Reviewing XML Quote Requests From Your Customers

You can receive quote requests from your customers using XML. When a trading partner submits a quote request to your company using XML, the system does the following:

Translates the XML document according to the settings in the inbound quote request transaction map for the trading partner.

Creates a sales order with an order status of 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.

Sends a message to the user responsible for reviewing the Remote Order Entry Review Queue. 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 review an XML quote request:

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 Remote Order Entry Review Queue.

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

Field	Description
SO#	The sales order number the order references.
Customer	The customer that sent 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.

Select the bid and use the Edit hot key.

Edit the bid, as necessary.

Display the bid's Status screen.

Change the Prt status to 2 for B2B.

Press Esc to exit and send the XML quote request response to the customer from which you received the quote request.

The system verifies that a valid XML transaction map exists for a quote request response for the trading partner and translates the Eclipse data using the settings in the map.

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.