Reviewing XML Orders From Your Customers

You can receive and process orders from your customers using XML. When a trading partner submits an order to your company using XML, the system does the following:

Translates the XML document according to the settings in the inbound order submit transaction map for the trading partner.
Creates a sales order with the initial order status set.

If the order status is mapped and sent in the XML document, the system uses this value. If the XML document either does not have an order status mapped or the data is not included in the XML, the system uses the default new order status set in the Customer record. If the customer record does not have a default new order status set, the system defaults to Bid.

Places the order in the Remote Order Entry Review Queue if the Log Bids For Review field in the customer record is set to New Order. If the initial status for inbound orders for the customer is set to Order, the system places the order in the Remote Order Entry Review Queue if the Log Orders for Review field in the customer record is set to New Order.

If an item on the order is backordered, the system assigns the BkOrd status to the queue entry.

Sends a message to the user responsible for reviewing the Remote Order Entry Review Queue for the customer. This person reviews the order, makes any needed edits, and then changes the order status to an open status.
Archives the incoming XML document in Remote Archive Maintenance.

To display the Remote Order Entry Review Queue:

From the System > Custom menu, select Remote Review Queues and select Order Entry Queue to display the Selection Criteria screen.
In the Start Date field and End Date field, enter the first and last dates in the range for which to display documents in the queue.

For example, to see all the orders that you received from April 1, 2004 to April 15, 2004, enter 04/01/04 in the Start Date field and 04/15/04 in the End Date field.

The fields default to the date one week before the current date and to the current date.

Enter additional selection criteria and press Esc to populate the BCXML Remote Order Entry Review Queue.

The summary information for each acknowledgement that meets the criteria displays.

Note: To refine or change your search, use the Select hot key and enter new search criteria.

To research orders with errors:

Display the Remote Order Entry Review Queue.
Use any of the following hot keys to research orders with errors:

To...	Use this hot key...
view the associated sales order in view-only mode	View
make changes to the associated sales order, such as overwriting any *B2B Product Not Found* items with the correct product, or updating the ship via for an order	Edit Note: Do not delete a product-not-found item or add any new items to the original generation order generation. The information provided in the purchase order is repeated back in the order acknowledgement and the invoice documents. Add any new items to new order generations.
view the error message for an order	Errors
display the archived XML document as the system received it	Detail The Remote Archive Detail screen displays. Use the Edit hot key to edit the contents of the document and the Requeue hot key to reprocess the document.

More Options When Reviewing XML Orders From Customers

The following are additional options you can use when reviewing remote orders in the Remote Order Entry Review Queue:

To...	Use this hot key...
delete an order from the queue that no longer requires your attention	Clear
to delete all orders older than a designated date from the queue	Clear By Date
to delete orders that successfully processed with no errors	Clear Orders W/O Errs

Field	Description
Remote Type	The type of remote transaction you want to view, for example, XML or EDI. Note: The current release supports only XML order acknowledgments in the Remote P/O Acknowledgment Review Queue.
User ID	The user ID to display only XML order acknowledgments that a user is assigned to review.
Branch	The branch from which the items ordered will be shipped. To review orders for all branches, leave this field blank. Note: This field respects the setting in the Remote Order Review Queue Branch control maintenance record.

Field	Description
SO#	The sales order number the order references.
Customer	The bill-to customer for the order.
Status	The current shipment status of the order, such as B for bid or A for ship when available.
Order Amount	The total dollar amount of the order.
Type	The type of transmission, such as XML or EDI. Note: The current release supports only XML orders in the Remote Order Entry Review Queue.
Error	Identifies any errors that occurred in the transaction.