specific methods for shipping product to their site	Ship Vias The Valid Ship Vias screen displays. Enter all applicable ship vias and press Esc.
enter additional B2B and WOE settings	WOE Info The B2B/WOE Remote Order Entry Parameters screen displays (not applicable for ROE).
add additional default users to message for various remote order events	Multi A screen with the same title as the field from which it was accessed displays. Enter all applicable users and press Esc.
notify different users about different remote order types	Remote Messaging A list of remote order entry methods displays. Select Remote Order Entry to display the Customer Remote Message Maintenance screen.
prevent certain percentages of your inventory from showing in B2B inquiries	B2B Inventory Control The B2B Inventory control maintenance screen displays (not applicable for ROE).
identify and route incoming Ariba B2B orders or BCXML orders	ECommerce IDs The Customer Unique E-Commerce IDs screen displays (not applicable for ROE).

Press Esc to save your changes and exit the screen.