EDI Inventory Inquiry/Advice Export

Menu Path: Electronic Data Interchange Images\bluerarw.gif Outbound Processing Images\bluerarw.gif EDI Inventory Inquiry/Advice Export

Purpose

Export EDI inventory inquiry/advice data to EDI trading partners.

Overview

Use EDI Inventory Inquiry/Advice Export to process inventory inquiry/advice forms (outbound documents) for EDI trading partners. These forms allow you to update your trading partners with product availability information.

For export format information, see EDI Inventory Inquiry/Advice Export Format.

You can customize the products included in the EDI inventory inquiry/advice files and the inventory levels that are reported for each trading partner in EDI Inventory Inquiry/Advice Management.

NOTE If you use EDI Inventory Inquiry/Advice Management to specify products and quantities, EDI inventory inquiry/advice data is not exported for products with blank promise dates.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the EDI Inventory Inquiry/Advice Export window.

Print

Click this button to output the inventory inquiry/advice forms.

Select Tab Fields and Buttons

Field or Button

Description

All Shipping Locations

Select this check box to output inventory inquiry/advice forms for all shipping locations. This check box is selected by default.

Prefix

Enter a shipping location prefix for which to output inventory inquiry/advice forms, or click the Lookup button to select a shipping location prefix. This field is only enabled if you clear the All Shipping Locations check box. For more information on shipping locations, see Sales Location / Shipping Location.

Name (Shipping Location)

Enter a shipping location name for which to output inventory inquiry/advice forms, or click the Lookup button to select a shipping location name. This field is only enabled if you clear the All Shipping Locations check box. For more information on shipping locations, see Sales Location / Shipping Location.

List (Shipping Locations)

Click this button to display Location List, which allows you to select specific locations for which to output inventory inquiry/advice forms. This button is only enabled if you clear the All Locations check box. If you click this button and select locations, the check box to the right of the button is selected.

All Trading Partners

Select this check box to output inventory inquiry/advice forms for all EDI trade ID's. This check box is selected by default.

From

Enter an EDI trade ID for which to output inventory inquiry/advice forms, or click the Lookup button to select an EDI trade ID. If you want to output inventory inquiry/advice forms for a range of trading partner ID's, enter the first trading partner ID in the range. This field is only enabled if you clear the All Trading Partners check box.

To

Enter the last trading partner ID in a range of trading partner ID's for which to output inventory inquiry/advice forms, or click the Lookup button to select a trading partner ID. If you only want to output inventory inquiry/advice forms for a single trading partner ID, you can leave this field blank. This field is only enabled if you clear the All Trading Partners check box.

List (Trading Partners)

Click this button to display EDI Trading Partner List, which allows you to select multiple EDI trading partners for which to output inventory inquiry/advice forms. If you click this button and select trading partners, the check box to the right of this button is selected. This button is only enabled if you clear the All Trading Partners check box.

All Trading Partner Groups

Select this check box to output inventory inquiry/advice forms for all EDI trading partner groups. This check box is selected by default, and is only enabled if the All Trading Partners check box is selected.

Code (EDI Trading Partner Group)

Enter an EDI trading partner group for which to output inventory inquiry/advice forms, or click the Lookup button to select an EDI trading partner group. This field is only enabled if you clear the All Trading Partner Groups check box.

All Products

Select this check box to output inventory inquiry/advice forms for all products. This check box is selected by default.

Code (Product)

Enter a product code to include on output inventory inquiry/advice forms, or click the Lookup button to select a product code. This field is only enabled if you clear the All Products check box.

Name (Product)

Enter a product name to include on output inventory inquiry/advice forms, or click the Lookup button to select a product name. This field is only enabled if you clear the All Products check box.

Include Discontinued Items

Select this check box to include discontinued products on the output inventory inquiry/advice forms. This check box is cleared by default.

Print Options Tab Fields and Buttons

Field or Button

Description

Process

Select whether the report is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the process occurs. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance.

Time

Enter the time to output or process, and select AM or PM.

These fields are only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.

Date

Enter the date (or first date) to output or process. This field is only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.

Task Occurs

Select one of the following options:

  • Once - Output or process at a specified date and time.

  • Every - Output or process on a recurring basis. You can select to output/process at a specific time:

    • every week on specified days

    • after a specified number of days

    • on the first or last day of each month

    • after a specified number of minutes

  • After - Output/process after a specified task is completed.

These radio buttons are only enabled if you select the Schedule radio button.

Frequency

Select one of the following:

  • Day of Week - Output or process every week on the selected days.

  • Days - Output or process after a specified number of days, starting on a specified date.

  • Month - Output or process on the first or last day of each month, starting on a specified date.

  • Time - Output or process after a specified number of minutes, starting on a specified date.

These radio buttons are only available if you select the Every radio button.

Day of Week

Select the day(s) of the week to output or process.

These check boxes are only enabled if you select the Schedule radio button, and select the Every and Day of Week radio buttons.

Repeat Every X Days

Enter a number of days after which to output or process. This field is only available if you select the Days radio button.

Repeat On

Click the Lookup button and select whether to output or process on the first or last day of the month. This field is only available if you select the Month radio button.

Repeat Every X Minutes

Enter a number of minutes after which to output or process. This field is only available if you select the Time radio button.

Triggering Task Id

Click the Lookup button to select a task ID that will trigger the task. This field is only available if the After radio button is selected.

Triggering Task Name

This field displays the name of the triggering task. This field is only available if the After radio button is selected.

Triggering Task Description

This field displays the description of the triggering task. This field is only available if the After radio button is selected.

Task Description

Enter a description of the task. This can help users understand the purpose of a recurring task.

Scheduling Assistant Queue

Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue.

External Email

Select this check box to send an email (outside of Apprise, using SMTP) when the task is completed.

Screen Alert

Select this check box to display an alert when the task is completed.

Internal Email

Select this check box to send an internal Apprise email when the task is completed.

Report Files

This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:

  • Print - Select the check box in this column to output the report file.

  • Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button.

  • Report Description - This column displays the description of each report file.

  • Report Filename - This column displays the .rpt file name for each report file.

  • Report Name - This column displays the name of each report file.