Entering Additional 845 Document Information

Description

Enter the ID of the person or message group to notify when an EDI transaction is received.

Enter the ID of the person or message group to notify when an EDI transaction is received.

Identify a test ID (or alternate production ID) for your trading partner. It follows the same format as the group number. Use this field instead of setting up a separate profile for the purpose of testing with your partner.       

Note: When entering EDI Trading Partner Maintenance and entering a Trading Partner ID number, the IDs listed include this Alternate Interchange ID. We recommend that you always choose the main profile and get to the Alternate Interchange ID through the main profile, not by selecting the alternate interchange at this point.

Select from the following options for how you want to handle matrix creations based on the incoming document from your trading partner:

• C - Cost Only Matrix - This option creates a cost-only matrix with matrix type 'O.'  

• P - Price Only Matrix - This option creates a price-only matrix which restricts cost values from EDI.

• B - Cost and Price Matrix - This option creates a matrix with both options. This is the default.

Enter the pricing formula, if the vendor always uses the same formula for determining your selling price for 845 pricing contracts.

The system populates the Formula column in the Sell Price view on the 845 Contract Detail with this formula.

You can override the formula for individual customers in the Formula field on the Contract Upload Settings screen in Customer Maintenance or for individual 845s in the Formula column of the Sell Price view of the 845 Contract Detail.

Indicate whether the system should upload and update the COMM-cost in addition to the COGS cost.

If set to Yes, the system applies the formula and basis for the rebate cost of goods sold (COGS) to the rebate COMM cost, and from the direct COGS to the direct COMM cost.

Specify whether the vendor sends straight multipliers or an inverse multiplier in their inbound 845 documents. The multiplier is a number that the vendor sends in the 845 that is used in the pricing matrix formula to calculate the rebated cost that is applied to a product when it is sold. The vendor can send the multiplier in one of two formats:

• Actual multiplier - For example, the formula is sent as 0.55 and the value used in the pricing matrix formula is the exact same value. In this case, set this field to No to indicate in the formula that you want to use 55% of the amount.

• Inverse multiplier - For example, the formula is sent as 0.55, but it needs to be inverted to 0.45. In this case, set this field to Yes to indicate in the formula that you want to use 55% off the amount.

Enter Y to let the system create renewals automatically for special pricing agreements (SPA). The system conducts the same checks as if you were processing it manually through the 845 Contract Upload Queue.

Enter the cost-of-good-sold (COGS) basis you want the system to use when automatically processing SPA agreements.

Enter the direct cost-of-good-sold (COGS) basis you want the system to use when automatically processing SPA agreements.

Use the Sell Groups hot key to display the Sell Group Translation screen, where you list the vendor's product groups and map them to Eclipse sell groups.

• In the Vendor Group column, enter the vendor's product groups.

• In the Sell Group column, for each vendor group, select or enter the corresponding Eclipse sell group.

• Use the Group Matrix hot key, as needed, to display the Buy/Sell Group Maintenance screen, where you can create new Eclipse sell groups.

Indicate if you want to match your products when receiving EDI 845 documents by other parameters than by UPC or EAN codes.

You can decide which options on which to match and in what order giving you more control over your product matching priorities. Set this option to Yes to activate the Product Matching hot key. For more information about this option, see Defining Product Matching Priorities for EDI.

By leaving this set to No, the system works as designed prior to Release 9.0.5 using the UPC and EAN codes on 845 documents.

In conjunction with the Auto Create 845 Renewal SPA option above, you can set this option to Yes to only bypass the EDI 845 Contract Review Queue and automatically update the sell matrix records. This requires the second field value in the Beginning Segment for Price Authorization Acknowledgement/Status (BPA) be set to 04.

The default is No.

If this option is set to Yes, the system addresses the following:

• If Sell Matrix records already exist for the specified contract and product, then the system automatically sets the existing records to expire the day before the new contract records are set to take effect, and creates new Sell Matrix records for the updated contract information.

• If Sell Matrix records do not already exist for the specified contract and product, then the system  automatically creates new Sell Matrix records for the contract information.

• If the system is unable to match a part number (UPC or vendor catalog) in the 845 data, then the 845 contract information for only the product(s) that the system was unable to match goes to the EDI 845 Contract Review Queue.