Setting Up & Using the Synnex PSN

Transcription

1 Updated May 2016

2 Contents Setting Up...3 Setting Up the Vendor Database...3 Setting Up the Salesperson Database...4 Setting Communication Parameters...5 Testing the System Parameters...6 Using...6 Transmitting the P/O...6 Using Stock/Price Check...7 Requesting Acknowledgments ECi Software Solutions, Inc.

3 Setting Up Before you set up parameters for Synnex, make sure you have PSN set up. If this is your first PSN vendor and PSN is not already set up, start by following the steps in Setting Up PSN (pdf) on the Customer Support Center. Once PSN is set up, setting parameters to communicate with Synnex involves the following: 1. Setting up the vendor database. 2. Setting communication parameters. 3. Setting up the salesperson database. Note: PSN set up uses graphical and text-based screens. For more information on opening and using text-based screens, see Opening Text-Based Screens (pdf) on the Customer Support Center. Setting Up the Vendor Database Use the following instructions to set up the appropriate destination ID for Synnex and select the features to enable: 1. Set up Synnex as a vendor. 1.1 From the Master Menu, double-click. 1.2 In the Vendor Master tab, click. 1.3 Click the Vendor # box and type SYNNEX. 1.4 Click the Name box and enter a name for the Synnex vendor. 1.5 Click the down arrow in the Comm box and select EDI. 1.6 Click. 3

4 2. Set PSN parameters. 2.1 Click. The Supply Options dialog box opens. 2.2 In the Location box, enter a G/L location or accept the default of In the Destination ID box, type SYNNEX. 2.4 From the Supported Features list, click Purchase Order, Price Check, and/or Stock Check. 2.5 Click Exit. 3. Click. Setting Up the Salesperson Database Set up the salesperson database so that an order-writer or salesperson can make stock and/or price checks. 1. From the Master Menu, double-click. 2. Enter the salesperson s or order-writer s number in the Salesperson # box. 3. Click the Price Check tab. 4. In the Allow Online Vendor Checks box, type Y. 5. Choose to allow price checks, stock checks, or both. 6. Click. 7. Repeat Steps 2-6 for each order-writer or salesperson who needs stock and/or price check enabled. 4

5 Setting Communication Parameters To set up communication parameters, do the following: 1. From the text-based Master Menu, type L to open the (L) Parameters screen. 2. Type 6 in the Selection Code field. The (L6) Vendor & Wholesaler Communications screen opens. 3. Type R in the Selection Code field. The (L6R) Synnex Communications screen opens. 4. Tab to the PSN Direct field and type Y. 13:51:41 Synnex Communications Screen 07/28/03 ================================================================================ Communication Parameters Synnex Parameters Capture Log? PSN Direct?Y Customer Id [ ] Ordering Parameters File Type? Partial Ship?Y (Y or N) Auto Subs?N (Y or N) Min Qty?1 (1 or 2) Secondary Locations Priority Ship?N (Y or N) Wrap-N-Pack?N (Y or N) 2 # 3 # 4 # Multiple D/S?Y (Y or N) 5 # 6 # 7 # Pre-Receive?Y (Y or N) 8 # 9 # 10 # Backorders?N (Y or N) Label Option?I Printer?PF =============================================================================== 5. Tab through Secondary Locations fields In the Customer Id field, enter your Synnex customer ID. 7. Tab to the Partial Ship field, type Y. 5

6 8. In the Auto Subs field, type N. 9. In the Min Qty field, type In the Priority Ship field, type N. 11. In the Wrap-N-Pack field, type N. 12. In the Multiple D/S field, type Y. 13. In the Pre-Receive field, type Y. 14. In the Backorders field, choose one of the following: Type Y to backorder unavailable stock with the vendor. Type N to cancel orders for unavailable stock. 15. In the Label Options field, choose one of the following: Type I to include the DDMS ticket number on the label. Type C to include the customer s Purchase Order Number on the label. Type N to include the customer s name on the label. 16. In the Printer field, enter a DDMS printer destination for the acknowledgment report. 17. Press Enter to save your changes. Testing the System Parameters Before using PSN the first time, you must send test purchase orders to Synnex to confirm proper setup. There may be slight differences in the acknowledgment format. If you experience any problems, ddmssupport@ecisolutions.com. Now that you have set up your system to send batch P/Os, process them as usual. PSN takes care of the rest. Using Using involves the following: Transmitting the P/O. Using stock/price check. Requesting acknowledgements. Transmitting the P/O You can create manual P/Os or add a Synnex call to your Automated Short-Buy process. If you use the Automated Short-Buy process, set your normal settings and limits in the (LFA1) screen, and make sure you set the following vendor specific settings: Type L6R in the Parameter Screen field. Type SYNNEX in the Vendor# field. If you are manually transmitting a P/O in the (SR) [B] screen, do the following: 1. Type R in the Who field to pull settings. 6

7 2. Enter the Synnex P/O number. 3. Press Enter until the Are You Sure prompt displays. 4. Type Y and continue to press Enter in the next screen to transmit using your default Synnex settings. Using Stock/Price Check Using PSN, you can check vendor stock availability and price from within the Order Entry window. When you check an item s price or availability, PSN checks your item database to see which vendor(s) carries the item. Then, it checks the Supply Options window in the Vendor tab for trading partners with enabled stock and price checks. Finally, it checks the trading partner s available quantities and pricing via the Internet and displays the results in Order Entry. Note: By setting up the Salesperson database, an order-writer can check pricing and availability at any time. For more information, refer back to the heading Setting Up the Salesperson Database. To check vendor stock availability and price, do the following: 1. From the Master Menu, double-click. The Order Entry window opens. 2. Begin placing an order in the usual manner. 3. Click the Item Detail tab or press F3. 4. In the Item box, retrieve the item for which to check pricing or availability. You can retrieve items by item number, item description, or company, or you can click to open the Item Query dialog box. 5. At any time after you retrieve the item, right-click the item name and click Vendor Stock Check. 7

8 6. In the Stock/Price Check window, click Check Vendor. The pricing and/or stock information displays. 7. Click the vendor you prefer based on the following criteria: The Qty column under the Factored heading refers to the dealer s quantity and unit of measure. The Qty column under the Vendor heading shows the number of selected items the vendor has in stock. 8. Click OK. Note: To check pricing or availability in the text-based Order Entry screen, type S in the Price field. The Price Check window opens. Requesting Acknowledgments If you missed an acknowledgment, you can request another from Synnex. 1. From the text-based Master Menu, type SR to open the (SR) Purchase Order Reports screen. 2. Type C in the Request field. 3. At the Are You Using Private Supply Network query, type Y. The (SRC) Acknowledgment Request screen opens. 4. In the P/O Number field, enter the number of the P/O for which to request an acknowledgment. 5. Press Enter. The requested P/O s information fills the Vendor #, Transmission Date, and Transmission Time fields. The P/O s status displays in the Status field next to the PO Nbr field. If the status is one of the following, go to Step 6. If the status is N, the order has not been pre-received. If the status is F, the vendor has shipped your order. If the status is P, the vendor has allocated inventory to fill your order. If the status field is blank or is set to? (question mark), the P/O you requested was not found. Reenter the P/O number. If the record is still not found, call your vendor for a verbal acknowledgment. Your order may not have been transmitted. 8

9 15:35:55 Acknowledgment Request Screen (04/23/03) 05/08/03 ================================================================================ P/O Number #... Vendor #... Transmission Date [...] Transmission Time [...] Transmission Status [...]? - P/O Not Found N - Not Received F - Final Received P - Pre-Received PO Nbr Status PO Nbr Status PO Nbr Status PO Nbr Status P=Print Acknowledgment R=Pre-Receive and Print Acknowledgment [P] Printer [ ] =============================================================================== 6. At the Get Acknowledgment prompt, type Y. 7. Use the fields at the bottom of the screen to print an acknowledgment or pre-receive a P/O. To pre-receive a P/O and print an acknowledgment, type R. To print an acknowledgment, type P. Note: If you choose P to print the acknowledgment without pre-receiving it, the purchase order can no longer be received in the (SR) screen. To receive the acknowledgment later, go to the Purchase Order Entry window. 8. In the Printer field, enter the name of the printer to use. 9. At the Are You Sure prompt, type Y. 9