Processing Advanced Shipping Notices (ASN) for TriMega Point

Processing Advanced Shipping Notices (ASN) for TriMega Point
Processing Advanced
Shipping Notices (ASN) for
TriMega Point Nation Wide
Updated April 2016
Contents
About the TriMega Point Nation Wide ASN.........................................................................3
System Requirements...........................................................................................................3
Before You Begin...................................................................................................................3
Setting Up the Point Nation Wide ASN................................................................................3
Check the (L6WB) Screen.............................................................................................................................................3
Setting Up Your Customer Database.......................................................................................................................4
Setting Up Trading Partner Parameters..................................................................................................................5
Setting Up the Importer Software............................................................................................................................6
Managing Tasks in the FTP File Manager Window..............................................................................................7
Adding Send Tasks.................................................................................................................................................7
Adding Receive Tasks...........................................................................................................................................9
Changing or Deleting Existing Tasks............................................................................................................ 10
Manually Running Existing Tasks.................................................................................................................. 10
Setting Up Scheduled Task Events............................................................................................................... 11
Using the TriMega ASN........................................................................................................11
Using the FTP File Manager Window to Receive Files.....................................................................................12
Processing the Order...................................................................................................................................................12
Using the (SG)[L] Function........................................................................................................................................12
© 2016 ECi Software Solutions, Inc.
Processing Advanced Shipping
Notices (ASN) for TriMega
About the TriMega Point Nation Wide ASN
ECi® has developed a new feature that allows you to receive advanced shipping notices (ASN) from TriMega.
System Requirements
This handout is based on prior use of the ECi PSN. If you are not currently using PSN, follow the instructions
on setting up PSN on the Customer Support Center.
1. ECi DDMS® software version 8.23.20 or higher. If a software update is necessary, please email your
request to ddmssupport@ecisolutions.com.
2. Importer Software.
3. FTP Client Software.
Before You Begin
•
Contact TriMega to obtain your FTP user name and password. You use this information when setting
up parameters.
•
Check the (L6X) screen.
•
Install the required software.
Setting Up the Point Nation Wide ASN
Setting parameters for the Point Nation Wide ASN involves the following:
Check the (L6WB) Screen
Check the (L6WB) screen for your qualifier and receiver’s code. Give this information to TriMega.
16:10:02
AT&T EDI IMS Parameters
04/08/05
================================================================================
Modem Parameters
|
EDI Parameters
----------------------------------------------|--------------------------------Hayes Only ?
Capture Log ? (Y/N) |
Prefix
?9,
Reliable ?Y
|
Code
:
Phone Nbr #18003520192
Baud
:9600
|
Logon Id :
|
Password :
|
Qualifier :ZZ
Phone Line #M1
|
Id
:8009593367
Custom String [
]
|
Code
:8009593367
|
File Type :
|
Backorders :
(SA = NO B/O)
|
(SS = B/O)
|--------------------------------|
Location
|
1 [________]
|
2 [________]
|
3 [________]
|
4 [________]
|
5 [________]
|
================================================================================
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Processing Advanced Shipping
Notices (ASN) for TriMega
Setting Up Your Customer Database
You must create a customer for your Point Nation Wide dealer. Before you create the customer record, you
must select the option to allow for manual input.
1. Select the option to allow for manual input.
1.1
From the text-based Master Menu, type LA to open the (LA) Customer & A/R Parameters
screen.
1.2
Select the [C] Change action code.
1.3
Tab to the Allow Manual Input field and type Y.
1.4
Press Enter until the Press Any Key to Continue prompt displays at the bottom of the screen.
1.5
Press Esc multiple times to return to the Parameter Editor window.
Note: Review the Inc Exc In (B) parameter in the (LA) screen to determine whether you need to include
or exclude ranges of status codes. To exclude customers from the Order Entry application, since
you are setting up EDI, press Tab until you reach the Inc Exc In (B) field. Type E in this field, and
define a range in the From and To fields. In the Customer Master tab, use the Status Box to set a
code which falls in the range you define here. For further information, see online help.
2. Add the TriMega dealer.
2.1
From the Master Menu, double-click
. The Customer window opens and displays
the information for the last customer selected.
2.2
Click
2.3
Click the Account # box and enter your customer account number.
. The boxes in the window are cleared.
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Processing Advanced Shipping
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2.4
In the Name box, enter a name for the contracting dealer.
2.5
Click the Status box and enter a status set in the (LA) screen that excludes this customer from
order entry.
2.6
Click
.
3. If you changed the (LA) Customer and A/R Parameters screen to allow for manual input, follow these
instructions to change it back to the original setting:
3.1
From the text-based Master Menu, type LA to open the (LA) Customer & A/R Parameters
screen.
3.2
In the (LA) screen, select the [C] Change action code.
3.3
Tab to the Allow Manual Input field and type N.
3.4
Press Enter until the Press Any Key to Continue prompt displays at the bottom of the screen.
3.5
Press Esc multiple times to return to the Parameter Editor window.
Setting Up Trading Partner Parameters
You set up trading partner parameters in the (SGA) Trading Partner Parameters screen. Open your TBL client
to access the Master Menu.
1. From the text-based Master Menu, type SGA to open the (SGA) Trading Partner Parameters screen.
2. In the (SGA) screen, select the [C] Change action code.
3. Tab to the Account # field.
4. Enter the Point Nation Wide account number.
17:10:40
(SGA) TRADING PARTNER PARAMETERS REV. (06/13/03)
04/23/07
-------------------------------------------------------------------------------Action [C] ( C=Chg, D=Del, I=Inq, R=Ref Codes)
-------------------------------------------------------------------------------Name :POINT NATION WIDE
Account#:
PNW Dept :
TRIMEGA
817-------------------------------------------------------------------------------EDI VAN :
Auto Send
:Y
(Y/N)
Interchange ID Qualif :12 ID :POINTNATIONWIDE
Negate Credit Inv. :
Auth. Info Qualif.
:
Info :
Use Received Price :Y
(Y/N)
Security Info Qualif. :
Info :
Using 810
:
Interchange Control Std:U Version :00401
Using 855
:Y
Receivers Code Id
:POINTNATIONWIDE
Auto Create Orders :Y
(Y/N)
Responsible Agency Code:X Version :004010
Sales Auto Group
:AOP
Interchange Control#
20
Auto 850 Sendfile :..........
Group Control
#
20
Default Selector
:856PNW
======= Shipping Info =======
Test Indicator :P (T/P) Buy Unit:S (S/M/W)
| Contract #....
Acknowledgement :
Customer Ref :5
| Delivering Dlr #............
Release/Contract:
1: 2:
| Contracting Dealer #...
Round Quantities when Needed U/D/R ? Seg Term:~~ | 2nd Party Delivery :.
-------------------------------------------------------------------------------** ENTER DATA OR <?> FOR HELP !!
5. Press Enter.
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Processing Advanced Shipping
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6. At the Correct Record prompt, press Enter.
7. In the ID field, enter the account number that you obtained from Trimega.
8. Tab to the Interchange Control Std field and type U.
9. In the Version field, type 00401.
10. In the Receivers Code Id field, type POINTNATIONWIDE.
11. In the Responsible Agency Code field, type X.
12. In the Version field, type 004010.
13. Tab to the Group Control field and type 20.
14. In the Customer Ref field, type 5.
15. Tab to the Use Received Price field and type Y.
16. In the Using 855 field, type Y.
17. Tab to the Default Selector field and type 856PNW.
18. To save your changes, press Enter until the next record in the database appears, along with the
Correct Record prompt.
19. Press Esc to exit the screen.
Setting Up the Importer Software
Importer is an easy-to-use program from ECi. It automates the transfer of electronic invoicing files from
your PC to your ECi system. This program lets you process all 850’s into the servicing dealer’s order entry
database. This application processes the files from a servicing dealer’s inbound folder, set in the (L6X)
screen, and moves the information to the P-MASTERE file. If no exceptions are found, the P-MASTERE and
supplemental order entry files are updated at this time.
Note: You must reboot your ECi server after this installation.
1. Install Importer.
1.1
Close all programs on the PC.
1.2
Place the Importer CD in the CD-ROM drive of the PC.
1.3
Click Start, then select Run.
1.4
In the Run window, browse to find Setup.exe.
1.5
Double-click Setup.exe to start the installation.
1.6
Click Next in each window until you can click Finish to complete the installation.
1.7
Restart the PC. A shortcut for Importer is placed in your Start Menu.
2. Set up the port for a network connection.
2.1
Click Start, then click Programs, then click DDMS, and then click Importer.
2.2
When the program opens, click
opens.
. The Communication Port Setup dialog box
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Processing Advanced Shipping
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2.3
Under the heading Connect, click the Network check box.
2.4
Under the heading Network Connection, you can set up the server port, server address, and
ECi port ID.
Note:
•
To set up your server port, click the Server Port text box. Type 8766 as the number of
the port you are using on your network server. Click Start and then select Run. Type cmd
and then press Enter. The Command window opens. Type ipconfig to obtain your server
address.
•
To set up your server address, click the Server Address text box. Enter the name or IP
address of the DDMS Server, for example 192.9.121.75 or DDMS-NT/2000.
•
To set up your ECi port ID, click the ECi Port ID box, and type MA.
This terminal ID can be used to determine if the ticket prints and what status it goes to
using the (L1W) parameter screen. If (L1W) is not set up, your default terminal ID in the
Server Options on your server is used.
2.5
To test your settings, click
. The Communications Status dialog box opens with
the Initializing Port message. When the test is complete, the message Communications Test
Succeeded appears.
2.6
Click Close. Your network setup is now complete.
2.7
Click OK.
2.8
Open Importer by clicking Start, then Programs, and then Importer.
2.9
Click
and select a unique local folder to use as your permanent receive volume.
This folder must be a unique folder on your system for only Importer to use. For example,
you could create a new folder called Inbound under Program Files\DDMS\Importer. This
must match the Local Path you specified in the FTP Client for receiving P/O’s (850s) from the
contracting dealer. (See Step 10 under the heading Adding Receive Tasks.)
2.10 Click OK to save the receive volume you specified.
2.11 Click Exit to close Importer.
Managing Tasks in the FTP File Manager Window
The FTP file manager lets you monitor an FTP site and schedule specific tasks for uploading and
downloading documents to a local drive.
Before you can connect to the FTP site to receive or send documents, you must first setup and schedule the
individual tasks.
Adding Send Tasks
1. From your Windows desktop, click Start, then All Programs, then ECI2, and then FTPFileManager. The
FTP File Manager window opens.
2. In the Task box, enter the name of the task. For example, to add a task for sending invoices, you
could enter inv_send.
3. In the IP Address box, enter the FTP site IP address or name.
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Processing Advanced Shipping
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4. In the User Name box, enter the user name required to access the FTP site.
5. In the Password box, enter the password required to access the FTP site.
Note: The IP address, user name, and password are all provided by Point Nation Wide.
6. In the File Mask box, enter the type of file for this task. For example, to send 855 files, you could enter
*_855. This task would send all files ending in _855. For Point Nation Wide transactions, the file mask
for sending ASNs (855s) is *_855.
7. Check the Active box to send all tasks shown as Active. Active tasks appear in the bottom section of
the dialog box with the text Yes in the Active column.
8. Click the Send option.
9. In the FTP Path box, enter the path where the files are stored on the FTP site. For Point Nation Wide
transactions, the output path is Outbound.
Note: Take note of the folders being utilized as the inbound/outbound in your L6X screen.
10. In the Local Path box, use the Browse button to enter the path on your system where the files are
stored. This is the path to the volume designated in the (L6X) screen, D:\DDMS\W1, for example.
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11. In the Local Archive box, enter the path where the files sent are stored once the transaction is
complete, D:\DDMS\W1\ARCHIVE, for example.
12. Click the Pre App Launch box and enter the application pre-launch path for the files. Browse to the
psnrename.exe file and enter the following: /p:{same path as local path} and /m: AOP*, so it reads
across as C:\Program Files\ECI2\FTP\psnrename.exe /p:D:\DDMS\W1/m:AOP*
Note: The Pre App Launch application launches before the files are placed on the FTP site.
13. Click Add. The system adds the task information you specified in the bottom section of the dialog
box.
Adding Receive Tasks
1. From your Windows desktop, click Start, then All Programs, then ECI2, and then FTPFileManager. The
FTP File Manager window opens.
2. In the Task box, enter the name of the task. For example, to add a task for receiving orders, you could
enter po_get.
3. In the IP Address box, enter the FTP site IP address or name.
4. In the User Name box, enter the user name required to access the FTP site.
5. In the Password box, enter the password required to access the FTP site.
Note: The IP address, user name, and password are all provided by Trimega.
6. In the File Mask box, enter the type of file for this task. To receive 850 files, enter *_850.
7. Check the Active box to receive all tasks shown as Active. Active tasks appear in the bottom section
of the dialog box with the text Yes in the Active column.
8. Click the Receive option.
9. In the FTP Path box, enter the path where the files are stored on the FTP site: Inbound/Received.
10. In the Local Path box, enter the path on your system where the files are stored. This is the path that
is designated under Importer’s Set Path function. (See Step 2.9 under the heading Setting Up the
Importer Software.)
11. In the Local Archive box, enter the path where the files sent are stored once the transaction is
complete: Inbound/Received/Archive.
12. Click the Post App Launch box and enter the application post-launch path for the files. Browse to
Importer.exe and type I to read as follows: C:\Program Files\DDMS\Importer\Importer.exe I
Note: This picks up the 850 files and then launches Importer to automatically import them into your
system. If there are no exceptions, the files are automatically imported into P-MASTER. This is
based on the Auto-Create Orders set in the (SGA) screen for each contracting dealer.
13. Click Add. The system adds the task information you specified in the bottom section of the dialog
box.
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Changing or Deleting Existing Tasks
1. From your Windows desktop, click Start, then All Programs, then ECI2, and then FTPFileManager. The
FTP File Manager window opens.
2. In the lower section of the dialog box, click the task to change or delete.
•
To change an existing task, click each box and enter the new information over the existing information. Click Apply.
•
To delete an existing task, click Delete.
Manually Running Existing Tasks
1. From your Windows desktop, click Start, then All Programs, then ECI2, and then FTPFileManager. The
FTP File Manager window opens.
2. The lower section of the dialog box displays the Active tasks. You can select specific tasks or run all
Active tasks.
•
To select a specific task, click the task to highlight it. Click Run Selected Only.
•
To select all Active tasks, click Run All Active. All tasks with the text Yes in the Active column
are run.
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Setting Up Scheduled Task Events
You can use the FTP File Manager window to set up a scheduled task event. This feature lets you specify a
date and time for the system to automatically execute the specified tasks.
1. From your Windows desktop, click Start, then All Programs, then ECI2, and then FTPFileManager. The
FTP File Manager window opens.
2. Click
. You can also click the File menu and select the Scheduler option. The FTP Run Schedule
dialog box opens.
3. Click the down arrow in the Start Time box and specify the time for the system to check for files. Be
sure to specify either AM or PM.
4. In the Run As box, you must set a user name and password for this procedure. To do so, click Set
Password and enter the password to use. The password you specify here is used by Windows
scheduler to determine whether the user has permission to execute the scheduled task event.
5. In the Daily, Weekly, Monthly sections of the dialog box, specify whether to check for files each day,
each week, or each month.
6. When you finish, click OK. A task is created under Windows Scheduler.
Using the TriMega ASN
Using the TriMega ASN involves the following:
1. Using the FTP File Manager window to receive 850 files.
2. Processing the order in the usual manner and invoicing it.
3. Using the (SG)[L] function to build the 810 files.
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Using the FTP File Manager Window to Receive Files
The FTP File Manager window lets you manually connect to FTP sites. You can use this software to receive
850 files from the FTP site.
1. From your Windows desktop, click Start, then All Programs, then ECI2, and then FTPFileManager. The
FTP File Manager window opens.
2. In the Task Name section of the window, click the task you are executing, Receive 850s, for example.
3. Click Run Selected Only, or you can click Run All Active. The 850s are received and Importer places
the tickets in the Order Entry screen for normal fulfillment.
Note: If there are exceptions, the order is placed in P-MASTERE and you have to release manually using
the (GO)[E] function. Setting up EDI alias automates the process of converting your customer’s
tie numbers and unties of measure to your numbers and units of measure. For information on
creating EDI aliases, see your online help.
Processing the Order
Process the order in the usual manner. Be sure to invoice the ticket. After the ticket is invoiced, use the (SG)
[L] function to process and build the 810 files.
Using the (SG)[L] Function
This function automatically processes the EDI invoices and builds the 810 files. It automatically launches the
(SG)[B] program and stores the 810s in the outbound folder set in the Outbound Volume Folder field in the
(L6X) screen. Open your TBL client to access the Master Menu.
1. In the (SG) EDI Communications screen, type L in the Request field.
2. At the Build Files for Sales Auto Group prompt, type Y.
3. In the Auto Group field, type AOP.
4. In the Location field, specify the general ledger location.
5. In the Line field, press Tab to accept the default, or enter the line number.
6. In the Printer field, press Tab to accept the default, or enter the printer’s logical name.
7. In the Copies field, press Tab to accept the default number of copies or enter the copies to print.
8. At the Are You Sure prompt, type Y.
9. Once the 810 invoices are built and stored in the outbound folder, the FTP File Manager moves the
810s to the appropriate contracting dealer.
This completes the process for servicing dealers.
12
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