EDI OE (Order Entry)

The following control maintenance records belong to the OE (Order Entry) area within the EDI (Electronic Data Interchange) category. Complete these records if your company uses the EDI companion product.

Allow Auto-Matching For Lot Order With EDI

Indicate whether to allow automatic matching for lot orders through the EDI 810 Invoice Review Queue.

Options	Yes - The system enables matching for lot orders within EDI and activates the Allow Match Lot Item Invoice field on the EDI Add'l Doc Info screen. No - The system uses standard matching logic without taking lot orders into effect. Note: This is set at the trading partner level, not a global setting.
Outcome of setting this control record	Enables matching for lot orders within EDI and activates the Allow Match Lot Item Invoice field on the EDI Add'l Doc Info screen.
Default Value(s)	No
Dependencies	The trading partner must also be flagged to allow direct orders using the Process Invoices for Directs field on the EDI Add'l Doc Info screen.
Additional Information	Required for matching lot items through EDI.

Allow Printing of Zero/Negative Dollar Direct Shipment PO

Indicate if you want to include zero or negative dollar direct shipment purchase orders when sending the EDI 850 transaction when customer is on credit hold.

Options

Blank or None - Does not allow users to print zero or negative direct purchase order generations if a customer is on credit hold.

Zero - Allows printing of purchase orders including EDI 850s if the purchase order generation has a zero dollar total even if a customer is on credit hold.
Negative - Allows printing of purchase orders including EDI 850s if the purchase order generation has a negative dollar total even if a customer is on credit hold.
Both - Allows prints of purchase orders including EDI 850s if the purchase order generation has a zero dollar or negative dollar total even if a customer is on credit hold.

Outcome of setting this control record

Allows customers to view zero or negative dollar direct purchase order details.

Default Value(s)

No for backward compatibility.

Allow Writer Field To Be Blank On EDI 840, 850, And 855 VMI Orders

Indicate whether the system leaves the Written by field on the Header tab of an EDI 840, 850, or 855 VMI order blank when the incoming document does not include a writer.

Options	Yes - The system leaves the Written by field blank. The next time the order is opened, usually from the review queue, the system prompts the user to enter the order writer. No - The system populates the Written by field with the data from the Grp/User to Review Received Document field in the document's EDI Add'l Doc Info window. If that field is blank, the system populates the Written by field with EDI.ADM.
Outcome of setting this control record	Determines if the system adds an order writer based on the EDI document's EDI Add'l Doc information if an order writer is not included in the incoming EDI.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	If you set this record to Yes, you must also leave the Grp/User to Review Received Document field in the document's EDI Add'l Doc Info blank.

Create A Report For Zero Quantity Or Confirming EDI Orders

Indicate whether the generic inbound 850 mapper creates a report rather than a sales order when EDI receives zero quantity orders or confirming orders.

Options	Yes - Creates a report and sends it to the Hold file of the user or group specified in the Grp/User To Review Received Document field on the Add'l Doc Info window for the incoming document. No - Creates a sales order with *Confirming Order - DO NOT DUPLICATE* in either the Shipping Information or Internal Notes field of the order
Outcome of setting this control record	Determines if the system creates an order for EDI 850s with zero quantities or that contain 06 in the BEG01 field.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	For additional information about the system processes EDI 850s, see How the System Process EDI 850s.

Create PO Variances For EDI Invoices

Indicate if you want to create purchase order variances when EDI Invoices match.

Create EDI and Manual Variances Only for:		Select one of the following for which you want the system to create variances and therefore populate the associated queue: Payables - The system populates the Payable Variance Resolution Queue. As of Release 9.0.3, Direct Through Stock invoices are not supported for the Payable Variance Resolution Queue. Purchase Orders - The system populates the P/O Variance Queue. Note: These queues are mutually exclusive. You cannot work both queues in the system at the same time. Selecting one automatically deactivates the other. However, you can change between them at any time.
Create Variances for Directs for Partial Matches	New in Release 9.0.2	If set to Yes, the system creates variances for direct purchase orders even if the match is not complete. The default is No. Note: This setting applies only if you are using the P/O Variance Queue and not the Payable Variance Resolution Queue introduced in Release 9.0.3.
# of Days for Critical Priority in PVR Queue	New in Release 9.0.3	Determines the priority of variances listed in the Payable Variance Resolution Queue. The default is 5.
Variance Type	New in Release 9.0.3	Select the Variance Type, such as Quantity or Cost, to assign default users or groups and resolution reasons. Note: These values are hard coded in the system and each has a resolution reason assigned.
P/O Type	New in Release 9.0.4	The type of purchase order you want the system to create, such as Stock or Job Management.
Resolve Type	New in Release 9.0.4	Indicate how you want the resolution handled, such as credit/rebill or automatic approval.
Assign By Default To	New in Release 9.0.3	Select a user or group to which the variance should be sent for resolution. Use the Payable Variance Queue Assign To Users/Departments control maintenance record to maintain assignment groups. Note: If you select order writer, the system retrieves the order writer ID and the variance is sent to that specific user.
Default Resolution Reason	New in Release 9.0.3	Select one or more resolution reasons you want the user to be able to select from when resolving variances. If left blank, users can select from all reason codes available. Use the EDI 810 Payable Variance Resolution Reasons control maintenance record to maintain resolution reasons.
Outcome of setting this control record		Determines how the P/O Variance and Payable Variance Resolution queues are populated, to whom the variances are sent depending on type, and what resolution codes users are allowed to select from when receiving a variance.
Default Value(s)		Dependent on the field. See above.
Additional Information		For more information about purchase order variances, see Managing Variances Using the Purchase Order Variance Queue and Managing Variances Using the PVR Queue .

Default EDI Sales Source

Enter the default sales source to assign to an incoming EDI purchase order from a customer. Valid sales sources are defined in G/L Sales Source Maintenance.

Default Print Status To "E" For All EDI Vendors

Indicate whether the system sets the default print status for purchase orders to EDI vendors to E for EDI.

Options	Yes - The default print status is E. This setting overrides the default print status set for purchase orders in the Order Status Print Status Defaultscontrol maintenance record. No - The Order Status Print Status Defaultscontrol maintenance record determines the default print status.
Outcome of setting this control record	The system uses the setting in this record only if the Print Status Override field on the vendor's Miscellaneous Vendor Information I window is blank.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	If the system sent an 850 for the original order generation, the system does not populate any new generations created for that order during receiving with E, even if the Print Status Override field and/or this control maintenance record are set to Yes. To indicate a vendor as an EDI vendor, create an EDI Trading Partner Profile for that vendor.

Disable Checking Part #'s, UOM's, And Quantities On EDI Invoices

Indicate whether to disable the checking of part numbers, units of measure, and quantities on EDI invoices when the system auto-reconciles invoices in the EDI 810 Review Queue.

Options	Yes - The system checks invoice amounts and the number of line items, but does not check part #s, UOMs, and quantities. No - The system checks invoice amounts, the number of line items, part #s, UOMs, and quantities.
Outcome of setting this control record	Determines whether the system uses product part numbers, product units of measures, and product quantities when trying to match inbound EDI 810 to existing orders in the system.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	For more information about processing 810 invoices, see How the System Process EDI 810s.

Disallow Creation Of PO Variances For EDI 810

Indicate if you want the system to create variances and sent to the Payable Variance Resolution Queue by setting this control maintenance record to Yes.

Options	Yes - The system will not create variances for the Payable Variance Resolution Queue. No - The system creates the variances as usual based on the Create PO Variances For EDI Invoices control maintenance record.
Outcome of setting this control record	If this option is set to yes, but the Create PO Variances For EDI Invoices control maintenance record is set to Purchase Orders, the system will not create the variance records. If the Create PO Variances For EDI control maintenance records is set to Payables, this control maintenance record has no effect.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None.

EDI 810 Payable Variance Resolution Reasons

Define the IDs and resolution reasons from which you want your users to select when handling payable variances through the Payable Variance Resolution Queue.

EDI Default Product If Not Found

Create a product record named ***EDI PRODUCT NOT FOUND*** in upper case and with the asterisks, which the EDI program can assign to an EDI order in the event that it cannot locate an incoming product in your product file. After created, assign the product to this control maintenance record.

EDI PO Variances For EDI 810 Invoices

Indicate how the system should handle EDI 810 invoices and purchase order variances.

Options	Yes - The system creates purchase order variance records for EDI 810s that are received with either a price or quantity mismatch and places them in the Purchase Order Variance Queue. No - The system ignores EDI 810 invoices when it creates purchase order variance records.
Outcome of setting this control record	After entering the receiving information for an order that reconciles to an EDI 810 invoice, if set to Yes, the system creates variance records for those invoices with a mismatch in either prices of items, or quantity of items.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	For more information about purchase order variances, see Managing Variances Using the Purchase Order Variance Queue.

EDI Product Matching Priorities

Define the hierarchy in which you want the system to match product IDs for incoming EDI documents: 810, 855, and 856. Settings at the EDI Trading Partner level supercede this control maintenance record. This hierarchy lets you set a global hierarchy and then have a different priority for an individual trading partner and keep your matching different, if needed. By default, the system uses the standard Eclipse product matching types. For more information, see EDI Part Number Matching in the EDI documentation.

Expire All Matrix Cells When EDI 845 Contracts Are Imported

Indicate how you want to handle the expiration of matrix cells when you import 845 contracts.

Options	Yes - The system automatically expires all existing matrix values a day before new matrix created based on the imported EDI 845 effective date. This is the default. No - The system expires the last matrix created after creating the new matrix based on the new EDI 845. Effective - No existing matrix dates expire.
Outcome of setting this control record	See table below.
Default Value(s)	No.
Additional Information	These settings apply in both Solar and Eterm.

Additional Examples:

If CMR is set to...	and imported Effective Date is...	Then...
Yes	prior to the effective date from the existing sell matrix group (expired date range on both matrix)	No matrix is deleted. All existing matrices are set to expire a day before the new matrix's effective date as created by the import. Only the new matrix effective and expired dates are active.
Yes	after the effective date from the existing sell matrix and expired date on the import	No matrix is deleted. The sell matrix created on the EDI 845 is set by the quick sell matrix effective and expiration date. The existing sell matrix is updated but keeps its effective date. The matrix updates the expiration date to a day before the new matrix from EDI is effective.
No	updated on import	No matrix is deleted. The last existing matrix sell expires and a new matrix sell is created with the imported EDI 845 effective and expiration dates.
Effective	prior the current effective date	No matrix is deleted. The new EDI 845 matrix is created and the existing matrix is neither deleted or expired, but remain with the original values.
Effective	after the current effective date	No matrix is deleted. The new EDI 845 matrix is created. The last existing matrix expires a day before new EDI 845 effective date, and if they are more matrix values, they keep the original values.
Blank	prior the current effective date	Same as Effective.
Blank	after the current effective date	Same as Effective.

Include Default Shipping Instructions On EDI Orders

Indicate whether to include customer default shipping instructions on EDI orders.

Options	Yes - The Shipping Instructions field on the Header of a sales order displays the default shipping instructions set in the customer record using the Orders > Customer Order Entry Instructions option and any additional instructions sent in the incoming EDI order. No - Only the shipping instructions sent on the incoming EDI order display in the Shipping Instructions field on the Header of a sales order.
Outcome of setting this control record	Use this control record to control whether the default instructions you have set up for a customer are also included with their EDI orders.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Incoming EDI 846 Status

Select the print status the system assigns to incoming EDI 846 Inventory Advice documents.

Log Remote Pricing Variance

Options	Percentage - Determines the pricing variance by a percentage. Enter the percent by which the remote order price can vary from the LIST price without the system logging the order with a pricing error. Dollars - Determines the pricing variance by a dollar amount. Enter the dollar amount by which the report price can vary from the LIST price without the system logging the order with a pricing error.
Outcome of setting this control record	Determines by how much an order can differ from the LIST price in the system before it is considered in error.
Default Value(s)	None
Action if set to Null	Orders are not considered in error when there is a difference between the order price and the system's LIST price.
Additional Information	To override this control maintenance record setting at the customer level, use the Allowed Pricing Variance % field in the customer's Remote Order Entry Parameters window.

Prevent Search for EDI Part Identifiers in Product Index

Indicate if you want to skip searching product descriptions for EDI documents. You can override this setting at the trading partner level using the EDI Group Profile Global Info Table in EDI.

Reconcile EDI 810 Open Generations With Partial Matches

Indicate if you want to automatically reconcile and create variances for any open generations with partial matches with the defined criteria when received through the EDI 810 invoice.

Send Carton Packing Detail in EDI 856

Store EDI Order Confirmation Message In

Specify in which field on an order's Header the system stores the EDI Order Confirmation message for EDI confirmation orders in which the BEG01 field of the incoming EDI 850 contains 06.

Update Rebate View Dates When An EDI 845 Processes

Indicate if you want to allow sites to specify whether or not they also want the dates from the inbound 845 to update the Effective Date and Expiration Date for the Rebate view.

Options	Yes - Dates from the inbound 845 to update the Effective Date and Expiration Date for the Cost and Rebate view in the sell matrix. No - Dates from the inbound 845 to update the Effective Date and Expiration Date for the Cost view only in the sell matrix.
Outcome of Setting this Control Record	If set to Yes, adding the dates to this view may affect how the rebate pricing is determined because the rebate override date changes to the newly received inbound 845 date and does not use the ship date on the order
Default Value(s)	No, for backward compatibility.
Action if set to Null	No
Additional Information	If set to yes after upgrade, this change affects only those matrixes going forward.
Additional Information	Prior to Release 9.0.4, when an inbound EDI 845 was received, the system updated the Sell Matrix records' Effective Date and Expiration Date in the Cost view only using the new 845 data.

Options	B - Batch P - Preview
Outcome of setting this control record	If you want to review the EDI 846s, set this option to P to review them in the Invoice Preview Queue.
Default Value(s)	B
Action if set to Null	Same as if set to B.
Additional Information	For more information about EDI 846s, see Receiving 846 Inventory Advice Documents.

Options	Yes -The system reconciles the payable to the order and creates a variance for any open generations with partial matches with the defined criteria when received through the EDI 810 invoice. No - The system creates a variance, but does not reconcile any orders automatically.
Default Value(s)	No
Action if set to Null	No
Additional Information	To use this feature (Set it to Yes) make sure the Check All Unpaid Gens field is set to Yes on the the Add'l Doc Info screen for the EDI 810.

EDI OE (Order Entry) and PURCH Control Maintenance Records