Setup Requirements for the EDI 845 Review Queue

For users to manage and the system to process EDI 845s, the following setup is required.

Control Maintenance Records

The following control maintenance records should be considered when managing the queue:

Authorization Keys

The following authorization keys are required for users managing the queue:

EDI.IN.REVIEW - Allows access to the EDI 845 Contract Upload Queue.
PRODUCT.MAINT - Allows access to Product Maintenance. Users must be assigned Level 2 to edit a record.
SMATRIX.MAINT - Allows access to Sell Matrix Maintenance and Quick Sell Matrix Maintenance.
BUY.SELL.GROUP.MAINT - lows access to Buy/Sell Group Maintenance.
SMATRIX.COST.EDIT
SMATRIX.COGS.EDIT

Trading Partner Maintenance

Create a vendor trading partner profile for which an 845 inbound document is defined.

Assign the vendor to a group profile defined for this trading partner.
On the EDI Add'l Doc Info screen for the 845, complete the following fields, as needed:
Grp/User to Review Received Document
Grp/User to be Notified of Document
Alternate Interchange ID
Cost Only Matrix
Default Selling Formula

If the vendor's contract includes product group information, use the Sell Groups hot key on the EDI Add'l Doc Info screen to map the vendor's product groups to Eclipse sell groups. Trading Partner Maintenance is current unavailable in Solar Eclipse.

Customer Maintenance

When you receive a pricing contract from a vendor, create a customer contract record for which the system sets up the sell matrix information. Then link the customers for which this contract was created to the customer contract record. The following method of creating and then linking to a customer contract record enables you to link multiple customers to one pricing contract.

Set up customer records for contract pricing, as follows:

Create a generic customer contract record in Customer Maintenance.

Include words that identify the vendor and the contract number in the Name and Index fields or use additional keywords to store them as keywords.

Note: Because the system displays the Index in the 845 Queue, we recommend that you at least include the contract number in the Index field. The system cannot create the upload without the contract number being in one of these three locations.

To set customer-level defaults, select Edit >Contracts on the Customer Pricing/Printing window.

The sell matrix cells will be associated with this customer contract record. The actual customer records to whom this contract applies will link to this customer contract record for pricing.

Note: Create a customer contract record for each new contract number. If a vendor sends an 845 with updated pricing and effective dates for an existing contract, the system uses the customer contract record that you set up the first time you received that contract number.

For each customer to whom this contract applies, select Edit >Contracts on the Customer Pricing/Printing window in Customer Maintenance to display the Contract Pricing window and enter the customer contract name.