Setting Remote Order Entry Parameters for Customers

From the Maintenance menu, select Customer to display the Customer Maintenance window.
In the Customer field, enter the customer name and press Enter to display the customer's record.
From the Orders menu, select Remote Order Entry Parameters to display the Remote Order Entry Parameters window.
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. Select from the following: 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. Select from the following: 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.
Allowed Pricing Variance Percentage	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, select Edit > WOE Info then Edit >IDMS-XML Parameters to display the IDMS-XML Parameters dialog box. Select the Use Partner Pricing check box.
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 Multiple Items button 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 Edit > Remote Messaging menu option in this window.
Default User Messaged With New Order #	The user ID or Message Group notified whenever any type of remote order is entered. Use the Multiple Items button 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 Edit > Remote Messaging menu option in this window.
Default User Messaged With Order Changes	The user ID or Message Group notified whenever any type of remote order is edited. Use the Multiple Items button 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 Edit > Remote Messaging menu option in this window.
Default User Messaged With Errors	User ID or Message Group responsible for monitoring remote orders with errors.
Remote Order Queue Users	The user ID(s) or Message Group(s) responsible for monitoring this customer's orders in the Remote Order Entry Review Queue and clearing the orders for processing. Use the Multiple Items button 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 Edit > Remote Messaging menu option in this window. 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 Package 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.
Display Product Availability	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 for additional information.
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.
Show Availability for Branches	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 Percentage	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. Yes - 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. No - 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.
WOE Access Method Control	Indicate if you want to restrict this user to one way of order entry. Select one of the following: WOE - Allows remote order entry through web commerce, B2B or other web-based Eclipse order entry programs only. Mobile - Allows remote order entry through Eclipse Mobile only. Both - Allows remote order entry through any device. Eclipse recommends leaving this field blank if you want to allow access from all devices.

Select the Only Log Orders With Errors check box if you only want orders with errors to display in the Remote Order Entry Review Queue.
To specify the order status settings the customer can use, select the Valid Statuses tab and enter all applicable shipping status codes.
To limit the user to one or more specific methods for shipping products to their site, select the Ship Vias tab and enter all applicable ship vias.
Use the following menu options, as needed.

To...	Use this menu option...
set the customer up for Remote Order Entry	Edit > User Maintenance The User Maintenance window displays.
enter additional B2B and WOE settings	Edit > WOE Information The B2B/WOE Remote Order Entry Parameters window displays (not applicable for ROE).
notify different users about different remote order types	Edit > Remote Messaging A list of remote order entry methods displays. Select Remote Order Entry to display the Customer Remote Message Maintenance window.
prevent certain percentages of your inventory from showing in B2B inquiries	Edit > B2B Inventory Control The B2B Inventory control maintenance window displays (not applicable for ROE).
identify and route incoming Ariba B2B orders or BCXML orders	Edit > ECommerce IDs The Customer Unique E-Commerce IDs window displays (not applicable for ROE).

Save your changes and exit the window.