EDI Price/Sales Catalog Export

Menu Path: Electronic Data Interchange Images\bluerarw.gif Outbound Processing Images\bluerarw.gif EDI Price/Sales Catalog Export

Purpose

Export EDI price/sales catalog data to EDI trading partners.

Overview

Use EDI Price/Sales Catalog Export to process price/sales catalogs (outbound documents) for EDI trading partners. For export format information, see EDI Price/Sales Catalog Export Format.

Note This program is only used with EDI Transaction Management.

You can exclude specific products from catalogs and set EDI price/catalog status codes for products in Customer Product Maintenance.

You can select to include products only for default shipping locations.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the EDI Price/Sales Catalog Export window.

Print

Click this button to output the price/sales catalogs.

Select Tab Fields and Buttons

Field or Button

Description

All Trading Partners

Select this check box to output catalogs for all trading partners. This check box is selected by default.

From

Enter the first trading partner in a range of trading partners for which to output catalogs, or click the Lookup button to select a trading partner. This field is only enabled if you clear the All Trading Partners check box.

To

Enter the last trading partner in a range of trading partners for which to output catalogs, or click the Lookup button to select a trading partner. This field is only enabled if you clear the All Trading Partners check box.

All Trading Partner Groups

Select this check box to output catalogs 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 output catalogs, 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.

Output Options

Select one of the following options:

  • All Items - Output for all products.

  • Items with defined Customer Products - Output only products for which customer products are defined.

  • Items defined for the default shipping location - Output only products for the default shipping location of the trading partner. If no default shipping location is set up for the trading partner, output products for the customer's default shipping location. If no default shipping location is set up for the customer, output products for the user's default shipping location.

Print Options Tab Fields and Buttons

Field or Button

Description

Process

Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance.

Note If you select the Schedule radio button, you cannot output to the screen.

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.