The Export Compliance functionality helps you prevent export orders from processing without proper review. You must decide who is allowed to manage export orders for your company and identify which customers normal submit orders that require exportation.
Note: Export orders cannot be in a pick-up now (PU) status. The system automatically changes the status if users try to use a PU status.
To setup users with permission:
From the System > System Files > User Control menu, select User Maintenanceto display the User Maintenance window.
In the User Name field, enter the user ID to whom you want to assign the ability to manage export orders.
Note: You will need to assign the authorization key to each user individually.
From the Maintenance menu, select Authorization Keys.
Use the Find field to locate the SOE.EXPORT.ALLOWED authorization key and click Assign.
Save your changes and exit the window.
To activate the export control maintenance record:
From the System > System Files menu, select Control Maintenance.
In the Filter Description field, type export.
Select Auto Set Export Flag to display the control maintenance record details:
Options | Description |
Automatically Set Export Flag? | Select to automatically set the Export Order field in the Sales Order Entry Header tab based on matching the home country information to the order. |
Home Country | Select the home country from which the customer exports material. If the sales order ship-to address is a different country than this field, the system automatically sets the Export Only field in the Sales Order Entry header to Yes. |
Note: If the customer's record is set to Prompt in the Export Only field and the country in the record matches the order's country, the system prompts the user when creating the order. If the countries do not match, regardless of the selection in Customer Maintenance, the system automatically sets the Export Only field in the Header tab of the sales order to Yes.
Save your changes and exit the window.
To setup customers for export orders:
From the Maintenance menu, select Customer to display Customer Maintenance.
In the Customer field, enter the customer for whom you want to setup export orders.
In the lower right area of the window, use the Export Only field to indicate how this customer wants to handle export orders:
No - Customer never exports material.
Yes - Customer always exports material.
Prompt - Customer exports material often enough that users should be prompted if the order is an export order or not.
Save your changes and exit the window.
See Also: