ACTIVANT Trading Partner Connect Website

Transcription

1 ACTIVANT Trading Partner Connect Website New Features Guide Version #

2 This manual contains reference information about software products from Activant Solutions Inc. The software described in this manual and the manual itself are furnished under the terms and conditions of a license agreement. The software consists of software options that are separately licensed. It is against the law to copy the software on any medium, or to enable any software options, except as specifically permitted under the license agreement. In addition, no part of this manual may be copied or transmitted in any form or by any means without the prior written permission of Activant Solutions Inc. From time to time, Activant makes changes to its software products. Therefore, information in this manual is subject to change, and the illustrations and screens that appear in the manual may differ somewhat from the version of the software provided to you. Created by: Yardley Technical Communication 2006, Activant Solutions Inc. All rights reserved. Activant and the Activant logo are registered trademarks and Activant Prophet 21 is a trademark of Activant Solutions Inc. All other company or product names are the trademarks or registered trademarks of their respective companies. Activant Solutions Inc Southfront Road Livermore, CA Version 11.0 Publication Date:

3 System Wide Changes Table of Contents 1 System Wide Changes 4 Dynamic Field Names 4 2 Company Profile 5 EDI Map Test 5 Electronic Document Utility Screen 5 EDI Mapper Tool 7 Test Screen 8 Test Results Screen 8 3 Document Tracking 10 Document Modifications 10 Notification Only 10 Document Support 10 Document Box 13 Document Tracking Parameters 14 4 Inventory 15 Automated Item Rationalization 15 Rationalize Failed Requests 16 Search for Unmatched Items by Vendor 18 Browse and Select Unmatched Items 19 Save Matched Items 20 5 Reporting 22 Restore Dead Stock Items 22 Unpost Dead Stock 22 Un-Post Dead Stock Search Results 23 3

4 System Wide Changes 1 System Wide Changes Dynamic Field Names The field names for a number of fields throughout the Trading Partner Connect hub change to more closely match the naming convention used by your spoke system. This minimizes confusion no matter what spoke system you are running. For example, the fields in the Trading Partner Details screen change based on your spoke system as displayed below: Original Field Name Acclaim Field Name Prophet 21 Field Name Customer Code Customer Code Customer ID Vendor Code Vendor Code Vendor ID These dynamic fields appear throughout the hub, and apply to all text found there, not just field names. Thus all text referencing customer codes would refer to them as customer IDs if you logged into the hub with Prophet 21 as your spoke system. 4

5 Company Profile 2 Company Profile EDI Map Test The EDI map test gives you the ability to test your maps before deploying them, allowing you to identify possible errors before they impact any transactions. After running your map through XML solutions, this tool displays any errors on a results screen, identifying where and what the problems are so you can adjust the map before putting it into use. Important! Curently,thisfeatureisonlyavailableifyouseActivant sprophet21 as your spoke system. If you use any other solution as your spoke system, none of the functionality described in this section will be available to you. Navigation Path: Company Profile > Electronic Document Utility > Create/Edit The EDI map test tool is composed of several different screens, all of which open in a new window. Electronic Document Utility Screen The Electronic DocumentUtilityscreniswhereyouselecthemapyou dliketotest. You can do this by either creating a new map using a template, creating a new map by copying an existing map, or editing an existing map. 5

6 6 Company Profile

7 EDI Mapper Tool Company Profile Once you select your map to create or edit and press the appropriate button, the EDI Mapper Tool opens in a new window. This tool displays all the technical information about your chosen map. The Test button appears only after you successfully deploy the map. Button Apply Save Deploy Test Function Putsanychangesyou vemadetothemapintoefect,butdoesnot makes them permanent. If you close this window after applying changes but before saving them, the system does not keep the changes. Savesanychangesyou vemadetothemap. Prepares the map for use, both for testing and real transactions. Runs the map through a test sequence, treating it as if it were a real transaction. Thus button remains unavailable until you deploy the map. 7

8 Company Profile Test Screen When you click the Test button on the EDI Mapper Tool, the Test screen opens in a new window.here,youspecifywhatfileyou dliketorunusingthemapselectedintheedi Mapper Tool. You can manually enter a path to the file, or browse your network for it by pressing the Browse button. When you have entered the appropriate test file, begin the test by pressing the Test button. The system runs your file through the map as if it were a real transaction, and makes note of any errors that occur. Test Results Screen When the hub has completed testing your map, the results appear here. If the test ran without errors, your converted document displays clean. Otherwise, the hub displays error codes where there were problems. Testing a Map 1. In the Company Profile pane, select Create/Edit under the Electronic Document Utility section. 2. Select the map you dliketotest.youhavethreoptions: a. Create a new map. i. Select a template from the dropdown menu. ii. Enter the name of the new map. iii. Press Add. b. Copy an existing map. 8

9 Company Profile i. Select an existing map from the Copy Map dropdown menu. ii. Enter the name of the new map. iii. Press Add. c. Edit an existing map. i. Select an existing map from the Edit Map dropdown menu. ii. Press Edit. 3. Whenyou veselectedthemapyouwantouse,theedimapertolopens in a new window. Make any changes necessary in the upper left section of the tool. 4. If you made any changes to the map, click Apply. 5. When you are ready to use the map, click Deploy. 6. Click Test. The Test screen appears in a new window. 7. Enter the path to the test file, or browse your network for it. 8. Click Test. The Test Results screen appears. If there are errors, return to the EDI Mapper Tool and make any necessary modification. Then repeat steps 4 9 until your test file comes out clean. 9

10 Document Tracking 3 Document Tracking Document Modifications This release of Trading Partner Connect introduces several changes in both the format and handling of hub generated documents. Notification Only The Trading Partner Connect hub no longer sends you documents as attachments or embedded in the body of an . In order to provide more secure communications, the hub now sends an automated alert with a hyperlink to the document stored on the hub to your contact address. This keeps the document in a secure, password protected environment. Note: This change only applies to hub-generated documents. Unsupported hub documents still transmit as an attachment. Document Support The Document Support screen has been expanded to provide you with more flexibility in assigning who receives hub documents. You can now create a default delivery schema, and define document recipients not only by document but by the partner who created them as well. At the top of the screen is a pair of fields. 10

11 Document Tracking Field: Recipient Trading Partner Originator Trading Partner Description: This is your company. The hub draws this information from your login, and you cannot change its setting. The trading partner that sends you the documents listed on the page. This is a drop down menu that contains all trading partners with whom you have a relationship. This allows you to specify different recipients for document notification based on who sends them. In addition, this drop down menu contains an option called Default. Set up default recipients the same way you would for any other originator trading partner. The difference is that the hub then applies the default setting to all originator trading partners. You can change these default settings on a partner by partner basis, thus creating exceptions to the default rule. Below these two fields is a list of documents. Each document appears on its own line and has three fields: 11

12 Document Tracking Field: Document Type Notification Description: Displays the name of the document. This field is not editable. Allows you to specify how the hub handles the document notification transmission. This radio button gives you the following options: Setting: No Default Specific Contact Result: The hub does not mail notification of this document to anyone when it processes it. The hub sends notification of the document to the recipient specified in the default options. Note: This option is not available when the Originator Trading Partner menu is set to Default. The hub send notification of the document to the contact defined in the Contact to field. Contact to The field is a drop-down menu that includes all of your company contacts. The contact you select here is the person Trading Partner Connect will mail notification of that document to. The system uses the address for that contact listed in Contact Information Detail screen. 12

13 Document Tracking Each line deals with one report except for the Hub Unsupported Documents line. This line encompasses all documents not currently supported by Trading Partner Connect, including EDI documents generated by business systems not fully integrated into Trading Partner Connect. Unlike other system-generated s, unsupported documents are always transmitted as an attachment, even if the contact's settings are set to receive reports as text. Document Box Previously, if you clicked on the name of the sender listed in the document box, you could see a page with details about the particular document, including a reader-friendly version of certain documents. That reader-friendly format is now available for all documents generated by the hub. However, as before, this format is only available from the document box. In addition, anytime you view a document in reader-friendly format, you have the option to print the document or save it to your local drive. Clicking the Save button opens a standard Save window, allowing you to save the document as a.txt file on your local drive. Clicking the Print button prints the document as a.pdf file. 13

14 Document Tracking Parameters Document Tracking The Search screen in Document Tracking used to split its parameters across two screens. These parameters have been consolidated into a single screen, allowing you to define all aspects of your search in one place. 14

15 Inventory 4 Inventory Automated Item Rationalization Item rationalization functions exactly as it did in prior versions of Trading Partner Connect. However, as of this version when you modify an item's ID/code, UPC number, or supplier part number/manufacturer code, your spoke system automatically sends a document, to the hub to delete the item's existing rationalization. It also sends a rationalization request document to re-rationalize the item with the new information. This automated information exchange helps keep item information up to date and reduces the chance of error because of mismatched data. 15

16 Rationalize Failed Requests Inventory The Rationalize Failed Requests screen allows you generate a list of your items that have failed the system-performed rationalization, compare them to items stored in the hub sdatabase,andthenmanualymatchyouritemstothoseinthedatabase, rationalizing the item pair. The first screen has a single field: Select Vendor (or Select Supplier, if you are logged in through Prophet 21). This is a drop down menu that includes all the vendors/suppliers against which you have rationalized items and failed. This menu contains all the vendors/suppliers against which you have rationalized items and failed. The search you perform on the next screen is confined to the vendor/supplier you select here. The next screen contains the tools you need to both narrow your search within the selected vendor/supplier, and make manual rationalization pairings. 16

17 Inventory This screen consists of three sections: Search for Unmatched Items by Vendor, Browse and Select Unmatched Items, and Save Matched Items. 17

18 Search for Unmatched Items by Vendor Inventory This area allows you to perform a search for all items from a particular vendor/supplier that failed a rationalization request. While you select the vendor/supplier in the prior screen, this area provides a series of search parameters that allows you to refine your search further. The top of the area displays the vendor/supplier you selected in the previous screen, along with a Cancel button. All the other search parameters in this area apply only to the selected vendor/supplier. If you select Cancel, you return to the prior screen and may select a different vendor/supplier. Below this are two areas: Your Items and Manufacturer Items. Both have the same search parameter fields listed, but the parameters in the Your Items section only apply your items that failed rationalization, while the parameters in the Manufacturer Items sectiononlyaplytoitemsonthemanufacturer slist. Parameter: Description: Keyword The system condenses the Item Code/ID, Description, and UPC fields to form a keyword string. When you enter text in the Keyword field,thesystemcomparestheitemrecords keywordstringstoyour text to find matches. If you enter a single block of text, the system looks to match it to any segment of the keyword. If you enter multiple blocks of text separated by spaces, the system looks to match any of these blocks to a single keyword string. Even if only one text block out of all those entered in the Keyword field matches a segment on the keyword string, the system considers it a match. If you enter multiple blocks of text separated by + signs, the system looks to match all of these blocks to a single keyword string. All the keywords joined by + signs must be present in the keyword string or the system will not consider it a match. If you enter multiple blocks of text within quotation marks, the system looks to match those text blocks within the quotation marks in the exact order they appear in the Keyword field. If all the elements within the quotation marks appear in an items keyword strong, but in 18

19 Inventory a different order, the system does not consider it a match. Sort By This drop down menu determines how the hub displays the returned results. Setting: Item Code Description UPC Manufacturer Part Number Description: The hub displays results by your item code or ID. This setting is only available in the Your Items section. The hub displays results by the item description. In the Your Items section, this is the item description used in your spoke system. IntheManufacturer sitemsection, this is the item description listed in the manufacturer catalog. The hub displays results by their UPC. The hub displays results by the manufacturer part number entered in your spoke system. This option does not appear in the Manufacturer sitemsection. Browse and Select Unmatched Items The Browse and Select Unmatched Items section displays the results of the query you ran in the Search for Unmatched Items by Vendor section. Like the area above it, this section of thescrenhastwoareas,oneforyouritemsandoneforthemanufacturer s items. 19

20 Inventory The Select button becomes available when you select one item from the Your Items to Rationalize list and one item from the Manufacturer Items to Rationalize To list. Clicking Select moves these items out of the lists here and displays them in the Saved Matched Items section below. You can only select one item from each list at a time. Save Matched Items The Save Matched Items area displays the pairs of items you selected in the Browse and Select Unmatched Items section. Like the other areas of this screen, this area has two sections, one for your items and oneforthemanufacturer sitems.however,unliketheotherareas,ofthescren,items appearing here share their lines,meaningthatyouritemandthemanufacturer sitemare treated as a unit. Clicking on one highlights the entire line. At the bottom of this area are two buttons: Remove and Rationalize. Clicking Remove clears the selected line, sending the items back to their respective lists in the Browse and Select Unmatched Items section. Clicking Rationalize creates an association between the items that share a line, just as if the two had been rationalized with the normal automated process. The hub sends a document to your spoke system noting the item has been rationalized. You do not need to rationalize line by line; clicking this button creates rationalizations for all items listed in this area. Manually Rationalizing Items Use these instructions to manually rationalize items that have failed the automated process. Steps marked with a are mandatory. 1. In the Rationalize Failed Requests screen, select a manufacturer from the drop down menu. 2. Click Submit. 3. In the Search for Unmatched Items by Vendor section enter the search criteriaforbothyouritemsandthemanufacturer sitems.noneofthefieldsin either area are required; you can enter as many or as few parameters as you like. 4. Click Query. 20

21 5. In the Browse and Select Unrationalized Items section, select one item from the list of your items. Inventory 6. Selectanitemfromthemanufacturer sitemlisthatyou dliketorationalize your selected item against. 7. Click Select. 8. Repeat steps 5 7untilyou veselectedaltheitemsyouwantorationalize. 9. Review the list of items to be rationalized in the Saved Matched Items section. 10. When you are sure this list is correct, click Rationalize. The hub rationalizedaltheitemsinyourlistagainsthemanufacturer sitemsacros from them. 21

22 Reporting 5 Reporting Restore Dead Stock Items This feature allows you to change an item marked as dead back to a regular inventory item. Unpost Dead Stock Navigation Path: Reporting > Dead Stock > Un-Post Dead Stock The Unpost Dead Stock window allows you to establish the parameters for a system search. Using the parameters entered here, the hub combs through all the items you identified as dead and returns a list of the matching results. 22

23 Reporting Parameter: Keyword Search on Item Code and Descriptions UPC Manufacturer Part Number Sort Order Manufacturers: Deselected/ Selected Search Description: Allows you to search the database using keywords from the item code and the item description. The search will return any items you marked dead for which a word or words in the item code or description matches the keyword or keywords that you enter. Searches your list of dead items for UPCs that match what you enter. Searches your list of dead items for manufacturer part numbers that match what you enter. The hub lists all returned results in alphanumeric order by the option selected. Note that if you select Manufacturer, thehubusestherecords itemcodeasasecondarysort. All manufacturers against which you have rationalized your inventory appear in these boxes. The hub only returns items that you marked dead that are manufactured by the manufacturers listed in the Selected box. Activates the search when you select it, taking you to the Un-Post Dead Stock Search Results page. Un-Post Dead Stock Search Results The Un-Post Dead Stock Search Results page allows you to browse the results returned from your dead stock search. There are hyperlinks (hyperlinks are denoted by purple underlined text) in some of the column headers; clicking a hyperlink will resort the rows according to that column. If the rows already sort to that column, clicking the link inverts the sort order. 23

24 Reporting Column: Up-Post Item Code Manufacturer Item Description Price Quantity Date Posted UPC Description: If you enable this checkbox for a row, the hub removes the item from its dead stock listings and sends a document to your spoke system clearing its dead stock status when you save the changes. Note: The hub retains all settings for this checkbox across all display screens, allowing you to browse through multiple screens of results without the need to update the records with every screen. The item code by which the item is listed in your enterprise system. The manufacturer for the item. A description of the item. The price of the item. The quantity of item posted as dead stock. The date on which the stock was first posted to the dead stock database. The UPC of the item, from Trading Partner Connect's database. In addition, the screen has the following buttons: Button: Select All on Current Page Deselect All on Current Page Select All on Each Page Deselect All on Each Page Save Effect: Clicking this button checks the Un-Post checkbox for all rows on the current page of results only. Clicking this button clears the Un-Post checkbox for all rows on the current page of results only. Clicking this button checks the Un-Post checkbox for all returned results on all pages. Clicking this button clears the Un-Post checkbox for all returned results on all pages Clicking this button causes the hub to remove all items with the Un-Post checkbox enabled from the dead stock database. It also sends a document to your spoke system that clears the dead stock flag from the item record. 24