Form Options

Menu Path: None

To use Form Options, select the 870 or OSTRPT form in the Selected Forms grid on the Forms tab in EDI Trading Partner Maintenance, and then click the Form Options button in the ribbon.

Purpose

Set up order status report options for a trading partner.

Overview

Use Form Options to set default options for order status reports for each trading partner. These options control the events that cause an order status report to be sent to the trading partner.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Form Options window.

Update

Click this button to update form options.

OK

Click this button to accept changes to form options. This button is only available after you click the Update button in the ribbon.

Cancel

Click this button to cancel changing form options. This button is only available after you click the Update button in the ribbon.

Main Tab Fields and Buttons

Field or Button

Description

Trade ID

These fields display the trading partner ID and name for which you are viewing or editing form options.

Use Menards Status Code

Select this check box only if you want to send the Menards Status Codes to the trading partner Menards.

Order Import

Select this check box to send the trading partner order status reports with Menards Status Codes when importing orders. This check box is only available if you have selected Use Menards Status Code.

Order import with backorders

Select this check box to send the trading partner order status reports when importing orders with backorders.

Inventory Adjustment

Select this check box to send the trading partner order status reports with Menards Status Codes when adjusting inventory for orders. This check box is only available if you have selected Use Menards Status Code.

Inventory Adjust of order with backorders

Select this check box to send the trading partner order status reports when adjusting inventory for orders with backorders.

Line Cancellation

Select this check box to send the trading partner order status reports with Menards Status Codes when cancelling order line items. This check box is only available if you have selected Use Menards Status Code.

Cancellation of a backordered line

Select this check box to send the trading partner order status reports when cancelling backordered order line items.

Order Void

Select this check box to send the trading partner order status reports when voiding orders.

Required Date Change

Select this check box to send the trading partner order status reports when changing required dates for orders.

Ask Before Automatically Generating an EDI Order Status

Select this check box to display a confirmation message before automatically generating an order status report for the trading partner.

Note This option only applies to order status reports created if an order is voided or the required date changes for an order. A confirmation message will not appear when voiding orders in Order Void Utility.

Required Fields Tab Fields and Buttons

From the following list of available fields, select the appropriate check boxes to set them as required fields for order status reports for each trading partner: