Sending XML Order Acknowledgements to Your Customers

When a customer sends an inbound XML order request, the system does the following to generate the order and automatically send an order acknowledgement. You can also send an other acknowledgement manually.

Note: Before the system can send a purchase order acknowledgement to a customer, create an XML transaction map for an order acknowledgement transaction type, set activity triggers, and define document post locations for the customer.

• 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 incoming 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.

• 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.

• When the order has been processed, the system sends the XML order acknowledgement to the customer.

To manually send an XML purchase order acknowledgement:

1. From the Orders > Queues menu, select Remote Order Entry Review to display the Remote Order Review Queue screen.

2. Select the XML bid and use the Edit hot key to display the bid in sales order entry.

3. Edit the order, as necessary.

4. Display the order's Status screen.

5. Change the order status to an open status, such as Call When Complete.

Note: The order status cannot be Bid, Invoiced, or Canceled for the system to send an order acknowledgement using XML.

6. In the Prt field, change the print status to 2.

7. Press Esc to exit the window and process the order.

8. If prompted, select the type of acknowledgement to send.

The system verifies that a valid XML transaction map is created for an order acknowledgement for the trading partner and translates the Eclipse data using the settings in the map.

See Also:

Reviewing Inbound XML Orders

Creating XML Transaction Maps

Remote Archive Maintenance Overview

Sending and Receiving Customer Transactions Using XML