EDI Order Release Management

Menu Path: Electronic Data Interchange $Images\bluerarw.gif$ Inbound Processing $Images\bluerarw.gif$ EDI Order Release Management

Purpose

Release EDI orders on hold.

Overview

Use EDI Order Release Management to release EDI imported orders that are on EDI hold. For more information, see orders on hold. You can release orders from EDI hold by all or a specific shipping location and sales location, and include all customers or a specific customer.

Note After an EDI order is released from EDI hold, it is processed for all applicable credit and margin holds.

You can sort orders displayed in this window by their order number, date, required date, or order class.

Releasing EDI Orders

To release EDI orders:

Select a valid shipping location or default to all shipping locations.
Select a valid sales location or default to all sales locations.
Select other filter options for the orders you want to release.
Select a sort and position to option.
If you want the Release Activity Report, which provides information on released orders, to only include errors, select the Log Errors Only check box. If you do not want to output the Release Activity Report, clear the Display Report check box.
Click the Show Data button in the ribbon to display results based on your selection criteria in the Results grid. (If no orders appear, either there are no held EDI orders or the selection criteria was incorrect.)
Review orders displayed in the Results grid.
If the Display Report check box is selected on the Select tab and you want to change output options for the report, click the Print Options tab. If you do not want to change the output options, skip to step 11.
Select output options for the report that is output when you release multiple orders.
Click the Results tab.
To release a single order, select the order, and then click the Release button in the ribbon. To release all displayed orders, click the Release All button in the ribbon. To release multiple orders, use the Ctrl and Shift keys to select the orders, and then click the Release button in the ribbon.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the EDI Order Release Management window.
Show Data	Click this button to display EDI orders on the Results tab based on the criteria selected on the Select tab.
Void Order	Click this button to void the selected EDI order in the Results grid. When you click this button Order Entry and Voiding Reason appear. You must then enter a voiding reason to finish voiding the order.
Release	Click this button to release the selected EDI order(s) in the Results grid. If the Display Report check box is selected on the Select tab, the Release Activity Report is output.
Release All	Click this button to release all EDI orders in the Results grid. If the Display Report check box is selected on the Select tab, the Release Activity Report is output.
Release Edit	Click this button to release the selected EDI order in the Results grid, and then display Order Entry, so that you can edit the order.
Order Inquiry	Click this button to display Order Edit, which allows you view and update detailed order information for the selected order. Note If you are not authorized to use Order Edit, the Order Entry window appears instead, and allows you to view and update information for the selected order. If you are not authorized to use Order Edit or Order Entry, the Order Inquiry window appears instead, and allows you to view order information for the selected order.
Import Warnings	Click this button to display Order Import Warning/Error, which allows you to view order import warnings for the selected order. The icon for this button includes a check mark if warnings exist. This button is only available if the Results tab is displayed.

Select Tab Fields and Buttons

Field or Button	Description
All Shipping Locations	Select this check box to display on hold EDI orders for all shipping locations. This check box is cleared by default.
Shipping Location	Enter a shipping location prefix for which to display on hold EDI orders, 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 display on hold EDI orders, 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.
All Sales Locations	Select this check box to display on hold EDI orders for all sales locations. This check box is cleared by default.
Sales Location Prefix	Enter a sales location prefix for which to display on hold EDI orders, or click the Lookup button to select a sales location prefix. This field is only enabled if you clear the All Sales Locations check box. For more information on sales locations, see Sales Location / Shipping Location.
Name (Sales Location)	Enter a sales location name for which to display on hold EDI orders, or click the Lookup button to select a sales location name. This field is only enabled if you clear the All Sales Locations check box. For more information on sales locations, see Sales Location / Shipping Location.
All Customers	Select this check box to display on hold EDI orders for all customers. This check box is selected by default.
Customer Code	Enter a customer code for which to display on hold EDI orders, or click the Lookup button to select a customer code. This field is only enabled if you clear the All Customers check box.
Name (Customer)	Enter a customer name for which to display on hold EDI orders, or click the Lookup button to select a customer name. This field is only enabled if you clear the All Customers check box.
All Billing Customers	Select this check box to display on hold EDI orders for all billing customers. This check box is selected by default.
Billing Customer Code	Enter a billing customer code for which to display on hold EDI orders, or click the Lookup button to select a billing customer code. This field is only enabled if you clear the All Billing Customers check box.
Name (Billing Customer)	Enter a billing customer name for which to display on hold EDI orders, or click the Lookup button to select a billing customer name. This field is only enabled if you clear the All Billing Customers check box.
All Customer Purchase Orders	Select this check box to display on hold EDI orders for all customer purchase orders. This check box is selected by default.
Customer Purchase Order	Enter a customer purchase order for which to display on hold EDI orders, or click the Lookup button to select a customer purchase order. This field is only enabled if you clear the All Customer Purchase Orders check box.
All Customer Service Teams	Select this check box to display on hold EDI orders for trading partners assigned to all customer service teams. This check box is selected by default.
Customer Service Team	Enter a customer service team for which to display on hold EDI orders, 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 Trading Partners	Select this check box to display on hold EDI orders for all trading partners. This check box is selected by default.
From (Trading Partner)	Enter an EDI trading partner ID for which to display on hold EDI orders, or click the Lookup button to select an EDI trading partner ID. If you want to display on hold EDI orders for a range of trading partners, enter the first trading partner ID in the range. This field is only enabled if you clear the All Trading Partners check box.
To (Trading Partner)	Enter the last EDI trading partner ID in a range of trading partner ID's for which to display on hold EDI orders, or click the Lookup button to select an EDI trading partner ID. If you want to display on hold EDI orders for a single trading partner, you can leave this field blank. This field is only enabled if you clear the All Trading Partners check box.
All Order Dates	Select this check box to display on hold EDI orders for all order dates. This check box is selected by default.
From (Order Date)	Enter an order date for which to display on hold EDI orders, or click the drop-down arrow to select an order date. If you want to display on hold EDI orders for a range of order dates, enter the first date in the range. This field is only enabled if you clear the All Order Dates check box.
To (Order Date)	Enter the last order date in a range of dates for which to display on hold EDI orders, or click the drop-down arrow to select an order date. If you want to display on hold EDI orders for a single order date, you can leave this field blank. This field is only enabled if you clear the All Order Dates check box.
All Required Dates	Select this check box to display on hold EDI orders for all required dates. This check box is selected by default.
From (Required Date)	Enter a required date for which to display on hold EDI orders, or click the drop-down arrow to select a required date. If you want to display on hold EDI orders for a range of required dates, enter the first date in the range. This field is only enabled if you clear the All Required Dates check box.
To (Required Date)	Enter the last required date in a range of dates for which to display on hold EDI orders, or click the drop-down arrow to select a required date. If you want to display on hold EDI orders for a single required date, you can leave this field blank. This field is only enabled if you clear the All Required Dates check box.
All Order Classes	Select this check box to display on hold EDI orders for all order classes. This check box is selected by default.
Order Class	Enter an order class for which to display on hold EDI orders, or click the Lookup button to select an order class. This field is only enabled if you clear the All Order Classes check box.
Log Errors Only	Select this check box to only log errors in the Release Activity Report.
Import Warning	Select one of the following options: Yes - Display only orders with import warning messages. No - Display only orders without import warning messages. All - Display orders with and without import warning messages.
Highlight Import Warnings	Select this check box to display order information in red for orders that have associated warning messages. This check box is only enabled if you select the Yes or All radio button.
Sort and Position to	Select a method for sorting displayed orders. You can sort by the following: Order number Order date Required date Order class
Order Number/Order Date/Required Date/Order Class	If you select the Order Number radio button, enter the order number to select on the Results tab. If you select the Order Date radio button, enter the order date to select on the Results tab, or click the drop-down arrow to select a date. If you select the Required Date radio button, enter the required date to select on the Results tab, or click the drop-down arrow to select a date. If you select the Order Class radio button, enter the order class to select on the Results tab, or click the Lookup button to select an order class.
Display Report	Select this check box to display a report of the order release information. This check box is selected by default.

Results Tab Fields and Buttons

Field or Button	Description
Results	This grid displays EDI orders on hold based on the criteria selected on the Select tab. You can export data displayed in this grid to an Excel spreadsheet for further analysis or customization. You can use the Ctrl and Shift keys to select multiple orders for release. The grid includes the following columns: Order Number - This column displays the order number that is on hold. Customer Name - This column displays the name of the customer whose order is on hold. Customer Code - This column displays the customer’s code. Customer Purchase Order - This column displays a customer’s purchase order number if it was entered for the order. Order Total - This column displays the on hold order’s total. Order Date - This column displays the date of the order that is on hold. Required Date - This column displays the date the on hold order is required by the customer. Order Class - This column displays the order class of the order. Order Status - This column displays the status of the order. Billing Customer Code - This column displays the billing customer code. Billing Customer Name - This column displays the billing customer name. Customer Service Team - This column displays the customer service team for each order. Import Warning - The check box in this column is selected if warning messages exist for an imported order. Warning - This column displays a warning message for the imported order. If multiple warning messages exist for the order, this column displays MULTIPLE, and you can use the Import Warnings button in the ribbon to view the warning messages. Cancel after Date - This column displays the cancel-after date for each order, which is the earliest cancel-after date of the line items for the order. If none of the line items have cancel-after dates, this is blank. Double-click an order to display Line Items, which allows you to view line item information.
Orders	This field displays the total number of displayed orders.
Order Amount	This field displays the total amount of displayed orders.

Print Options Tab Fields and Buttons

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the report. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field and the number of copies to print in the Number of Copies field.. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information.
Save Report File	Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Save Access Database File	Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Output File Type	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.
Output Directory	Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.
Output File Name	Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
Format Maintenance	Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.
Save As Type	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Subject	Enter a subject for the report email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the report title.
Report File Prefix	Enter a prefix for the report file name. This field is only available if you select the Email radio button.
Add Additional Comments	Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button.
Print Full Heading on All Pages	Select this check box to include the entire heading from the first page of the report on all pages of the report. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.
Print Title Line on All Pages	Select this check box to include the report title, page number, and printed date/time on all pages of the report. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.
Report Language 1	Enter the first language for the report, or click the Lookup button to select a language.
Report Language 2	Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report is printed in this language and the language entered in the Report Language 1 field.
Horizontal Shading	Select this check box to include horizontal shading on alternate lines of the report to make it easier to read report data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.
Collate	Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.
Horizontal Shading Color	Click the Lookup button to select the color of horizontal shading on the report. This Lookup button is only enabled if you select the Horizontal Shading check box.
Number of Copies	Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.
Process	These radio buttons are disabled in this window.
Task Occurs	These radio buttons are disabled in this window.
Time	These fields and radio buttons are disabled in this window.
Date	This field is disabled in this window.
Task Description	This field is disabled in this window.
Scheduling Assistant Queue	This field is disabled in this window.
External Email	This check box is disabled in this window.
Screen Alert	This check box is disabled in this window.
Internal Email	This check box is disabled in this window.
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.