Automatic Approval EDI Message, Customer Schedules

Explanation

Whenever a customer schedule is sent directly from the customer via EDI, you can chose if the EDI message should be converted to a customer schedule automatically or manually. Automatically means that as soon as a message is received it will generate a customer schedule automatically without any manual intervention. While manually means that the message stops in the window Incoming Customer Schedule, where it must be manually approved before it is converted into a customer schedule.

In order to let the EDI message be converted automatically, some data must be set up in the Customer/Order/Misc Customer Info tab.

Prerequisites

Conditions in IFS/Connectivity must be set up by the system administrator.

System Effects

An EDI message will not stop in the Incoming Customer Schedule window, but be automatically converted into a customer schedule

Window

Customer

Related Window Descriptions

Customer/Order/Misc Customer Info

Procedure

1. Search for the desired customer in the Customer window and open the Order/Misc Customer Info tab.
2. Enable the check box Automatic EDI Approval.
3. Enter an user in the Approval User and EDI Coordinator fields.
4. Save the entered data.