EDI Order Acknowledgment Task Management

Menu Path: Electronic Data Interchange Images\bluerarw.gif EDI Transaction Management Images\bluerarw.gif EDI Order Acknowledgment Task Management

Purpose

Manage EDI order acknowledgment tasks.

Overview

Use EDI Order Acknowledgment Task Management to review EDI order acknowledgment tasks and determine the tasks for which order acknowledgments are ready to be sent. After the tasks are marked as ready to be sent, order acknowledgments can be exported in EDI Order Acknowledgment Export.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the EDI Order Acknowledgment Task Management window.

Show Data

Click this button to display EDI order acknowledgment task on the Results tab based on selections on the Select tab.

Select All

Click this button to select the check box in the Select grid column for all displayed EDI order acknowledgment tasks. This button is only available if the Results tab is displayed.

Deselect All

Click this button to clear the check box in the Select grid column for all displayed EDI order acknowledgment tasks. This button is only available if the Results tab is displayed. This button is only available if the Results tab is displayed.

Accept Selected

Click this button to change the acknowledgment status of all tasks for which the check box is selected in the Select grid column to Accepted, and mark the tasks as ready to send order acknowledgments. This button is only available if the Results tab is displayed.

Reject Selected

Click this button to change the acknowledgment status of all tasks for which the check box is selected in the Select grid column to Rejected. This button is only available if the Results tab is displayed.

Note Trading partners can be set up to not allow tasks to be marked as rejected.

Hold Selected

Click this button to change the acknowledgment status of all tasks for which the check box is selected in the Select grid column to Hold. This button is only available if the Results tab is displayed.

Note Trading partners can be set up to not allow tasks to be marked as on hold.

Clear Selected

Click this button to clear the acknowledgment status of all tasks for which the check box is selected in the Select grid column. When you click this button, all selected task are also no longer marked as ready to send order acknowledgments. This button is only available if the Results tab is displayed.

Close Selected

Click this button to close all tasks for which the check box is selected in the Select grid column. When a task is closed, no order acknowledgment is sent for it. This button is only available if the Results tab is displayed.

Create Manual Task

Click this button to display Manual Order Acknowledgment Task Creation, which allows you to manually create an EDI order acknowledgment task. This button is only available if the Results tab is displayed.

Order Changes

Click this button to display EDI Order Acknowledgment Detail, which allows you to select order changes to include on the order acknowledgment for the selected task. This button is only available if the Results tab is displayed.

Select Tab Fields and Buttons

Field or Button

Description

All Trading Partners

Select this check box to display order acknowledgment tasks for all trading partners. This check box is selected by default.

From (Trading Partner)

Enter a trading partner ID for which to display order acknowledgment tasks, or click the Lookup button to select a trading partner ID. If you want to display order acknowledgment tasks 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. For information on setting up EDI trading partners, see EDI Trading Partner Maintenance.

To (Trading Partner)

Enter the last trading partner ID in a range of trading partner ID's for which to display order acknowledgment tasks, or click the Lookup button to select a trading partner ID. If you only want to display order acknowledgment tasks 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. For information on setting up EDI trading partners, see EDI Trading Partner Maintenance.

List (Trading Partners)

Click this button to display EDI Trading Partner List, which allows you to select multiple EDI trading partners for which to display order acknowledgment tasks. 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 display order acknowledgment tasks 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

Enter an EDI trading partner group for which to display order acknowledgment tasks, 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 Customer Service Teams

Select this check box to display order acknowledgment tasks for all customer service teams. This check box is selected by default.

Team

Enter a customer service team for which to display order acknowledgment tasks, or click the Lookup button to select a customer service team. This field is only enabled if you clear the All Customer Service Teams check box.

All Customer POs

Select this check box to display order acknowledgment tasks for all customer purchase orders. This check box is selected by default.

PO

Enter a customer purchase order number for which to display order acknowledgment tasks, or click the Lookup button to select a customer purchase order number. This field is only enabled if you clear the All Customer POs check box.

All Created Dates

Select this check box to display order acknowledgment tasks for all task creation dates. This check box is selected by default.

From (Created Date)

Enter a task creation date for which to display order acknowledgment tasks, or click the drop-down arrow to select a date. If you want to display order acknowledgment tasks for a range of task creation dates, enter the first date in the range. This field is only enabled if you clear the All Created Dates check box.

To (Created Date)

Enter the last task creation date in a range of task creation dates for which to display order acknowledgment tasks, or click the drop-down arrow to select a date. If you only want to display order acknowledgment tasks for a single task creation date, you can leave this field blank. This field is only enabled if you clear the All Created Dates check box.

All Reminder Dates

Select this check box to display order acknowledgment tasks for all task reminder dates. This check box is selected by default.

From (Reminder Date)

Enter a task reminder date for which to display order acknowledgment tasks, or click the drop-down arrow to select a date. If you want to display order acknowledgment tasks for a range of task reminder dates, enter the first date in the range. This field is only enabled if you clear the All Reminder Dates check box.

To (Reminder Date)

Enter the last task reminder date in a range of task reminder dates for which to display order acknowledgment tasks, or click the drop-down arrow to select a date. If you only want to display order acknowledgment tasks for a single task reminder date, you can leave this field blank. This field is only enabled if you clear the All Reminder Dates check box.

Task Status

Select whether to display open, closed, or both open and closed order acknowledgment tasks.

Ready to Send

Select whether to display order acknowledgment tasks marked as ready to send, not marked as ready to send, or both.

Reviewed

Select whether to display order acknowledgment tasks marked as reviewed, not marked as reviewed, or both.

No Status

Select this check box to display order acknowledgment tasks with no acknowledgment status. This check box is selected by default.

Accepted

Select this check box to display order acknowledgment tasks with an acknowledgment status of Accepted. This check box is selected by default.

Hold

Select this check box to display order acknowledgment tasks with an acknowledgment status of Hold. This check box is selected by default.

Rejected

Select this check box to display order acknowledgment tasks with an acknowledgment status of Rejected. This check box is selected by default.

Results Tab Fields and Buttons

Field or Button

Description

Total Number of Changes

This field displays the sum of the changes in the Number of Changes grid column for all displayed tasks.

Order Acknowledgment Tasks

This grid displays EDI order acknowledgment task information based on the criteria selected on the Select tab, after you click the Show Data button in the ribbon. Select the check box in the Select column for tasks you want to process. You can also click the Select All or Deselect All buttons in the ribbon to select or clear all check boxes in the Select column.

You can manually enter an acknowledgment status in the Acknowledgment Status column for each task, or use the ribbon buttons to update the status for selected tasks. You can also select the check box in the Reviewed column for a task to mark it as reviewed, and enter a reminder date in the Reminder Date column, which can be used for filtering on the Select tab. You can enter additional information for EDI order acknowledgment tasks in the Status Note column.

If you clear the check box in the Task Open column for a task, the task is closed and no order acknowledgment will be sent for it.