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Performance EDI User`s Manual

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1. Performance EDI October 2007 EasyLink Services Table of Contents Chapter I Introduction ecsscscncsesasciassncinacssiacskupshacenebsianencssusnsnesskassnenshansuceesersacsencenacnsnea ki About This Guide sisvssseccsssssssscrccsssskestsssvakecsssoncnasssieneshsestendsnssenssesbsinus secushesbeashoiensehstesansssekeesssedeasevsnaksens l LZ Performance ED Overview sisscsssssescsssassaxacsaresaasecauanesscnstavessancsasscassonasnenesesasesenaadsseaenesoasekessesacvonansenssanen l Chapter 2 Getting Started ssessesesessercersoeroeesoeroeesoerocesoecoeecoecoeesoecoeesoeeoeesoecoeesoeeoeesee Z 21 Install the Performance EDI Sott ware wccisicsssssasssisiesecssssssssconnsascatevesoosnnscsssacesesasestadessosensoastavedeveusateness 2 2 2 Preloaded Pile ss cccscssvssscenssrseccocssssuenseseccevtesssveccanvatsvevassucsesescescesvexsusxvesvossss N EREE aE E 3 2 2 1 Edit Company Information Files cssesssessessessssstessessesssccnssaesssssessessessesscsaesseestsanecneeansaeasesseeateaessesseeaeaneeses 3 2 2 2 Edit Trading Partner Files sscccsssasscasscspsaatascsasyscsstpsensnccassscveapucandsodbanesouapaac osoassudiveanses 150d ceser esaa tiiviin an EES asseirai 3 2 2 3 Edit Trading Partner Document Filesssessiisiinininsniineniiiiaiii a ARN 4 Chapter 3 Check for New Mail e ssessssssesseseeeseesoeeseesoeesoesoeeseesoeesoesoeeseesoeeooeesoeeseesee D Sal WB OMe Mala rscin na a E A AS RE 5 3 1
2. Solution Place all of the necessary Import Files in the PERFEDIIMPORT directory before attempting the import procedure Another Common Error Results in this error message when you create mail then later you do not realize that the process has completed and you attempt to create mail again Solution Check the Outbox to determine whether the desired document s already exist there 18 1 2 BDE Could Not Find Object Due to the various locations of the Borland Database Engine BDE on different systems the error message Could Not Find Object may display when attempting to open Performance EDI after a fresh install Solution To reconfigure the BDE aliases for ASN s and Performance EDI Search the system to locate the BDEADMIN EXE file Open the BDEADMIN EXE file and click on the Databases tab Aliases for ASN s and Performance EDI should display on the left side of the screen Delete both aliases by following these steps for each one Right click on the Alias Click OK to the message Could Not Find Object Click Delete and then OK To add the alias for ASN s a Click the Object button and then click the New button The New Database Alias window will appear Click OK to accept the default of Standard as the Database Driver Name by clicking OK Rename STANDARDI to ASN s Click in the Path field and type C Perfedi this path is correct for th
3. The Internet LinkWizard allows your personal computer to connect to the EasyLink EasyLink NET site to exchange electronic documents in a specific way 13 1 2 Hardware Requirements The minimal hardware requirements are an Intel 486 or better processor 16 MB of main memory and at least 5 MB of hard disk space In addition a network card for direct Internet access or a modem for dial up access is required The network card or the modem and dial up access must be properly configured 13 1 3 Software Requirements The preferred operating system for Internet LinkWizard is Windows 95 A connection to the Internet is also required either through a corporate network or a local Internet Service Provider In addition PGP Pretty Good Privacy should also be installed for secure Internet transmission Although the Wizard can interoperate with other encryption packages PGP is the only fully integrated and tested package implemented thus far Performance EDI User s Manual Internet LinkWizard EasyLink Services 13 2 Installation and Use 13 2 1 Install Internet LinkWizard The Internet LinkWizard utilizes the File Transfer Protocol FTP for document transfer For security each document is encrypted before submission to the Internet The setup form specifies many required fields including the sending and receiving directories on EasyLink NET and the sending and receiving directories on the personal computer An example setup is provi
4. e Go to Expedite For Windows open the EasyLink Project and click the following button on the toolbar e The following screen will appear aa Expedite ICC Sosa lt 4 Dropoff Boxes Click the following button on the toolbar Performance EDI User s Manual The Expedite Manager EasyLink Services MWS e The following screen will appear Edit Dropoff Boxes e Make sure the Account User ID is correct If not select the correct one from the drop down box e Select the correct time zone for your company The remaining selections should match the above screen e Click the Add Remove button under the Orders box The following screen will appear have Changes Performance EDI User s Manual The Expedite Manager 106 EasyLink Services e Click Yes The following screen will appear Assign Orders e Highlight the SENDEDI Send order in the Available Orders box e Click the left arrow button to move it to the Current Assignments box e The following screen will appear Assign Orders SENDEDI Send order e Click Save and then click Close Performance EDI User s Manual The Expedite Manager EasyLink Services LUI 15 2 6 Create a Receive Drop Box Click the following button on the toolbar ia The following screen will appear Edit Dropoff Boxes a RECEIVE DropBiox ES pesa Dropoff Boxes 60 be pia Information Exchange mailbox Accounti
5. e Default Carton ID Code contains the trading partner s default carton code An example is CTN25 for cardboard boxes e Customer ID X ReflWalgreen Vendor ID used for certain interfaces e Terms Description contains the trading partner s descriptions for terms Examples include Net 30 Net 60 17 1 4 Trading Partner Document Files EasyLink will prepare and load your Performance ED Installation CD with customized trading partner document files which contain specific information about a document including ISA and GS segments printing accumulation and more This file also allows some per document settings The file fields are defined below e Company contains the trading partner s Company Code and cannot be changed Performance EDI User s Manual Glossary EasyLink Services SU Parent Trading Partner this field is used as an override for the Outbound Receiver ID of a particular document For example Sending an 856 ASN to an Interchange ID other than what came in with the PO requires that the 856 ASN Receiver ID be entered in this field The override ID must also be loaded in the Trading Partner ID file Security Information Qualifier contains a number value that is determined by the trading partner located in the trading partner specs for the ISA03 The default value of this field is usually 00 Interchange Control Version contains a number value that is determined by
6. Communications Software EasyLink Services Wal Mart Communications Setup Telephone Number Dial Attempts Logon ID Communications Program Name Communications Directory e Fill in the above fields to complete setup of your Wal Mart Communications software AS2 Communications for Wal Mart Install an EDIINT communications package such as LexiCom and have it configured with individual send and receive directories The send directory must be configured to send automatically when a file is placed in the directory Consult your EDIINT communications package documentation for more information The computer that is running your EDIINT communications package must be visible to Performance EDI over your network it does not have to be running on a computer that is running Performance EDI Configuring AS2 Communications You must configure AS2 communications on each workstation from which you will process mail e From within Performance EDI Click EDI Setup and then click AS2 Configuration ga Configure AS2 Send Receive Directories Serverkc drive Receive a Serverkc drive Send ei x o a e Type the path to the proper directories or click the button e Choose both the Send and the Receive directories and then click OK To abort the changes click Cancel Performance EDI User s Manual Communications Software EasyLink Services Click on EDI Setup and then click Value Added Network Add a n
7. a 4 gt Print Tickets Exit Click the Print Tickets button to print the tickets If there are any errors a warning will appear offering to print the tickets that did not have errors and skip the tickets that did A report will be created that lists what was not printed so that you can correct the errors and try again Performance EDI User s Manual Features of Performance EDI EasyLink Services 722 Chapter 7 Maintenance Tasks 7 1 Common Maintenance Tasks to Perform 7 1 1 Back up Performance EDI Files EasyLink strongly recommends that you backup your Performance EDI and EDI Communication software applications on a regular basis This precaution will minimize data loss if a hardware failure or other catastrophic event occurs Backups should be run at least weekly and preferably daily To backup your Performance EDI and EDI Communication software Backup the following directories X stands for the letter of the drive where Performance EDI is installed e Performance EDI X PERFEDI directory and all of its subdirectories e Communications software will vary for different vendors Backup the communication package that applies according to the following Expedite Manager for Windows Advantis Communication Software X EXPMWIN directory and all of its subdirectories Performance EDI User s Manual Maintenance Tasks EasyLink Services e Link Wizard EasyLink NET Communication Softwar
8. an explanation of its function in the lower left corner of your screen 2 2 2 Edit Trading Partner Files Trading partner files contain specific information about the relationships between your company and your trading partners To edit your trading partner files e From the Performance EDI main menu click on EDI Setup and select Trading Partner from the pull down menu The Trading Partner Maintenance window will appear e Click the Change button and select the Company Code from the pull down menu e Click the appropriate Trading Partner from the pull down menu and then click OK to continue e Edit or fill in the appropriate fields and then click OK to save your changes e Click on Close to return to the Performance EDI main menu If you are using Item Cross Reference files the key qualifiers and descriptions may be entered at the bottom of the Trading Partner window Performance EDI User s Manual Getting Started EasyLink Services 2 2 3 Edit Trading Partner Document Files Trading partner document files contain specific information about a document including ISA and GS segments printing accumulation and more This file also allows some per document settings If you need to add a new trading partner setup for the document files contact the EasyLink Technical Support Department to request the new trading partner setup EasyLink Technical Support will transfer the new setup to you using PC Anywhere
9. and EAN represents a 3 digit European Article Number e Click OK to save your changes Click the Close button to exit and return to the main menu Remove or Change a Manufacturer s ID Click on the Remove or Change buttons on the UCC Manufacturer s ID window as needed 11 1 4 Product ID The electronic catalog service providers require that each product be assigned to a product ID or style A product ID must be created for each different style that appears in the catalog Add a Product ID e From the Performance EDI main menu bar click RPM and select Product ID from the pull down menu The Product ID window will appear e Click the Add button and enter the appropriate information into the following required fields Company Code Product ID enter the ID or internal style number that represents the specific product Selection Code this entry cannot be changed after the product has been added Product ID Description enter a brief unique description of the product e Enter the appropriate information in any of the following fields that apply to the product or are required by the trading partner Trade Name Point of Origin Warranty Hazardous Materials Code Hazardous Materials Description Harmonize Code NMFC Code Quota Category e Click OK to save To add more Product ID s repeat the above steps e Click the Close button to exit and return to the main menu 11 1 5 Color You can
10. s Manual Features of Performance EDI EasyLink Services ST 850 001096054 BEG 00 BK 0944 9242074 20010228 REF 1IA 0194523 TOM S CLOTHING REF DP 904 ITD 0 2 N ET 30 DTM 037 20010402 DTM 038 20010406 TD5 B 92 SEE ROUTING GUIDE POI 1 2504 EA 7 25 WE CB 944450839 VA 8023 3900 UP 685056276397 CTP RS RES 15 99 kkk PID F 73 LIGHT BLUE PID F 08 Y POPCORN DR S LTBLUE NOVL PO 4 eHHseeeHeReg SAC N VIF TC990 1 0 xrrr rZ 12610 SAC N VIFHA SDQ EA 92 09 1 1 2504 CTT 2 5008 SE 18 001096054 6 1 2 Add New Items to the Item File On occasion you may need to add new items to the Item File For example if a trading partner does not give you complete information for one of your items then you must manually enter the order into Performance EDI To add new items to the Item File e Before adding a new item to the Item File first verify that the item is not already in the Item File e From the Performance EDI Main Menu click on Documents and select Item from the pull down menu If the item does not exist use the following steps to add it Click the Add button to display the Item Information Keys window Select the Company Code from the pull down list Select the Trading Partner Code from the pull down list If the trading partner has many divisions such as Federated the Trading Partner Code can be left blank This allows the items to be entered only once and to be available for all divisions Enter
11. you want to re send to your trading partner and then double click the Mark for Delivery column until a checkmark appears e After the documents to re send have been marked for delivery click the Close button to return to the main menu e Use the Send Mail option to complete the re send operation Refer to Chapter 3 2 Check for New Mail Outbound Mail to learn more 4 1 3 View Outbox Document Details You can view additional information about each EDI document in your EDI Mail Outbox by scrolling to the right of the Outbox window Please see Chapter 7 2 2 Glossary Mail Outbox Terms for complete definitions of the available fields Performance EDI User s Manual The Mail Outbox EasyLink Services Chapter 5 Invoices 5 1 Create and Send EDI Invoices You can use Performance EDI to create EDI invoices but the following steps must be completed before this can be done e All associated Advanced Ship Notices must be completed e The Quantity Shipped section of the order must be populated If the ASN module is used to pack goods it will do this automatically 5 1 1 Create an EDI Invoice To create an EDI invoice e From the Performance EDI main menu bar click Documents and select Sales Order from the pull down menu or just click on the Sale button below the menu bar e Locate and click the order you want to invoice in the Sales Order window e Click on the Invoice button and the Invoice window will
12. 2 Add a New Location to the Locations File Click on Documents in the main menu bar and then confirm that the locations required for the Sales Order are not already in the Location File Select Location from the pull down menu and search for the location If the location does not exist you must manually add it To do this see Chapter 5 1 2 Features of Performance EDI Add New Items to the Item File Step 3 Enter Required Sales Order Data Click on Documents in the main menu bar and then select Sales Order from the pull down menu The Sales Order window will appear Click on the Add button and select the Company Code from the pull down menu Select the Trading Partner Code from the pull down menu and then click OK The Invoice window will appear which is divided into two sections The upper half of the window contains the Header information fields Invoice Identification 2 Terms 3 Shipment Dates 4 Shipment Totals 0 5 Routing Enter the following information for the Header with all dates in MM DD YYYY format Invoice Identification fields Performance EDI User s Manual Features of Performance EDI EasyLink Services PO Number PO Date Department Number e 2 Terms fields Terms Type such as 05 Discount if applicable Discount Days Due if applicable Net Days such as 30 if terms are Net 30 Terms Description such as Net 30 Terms
13. 70000 Click OK to save the record then click File and then click Close e Ifyou use the ASN module you will also have to set up the Last Case Number field so that the UCCI28 case numbers are properly assigned Performance EDI User s Manual Features of the RPM Module EasyLink Services While in the EDTTABLE program click on File and then click Open Select the COMPANY DB file Locate the company record attached to this UCC Manufacturer s ID Click on the record and then click Change The following screen will appear 201 x Enter Changes To save changes click OK To abandon changes click Cancel Raced Country Phone Fax Contact Name Contact Phone Contact Fax Contact Email Federal Tax ID Tax Exempt Duns Number Last Transaction Number Last Case Number e Scroll down to Last Case Number If you have a 7 digit UCC prefix enter the last digit followed by eight zeros for example 700000000 for a total of nine digits If the prefix is 8 digits enter the last two digits followed by seven zeros for example 780000000 Click OK and then close EDTTABLE 12 1 2 UPC Data Import If you have already assigned UPC or EAN numbers or if you can provide most of your product information the UPC Data Import option allows you to import your UPC and EAN data into the Retail Product Manager RPM or RPM Service Bureau To do this you must first create an interfa
14. Basis Date Code which you select from the pull down menu e 3 Shipment Dates Actual Ship Date Scheduled Delivery Date approximate delivery date e 4 Shipment Totals Leave these fields blank e 5 Routing Bill To Code from the pull down list Ship To Code from the pull down list Leave all other fields blank Now click the Add Detail button to enter the Detail Information for the order Enter the required information into the fields Quantity Ordered UOM Ordered from the pull down list Item Number from the pull down list If you are not using the Scantastic module enter the following information Quantity Shipped UOM Shipped from the pull down list Unit Price be sure to use a decimal but no dollar sign for example for 25 enter 25 00 Price Basis from the pull down list e Click OK to save the data and return to the Invoice window Performance EDI User s Manual Features of Performance EDI 20 EasyLink Services PA e To add additional detail lines to the Sales Order repeat the above steps e After you have added all the detail lines go to the Detail Information at the bottom of the window Locate the items and scroll to the right to confirm that Product ID Qualifiers Qual 1 Qual 2 Qual 3 etc and Product ID s ID 1 ID 2 ID 3 etc have been entered for all line items on the order If any of the line items are missing Product ID Qualifiers a
15. Interhcange ID s e Write down the ID of the Hot Box Click the Close button to exit e From the Performance EDI main menu bar click on EDI Setup and select Trading Partner Documents from the pull down menu The Trading Partner Transaction Set window will appear e Click Search For and enter the first 2 3 letters of the Company Code e Locate and click the specific Trading Partner Document Record for the 856 Transaction Set e Click the Change button The Trading Partner Transaction Set window will appear e Enter the Hot Box ID that you wrote down into the Parent Trading Partner field This is an override field for the target ID of the ASN Click OK to save your changes e Create the ASN as described in the Section of the documentation titled Create an Advanced Ship Notice If all the ASN s of a trading partner must go to the Hot Box leave the Hot Box ID as the entry in the Parent Trading Partner field e After you create the ASN follow the above steps to change the Trading Partner Transaction Set e Clear the Parent Trading Partner Field so that subsequent ASN s are not delivered to the Hot Box 9 1 8 The Key Violation Error What to Do When the Key Violation Error Message Appears The Key Violation error message can occur in the Shipments window of the ASN module It occurs when you attempt to add a shipment for a new ASN If the Shipment ID you want to add already exists the Key Violation err
16. Partner ID Qualifier contains the user s ID qualifier ISA06 Date Received into Outbox contains the date the document was created and placed in the Mail Outbox Time Received into Outbox contains the time the document was created and placed in the Mail Outbox Date Processed into Mail contains the date the document was sent from the Mail Outbox Time Processed into Mail contains the time the document was sent from the Mail Outbox Interchange Control Standard ID contains the interchange control standard ID taken from the ISA segment of the outbound document usually this value is U ISAI 1 Interchange Control Version Number contains the interchange control version number which is based on X12 version being used for example 00403 and taken from the ISA segment of the outbound document ISA 12 Acknowledged contains a checkmark to track whether a 997 Functional Acknowledgement has been received for the document Network ID contains an abbreviation for the value added network to which mail is being sent For example AN Advantis NY EasyLink NET GE GEIS ST Sterling WM Wal Mart Trading Partner Interchange ID contains the user s interchange sender ID ISA06 Performance EDI User s Manual Glossary EasyLink Services PBP e Number of Transactions contains the total number of ST SE control sets in the document e Interchange Contr
17. SCAC Some examples include Roadway Watkins a United Parcel Service Enter Additional Shipping Information Enter the Ship Date using the format MMDDYYYY Enter the Delivery Date which is the approximate date that the shipment will arrive at its destination Enter a Packaging Code For example TN25 for cardboard boxes Please note that the Packaging Codes may vary by trading partner Enter a Shipment Status if required Enter the Total Weight for the shipment Enter the Total Cartons for the shipment Click OK to save your changes and return to the Shipments window Attach Sales Orders to Shipment Information In the Shipments window select the appropriate Shipment ID and then click on the Select Sales Orders button When prompted to confirm that the shipment is Shipping via Consolidator click Yes or No Shipping via Consolidator is not a common request but may be necessary if your trading partner is JC Penney s or Dillards Click on the Add button In the Add Sales Order window select the Sales Order s contained in this shipment Select and click the appropriate order and then click the Add button This will attach the Sales Order to the shipment Multiple Sales Orders can be selected by holding down the CTRL key while clicking the orders When all orders have been selected click the Add button A window will appear listing the Company Code Shipment ID and the Sales Order Number s Verify
18. To edit your trading partner document files From the Performance EDI main menu click on EDI Setup and select Trading Partner Documents from the pull down menu In the Search For box fill in the Company Code exactly as it appears in the company file This will reorganize the document file pulling all company specific documents to the top of the file Scroll through the documents to locate the appropriate company code trading partner and transaction set Click the Change button and edit or fill in the appropriate fields Click OK to save your changes or click Cancel to exit without saving your changes The Transaction Set Information window will appear Select and change another record or click Close to exit and return to the main menu Adjustments to the Trading Partner document file do not update existing documents in the Outbox so you should recreate these documents to reflect the changes you made to the Trading Partner document file Performance EDI User s Manual Getting Started EasyLink Services Chapter 3 Check for New Mail 3 1 Inbound Mail 3 1 1 Check for New Inbound EDI Mail Get started by checking your EDI Inbound Mailbox daily for new documents sent to you by your trading partners Performance EDI supports your receipt of standard inbound business documents such as 816 Organization Information 820 Payment Remittance 850 Purchase Orders 852 Product Activity 860 P
19. Trading Partner file Location file or Sales Order file for that trading partner e Click on Select Sales Orders for the shipment You will prompted to confirm that this order will ship by Consolidator Click Yes e Select the appropriate Shipment you want to consolidate from all the orders that are going to be shipped to that Consolidator s location 9 1 7 Send ASN s to a Hot Box ID Some of your trading partners provide a Hot Box ID for shipments that have a transit or delivery time ranging from several hours to one day Because ASN s must arrive before a shipment does the Hot Box has been created to specifically to receive the ASN s for these very quick deliveries Your trading partners will check the Hot Box every l 2 hours Performance EDI User s Manual Features of the ASN Module EasyLink Services To override an ID in order to send to a Hot Box instead e From the Performance EDI main menu bar click on EDI Setup and select Trading Partner ID from the pull down list The Maintain Trading Partner ID s window will appear e Click Search By and select Trading Partner Code from the pull down menu e Click Search For and enter the first 2 3 letters of the trading partner s name e From the list locate the Interchange ID of that trading partner s Hot Box Note that the list may contain similar Interchange ID s but each one is unique For example Macys West and Macys West H B are two distinct
20. VAN ID iz Files Received 0 Connect Disconnect Link Wizard Status View Log About e The VAN ID indicates the host VAN to connect to This can only be changed using the Setup button After the first use the VAN ID is retrieved from the previous session e Files Sent and Files Received display a summary of documents transferred between your computer and EasyLink NET e The Connect button initiates a connection to EasyLink NET logs in and transfers the documents e The Disconnect button stops any connection currently in progress In general it should not be necessary for you to disconnect e The above screen depicts a picture of a modem that indicates the connection status The three lights are red when connected and green when disconnected e The LinkWizard Status window contains the last few lines of various messages regarding the connection to EasyLink NET and sub statuses of each step the LinkWizard takes If you experience problems and require assistance an EasyLink Technical Support Representative will ask you to provide this information These lines are also stored in the ILINKWIZ LOG file located in the installation directory e The Setup button starts another Setup form which is an interface to the LinkWizard database of possible VANs to connect to You will most likely need no more than one connection e The Viewlog button allows you to view the LinkWizard log file but currently thi
21. You will be prompted to confirm that you want to replace the existing files Press A and then Enter Type EXIT and press Enter to exit the DOS window Configure the Scanner e Hold down the red power button to turn on the device e Press the W key on the scanner e Press F2 to change the Scanner ID e Change the Scanner ID by typing GUN ONE include a single space between the words and then press Enter e The UCC Manufacturer s ID is required in order to create UCC 128 labels Confirm that this ID is correct in the system From the Performance EDI main menu bar click on RPM and select UCC Manufacturer s ID from the pull down menu Confirm that the correct ID is loaded and then click the Close button e From the Performance EDI main menu bar click on EDI Setup and select Trading Partner Documents from the pull down menu Scroll down until you locate the record containing the correct information for the Company Code and the Trading Partner Code for the trading partner to whom EDI ship notices will be sent and the Transaction Set of 856 for the ASN If there is no record containing the correct information please contact the EasyLink Technical Department before you continue 10 2 Use the Scanner 10 2 1 Turn the Scanner On or Off To turn on the Scanner e Locate the small red button on the lower left hand corner of the scanner Press and hold it down until the main menu screen activates To
22. appear Click the General button and select the appropriate Company from the pull down menu Select the Trading Partner from the pull down menu and enter a Shipment ID This number should be unique for each shipment EasyLink recommends that you use the Bill of Lading number as the Shipment ID If this number is not available Use the current date with a 3 digit extension that can be incremented as needed for additional shipments For example The first Shipment ID on December 7 1999 would be 12071999001 The Shipment ID for the second shipment on that day would then become 12071999002 Enter the Ship To Location for the entire shipment Enter Carrier Information Enter the Carrier SCAC or Standard Carrier Alpha Code Some examples include RDWY for Roadway WWAT for Watkins UPSI for United Parcel Service Enter a Transportation Method if required Some examples include M for Motor Carrier A for Air U for Small Package Carrier including UPS or RPS Enter a PRO Number A PRO Number is most commonly used when shipping via a Small Package Carrier such as UPS or RPS although some trading partners require both a PRO Number and a Bill of Lading Number Performance EDI User s Manual ASN Module EasyLink Services Enter a Bill of Lading BOL Number which is usually required Select and enter the Routing which is the full name of the carrier that corresponds to the
23. appear Please refer to Chapter 17 4 Glossary Invoices for field definitions e Charges and Allowances may be sent on EDI Invoices depending on the agreement made with each trading partner To include charges or allowances in the SAC segment of EDI invoices Click on the Charges Allowances button and the Charges Allowances window will appear Fill in the appropriate fields For example 50 00 should be entered as 50 00 Performance EDI User s Manual Invoices EasyLink Services Below is an example of these fields Charges Allowances Sales Tax Competitive Hanger Defective Pallet Advertising Small Order Miscellaneous Postage New Store Freight Misc e Click OK to save your changes and return to the Invoice window e Click OK to accept the invoice request and return to the Sales Order window The Select for Invoicing column should now be check marked e To create another invoice repeat the above steps 5 1 2 Send an EDI Invoice To send an EDI invoice e After you have prepared all of your invoices click Close to exit from the Sales Order window e Next click on the Mail button on the menu bar and select Create EDI Mail from the pull down menu or just click the Create Mail button below the menu bar e Select Invoice in the EDI Document Type list e Click the Create EDI Mail button The invoices will be translated and placed in the Outbox with a checkmark in the Mark for Delivery colu
24. choose to include a value for RPM Color depending on the type of product and your trading partners requirements Also many trading partners require the color to be specified Performance EDI User s Manual The RPM Module EasyLink Services within the UPC Catalog In most cases the trading partner and or the catalog service provider requires an NRF National Retail Federation Color Code If an NRF Color Code is not required the field should be left blank Add a Color e From the Performance EDI main menu bar click on RPM and select Color from the pull down menu The Color window will appear e Click the Add button and select the appropriate Company Code from the drop down list e Enter a Color Description and if required the NRF Color Code e Click OK to save your changes To add more Colors for the UPC s repeat the above steps e Click the Close button to exit and return to the main menu 11 1 6 Size You can choose to include a value for Size depending on the type of product and the trading partners requirements Also many trading partners require the size to be specified within the UPC Catalog In most cases the trading partner and or the catalog service provider requires an NRF National Retail Federation Size Code If an NRF Size Code is not required the field should be left blank Add a Size e From the Performance EDI main menu bar click on RPM and select Size from the pull down menu The Size window will appe
25. command line will appear Type c perfedi upcfix and click OK The UPC Records window will appear It reads Enter the date of last change to begin conversion e Select the appropriate Date Enter the new Status Code for these records 3 Delete 6 Add 9 Change e Click the correct Company Code from the drop down menu e Click the Convert tab to run the conversion and prepare the UPC s from that date Now you are ready to create mail for the UPC s e Go to Performance EDI and click on the Create Mail button e Select Price Sale Document UPC and click the Create Mail button e After the mail is created go to the Mail Outbox confirm that the 832 UPCFIX EDI Document is in the Outbox and marked for delivery If you send to both QRS and GE confirm which one or both needs to receive the UPC changes e Click on the Send Mail button and select the appropriate Network to which you want to send the EDI Document 12 1 7 UPC Label Module The UPC Label Module is an optional module that is available for Retail Product Manager RPM Note that before you can use this module you must load Label Matrix for Windows into a folder called LMW located inside the PERFEDI folder PERFEDIALMW The module allows you to select a SKU UPC and print UPC labels by thermal transfer or laser printer EasyLink will send you the module with a default label format for Label Matrix called ECSUPC It prints on a 2 by
26. default Cross Dock Location Number in the specified field Performance EDI User s Manual Features of the ASN Module EasyLink Services This location will now be used whenever that specific trading partner does not send a Cross Dock Location To set up a default Cross Dock Location for a Ship To Location e From the Performance EDI main menu bar click on Documents from the menu bar and select Location from the pull down menu e Locate and click the Ship To Location that you want to alter and then click the Change button e Enter the appropriate Cross Dock Location number in the specified field This location will now be used whenever a cross dock is not transmitted for an order going to that Ship To Location Define a Consolidated Shipment e Confirm that the Consolidator Cross Dock location number and address are loaded in the Location file in the same manner as any other store for that trading partner If necessary contact the trading partner for the location numbers assigned to the Consolidators e Before you print labels confirm that either The Cross Dock Overrides are loaded as listed above or Each Sales Order has had data entered in to its Cross Dock Location field within the Shipping tab e Now you can create labels and pack the merchandise e When you create the Shipment for the ASN Enter the Consolidator s Location Code as the Ship To location this same code was loaded in the Cross Dock field of the
27. menu bar click on Mail and select Create EDI Mail from the pull down menu or simply click the Create Mail button e Click Price Sale Document UPC in the list of EDI Document Types e Click the Create EDI Mail button The UPC additions will be translated and placed in the Outbox as an 832 with a checkmark in the Mark for Delivery box Performance EDI User s Manual The RPM Module EasyLink Services e The 832 EDI document is now ready to be sent to the value added network and then forwarded to the appropriate trading partner or Catalog Service Provider Send the 832 EDI Price Sale Document e Confirm that the UPC s have been placed in the Mail Outbox and are marked for Delivery e Click the Send Mail button and select the appropriate Network from the pull down menu e Click the Send Mail button Performance EDI User s Manual The RPM Module EasyLink Services Chapter 12 Features of the RPM Module 12 1 Additional Features of the RPM Module 12 1 1 The Long UCC Manufacturer s ID The UCC is now issuing 7 and 8 digit UPC prefixes known as Manufacturer s ID s Your UPC software can manage these ID s but additional setup is required This setup can be added to your Performance EDI software before it is sent you or you can perform the additional setup manually To set up Performance EDI to manage long UCC Manufacturer s ID prefixes e Load the UCC Manufacturer s ID file with the first 6 digits of th
28. prints hangtags or price tickets upon the receipt of any purchase order The quantity of tickets printed will equal the number of items ordered per store There is also an option to allow the user to reprint the tickets for a specified sales order or a list of selected orders 18 2 1 Installation and Configuration There are only three steps necessary to activate this module e The file EDITICKET FLG must be in your PERFEDI directory This file will either be sent on your installation media or sent to you by the EasyLink Technical Support team e You must enter a label format name in the Trading Partner Documents file for each 850 purchase order that you want to generate tickets If there is no label format the programs will not print tickets for those orders This will allow you to use different formats for different trading partners e Label Matrix must be installed in the PERFEDILMW directory 18 2 2 Designing the Label Format EasyLink will provide a base label format named ECSUPC QDF using Label Matrix This label accesses the data from a text file named ECSUPC TXT located in your PERFEDI LMW directory This file is a comma delimited text file that contains data elements in the following order e UPC Number e Product ID not used in this module e Product Description e Size Description e Color Description e Item number your item number e Department number e Comments not used in this module e MSRP Easy
29. purchase order number If you do not want to invoice select orders go to the Change screen and click Edit Orders List You will see the following screen ft frmConsollnvOrders Iof x You may remove Sales Orders from inclusion in the Consolidated Invoice aroan cael Tracing Patne Code Purchase Order Number Sales Order Number Invoicl WalMart 3050190378 000000817 WalMart 3050190378 000000818 WalMart 3050190378 000000819 WalMart 3050190378 000000820 WalMart 3050190378 000000821 WalMart 3050190378 000000822 WalMart 3050190378 000000823 WalMart 3050190378 000000824 WalMart 3050190378 000000825 WalMart 3050190378 000000826 WalMart 3050190378 000000827 WalMart 3050190378 000000828 WalMart 3050190378 000000823 WalMart 3050190378 000000830 WalMart 3050190378 000000831 Remove One Record Add All Records Close e Here you can click on a specific sales order and remove it Do this for all the orders you do not want to invoice If you decide you want to invoice all the orders click the Add All Records button to restore the list to its original state e Once you have entered all of your invoicing information and you have removed any orders you do not want to invoice be sure to checkmark the Select for Invoicing box in the grid Now you can click the Create Mail button to create the invoice place it in the Outbox and checkmark the Consolidated Invoice as created If you need to change your information and recreate the invoice si
30. select Selection Code from the pull down menu The Selection Codes window will appear Click the Add button and select the appropriate Company Code from the pull down menu Enter the 3 digit Selection Code Exercise caution when you enter the selection code because it cannot be changed once the record has been saved Enter the Selection Code Description which is for only the items pertaining to that one particular Selection Code Click OK to save To add more Selection Codes repeat the above steps Click the Close button to exit and return to the main menu 11 1 3 Manufacturer s ID Each item must be assigned to a Manufacturer s ID The Manufacturer s ID is purchased from the Uniform Code Council UCC and serves as a prefix for the Universal Product Code UPC Add a Manufacturer s ID From the Performance EDI main menu bar click on RPM and select UCC Manufacturer ID from the pull down menu The UCC Manufacturer s ID window will appear Click the Add button to display the UCC Manufacturer s ID File window Select the appropriate Company Code from the pull down menu and then enter the 6 digit Manufacturer s ID Performance EDI User s Manual The RPM Module EasyLink Services e Enter the Next Manufacturer s ID if available Enter the Description of the item s under this Manufacturer s ID e Click to select the appropriate Type either UPC or EAN UPC represents a 2 digit Universal Product Code
31. that the information is correct before you create the ASN If changes are necessary select the shipment and click the Change button If the information is correct click the Done button The Shipments window will re display Locate the Shipment ID and place a checkmark in the Create ASN box Click the Close button Performance EDI User s Manual ASN Module EasyLink Services Create the Advanced Ship Notice ASN From the Performance EDI main menu click on the Create Mail button From the EDI Document Type list click Advanced Ship Notice Click the Create EDI Mail button ASN s will be generated automatically and placed in the Outbox Click on the Outbox button to verify that the ASN s are listed and have been marked for delivery Click on the Send Mail button and select the appropriate network Click on the Send Mail button to send the ASN s from the Outbox To avoid incurring charge backs it is important that you send your ASN s to the trading partner before the shipment arrives at its destination 8 2 3 Step Three Optional Assign SCCI4 Numbers The SCCI4 Assignment Module automatically assigns SCC14 numbers for case packs of items The SCC 4 number is passed to the label printing files to allow the printing of a barcode By definition a new SCC14 number is assigned for each unique combination of Company Trading Partner UPC and Case Pack or number of items in a case This module does not accou
32. the Advanced Ship Notice ASN and send it to your trading partner This must be completed before marking the remainder of the items for backorder Be sure that you have received a 997 Functional Acknowledgement FA for the original shipment and that the shipment is free of errors Please not the following The Backorder function leaves the Quantity Shipped field populated for those items that have already shipped but it deletes all original casing from the prior shipment Backordering resets the necessary flags within Performance EDI so that you can create a new shipment for that order Step Two Ship Part or All of the Remaining Backorder From the Performance EDI main menu bar click on ASN Module and select Mark for Backorder from the pull down menu The Select Shipped Orders for Backorders window will appear Select the order you want to backorder and click the Back Order button You will be prompted to confirm that you want to backorder this order Click the YES button to continue or the NO button to cancel To backorder more orders repeat the above steps When you have completed backordering click the Close button Continue casing printing labels and shipping as you would using Manual Casing Invoicing with Backorders EasyLink recommends that you create a single master invoice after the order has been filled However if you need to invoice individual shipments separately you must adjust the Quantit
33. the above steps When all packing items have been completed confirm that the printer is connected and the power is on In the Packing the Case window click Close the Case A label will print automatically for this case Continue to pack additional cases by repeating the above steps After all the cases to ship are packed click Close When prompted to confirm that the order is ready to ship click Yes This will make the order available for the creation of an ASN Click Cancel to exit the Packing the Case window and then click Exit to return to the main menu Performance EDI User s Manual ASN Module 8 2 2 EasyLink Services For help with the next step of the process refer to Chapter 8 2 2 The ASN Module Step Two Create the Advanced Ship Notice Step Two Create the Advanced Ship Notice After you use Automatic Casing Manual Casing or Scanning to pack an order and print casing labels your next the next step is to create an Advance Ship Notice ASN An ASN is created for a shipment which may consist of a single sales order or several orders that you want to ship together to the same destination usually a distribution center To create an Advanced Ship Notice Enter Shipment Information From the Performance EDI main menu bar click on ASN Module and then select Shipments from the pull down menu The Shipments window will appear Click on the Add button The Edit Shipment window will
34. the next order for packing or close Manual Casing Performance EDI User s Manual ASN Module EasyLink Services Chapter 9 Features of the ASN Module 9 1 Additional Features of the ASN Module 9 1 1 Generate and Send Routing Instructions You can use the information provided in the 753 Request for Routing Instructions EDI document to determine optimal shipment routing for a retailer Generate and Send a 753 Request for Routing Instructions EDI Document To generate and send shipment Routing Requests e From the Performance EDI main menu click on Documents and select Request for Routing Instructions 753 from the pull down menu The Request for Routing Instructions 753 window will appear e Click the Add button to select the company and customer for whom you are generating this request e Only the company customer combinations that have been set up for 753 creation will be displayed Click the appropriate record and then click the OK button The Request for Routing Instructions Header Information window will appear Step One Enter the Header Information for the Request e Your first step is to create a header by entering information into all of the required fields Performance EDI User s Manual Features of the ASN Module EasyLink Services RY Enter the current date in the Request Date field and then press your space bar three times Enter the current time in the Request Time f
35. the system automatically marks it to for sending EDI mail may be re sent upon demand 17 2 2 Mail Outbox You can view additional information about each EDI document in your EDI Mail Outbox To access this information scroll to the right of the Outbox window The file fields are defined below Company Code contains the trading partner s company code Performance EDI User s Manual Glossary EasyLink Services UU Trading Partner contains the trading partner that is intended to receive the outbound document Member Name contains an internal member number assigned to the trading partner by Performance EDI which is used to track outbound documents Functional ID contains the trading partner s functional ID pulled from the GS segment of the outbound document GSO1 Transaction Set contains the actual EDI document number of the outbound EDI that is being sent to the trading partner STOI Mark for Remove contains a checkmark to remove Outbox documents that are no longer needed in the system double clicking on the box will toggle between a checkmark and no checkmark Version contains the EDI version number for example 004030VICS of the document being sent taken from the GS segment of the outbound document GS08 User Interchange ID contains the trading partner s receiver ID ISA08 User ID Qualifier contains the trading partner s ID qualifier ISA07 Trading
36. the trading partner located in the ISAI2 An example is 00403 Group Control Number contains a number value also called the GS Control Number of a document located in the GS06 Version Number contains the release version number of the document currently used by Performance EDI located in the GS08 An example is 004030VICS Accumulate for Turnaround contains a checkmark by default because it is required to populate the orders in the Sales Order file when you process a PO in your Inbox Label Format when the ASN Module is used to print labels this field contains the label format which determines the label design to be used for the UCC 128 case labels the label format should only be entered in the 856 document files for the ASN s Trading Partner displays with whom you are trading This information cannot be changed Authorization Information Qualifier contains a number value that is determined by the trading partner located in the trading partner specs for the ISAOI The default value of this field is 00 Security Information contains a number value located in the ISA04 of the trading partner specs The default value of this field is blank Acknowledgment Requested contains the value of the ISAI4 Application Trading Partner contains an override capability for your trading partner s Sender ID in the GSO2 if it is different from that of the ISA06 Print Information c
37. together Type Alpha MANID 15 21 ee Alpha Manufacturers ID PSIZEDES 10 67 76 Alpha _ Size Description PCOLORDES 10 8089 Alpha Color Description m SELECT 0 132 Alpha Selection Code Required Description of Product Line e g SELECTDES 20 133 152 Alpha Selection Code LET oeseipton Sts MSRP 153 161 Alpha Manufacturers Optional D ee ee ee PUBCOST 9 162 170 Alpha Published Cost Optional ACTION 171 173 Alpha ADD CHG DEL DED Dead or Discarded UPC s IMP Import without updating status for sending If blank ADD will be assumed DISCONDT 174 181 Alpha Optional Date used by online catalog Must be in MMDDYYYY format Optional Date used by online catalog Must be in MMDDYYYY format Optional Date for internal use Must be in MMDDYYYY format How EasyLink Processes the Interface File EasyLink will process the import file in the following manner e All alpha fields should be left justified If field lengths are not exact your import will fail e Ifthe UPC Number is blank the Manufacturer s ID field and the next available sequence number will be used to generate the UPC number e If Manufacturer s ID Product ID Product Description or Selection Description is blank an error will be printed and processing will not take place e If available the Product ID Product Description Size Size Descr
38. want to print and then click the Print button A Case Content report will be printed followed by the labels 8 3 5 Purging Old Labels Occasionally you will have to purge old label batches when you determine that you will not need to reprint them at a later time e To purge the batch click on the record representing the batch and then click the Delete button Click OK to delete all the label information 8 4 Use an Attached Scanner in Manual Casing If you have a scanner attached to your PC via a keyboard wedge you can use a scanner to pack items within manual casing This gives you an extra level of confidence as you verify that the item you scan and place in a case is indeed in the order being packed 8 4 1 Access the Scanning Function To access the scanning function e Within Manual Casing select the Trading Partner and then the Order to be packed Performance EDI User s Manual ASN Module EasyLink Services fg Packing the Case iol x Company Retail Vendor Software Allow Multiple SKUs per case Trading Partner Dillards Dept Store Sales Order Number 000000309 Case Number Purchase Order Number 05891898 E Sequence Number Quantity Ordered Alpha Quantity Shipped Alpha 4 0 gt o00001 Closed Open a new case Edit a case Close Pack Multiple Cases with Same Content J Prompt for Case Count e To begin the process click Open a New Case fg Packing the Case C
39. your retailers may send you an 869 Order Status Inquiry EDI document which asks you to update the retailer on the status of an order You reply to the retailer s inquiry by generating and sending back an 870 Order Status Report EDI document To generate and send an Order Status Report Step One Generate an Order Status Report e From the Performance EDI main menu bar click on Documents and then select Order Status Replies 870 from the pull down menu The Order Status Grid window will appear Performance EDI User s Manual Features of the ASN Module EasyLink Services e Click the Add button The Select a Sales Order for Response window will appear e Select and click the order to be included in the report then click the OK button The Order Status Header Edit window will appear Enter the appropriate information in to the fields See Chapter 17 4 Glossary Invoices for field definitions e Inthe Order Status Header Edit window click on the Quantities and Measures button and enter the appropriate information UOM unit of measure and must be a valid code approved by the retailer EA each CA cases LB pounds e Click the Additional Dates button and enter the dates if applicable e Click the Add button The Order Status Detail Chooser window will appear e Select and click the line item that is to be included and then click OK The Order Status Detail Edit window will appear e Ent
40. 1 1 Createan EDI Invoice siisssessscseccssscsiccessstesscsdvsscesnssstessescdaaessussbevss sciseesscstevtelvcstacsssesuevcstssssecstorsestecatecessstnsesteisessveess 5 1 2 Send an EDI MVGiC S scnasena a E osassstiacescs esas E 5 2 Consolidated INVOICES siccssssssccssscverssesssseccsssvesecaissccncassesterecseneasesssiacsevassbesscescensssseedesseseneksdesseseccsesneses 5 2 1 Create a Consolidated Invoice Chapter 6 Features of Performance EDI ssccccscssccssssccssssscsssescsssssssssesesssees LD 6 1 Additional Features of Performance EDI ccssssssscccsssssssssceesscssccssceecsssssscssceeesessscsssseseeeessssseees 15 6 1 1 Receive Blanket Purchase Orders csssssssssssiccssssassscctssassscsssatasscossaaccusssudesescessuecossbeasoesdenieecsssaeaneetosbecssssuabessnanusedent 15 6 1 2 Add New items to the teri File ssssscsscsscsssssssssszsscscsvsscsneascdessecostsusnnssdnasssvsasueescsbanieita eben shedesasarssbsastnsebussctisaseeainds 16 6 1 3 Add New Trading Partner Locations to the Location File eseessssesssessesseesesstsssceseeseesesseeaeeaneeseeaease 17 6 1 4 Add New Locations and Edit Sales Order Ship T0 ID S esesssessesseesseeseesessessesaessessesseeseeatesseesteaneasents 18 6 1 5 Enter amp New Sales Order isisciscscsssscsscsssatilsssacseapssnttsosaseacsenscentsoastanaveraandiscesoedsseusdetebbenvanessass sslousudueaassvsbasbadwostessis 19 6 l 6 Invoice with Factor Remit to Information s
41. 1 Check for New Inbound EDI Mail eesessecssesseeseesessecsscessecsecnecuccucsussecsecuecuccussssecseenecuecussecuseussecneeneeneeneanes 5 3 1 2 Process New Inbound EDI Mail eeesessesecesessessesseesecusssssecnecussucsussssseeneuecuccussssseeuecuecusseesecuseusneeateneeesenenses 6 32 Qu utb ound Mailena eae ra E E S ea TenT ed 6 3 2 1 Check for New Outbound EDI Mail sercnassrcsniiensnissicniinainiii oan E a 6 3 2 2 Send New Outbound EDI Mail eee eeeesessecsscsscsseeneeseenecnscussecnecuecucsuecussecseenecuccsesencsenecucsucuecuseusseeateneeneeneases 7 Chapter 4 The Mail Outbox sispassssscicveasssazerndschaweisscaanansesnavaiss catveassehaveussensesacvenewencasanwO 4 1 Common Mail Outbox Tassie sass sccassscssisescsiaciaeascnedscssessetsccndedesdseaseescsenedsdssuededsacchesedsccenedsdscnesecveeeieess 8 4 1 1 View Documents in the OUtDOX ccsesssssssssessessssssesecsesessesssscsesussesessesessssesusassucsesessssesuesesessssesacscaesuceeseeasseeeseseeaes 8 4 1 2 Re send Documents in the OUtbOX ccsssssscsssssssseesssesscsesscsescsesessessssesesussesussesessesessesesucsesesseseseeseaeseeaesesaeseseeeees 9 4 1 3 View Outbox Document Details cssssssssssssssssssessssssessssesssssesessessessssssesesscsesseseassaesesssesseaesesesaeaesesesesseaeeaeaes 9 Chapter Invoices sississsccssssisasnsssassasssisentsesstacsssecisssssasveasasosseatssusssasnissassasesssactsesscasves 0 5 1 Create and Send EDI Invoices 5
42. 2 inch label for a Unimark U300 or Datamax Allegro II printer You can also define other label formats with Label Matrix The files that are produced by the module for interface with Label Matrix are called ECSUPC and ECSUPC TXT and are placed in the LMW folder The layout is as follows ECSUPC Field Name Length UPC Number 14 Performance EDI User s Manual Features of the RPM Module EasyLink Services 186 Product ID 20 Product Description 20 Size Description 10 Color Description 10 Item ID 40 Department Number 15 Comment 50 Retail Price 15 To run the module e From the Performance EDI main menu bar click on RPM from the pull down menu e Click on Print UPC Labels from the RPM pull down menu e A list displaying SKU information by UPC will appear Select a UPC and then click the Print button e Enter a Department Number and Retail Price if desired e Enter the Number of Labels to print which is required e Select the Label Matrix Format Name from the pull down menu e Click the OK button The system will print the labels and return to the UPC selection grid Confirm that the Label Matrix format you have selected has been designed for use with the ECSUPC file Label Matrix formats are available from EasyLink for a fee Performance EDI User s Manual Features of the RPM Module EasyLink Services Chapter 13 Internet LinkWizard 13 1 About Internet LinkWizard 13 1 1 Introduction
43. Click Start on your Windows taskbar and then click on Run The Windows command line will appear Type c perfedi batchfix and click OK The Batch UPC EAN Status Editor window will appear It reads This program will change all of the STATUS Flags in the UPC EAN master file and product ID file to the chosen upload type Select the Company Code Select the Upload Type Add Change or Clear and then click OK When the Batchfix process completes click Close Now you are ready to create mail for the UPC s Go to Performance EDI and click on the Create Mail button Select Price Sale Document UPC and click the Create Mail tab After the mail is created go to the Mail Outbox and confirm that the 832 Batchfix EDI Document is in the Outbox marked for delivery If you send to both QRS and GE confirm which one or both needs to receive the full catalog or batch of changes After you confirm the correct 832 Batchfix EDI Document is marked for delivery Click on Send Mail to send the document Performance EDI User s Manual Features of the RPM Module EasyLink Services 12 1 6 UPC 832 UPCFIX EDI Document by Date Last Changed Occasionally you may need to recreate an 832 UPCFIX EDI Document for a specific date To recreate an 832 UPCFIX EDI Document for a specific date e Confirm the drive on which you have loaded PERFEDI e Click Start on your Windows taskbar and then click Run A
44. DI and click EDI Setup e Click Value Added Network and the following screen will appear a Yalue Added Network E Oj x a gt m 4 5 Network ID Ew Network Name E xpedite for Windows Use Network Iv Support Phone Number fi 877 326 6426 e To add a new record click the button on the toolbar bar and enter in the above information Click the V button to save the record and then click the X button to close 15 3 2 Change the Network ID in Trading Partner ID e Go to Performance EDI and click EDI Setup Click Trading Partner ID and select the correct Trading Partner Click Change and select the new EW Network ID in the drop down menu Click OK to save e Your Performance EDI install directory must have the following files Recvscript txt Performance EDI User s Manual The Expedite Manager EasyLink Services URE Sendscript txt a Ewrcv bat a Ewsnd bat If there an error occurs when attempting to send or receive you will need to send the response txt file from your Performance EDI install directory to the EasyLink Technical Support Department Performance EDI User s Manual The Expedite Manager EasyLink Services EP Chapter 16 Appendix 16 1 Terms Type Codes The Terms Type Code is used in an 810 EDI Invoice document in the ITDOI element Some common examples are Terms Type Description Ol Basic 02 End of Month EOM 05 Discount not Appli
45. Delete Batch Configure Exit Performance EDI User s Manual ASN Module EasyLink Services e Click on the Configure button Label Printing Configuration C PERFEDISLM W C PERFEDINT empl _ ok __ Cancel e In the first space enter the full path name of where Label Matrix is located on this local computer not on the network Please note that each workstation must have its own copy of Label Matrix or must use an authorized network copy If you have not loaded Label Matrix load the path after you have installed Label Matrix e Inthe second space load the name of the directory to place the temporary label file that Label Matrix will use to print from The file must reside on the local computer not on the network You can use the default even if Performance EDI is not installed on this computer Please note the name of this directory as EasyLink Technical Support will need this information in order to install your label formats e Click OK to accept the changes 8 3 3 Label Matrix Considerations Label Matrix for Windows must be installed on each PC that will be used to print labels Once it is installed you must schedule with our support staff a time when they can provide you with the new label formats that will be used to print the labels The formats will have to be installed on every PC that is running this solution Performance EDI User s Manual ASN Module EasyLink Services 8 3 4 U
46. EDI User s Manual Check for New Mail EasyLink Services e 856 Advanced Ship Notices e 997 Functional Acknowledgements To check your EDI Mail Outbox e From the Performance EDI main menu click Mail and select Outbox from the pull down menu or just click on the Outbox button below the menu bar 3 2 2 Send New Outbound EDI Mail After checking your Outbound Mailbox your next step is to process any new documents that need to be sent or delivered to the value added network VAN To make this process easier for you all new documents in your Outbox are check marked as not yet delivered After you deliver them to the network the documents remain in the Outbox but the checkmarks are removed To send your new outbound mail e From the Performance EDI main menu click Mail and select Send Mail from the pull down menu or just click on the Send Mail button below the menu bar e From the Send Mail window click on the correct connection Network e Click the Send Mail button to activate the communication software Refer to Chapters 13 and 14 to learn more about using communications software e The communication software logs on to the mailbox delivers the EDI documents to the network and removes the checkmark from the Mark for Delivery column in the Outbox Functional Acknowledgements 997 should be delivered within 24 to 48 hours of receipt of a document Advanced Ship Notices 856 should be sent promptly so that yo
47. F DB file e Find the Sales Order Number that you wish to add to the shipment and note the number located in the Shipment ID column e Close EDTTABLE and return to the Performance EDI application e Go to Shipments and find the shipment noted above e Remove the Order from the shipment You can now attach it to the other shipment 18 3 2 Possible Cause 2 An ASN could have already been processed for the order such as a partial shipment If this is the case and you still need to complete an ASN on the order again do the following e On the Taskbar go to 34 Start and then Run Browse for the EDTTABLE EXE application located in the PERFEDI directory then click OK Usually C PERFEDIKEDTTABLE EXE e Goto File Open Open the SOHDR DB file e Find the Sales Order Number that you want to add to the shipment e Make sure the record is selected and then click Change Scroll down to the Ship Notice Processed field and remove the checkmark You can now attach it to a shipment Performance EDI User s Manual Troubleshooting EasyLink Services MPA 18 3 3 Possible Cause 3 Labels were printed for the order using Manual Casing However the order still does not appear for adding to the shipment If so it was possible that No was selected when asked Is this order ready to ship e Return to Manual Casing and select the order for casing e Click Close and then Yes 18 3 4 Possible Cause 4 You mi
48. I The system also supports the export and import of other transaction sets to and from other applications Refer to the Performance EDI File Layouts to learn more about using these functions Performance EDI User s Manual Appendix EasyLink Services UE Chapter 17 Glossary 17 1 Pre loaded Files 17 1 1 EDI Background Information EasyLink will prepare and load your Performance ED Installation CD with customized information about each vendor and or shipping company This information includes Company File contains profiles of the vendor s companies company name address phone number and additional information that may be required by trading partners e Company Interchange Control Numbers contains interchange control numbers for each trading partner maintained by company e Lookup Values contains information used to verify various fields throughout Performance EDI e Network User ID Cross Reference contains the network IDs for all of a vendor s companies with entries for VAN s with which the companies communicate e Trading Partner Documents this file contains an entry for each transaction or document that is sent to or received from a trading partner e Trading Partner File contains information required to create invoices for trading partners in a non interfaced system vendor number default terms information and default shipping information e Trading Partner ID Fil
49. Link Technical Support can assist you with your label formats if needed 18 2 3 Printing Labels From an Inbound Purchase Order When you process your orders from the Inbox Performance EDI will see if a label format was defined for this label If so the system will try to print price tickets for all the items The software will search for all of the information listed in the label format section from the transmitted Performance EDI User s Manual Troubleshooting EasyLink Services MS purchase order itself If some of the data is missing the program will search in the Item file for that information For instructions on setting up your Item file please refer to Chapter 6 1 2 Add New Items to the Item File The main identifier for each ticket is the UPC number If a UPC number is not found the process will be stopped An error message will appear with a report listing all of the orders and line items that did not have UPC numbers None of the tickets will be printed if there are any errors in that Inbox member 18 3 Cannot Find Order to Attach to a Shipment After defining a shipment then proceeding to Add an Order the order cannot be found 18 3 1 Possible Cause The order could be attached to another shipment e On the Taskbar go to 4 Start and then Run Browse for the EDTTABLE EXE application located in the PERFEDI directory then click OK Usually C PERFEDIKEDTT ABLE EXE e Go to File Open Open the SHIPXRE
50. R 000000143 CASE 000000038 7611773232340 PK The Item Quantity Packed by Case will display Press the up and down arrow keys to display each case and item Press the F3 key to return to the Review Orders screen e Press the Up and Down arrow keys to display each case and item e Press the F3 key to return to the Review Orders screen 4 The Checking Available Memory Process F The Checking Available Memory process allows you to determine how many more orders you can download to the scanner by checking the available memory After you check the available memory press any key to return to the menu 5 The Validating Barcodes Process C The Validating Barcodes process allows you to check bar codes for readability Verify Bar Codes F3 to Quit e This feature will work with any bar code even if it was not produced with the ASN Module The screen will display the content of the bar code as well as the barcode type e Ifthe length of the barcode is greater than l6 characters the display will not show the bar code content and will beep to indicate that a good read has occurred When you finish checking the barcodes press the F3 key to return to the main menu 6 The Scanner Identification Process W The Who Am I process displays the Scanner ID that is stored in the ASN Module PC program This Scanner is Scanner one F2 to change or Any Key Continue Performance EDI User s Manual Scan with the ASN Modu
51. S window e Type CD PERFEDI SCANNER and press Enter This is the scanner directory under Performance EDI e Type DWNAPEX2 and press Enter This will download the program to the scanner The scanner should now operate normally with ASN Module Performance EDI User s Manual Scan with the ASN Module EasyLink Services Chapter 11 The RPM Module 11 1 About the RPM Module 11 1 1 The Retail Product Manager RPM Module Retail Product Manager RPM Module functions as a UPC catalog assigning and managing your UPC numbers for you With the RPM Module you can immediately access a catalog service after installation Client company information and trading partner information are pre loaded which eliminates many of the problems associated with UPC catalog implementation especially for smaller firms The RPM Module creates the 832 EDI Price Sale Catalog and transmits it to QRS You can import data via text files if the information exists in other applications and you can export data from RPM to update existing applications with UPC information Refer to Chapter 7 6 Glossary The RPM Module for field definitions Process Your RPM Documents You can use the Performance EDI mail options to process the RPM Documents e From the Performance EDI main menu bar click Mail and select the appropriate option from the pull down menu or use the mail icons below the menu bar Create Mail use this option to create a
52. User ID icc9 icc9sa2 Time zone Jus Eastern Daylight v Add Remove Always receive Email Empty orders after processing Make sure the Account User ID is correct If not select the correct one from the drop down box Select the correct time zone for your company The remaining selections should match the above screen Click the Add Remove button under the Orders box The following screen will appear TT i x 2 Do you want to save changes Performance EDI User s Manual The Expedite Manager EasyLink Services MUS e Click Yes The following screen will appear Assign Orders e Highlight the SENDEDI Send order in the Available Orders box e Click the left arrow button to move it to the Current Assignments box e The following screen will appear RECVEDI Receive order SN Performance EDI User s Manual The Expedite Manager EasyLink Services MEK e Click Save and then click Close The following screen will appear EA Expedite ICC aR Dropoff Boxes To use this software correctly you will need to contact IBM to receive a certificate and setup IKEYMAN Call 800 655 8865 option 2 for download and setup instructions Performance EDI User s Manual The Expedite Manager EasyLink Services PHEW 15 3 Set up Performance EDI to Work with Expedite mMnager for Windows 6 3 2 15 3 1 Create a New Network To create a new network e Go to Performance E
53. ad use the Check Mail and Send Mail options within Performance EDI The system checks the OnRamp software automatically to pull the data into the correct places 15 2 Expedite Manager for Windows 6 3 2 15 2 1 Download and Install Expedite for Windows 6 3 2 To Download and Install Expedite for Windows 6 3 2 Go to the following web site https www gxsolc com public EDI us support Downloads downloads_index html Scroll to the bottom of the page and select the following file Expedite for Windows 6 3 2 is provided as an exe file 51 8 MB May 24 2005 Make sure to click the circle so that it has the dot in the middle for downloading Click the Submit button Read the end user license agreement and then click and then click Yes Enter the requested information making sure all mandatory information is filled in correctly Click Submit The download screen will appear Click Save to choose to save the file instead of running it from the website Performance EDI User s Manual The Expedite Manager EasyLink Services MK Make sure you are saving the file to your desktop Click Save and the install file will download to your computer e Once the download is complete close your browser and go to your desktop Double click the new file ExpWin632 exe e Follow the directions to install the file 15 2 2 Create A Project Named EasyLink e Go to Expedite for Windows and click File and then click New Projec
54. an Item Code for the product This can be the UPC number or any other unique number used to identify the product e Click OK The Item Information window will appear Enter the appropriate information into the following required fields Performance EDI User s Manual Features of Performance EDI EasyLink Services Item Description UPC Number Price the product price should be entered with a decimal but without a dollar sign For example 25 should be entered as 25 00 Ordering Unit of Measure in most cases this should be EA each Shipping Unit of Measure in most cases this should be the same as the Ordering Unit of Measure Scan ID this is necessary only if you scan a barcode other than the UPC number for Advanced Ship Notice ASN preparation Qualifier Product ID Pairs enter up to six pairs of Product ID Qualifiers and Product ID s which are used by the trading partner to define this item For example if you enter UP as a Qualifier then you would enter the product s UPC number as the Product ID Some common qualifiers are UP UPC Number IZ Size CB Buyers catalog number BO Color VC Vendor catalog number VN Vendor item number Click OK to save your changes and return to the Item Maintenance Selection window To enter another item repeat the above steps When you have finished entering in new items click the Close button 6 1 3 Add New Trading Partner Locations to
55. ar e Click the Add button and select the appropriate Company Code from the pull down menu e Enter a Size Description and if required the NRF Size Code e Click OK to save your changes To add more Sizes for the UPC s repeat the above steps e Click the Close button to exit and return to the main menu 11 1 7 UPC EAN Number UPC Universal Product Code or EAN European Article Number codes are required on all UPC Catalogs The UPC or EAN number provides a unique identifier for each product which is beneficial when a particular style of item has multiple colors and or sizes Add a UPC EAN Number e From the Performance EDI main menu bar click RPM and select UPC EAN Number from the pull down menu The UPC Maintenance window will appear e Click the Add button and enter the appropriate information into the following fields as needed Company Code Performance EDI User s Manual The RPM Module EasyLink Services Item ID enter a unique Item ID SKU or Style Size Color UPC Number create the UPC Number using one of the following two methods a Click on the button located next to the UPC Number field and then select the appropriate Manufacturer s ID Enter a Serial and a Check Digit Click OK to save the UPC Number a Click on the button located next to the UPC Number field and then select the appropriate Manufacturer s ID Leave the Serial field blank to allow the RPM Module to ass
56. assdsltaaaovess 121 7 5 TS ASIN Modulen iiciin scccaes ss cnoie us Ssenecesnscoaedeascvecsadacosovna EEAS rA EAN E E 122 751 Adyanced Ship Notice messiin n EA E E E 122 17 6 Th RPM Mogul iccse ss aatccscnscnsce se Soe id riasa aa e a SNA N r S EE 122 17 6 1 Retail Product Managers icsctc ccsssssiccsiectsscascsesseccbsssescanscistocsissussssssastoesbeclunsusnssitvecbechustascoesbeccadusesuscbveraiesasnsasessi ecti 122 Chapter 18 Troubleshooting sccsscessssssscssesssssssssscssossesssssascssssessessscssossosee 24 I8 Miscellaneous Error Messages ii ssesissciescssctescisctaccicsticssesscessssatisnsvacustnnate Soran a aean SENSEN S risi 124 18 1 1 All Input Files Empty or Missing vsssssccssisscccsssissoscvsasscscessistacsnssnccsussnescetsstsusstosiavseconsaeusssesbesnossocccvsnbiassbesabuetanes 124 18 1 2 BDE Could Not Find Object oo essesessseesssesssesssesssneessueessuesssuessuessesesssesssuesssessansssuesssnesssnessee 125 18 1 3 Nota Valid Integer Value sisisi 126 18 1 4 Someone Else is Already Using Performance EDI ssessssssesssesssesssessseesssesssesssesssesssesssesssesssesssessnessnessneess 126 18 2 Printing Price Tickets from Inbound Purchase Orders cssccsssssssssssessssssscssssssssssssessssesees 127 18 2 1 Installation and Configuration seecsessssssesesseesssssessesssssesssessessessesueeaesseessesseessessesaessessuesassneeaeesessesaeeaesseeaee 127 18 2 2 Designing the La
57. at corresponds to the SCAC code e g Roadway Watkins or United Parcel Service Bill of Lading BOL Number or the UCC Bill of Lading Number This is typically used for truckload shipments However many trading partners require it for small package shipments Total Cartons Shipped The total number of cartons for this particular order UOM unit of measure for the Total Cartons Shipped Click on the pull down menu for options Most trading partners use CA case or CT carton See trading partner specs for acceptable codes Total Units Shipped Total number of units for this particular order UOM unit of measure for the Total Units Shipped Click on the pull down menu for options Many trading partners accept EA each or CT carton See trading partner specs for acceptable codes Total Weight Total weight for this order 17 4 2 Order Status Reply Order Status Code contains a code that represents the current status of the order Revised Ship Date contains the date on which the order is expected to ship Doc Reference contains the reference number located on the Order Status Inquiry printout labeled Ref Mill Order Number contains the number from the Order Status Inquiry printout labeled M O if available Status Report Code contains a code that identifies why the Order Status Reply report is being created Performance EDI User s Manual Glossary EasyLink Se
58. ay the new scan quantity Performance EDI User s Manual Scan with the ASN Module EasyLink Services Step Four Process Completed Orders When the scanner detects that an order has been packed completely i e all items have been scanned for that order it will emit a low repeating beep and alert the user that the order is complete xxx COMPLETE Entire order has now been scanned Any key continue Press any key to return to the scanning screen The next step is to scan the next case label for the next order to be packed When packing and scanning is complete press F3 to return to the Main Menu 2 The Upload Process U The Upload process allows you to upload information from the scanner to the ASN Module PC product When you choose the Upload to PC menu option the scanner enters Immediate Mode The gun is in Communications Mode Start PC transfer now e The scanner cannot be accessed for any other purpose until the upload is complete e Ifan upload begins in error you can stop it by restarting the scanner Press and hold down the ALT key and the R key at the same time Before the upload process can begin the scanner checks orders that have been partially packed e The scanner will prompt you to confirm whether each partially packed order is actually complete Press any key to toggle between Yes and No Select your response and then press the Enter key e The scanner will not prompt you to addre
59. bel Format 00 0 essssssssssssesesssssscescesssessessesssssesssessessessessssssesessuseasssesnecsessecsessasensenseensensess 127 18 2 3 Printing Labels From an Inbound Purchase Order sessseessessessssssessessesstessessesscssseaeeatsssesseesesseeaeeasesseess 127 Performance EDI User s Manual Introduction EasyLink Services 18 3 Cannot Find Order to Attach to a Shipment ccssccsssssscsssssssssssssscssesssssssesssnseesscsssesssesers 128 18 3 1 Possible Cause Fe is sccscssscissesccceveaseas a E R R NN RRt 18 3 2 Possible Cause 2 18 3 3 Possible Cause 3 18 3 4 Possible Cause 4 18 3 5 Possible Cause 5 18 4 EasyLink Technical Support Request Form sseeesseeeseseeccoeeesooeecooeeccoeeeeooeesoseeeooeeesoeeesooeeesoeeessee 129 BSS E A cbsoueiesesssvisasiaiednssbdsteiassetasesivtaveissibestuseasckelasboupiasiensns 132 18 5 1 The EasyLink Technical Support Department ss sssssessssesssssrrrstsssssssssrrerttreresssssnnrerrreenesssnnrerrrrresssssnsrrreeeee 132 Performance EDI User s Manual Introduction EasyLink Services Chapter 1 Introduction 1 1 About This Guide This User Guide provides complete instructions for operating your Performance EDI software 1 2 Performance EDI Overview Performance EDI is an industry leading software application designed to simplify the complex processes involved in electronic commerce This simple cost effective tool allows you to route properly struc
60. cable 08 Basic Discount Offered 09 Proximo 12 10 Days After End of Month 10 EOM These codes may vary among your trading partners To confirm the codes contact your trading partners or refer to the ITD segment in the trading partner s 810 EDI Invoice document specifications 16 2 Transaction Sets Supported Performance EDI supports the following EDI transaction sets 204 Motor Carrier Load Tender 210 Motor Carrier Freight Details and Invoice 211 Motor Carrier Bill of Lading Performance EDI User s Manual Appendix EasyLink Services UNE 214 Transportation Carrier Shipment Status Message 753 Request for Routing Instructions 754 Routing Instructions 810 Invoice 812 Credit Debit Adjustment 816 Organizational Relationships 820 Payment Order Remittance Advice 824 Application Advice 830 Planning Schedule with Release Capability 832 Price Sales Catalog 850 Purchase Order 852 Product Activity Data 855 Purchase Order Acknowledgement 856 Ship Notice Manifest 857 Shipment and Billing Notice 860 Purchase Order Change Request Buyer Initiated 864 Text Message 869 Order Status Inquiry 870 Order Status Report 875 Grocery Products Purchase Order 880 Grocery Products Invoice 997 Functional Acknowledgement Some of these documents require the purchase of an additional module in order to work within Performance ED
61. ce file which Performance EDI will use to import the UPC or EAN data directly into RPM Create an Interface File The interface file that you must create needs to be a text file The following table illustrates the required file layout information for the file which is not keyed In addition to the Paradox database file the import supports an ASCIl text fixed record length and fixed field length file Finally you must name the file UPIMPORT TXT File Type Paradox Version 5 or ASCII Text with a fixed field and fixed record length Performance EDI User s Manual Features of the RPM Module EasyLink Services i File Name UPIMPORT DB or UPIMPORT TXT if ASCII text file Field Name Length From To UPC 14 1 14 Field Description Notes UPC Number Optional If this field is not provided it will be generated from the MANID field and the next available sequence number Required This must equal the first 6 digits of your UPC number or the first 7 of an EAN Required This is the Product Style Required Make be required depending on Trading Partner May be required depending on Trading Partner May be required depending on Trading Partner May be required depending on Trading Partner Optional If not provided the UPC number will be used If used this MUST be unique you cannot have two item IDs that are the same Optional Used to group your products If not sent we will use 010 to group all products
62. d a case completely Performance EDI User s Manual Scan with the ASN Module EasyLink Services e Scan the next case number The scanner automatically recognizes that you are packing a new case e Ifthe scanner is set to scan the case label before each item is scanned this screen will display after each item scan e The default mode forces a label scan after each item scan If you scan a case number that was not downloaded to the scanner the scanner will prompt you to add the case to an order Case not loaded Case 123456789 Add this case Yes No Select Yes The scanner will prompt you to enter an order number This is useful if you have run out of case labels for an order so you have to print additional labels No additional downloading is required Step Three Scan the Items into a Case After you scan the case label the scanner will prompt you to scan the items Scanning Items Case 123456789 Qty to Pack e The scanner confirms that the scanned item is on the order It also tracks quantities and warns you if you scan too many items The scanner allows you to complete only one scan per item If you want to change the scan quantity so that you can complete one scan for multiple items such as pre boxed items press the Enter key Key the quantity to Pack on each scan The scanner will prompt for the quantity to be scanned Key the scan quantity and press Enter The screen will displ
63. d not be changed e If you are going to use PGP check Use PGP for this Van checkbox The PGP Directory is the installation directory for PGP on your personal computer Performance EDI User s Manual Internet LinkWizard EasyLink Services e Inthe VAN Key Name edit box enter the name of EasyLink NET s key e The PGP Pass Phrase is the pass phrase you chose when you created your key with PGP Exercise caution The pass phrase cannot be recovered However you can create a new key at any time and communicate it to EasyLink NET 13 2 4 Standard Operating Procedures e Once the Internet LinkWizard is running click the Connect button The LinkWizard will connect to the VAN log in and transfer the documents e During a Send operation there will be two status bars showing A Per File progress A Per Session progress which tracks the number of files sent so far During a Receive operation the Per File progress bar will always display 100 since the file size is unknown However the Per Session progress bar will always display an accurate status percentage After transmission files in the local Send directory will be moved to the Archive directory to prevent duplicate transmissions 13 2 5 Unable to Find Record of Specified Type Error Message The error message Unable to Find Record of Specified Type may appear immediately after a connection is attempted This error indicates that the system cannot reso
64. d then click the Close Case button or e Use the scanning cheat sheet which lists predefined barcodes that perform certain functions One of these codes closes the current case and opens the next one This cause the case number to increase and then you will be packing into the next case loxi item Identifiers Item ID ICCCLOSECASE UP 797532475825 BO BLK IZ 8 VC F2151 CB 3512143 Scan ID Warnings Case Number 000100476 Quantity Ordered 0 Quantity Packed 0 Quantity to Pack fi Back out next item Return to Grid Quantity Remains 0 8 4 3 Backing out an Item To back an item out of the current case being worked on there are two options e Click Back Out Next Item e Scan the EasyLinkBACKOUT shortcut barcode on the cheat sheet Either method will bring up the following screen Performance EDI User s Manual ASN Module EasyLink Services Scanning an item item Identifiers Item ID ICCBACKOUT UP 797532475818 BO BLK IZ 6 YC F2151 CB 3512142 Scan ID I Warnings The next item scanned will be removed from the case Case Number 000100476 Quantity Ordered 0 Quantity Packed 0 Quantity to Pack fi Back out next item Return to Grid Quantity Remains 0 e The next item you scan will be removed from the case If that item isn t in the case an error message will display If the scan was a success the following screen will display A Scanning a
65. ded To install Internet LinkWizard Before encryption with PGP can take place your personal computer and EasyLink NET must exchange public keys The EasyLink NET key is included with the EasyLink NET installation CD in a file named EasyLink NET asc PGP can read this file directly From the PGP main menu click Key Management Add the Keys from the files to the Keyring file The file EasyLink NET asc is located in the directory _ilinkwiz You must generate your own personal key and provide it to EasyLink NET before the document exchange occurs Follow the directions included with PGP then select Key Management Copy or extract the Key from the Keyring file In the first dialog box select your Key In the second dialog box type a file name to hold the Key Traditionally this file has the extension asc Select OK to save the file To provide this file to the EasyLink NET contact the EasyLink Technical Support Department for further instructions 13 2 2 Use the Internet LinkWizard The Internet LinkWizard is most often initiated from within Performance EDI either via the Check Mail or the Send Mail options It can also be started from your desktop by double clicking the LinkWizard icon Performance EDI User s Manual Internet LinkWizard EasyLink Services oO ts Internet Link Wizard To Process your documents choose a VAN via the Setup button then choose Connect to begin the process Files Sent 0
66. e contains information about each trading partner name address phone number and other information Performance EDI User s Manual Glossary EasyLink Services US e Value added Networks VAN s contains network information required by the system EasyLink supports the Advantis AT amp T GEIS GPC EasyLink NET Sterling and Wal Mart Networks and interconnects are supported among the various networks 17 1 2 Company Information Files EasyLink will prepare and load your Performance EDI Installation CD with customized company information files which contain specific information about each vendor and or shipping company This information is used to create 810 Invoices 214 Shipment Status documents etc The file fields are defined below e Company Code contains a company s code which must be from one to five characters in length and capitalized EasyLink recommends that this code be an abbreviation or the first few characters of the company s name e Company Name contains the company s full name e Address Information Address Line contains the company s physical address or P O Box number Address Line 2 contains the company s suite number or additional address information City State Zip contains the company s city state and zip code Country contains the company s country code abbreviation Phone contains the company s main phone number Fax conta
67. e X ILINKWIZ directory and all of its subdirectories e EDI Connect GEIS GE Communication Software X GECONN directory and all of its subdirectories e Connection Manager Sterling Communication Software X COMMERCE or X COMMERCE3 2 directory and all of its subdirectories EasyLink recommends using a tape drive for your daily or weekly backups The most efficient method of backup is to obtain at least four tapes that can be rotated for each backup Always keep one copy in a secured location such as a fireproof vault or an off site facility EasyLink recommends that you keep a fifth tape at an off site location for weekly backups In the event of a system crash or other failure EasyLink will NOT be able to recover lost EDI data without a backup However the EasyLink Technical Support Department can offer assistance in getting the Performance EDI software back up and running Call or e mail EasyLink for a Professional Services Quote if this type of assistance is needed 7 1 2 Use Database Rebuild Tools Performance EDI includes Database Rebuild Tools that allow you to repair your database files when necessary These tools are designed for use when you suspect that database or file corruptions have occurred Some indications of database corruptions are e Missing sales order detail information e Index Out of Date errors e Corrupt file messages File corruptions typically result when e Power surges or outage
68. e ID For example if your new ID is 12345678 load 123456 as follows Performance EDI User s Manual Features of the RPM Module EasyLink Services UCC Manufacturer s ID File x You can maintain your manufacturer ID s here When you add a manufacturer ID you must select a company and manufacturer When you change a manufacturer ID you can not change the company or manufacturer s ID Company Vendor Name 1 ID Typ Manufacturer s ID 123456 G UPC Next manufacturer s ID C EAN Description Test ID OK Cancel e You must now leave your software and then use a database too to update a field that is hidden to user access Click on the Start button and click Run The program to run is x perfedi edttable exe where x is the drive letter on which EDI software is installed Click on File and then Open Select the file UCCMAN DB e A grid will appear Locate the Manufacturer s ID that you just entered and then click on that record Click Change The following screen will appear loxi Enter Changes To save changes click OK To abandon changes click Cancel Company Code Manufacturer s ID Next Manufacturer s ID Description Next Serial Number ID Type e Note that the last two digits of the prefix followed by three zeros are entered as the next serial number If there are only 7 digits to the prefix add one digit followed by four zeros for example
69. e quantity specified 3 Use this Case Pack for remaining Items all items in the selected orders regardless of their identifiers will use the specified Case Pack value This option is useful if all of the items are packed in the same manner If the item quantity fills more than one case such as a lamp with a lampshade or exercise equipment with multiple pieces enter a quantity in the Cases Per Item field e Click OK If you choose option or 2 above you will be prompted to enter the Case Pack Value for each of the remaining items in the order If you choose option 3 above no more information will be requested e Once the process is completed the Casing Requirement Report and case labels will print automatically However if you have specified Batch Label Printing the labels will not print until the Batch Label Printing program is run Be aware that the item number may represent a pre pack instead of a single unit Use caution when you determine the quantity of an item to fit in a case For help with the next step of the process refer to Chapter 8 2 2 The ASN Module Step Two Create the Advanced Ship Notice Performance EDI User s Manual ASN Module EasyLink Services Option Two Manual Casing Manual Casing is used when you pack different items in the same case or when you pack single SKU cases in varying quantities Like Automatic Casing it does not require the use of a scanner and the Ma
70. e server the path for a client is Z Perfedi where Z is the letter for the mapped drive Click the Apply arrow and then click OK to save your changes To add the alias for Performance EDI At the top of the screen click the OBJECT tab and then click the NEW tab The screen will display New Database Alias Click OK to accept the default of Standard as the Database Driver Name Rename STANDARD to Performance EDI Click in the Path field and type C Perfedi this path is correct for the server the path for a client is Z Perfedi where Z is the letter for the mapped drive Performance EDI User s Manual Troubleshooting EasyLink Services Zo Click the Apply arrow and then click OK to save your changes e Close the BDEADMIN file If prompted click OK to save 18 1 3 Not a Valid Integer Value A situation can occur when checking mail that results in an error window marked with a RED X and the message Not a Valid Integer Value This occurs when the LASTNO TXT file has been cleared With no Last Number loaded in this file the new archive files will not translate Solution e Click OK to exit from the error window e View the Archive to find the highest number used in the filenames e Using Explorer go to the Perfedi Archive directory and locate the LASTNO TXT file e Open LASTNO TXT using Notepad In the first position s of this file type a nu
71. e sure to enter the Consolidator s Location Code as the Ship To location this same code was entered in the Cross Dock field in the Sales Orders Click on the Select Sales Orders button for the shipment You will be prompted to confirm that this order is going to ship by Consolidator Click YES The orders that are going to that Consolidator s location will now be available for selection 9 1 6 Use Cross Docks with Consolidated Shipments Many of your trading partners will expect you to send consolidated shipments that require the use of Cross Dock locations When you ship items to a Consolidator both the UCC 128 labels and the ASN s must reflect the correct Cross Dock location Cross Dock Overrides If one of your trading partners fails to transmit a Cross Dock Location for an order the Performance EDI system will search the Trading Partner Location file within the Ship To Location If a Cross Dock Override has been loaded for that Ship To Location the system will use it with the order If a Cross Dock Override has not been loaded for that Ship To Location the system looks in the Trading Partner Information file to see if a Cross Dock Override has been loaded there Set up Overrides To set up a default Cross Dock Location for a trading partner From the Performance EDI main menu bar click on EDI Setup and select Trading Partner from the pull down menu Locate the appropriate trading partner record Enter the
72. eful if you had errors that prevented the original labels from printing or if you need an additional set of labels To reprint labels for a specific order or list of orders e From the Documents pull down menu select the Print EDI Tickets option lox Select the orders that need labels You may select multiple records by holding down the CTRL or Shift key when clicking with the mouse Click Print to print the labels Click Exit to exit the screen Search by Company Code Search for Company Code Purchase Order Number Purchase Order Type Trading Partner Code Sales Order Number Ship to Location O067 TEST567 0647 TargetT est 000000006 0067 TEST567 3004 TargetT est 000000007 0067 TEST987 3902 TargetTest 000000004 0123 TEST567 2902 TargetT est 000000001 0014667301 Dillards 000000004 0014667301 Dillards 000000002 0014667301 Dillards 000000003 0014667302 Dillards 000000014 0014667302 Dillards 000000016 0014667302 Dillards 000000007 0014667302 Dillards 000000022 0014667302 Dillards 000000015 0014667302 Dillards 000000008 0014667302 Dillards 000000009 0014667302 Dillards 000000018 0014667302 Dillards 000000012 0014667302 Dillards 000000013 0014667302 Dillards 000000017 Print Tickets e Using the Search By pull down menu select how the data is to be sorted and then enter a value to search for in the Search For field e You can sort how the data will be displayed in the grid by clicking and holding the
73. els from e From Windows click on the Start button and then click on Run In the open window enter x Install where x is the drive letter of your CD ROM e Follow the instructions in the setup program You will need to install the software to the networked directory for Performance EDI e When installation is complete set up the database engine for your local computer and load the programs to the server e Repeat these steps for every computer that will be used to print the case labels 8 3 2 Configuring the Batch Label Printing Module You will need to configure the Batch Label Printing module on every workstation by doing the following e From Windows click the Start button and then Programs Click on Batch Label Printing and then click on Performance EDI Batch Label Printing Module This will bring up a screen that looks like the following Print Label Batches joj x Locate the batch of labels to be printed Click the batch to activate then click the print button to begin printing Begin List at Batch Number 200000000 80 _ Company Label Format Label Batch Number Labels Printed First Label Number Last Label Number dillards 1 10 22 01 False 000100268 000100268 dillards 2 10 22 01 True 000100269 000100270 dillards 3 10 22 01 True 000100271 000100271 dillards 4 10 24 01 False 000100272 000100272 dillards 5 10 24 01 False dillards 6 10 24 01 False 000100273 000100300 Print Print Single Label
74. er the appropriate information into the fields and then click OK The Order Status Header Edit will reappear e To enter more line items repeat the above steps e Click the Close button to exit and return to the Order Status Grid window e A report of all the line items will now be generated Be sure to checkmark the Create 870 box If the retailer has sent an inquiry about other orders repeat the Add procedure for each of them Step Two Send the 870 EDI Document to Your Retailer e Use the Send Mail option to send the 870 EDI document to your retailer 9 1 4 What to Do When a Retailer Backorders Items Sometimes you may only be able to fill and ship a portion of an order When this happens you will backorder the remaining items Performance EDI allows you to accommodate this special situation To backorder items Step One Pack the Initial Shipment Using Manual Casing e Pack or case the items and print case labels as you would using Manual Casing for the initial shipment Note that If you are shipping a partial quantity of an item case only the portion that is being shipped Also make sure the system cases only those items that are being shipped If you are not going to ship an item do not select the item for casing and indicate a zero quantity This is incorrect Performance EDI User s Manual Features of the ASN Module EasyLink Services After you have completed casing for the initial shipment create
75. es e The NET DIR should now be displayed on the right side of the screen It will initially read C On each client Change the NET DIR to read Z The server s NET DIR should remain C Click on the Apply arrow and then click OK to save all your changes to PARADOX A message may appear that reads All BDE applications must be restarted for changes to take effect Click OK and reboot each client after the changes are made on that particular client Performance EDI should now run from multiple networked computers Due to the various locations of the Borland Database Engine BDE on different systems the message Could Not Find Object may appear when you attempt to open Performance EDI If this message appears refer to Chapter 19 1 2 Troubleshooting BDE Could Not Find Object to learn how to reconfigure the BDE aliases for ASN s and Performance EDI Communications When you run Performance EDI on multiple computers you need to decide where you want to send and receive mail You can load the communications software on the server pointing it to the C drive or it can be loaded on the client s pointing to the Z drive If Modem Types and COM Ports differ on each individual client e Choose one client to install the Communication software You must do this for Expedite Manager GE Communications or any communication package requiring the use of a modem e EasyLink NET users may install to an
76. es to clear existing orders from the scanner whether or not they are complete e 6V reify case cnt Performance EDI User s Manual Scan with the ASN Module EasyLink Services i 10 2 3 Scanner Processes There are scanner processes available I The Download Process D The download process allows you to download information from the ASN Module PC product to the scanner When you choose the Download to Gun menu option the scanner enters Immediate Mode The gun is in Communications Mode Start PC transfer now e The scanner cannot be accessed for any other purpose until the download is complete e Ifa download begins in error you can stop it by restarting the scanner Press and hold down the ALT key and the R key at the same time The Scanning Process S The scanning process allows you to pack or case items and includes four steps e Step One affix the case label to the case e Step Two scan the case label to identify the order e Step Three scan the items into the case e Step Four process completed orders Step One Affix the Case Label to the Case Attach the Case Label to the Case Step Two Scan the Case Label to Identify the Order Choose the Scan Orders menu option which will prompt you to scan the case number Scanning Scan case number If the scanner is set to scan the case label once this will be the only time this screen is displayed After you have packe
77. ess New Inbound EDI Mail After checking your Inbound Mailbox your next step is to process any new mail you have received To make this process easier for you all new documents in your Inbox are waiting to be processed To process your new inbound mail e From the Performance EDI main menu click on Mail and select Inbox from the pull down menu or just click on the Inbox button below the menu bar A new window will display the Inbox entries e In the Inbox window EDI documents that need to be processed have a checkmark in the Mark for Process column Click on the Process button to launch the following tasks Print documents if they are set to Print Information in the Trading Partner Document file under EDI Setup Place any purchase order information other than Blanket Orders in the Sales Orders file if the document is set to Accumulate for Turnaround in the Trading Partner Document file per trading partner under EDI Setup Export specific document information to the PERFEDI EXPORT directory if the document is set to Export Document Data in the Trading Partner Document file per trading partner under EDI Setup 3 2 Outbound Mail 3 2 1 Check for New Outbound EDI Mail After processing your new inbound mail your next step is to check your EDI Outbound Mailbox daily for new translated documents that need to be sent to the network Standard outbound business documents include e 810 Invoices Performance
78. essesarssseeseeaseaeaneeseeaneess 27 Chapter 7 Maintenance Tasks iscicsessiessescnssssosssocssevesoussescssnsessousnssessacwssesssancsessseusuen 29 7 1 Common Maintenance Tasks to Perform csssssssscssssesssesssesesscssseesesesscseesssseseessssesssesssssessssesses 29 7 1 1 Backup Performance EDI Files lt css es scecencsensv neseassanestnsssnvodassonvcnevsthesshsdensernidivsnbosanconsesesecrhiorssestsei enriseteceatyarseets 29 7 1 2 Use Database Rebuild ToolSreenensnessonesineneniiiiioireni anie EEEE REA 30 7 4 3 Update the Translator Mapsicssssscsssosscssssssssacssassensscassasacseasacosseassaacossqanza staaaussisagosoussassavabbadnecoudooaeascaagosecbhasnaasslayiua 33 7 1 4 Download Map and Performance EDI Updates cesssessseesssessssssssssssssssssssssssesssssssesssssstesssesseesssesseesseesseesseess 34 Chapter 8 The ASN Module ssccssssssscsssssesssssnscssoscesssssnscssossesensonsessassesensosses OD B21 Before Vow Begins a E ssosousasensesuscussseossensususessussestuswecdesswansesondsoesesoaterussvease 35 8 1 1 Inistall Label Matrix for VWindOWs czsccascsssecesessssesescnesesecenssoneseeseenveseesenvesessensecqaneroseeadenseeessseasssveenseenssenssanoeense ess 35 8 2 Usethe ASN Modulle sisssscssssssscssssonsnsssasensensssassessovekscovnsdensosshnkestanesenssosssdeahevshenenasisdenests veiasisuskoassvovekee 36 8 2 1 Step One Pack an Order and Print Labels 0 esseesesseeseessessesssesse
79. ew record with a Network ID of AS2 and a Network Name of EDIINT AS2 Communications Be sure to maintain the Trading Partner ID file under EDI Setup Change the network ID to AS2 for all of the trading partners that will use AS2 communications Go to EDI Setup and maintain the Network User ID Cross Reference file You must have a separate entry here for EDIINT AS2 Communications Performance EDI User s Manual Communications Software EasyLink Services 19 Chapter 15 The Expedite Manager 15 1 Inovis OnRamp 15 1 1 Setting Up Inovis OnRamp for Use with Performance EDI For Performance EDI to work with Inovis OnRamp you must have OnRamp installed in the correct locations with the correct files loaded Use the following checklist for guidance e Obtain OnRamp from Inovis support It can also be downloaded from their website They will assist you in installing the software but be sure to install OnRamp into the c Program Files Inovis OnRamp 4 0 directory on the computer that will check mail Note that it must be on the C drive and not the network drive e Start OnRamp independently of Performance EDI and set up the user profile e Make sure the following files from EasyLink are copied into the OnRamp directory Onrampreceive bat inputreceive txt Onrampsend bat jnputsend txt e Modify the file pipeline ini in your OnRamp directory There is a section named DIOEDI_X12Versions Locate the following entry ne
80. f labels required for that order This can be an estimate You can print additional labels at the time of packing if necessary Click on the Print Labels button The labels will print on the thermal transfer printer connected to your computer Step Three Download to the Scanner Confirm that the scanner is connected to the PC and then click on the Download to Scanner button On the scanner select D or Download to Scanner On the computer click the OK button to indicate that the scanner is ready Refer to Chapter 10 2 Scan with the ASN Module Use the Scanner to learn more about using the Scanner to pack items Step Four Upload Completed Orders After you have scan and pack the orders click on the Upload from Scanner button on the ASN Module menu Confirm that the scanner is attached to your computer On the scanner select U for Upload from Scanner On the computer click OK to indicate that the scanner is ready Performance EDI User s Manual Scan with the ASN Module EasyLink Services For help with the next step of the process refer to Chapter 8 2 The ASN Module Use the ASN Module 10 2 5 Control Case Quantities The ASN Module scanner allows you to control how many items are packed into a case which helps control inventory control because the scanner will force you to pack the exact quantity required for a case Activate Case Control To activate Case Control Turn on the scanne
81. fied Type Error Message csessssssssesseesssssestessesseessssseeaeeatssneeseenteesees 9l Chapter 14 Communications Software esessesseeseeeoeeseeeoeesoesoeesoeeoeesoreoeesoeeoeesoeeeees DL 14 1 Other Communications Software Applications 14 1 1 GE Communications Software u ccccccccscssssssssssssssssesesesesssssssscsesesesesessssesssesesesesesesessesesesesesesesesseseceesseeaeseseseeeseees 14 1 2 Wal Mart Communications Software ccscssscsssesesesssssssssssscsssesssssssscsssesssesesessssesesesesesesessscesesescaesescaeseseseseeseaes Chapter 15 The Expedite Manager scscrcsssssssssssessessescsssascssossescsssascssossescees IO IST novis OnRamMpia an cynuaessh oiesess ap ens sens ean sews cpauswash ohaaaus evennaaes E anaseascneasseuseanncsonnnewavetes 96 Performance EDI User s Manual Introduction EasyLink Services 15 1 1 Setting Up Inovis OnRamp for Use with Performance EDI scsscssssssssesssesssessessessesssesssesssessesssesssessseees 96 5 1 2 Checking Mail With MMOVAS sieia2 ssssssscia sssctsasastestis cacatessoscnsszesocscasssuasscsaspsecedivestosendalessassssaesesesuesdasesasssnsseasaniensctteces 97 15 2 Expedite Manager for Windows 6 3 2 s ccscccsssscsscsssessssssesssssessssssessscscsssssssessssssesssssesessesosees 97 15 2 1 Download and Install Expedite for Windows 6 3 2 c csssssssssessesesstessessessessseeatesnesseeseesessesatesesseeneeseentens 97 15 2 2 Create A Pr
82. ght be looking for an order that has a different Ship To location than the one that has been defined for the shipment e Verify the Ship To location that was entered for the shipment and the one that is in the order header If it is just one digit off it will not be available For example 001 instead of 0001 e If the order must be attached to the shipment make the necessary change to the ID of either one 18 3 5 Possible Cause 5 Some of the databases or indexes may be corrupted e Go to Help Database Rebuild Tools Click Continue if a warning appears e Select the option to Check All Tables If any errors are found click Fix All Errors e Click Pack All Tables Note If large amounts of EDI are done especially over a network these options should be done at least on a weekly basis 18 4 EasyLink Technical Support Request Form Software Customers When reporting a Support Issue please complete the following request and fax it to EasyLink Technical Support at 866 276 0155 Performance EDI User s Manual Troubleshooting EasyLink Services EO EASYLINK SERVICES INTERNATIONAL CORPORATION TECHNICAL SUPPORT REQUEST l Company name 2 Company contact submitting request 3 Company phone number Fax number 4 Date and time of support request submission 5 Trading partner s involved e g Dillards Bloomingdales SAKS Sears etc a Document s involved please circle Inbou
83. he use of a scanner is not required A Case Pack Quantity is designated for each item on your order and the system Performance EDI User s Manual ASN Module EasyLink Services automatically prints a casing report and the correct number of UCC 128 labels needed for the order To use Automatic Casing e From the Performance EDI main menu click on ASN Module and select Scanning from the pull down menu e The ASN Module window will appear Click the Scanner ID field and select Automatic from the pull down menu Click the Add button e The Add Order window will appear Locate the orders to case and then checkmark each Add Order box for the selected orders Click the Close button e The selected orders will be listed in the ASN Module window Confirm that these are the correct orders and click the Close button e From the Performance EDI main menu click on ASN Module and then select Automatic Casing from the pull down menu e The Get Case Pack Information window will appear displaying item information and quantity ordered for your first item In the Case Pack Value field enter the quantity that will fit in a case Choose one of three options for applying this value Always use this Case Pack for this Item ID within the orders selected for casing all instances of this item will be packed in the quantity specified 2 Apply this Case Pack only once only the current occurrence of this item will be packed in th
84. heading of a column and dragging it to the desired position The software will retain that configuration from session to session until you change it again e To print labels you may click on a single sales order a range of sales orders by holding down the shift key and clicking on a first and last order or a list of individual orders by holding down the Ctrl key and clicking on individual orders to print The following screen will be displayed Performance EDI User s Manual Features of Performance EDI EasyLink Services My Oi Print EDI Tickets yy lol x Select the orders that need labels You may select multiple records by holding down the CTRL or Shift key when clicking with the mouse Click Print to print the labels Click Exit to exit the screen Search by Company Code zi Search for _ Company Code Purchase Order Number Purchase Order Type Trading Partner Code Sales Order Number Ship to Location a l E Aaa O06 7 TEST56 0647 SA TargetT est 00000000E 0647 _ 4MERN 0067 TEST567 3004 SA TargetT est 000000007 7 _ 4MERN 006 7 TEST 987 3902 SA TargetT est 000000004 3902 _ 4MERN 0123 TEST567 2902 SA TargetTest 000000001 2902 000000022 000000015 Dillards Dillards 0014667302 0014667302 000000009 001 4667302 001 ei Dillards 000000018 SA Dillards 000000012 ASIAA 001 4667302 SA Dillards 000000013 asia 0014667302 SA Dillards 000000017
85. ield and then press the space bar four times If you enter another time use the format hh mm ss AM PM Be sure to enter all values including seconds or a colon will appear between the minutes and the AM PM indicator The Contact information will fill in automatically from the corresponding record in the Company File if one exists If the information does not exist in the Company File you must enter it Be sure to fill in the Contact Telephone and Contact Fax numbers fields with 10 number only digits No parentheses hyphens or other non numeric characters are allowed The Ship From information will fill in automatically from the corresponding record in the Company File if one exists If the information does not exist in the Company File you must enter it The Vendor Number will fill in automatically from the corresponding record in the Trading Partner file if the information exists Step Two Enter the Shipments for the Request e Click the OK button and add new detail records as needed When you have completed each request click the Close button e The new request will appear in the Request for Routing Instructions list e Checkmark the Create Transaction box and then click the Create 753 button The system will create the 753 EDI document and place it in your Outbox Step Three Send the 753 EDI Document to Your Retailer e Use the Send Mail option to send the 753 EDI document to your retaile
86. ign this value Leave the Check Digit field blank to allow RPM to compute the Check Digit Click OK to save the UPC Number Product ID Product Description enter a unique and descriptive Product Description Color Description select from the pull down list which contains the values that were previously entered in the Color File Size Description select from the pull down list which contains the values that were previously entered in Size File Published Cost if the price of the product is different for any of your trading partners then leave this field blank MSRP this is the Manufacturer s Suggested Retail Price and may be left blank if desired Promo Item Code these codes are defined within RPM as CL Collateral GW Gift with purchase PW Purchase with purchase a Discontinue Date this is the date when this UPC will be discontinued Note that often this information is not known at the time the UPC s are entered into the system Cancellation Date e Click OK to save your changes To add more UPC Numbers repeat the above steps e Click the Close button to exit and return to the main menu After you have added all the new UPC s create the 832 EDI Price Sale Document so that it is placed in the Outbox and is ready for transmission to the trading partner and or Catalog Service Provider Create the 832 EDI Price Sale Document e From the Performance EDI main
87. ill appear with A list of all the Performance EDI database tables A list of Tables with Errors A list of the following options Check All Tables Fix All Errors Pack All Tables Pack One Table Clone One Table Check One Table Performance EDI User s Manual Maintenance Tasks EasyLink Services EZ Check One Index a Rebuild One Table Rebuild One Index The Close button is displayed at the bottom of the Database Maintenance Utility window EasyLink recommends the following sequence for repairing file corruptions e Click on the Check All Tables button The Scanning all files Please Stand By message will appear e When the system finishes scanning the files the Scanning Complete Errors found x message will appear where x is the number of corrupted databases found e Click on the Fix All Errors button e Be sure to checkmark the Backup Tables Prior to Rebuild button The PERFEDIABACKUP message will appear e Click Continue to accept the Do Not Borrow Structure option by doing this you accept the default value for the table structure option The Rebuilding Table message will appear e When the first table is rebuilt the Table example Locxref db rebuilt informational box will appear Click OK to continue e Another informational box Table Locxref db index rebuilt will appear Click OK to continue It is important to allow this process
88. ins the company s main facsimile number e Contact Information contains information identifying the company s primary EDI contact person Contact Name contains the primary EDI contact person s name Contact Phone contains the primary EDI contact person s phone number Contact Fax contains the primary EDI contact person s facsimile number Contact E mail contains the primary EDI contact person s e mail address e Federal Tax ID contains the company s Federal Tax ID number e Tax Exempt contains the company s tax exempt status e Duns Number contains the company s assigned Dun amp Bradstreet number e Last Transaction Number contains the company s last transaction number which is calculated by Performance EDI 17 1 3 Trading Partner Files EasyLink will prepare and load your Performance EDI Installation CD with customized trading partner files which contain specific information about the relationships between your company and your trading partners The file fields are defined below e Trading Partner E mail contains the trading partner s e mail address Performance EDI User s Manual Glossary EasyLink Services EO e Default Shipper Name contains the trading partner s default shipper name which occurs when the vendor s shipper carrier of goods is always the same e Vendor Remit To Code contains the trading partner s Remit To doe Du
89. iption Color Color Description Selection Code Selection Description MSRP and Published Cost will be added to EasyLink s RPM Database e EasyLink will assign an Item ID of the UPC Number if no Item ID is given e All import problems will be noted in a report printout Performance EDI User s Manual Features of the RPM Module EasyLink Services 12 1 3 Export UPC Data from RPM Occasionally you may want to export your UPC data to another application EasyLink allows you to do this through execution of the UPCEXP EXE program To locate and run the UPCEXP EXE program Using Windows Explorer locate your PERFEDI directory Sort your PERFEDI directory by type so that your Applications are placed at the top Scroll until you locate the UPCEXP EXE application Double click on UPCEXP EXE to run the Export option The UPC Export window will appear which reads Click BEGIN to export UPC information The left side reads The right side reads Select the format for the Comma delimited ASCII export file Fixed field record length Select either a Comma delimited ASCII file or a Fixed field record length file and then click Begin After the program runs the message The export file has been created in PERFEDI EXPORT UPEXPRT TXT will appear Click Exit to close the program The UPCEXPRT TXT Layout Field Name Field Size Company Code String 5 Item ID String 40 UPC Number String 14 P
90. iunneitiectes 114 17 1 2 Company Information Files 00 sssessssssssssesscsssscecssessensccsssssssvesssssssssesnsssccssssusearensesusenecsessecsesensensesseeneensess 15 V7k3 Trading Partner Files iiuitcccitceacscecscaiiiastnesieasacnsiaectusaticqusnennctiaieadesssnnlaminanicnnmeaennenes 115 17 1 4 Trading Partner Document FileS ssseesseesreerreessssssssssreereeersssseeesreereessssuuuuuerrreeesssssuuuuetrreeessssuteereesssssnueerereere 116 7 2 Mail Outbox sscsscssississsscsecssssvsscasseskessstsuekicssnsdeassgunkesnansdnnectstossnseba iesesiseshensovsssdssteunisvestovskesssusdensasehen 118 17 2 1 General Mail a a e E E 118 17 22 Mail QUtboxicssscsccasisscccsssscsssassanvcssstansssastevossnvstevcatsunvsarsedtancsubstevenssctaecrsugcbopradeshaecasscbuvene R ES 118 I7 3 Request Routing Instructions cscccis cases ccssccsssistevesssssusecescsscssasdebevccusssnosesesanvegssastesessetaecsevantecosasises 120 17 3 1 Request Routing Detail Records svissic sccssssscsssesiescetsssascsssitessccssiansestostevsosenbacsesssenscederaecsensostevstssscstusitenovcubarecenes 120 ITA GV OICES ssccsecsccs secessxoresssqceessccueccacecacsucsuevscaussstuussestaessicevsnsasastate N stu meevenisvaseses 121 17 4 1 Create INVOICE 2 cscssevssevecesatesssrdeceuncesacsassrasscesucas dese tuvecesedasssosstny a aE e 121 17 42 Order Status Reply csicsessssssesssicssaccoansenbasdtevesceasassossssicagsoeasnesbsiossevesovopanddotbbsedstounnson EN eir dea aS oabseugusensag
91. k one item from a case and then adjust the quantities on the scanner This function repeats the normal scan process except that items are deducted from the case You can change the scan quantity to back out multiple items Performance EDI User s Manual Scan with the ASN Module EasyLink Services esd The scanner will confirm that the item is in the case that was scanned and then it will adjust the quantities packed This adjustment can be done only before orders are uploaded to your computer 9 The Tracking Numbers Process T The Tracking Numbers process allows you to collect the tracking numbers for cases shipped by UPS or RPS Note that the ASN Module can create labels using several different methods e Downloaded to scanner e Manual Casing No Scan e Manual Casing Scanning e Automatic Casing Choosing this option will prompt you to scan the case number Tracking Scan case number e Scan the Case Number from a UCC 128 case label A screen will prompt you to scan a Tracking Number Tracking Case 123456789 Scan Tracking e Scan the UPS or RPS Tracking Number from the UPS or RPS barcode e Ifthe same case number is scanned multiple times the system will use the last corresponding tracking number scanned when the ship notices are created e Orders that correspond to the UCC 128 case labels that are scanned do not have to be present on the scanner during tracking number data collectio
92. k Technical Support Department for further assistance You will be asked to forward to Technical Support the 810 specs along with any special documentation from the trading partner 6 1 7 Reprint a Single Purchase Order To reprint a single Purchase Order e Click on Documents in the main menu and select Sales Order from the pull down menu e From the selection list locate and click the Sales Order you want to reprint e Click the Print button Performance EDI User s Manual Features of Performance EDI EasyLink Services 6 1 8 Export Purchase Orders to Another Application Performance EDI allows you to export purchase orders to other software applications This benefits you by preventing the manual re entry of information already received and processed by Performance EDI This reduces both your workload and the potential for errors Export Purchase Orders Click on EDI Setup in the main menu bar and select Trading Partner Documents from the pull down menu Locate and click the company s 850 document and the affected trading partner Click on the Change button and then click Export Document Data to place a checkmark in the box Click OK to save your changes When the orders are processed from the Inbox the Purchase Order files will now be output to the PERFEDI EXPORT directory 6 1 9 Move Performance EDI to Another Workstation Performance EDI allows you to move the application software to another wor
93. kstation when for example hardware problems occur To move Performance EDI to another workstation Make a backup copy of the current PERFEDI directory and all of its subdirectories Follow the installation instructions to install Performance EDI from your installation CD onto the new workstation On the new workstation delete the directory PERFEDI and all of its subdirectories Copy the backup PERFEDI and its subdirectories to the new workstation Make a backup copy of the current Communications Software such as EXPMWIN GECONN etc Install the Communications Software from your installation CD on the new workstation in the same location where Performance EDI is installed On the new workstation delete the Communications Software directory Copy the backup of the Communications Software directory to the new workstation 6 1 10 Run Performance EDI on Multiple Computers You will use the same instructions to run Performance EDI on both multiple computers as a Multi User and single computers as a Standard Single User Some related terms to know include Performance EDI User s Manual Features of Performance EDI EasyLink Services e Client a PC that will run Performance EDI from a networked drive e Server a PC that will run Performance EDI from a local hard drive In these instructions assume that the local drive is C and substitute the appropriate drive letter in the examples below Netw
94. le EasyLink Services Note that orders designated for one scanner cannot be downloaded to a different scanner To change the Scanner ID or create one and assign it to the scanner e From the main menu press W and then press F2 to change the Scanner ID e Type in the new Scanner ID and press Enter e Press any key to return to the main menu 7 The Changing Scan Mode Process M Before you scan each items for the case you are packing the ASN Module Scanner will prompt you to scan the case label This precaution ensures that you pack the correct case However you can use the Mode of Scan menu option to alter the scanner so that prompts you for the case label at the beginning of the packing procedure only Scan mode is Always Scan Case F2 to change or Any Key Continue To toggle the mode press F2 Are you sure Press F4 to confirm changing the scan mode Press F4 to confirm the mode change and return to the main menu You must accept responsibility for scanning the case label each time a new case is packed Failure to do this will cause subsequent items to be packed in the previous case which will then cause the ship notice to be incorrect Charge backs may occur EasyLink recommends that you always use the Always Scan Case mode to prevent these errors from occurring 8 The Removing an Item From a Case Process B Occasionally scanning mistakes may occur The Back Item Out menu option allows you to unpac
95. list and select the appropriate Ship To ID for the store number or DC Click OK to save your changes and return to the Sales Order window To edit additional Sales Orders repeat the above steps After you have added all of the store and DC numbers in the Location File and edited all of the Sales Orders by adding the correct Ship To Location Codes Go to the Scantastic module to print labels or create ship notices as needed Performance EDI User s Manual Features of Performance EDI EasyLink Services 6 1 5 Enter a New Sales Order Normally Performance EDI will create Sales Orders automatically However occasionally you may be required to create Sales Orders manually This can be done by following these steps Step if the items needed for the Sales Order do not already exist in the Items File then you must manually add this information Step 2 if the required location does not already exist in the Locations File you must manually add this information Step 3 enter the required Sales Order information Step Add a New Item to the Item File Click on Documents in the main menu bar and then confirm that the item required for the Sales Order is not already in the Item File Select Item from the pull down menu and search for the item If the item does not exist you must manually add it To do this refer to Chapter 5 1 2 Features of Performance EDI Add New Items to the Item File Step
96. lve the name provided by you as an Internet address Check the name again for correct spelling and then check your TCP IP Properties in the Network Control Panel to ensure that the DNS Domain Name Server is set up correctly Generally your network administrator or your Internet Service Provider ISP will give you the address of a DNS server Performance EDI User s Manual Internet LinkWizard EasyLink Services Chapter 14 Communications Software 14 1 Other Communications Software Applications 14 1 1 GE Communications Software EDI Connect GE Communications EDI Connect is the communication software used to communicate with GE General Electric Information Services EasyLink will provide you with a copy of the GE software to install for use with Performance EDI To install GE Communications Software e Set up a GE Account e So that EasyLink can properly configure GE Communications please provide the EasyLink Technical Department with the following information Brand and Model of your Modem Com Port used for this Modem Modem initialization string Your GE Account Number Your GE Password Whether you are required to use 0 digit dialing which includes the area code when dialing a phone number For example 770 555 6469 verses 555 6469 When the vendor has all of the above information fax it to EasyLink at 866 276 0155 Performance EDI User s Manual Communications Software EasyLink Service
97. mail exists it will be translated and placed in the Inbox Functional acknowledgments will be created and placed in the Outbox Inbox newly translated EDI Mail is placed in the Inbox and marked for processing From the Inbox window mail may be processed or purged When EDI mail is processed documents are printed purchase orders are placed on the system as sales orders and user interface files are created and placed in the EXPORT directory within PERFEDI In addition the EDI transmissions are accessible from the Inbox using the Archive button The transmissions are stored in the archive in the same format as received from the value added networks Create Mail allows you to create EDI documents to send to trading partners The system checks for sales orders that have been marked for invoicing and creates EDI invoices from the sales order information The system also checks for user supplied interface files for invoices or ship notices and creates outbound EDI mail from the files The EDI mail is placed in the Outbox and marked for delivery Documents that may be created include invoices 810 price sale documents 832 and advance ship notices 856 Outbox allows you to select EDI mail for sending or purging The Send Mail option will send the selected EDI Mail to the appropriate VAN Send Mail will connect to the VAN and send any EDI mail from the Outbox that has been marked for sending when mail is placed in the Outbox
98. mber higher than that of the last highest number currently located in the Archive file and then click Save e Contact the user s network EasyLink NET Advantis GE Sterling etc and request that the mailbox be reset so that mail can again be checked 18 1 4 Someone Else is Already Using Performance EDI Situations may occur in which Performance EDI is not shut down properly e g power failures or system lock ups requiring reboot At these times Performance EDI may not clear the last user from memory When the user then tries to open Performance EDI again the error message Someone Else is Already Using Performance EDI may result Solution e Ona network installation confirm that no one else is using the system e From the Windows task bar click on Start Click Run e On the command line type X PERFEDINEDTTABLE where X is the designation of the drive where PerfEDI is installed e Click OK An Edit table will appear e Click on File and then click Open e Click on the PROC DB file to select it and then click OK The field Username will display e Click the Remove button to remove the username record from the PROC DB file e Click Yes to verify removal of the username e Click Close to exit from this window Performance EDI User s Manual Troubleshooting EasyLink Services WI 18 2 Printing Price Tickets from Inbound Purchase Orders The EDI Ticket module for Performance EDI automatically
99. mn The invoices are now ready to be sent to the value added network e Click Mail on the menu bar and select Outbox from the pull down menu or just click on the Outbox button below the menu bar Verify that the invoices have been placed in the Outbox and that the Mark for Delivery column has a checkmark e Click the Mail button on the menu bar and select Send Mail from the pull down menu or just click on the Send Mail button below the menu bar Click the appropriate Network and then click on the Send Mail button 5 2 Consolidated Invoices A Consolidated Invoice is a single invoice sent to a trading partner that summarizes all of the orders sent to a given location under a single Purchase Order number Rather than invoicing by individual stores only a single invoice is created listing the total quantities shipped of each item Performance EDI User s Manual Invoices EasyLink Services MP 5 2 1 Create a Consolidated Invoice e From the Documents menu select Consolidated Invoice You will see a screen like this ga Consolidated Invoices Profits 0000192831 WalMart 3050190378 Performance EDI User s Manual Invoices EasyLink Services e To add a new invoice click the Add button You will see the following screen fc Select a Company Trading Partner PO and Ship To Location Enter the Purchase Order Number to locate the order group to invoice Click on the order group you want to in
100. mply make the changes and then recheck the Select for Invoicing box Performance EDI User s Manual Invoices EasyLink Services Chapter 6 Features of Performance EDI 6 1 Additional Features of Performance EDI 6 1 1 Receive Blanket Purchase Orders Some of your trading partners may send you Blanket Purchase Orders which alerts you to future orders that are forecasted by the trading partner Blanket Purchase Orders are not live Purchase Orders and they do not contain location or ship to designations However Blanket Purchase Orders are beneficial because they allow you to prepare for upcoming orders ahead of time After a Blanket Purchase Order is received in your Inbound Mailbox and then processed the following will occur e Print the Blanket Purchase Order if the Print Information box is check marked in the Trading Partner Document File for the 850 A printed Performance EDI Blanket Purchase Order differs from regular orders The main heading of the printout is Blanket Order instead of Stand Alone or Release e Blanket Purchase Orders will not populate the Sales Order File in Performance EDI but the trading partner may send a release for that order at some future date When this happens the order will be accumulated in the Sales Order File As shown below a Blanket Purchase Order arrives in your EDI Inbound Mailbox with a BK or BE in the BEGO2 element Performance EDI User
101. n 10 The Kill Scan Files Process K This option removes all existing orders from the scanner gun whether or not they are marked complete This is useful for allowing the user to easily start over when there are mistakes on the scanner if for example the wrong orders have been downloaded If there are also correct orders on the scanner that have been marked Complete first upload these orders to the PC before using the Kill option Performance EDI User s Manual Scan with the ASN Module EasyLink Services oe Choosing this option will cause the following confirmation prompt This will delete the scan files Are you sure F2 to Continue Press F2 to confirm the deletion and return to the Main Menu I1 The Verify Case Count Process The Verify Case Count process allows you to control how many items are packed into a case which helps you to control inventory because the scanner will force you to pack the exact quantity required for a case When you choose this menu option one of the two following screens will appear depending on which mode is currently set e No Case Control this mode allows you to pack any number of items from that order as long as that number is within the amount ordered Case mode is No Case Control F2 to change or Any Key Continue Or e Control Case Count this mode allows the scanner to track the quantity scanned into a case and prevents you from packing another case until
102. n EDI price sale catalog to send to QRS The EDI mail is generated and placed in the Outbox and marked for delivery Performance EDI User s Manual The RPM Module EasyLink Services Outbox use this option to select EDI mail to send or purge EDI mail that is selected will be sent to the appropriate Value Added Network when the option to send mail is run Send Mail use this option to connect to the VAN and send any EDI mail from the Outbox that has been marked for delivery EDI mail also may be re sent upon demand 11 1 2 Selection Codes Selection codes are used to group products for the 832 UPC Catalog Each product must be assigned to a selection code You should categorize products so that buyers can log on to the UPC Catalog specify a selection code and view only the items under that specific selection code When adding the selection codes pay attention to how items are grouped internally as well as how your trading partners may need to order the products With a very large product base it may be beneficial to divide the items into groups under different selection codes For example a company selling clothing could have one selection code for all clothing but might find it more useful to use a different selection code based on department 010 for Children s Clothing 020 for Women s Clothing and 030 for Men s Clothing Add a Selection Code From the Performance EDI main menu bar click on RPM and
103. n item Item Identifiers Item ID 797532475801 Scan ID Wamings This item was backed out Case Number 000100476 Quantity Ordered 7 Quantity Packed 2 Quantity to Pack fi Back out next item Return to Grid Quantity Remains 5 Performance EDI User s Manual ASN Module EasyLink Services 8 4 4 Changing the Quantity to Pack To change the quantity to pack on each scan go to Quantity to Pack and change the quantity to pack Click on the Scan ID field when finished 8 4 5 Finishing an Order When you have finished scanning an order close the last case and then close the order e Scan either the EasyLinkGRID barcode on the cheat sheet or e Click Return to Grid Pakina the case Tol Company Retail Vendor Software Allow Multiple SKUs per case Trading Partner Dillards Dept Store Sales Order Number 000000309 Case Number 000100466 Purchase Order Number 05891898 ig Sequence Number Quantity Ordered Alpha Quantity Shipped Alpha u 4 4 i e e A B oo E J i7 Scan Items Pack All Remaining Close i Review this case Close this case I Prompt for Case Count Click the Close button to close the case and confirm that the case is ready to be shipped e If you answer Yes then the case is available for shipment If you answer No then the order cannot be selected for shipping and you will return at a later time to pack more items for this order e Select
104. n the box will toggle between checkmark and no checkmark Unwrapping the data is recommended because the left justified format is easier to read To view in the wrapped format click the Unwrapped box to remove the checkmark clicking the cursor on the box will toggle between checkmark and no checkmark Performance EDI User s Manual The Mail Outbox EasyLink Services roo Wrapping the data is not recommended because the segment and elements separators will be visible which are difficult to read Click the View Data button to display the EDI Data in WordPad which allows the data to be searched for particular segments or elements as needed To close the WordPad document click File in the menu bar and select Exit from the pull down menu 4 1 2 Re send Documents in the Outbox You can re send EDI documents from your Mail Outbox when for example your trading partner did not receive the file you originally sent Whenever you re send a document from your Outbox an exact copy is sent Therefore if you need to make changes or corrections to the document before re sending it you must recreate it before sending it to your trading partner To re send documents in your EDI Mail Outbox e From the Performance EDI main menu click Mail and select Outbox from the pull down menu or just click on the Outbox button below the menu bar A window displaying the Outbox entries will appear e Locate and click the outbound document s
105. n the upper right corner of the window to exit To add factor information to the Trading Partner Record e Click on EDI Setup in the main menu and select Trading Partner from the pull down menu Performance EDI User s Manual Features of Performance EDI EasyLink Services e Click on the appropriate Trading Partner Record and then click the Change button The Trading Partner window will appear e Locate the Vendor Factor to Code field and enter the 5 character Company Code used to create the Factor company record for example FACTR e Click OK to save your changes and then click the Close button on the Trading Partner Maintenance window e Please not the following You need the trading partner s approval to send a Factor s address for the Remit to on invoices Map changes may be required to accommodate the use of factor information in some 810 documents The following are examples of the types of factor information that can be accommodated in the EDI 810 documents Example 1 NI REFFFACTOR S NAME DUNS N3 FACTOR S ADDRESS LINE I FACTOR S ADDRESS LINE 2 N4 FACTOR S CITY FACTOR S STATE FACTOR S ZIP Example 2 NI RE VENDOR S NAME 1l VENDOR S DUNS N2 FACTOR S NAME N3 FACTOR S ADDRESS LINE FACTOR S ADDRESS LINE 2 N4 FACTOR S CITY FACTOR S STATE FACTOR S ZIP e Ifa specific 810 format is needed for the Factor s Remit to information please contact the EasyLin
106. ncel Browse For further assistance please contact the EasyLink Technical Support Department Performance EDI User s Manual Getting Started EasyLink Services 2 2 Pre loaded Files Customized Company Background Files Company Information Files Trading Partner Files and Trading Partner Document Files are prepared for you by EasyLink and loaded onto your Installation CD before it is shipped to you These pre loaded files will be setup automatically during the installation process but you can edit or change some of them as needed Please see Chapter 17 1 Glossary Pre loaded Files for field definitions 2 2 1 Edit Company Information Files Company information files contain specific information about each vendor and or shipping company which is used to create 810 Invoices and other documents To edit your company information files e From the Performance EDI main menu click on EDI Setup and select Company from the pull down menu The Company Information window will appear e To add anew company record click on the plus sign button and then fill in the appropriate fields Click the Save button to create the new record e To delete a record select the record s company code then click the subtraction sign button You will be asked to confirm the next step Click the OK button to delete the record The Company Information window allows you to position your cursor over any button to display
107. nd 820 830 832 850 860 864 997 Other Outbound 810 832 855 856 997 Other 7 Version number of document s involved e g 4010 3060 etc 8 Is this document s in test or production Performance EDI User s Manual Troubleshooting EasyLink Services TEI 9 Ifin testing with whom e g SPS QRS or directly with trading partner 10 How are the files created e g Performance EDI ASN Module Paragon Interface or Other Import Files Please specify Interface l l State the problem request including EXACT wording of any error messages e g Printer Problems New Trading Partner Setups Index out of Date Error Corrupt Index Error System Down Please attach any translator failure reports print screens or other information pertinent to your technical support request Performance EDI User s Manual Troubleshooting EasyLink Services EZ 18 5 Contact Us 18 5 1 The EasyLink Technical Support Department Phone 888 321 8139 Email perfedi easylink com Hours 8 00 a m 7 00 p m EST Monday Friday Performance EDI User s Manual Troubleshooting
108. nd Product ID s an error may have occurred when you entered the items into the Item File Please contact the EasyLink Technical Support Department for further assistance e Ifall of the Detail Lines have been entered correctly click OK to save your new Sales Order data e Ifa needed location was not added to the Locations File before entering the Sales Order data click on the Edit Location button in the Invoice window to add the location 6 1 6 Invoice with Factor Remit to Information Performance EDI supports the use of Factor Remit to information in the NI RI or NI RE loops of an 810 Invoice To use this information you must add a new record to the Company File with information about the factor and you must update the appropriate record in the Trading Partner file to link to this new Company File record To add a new record to the Company File e From the Performance EDI main menu click on EDI Setup and select Company from the pull down menu The Company file will appear e Click on the Add button at the top of the screen to add a new record e Enter a 5 character Company Code for the factor for example FACTR e Enter the Factor s Name in the Company Name field e Enter the Factor s address information in the following fields Address Line Address Line 2 if applicable City State Zip Postal Code e Click on the Checkmark button to save your data to a new company record e Click the red X button i
109. ner will not store the quantity control count for the case after the F3 option has been used If the user returns to that case it will be necessary to enter the quantity remaining to be scanned into the case For example A case was to hold 32 items and you packed 20 before using the F3 function to exit the case When you return and continue packing that same case you would enter a case size of 12 Exit for an Employee Break You may need to exit a case and then return a short time later to the same point e Turn off the scanner by holding down the red button e When you turn the scanner back on it will begin at the same point at which it was turned off 10 2 6 What to Do When the Scanner Locks Up If the scanner locks up during use return the main menu by following these steps On the scanner press ALT C and then press ALT D e Type QUIT and press Enter e Press ALT R 10 2 7 Re download the ASN Module Program to the Apex Scanner If the scanning program ever gets deleted from the scanner gun it can be downloaded to the gun using the following steps e Plug the scanner into the PC communications port e Press the red button to turn on the scanner It should show information about the operating system and memory size If it does it is in communications mode If not press ALT R to see if the ASN Module menu displays If the ASN Module menu displays select the D option for download e On the PC open a DO
110. ng order e UPC Number e Product ID not used in this module e Product Description e Size Description e Color Description e Item number your item number e Department number e Comments not used in this module e MSRP EasyLink Technical Support can assist you with your label formats if needed 6 2 3 Printing Labels From an Inbound Purchase Order When you process your orders from the Inbox Performance EDI will determine if a label format was defined for this label If so the system will try to print price tickets for all the items The software will search for all of the information listed in the label format section from the transmitted purchase order If some of the data is missing the program will search in the Item file for that information For instructions on setting up your Item file Refer to Chapter 6 1 2 Add New Items to the Item File Performance EDI User s Manual Features of Performance EDI EasyLink Services ZU The main identifier for each ticket is the UPC number If the system does not find a UPC number the process will be stopped You will receive an error message and a report that lists all of the orders and line items that do not have UPC numbers None of the tickets will be printed if there are any errors in that Inbox member 6 2 4 Reprinting Labels From the Sales Order File The second part of this module allows you to reprint labels for a specific order or list of orders This is us
111. ns or vendor number which is used to create 810 Maps e Terms Discount contains the trading partner s discount percentage if applicable e Duns Number contains the trading partner s Duns number e Vendor Factor To Code contains the trading partner s Factor To code which is used only when the Remit To code is the factor s information or differs from the company file e Terms Discount Days Due when the trading partner allows a discount this field contains the number of days the discount applies before the invoice is due e Trading Partner Discount contains the trading partner s discount information e Default SCAC contains the trading partner s default standard carrier alpha code SCAC which is an abbreviation for the carrier and occurs when the trading partner s shipper carrier of goods remains unchanged The SCAC must be provided to you by the carrier e Vendor Number contains the trading partner s vendor number e Terms Type contains the trading partner s terms type Terms are mutually agreed upon between you and the trading partner Examples include Ol basic 05 discount not applicable e Terms Net Days contains the trading partner s number net days before the terms are due e Department Number contains the trading partner s department number when only one is assigned If more than one department code is assigned this filed remains blank
112. nt for mixed cases The numbers are calculated within Manual Casing and Automatic Casing To assign SCC 4 numbers to case packs of items From the Performance EDI main menu bar click EDI Setup and select Trading Partner from the pull down menu Select the record of the Company and Trading Partner that you want to assign the SCC14 numbers to and click the Change button Checkmark the Assign SCC14 Numbers box and click OK To edit or update previously assigned SCCI4 numbers From the Performance EDI main menu click ASN Module and select SCC14 Maintenance from the pull down menu Click Add to add a new record Enter the Company Code and Trading Partner Code or click the button to select one from the drop down list Enter the UPC and the Case Pack Click the Calculate SCC 4 button to calculate the correct SCC 14 number and then press the Up or Down arrow to accept the new record Press the ESC key to terminate the addition Change any value and then click the Calculate button to recalculate the SCC1I4 number Performance EDI User s Manual ASN Module EasyLink Services EZ 8 3 The Batch Label Printing Module 8 3 1 Installing the Batch Label Printing Module These instructions assume that you already have Performance EDI running on multiple workstations over a network These instructions will activate the batch label printing module e Insert the program CD into the computer that you will be printing lab
113. nual Casing subsystem also provides for viewing or changing casing information To use Manual Casing From the Performance EDI main menu click on ASN Module and then select Manual Casing from the pull down menu Select the appropriate Company Code and Trading Partner Code for the orders to pack Choose between multiple SKU s or single SKU s per carton If you are using single SKU s per carton and the item quantities are consistent across cases consider using Automatic Casing instead Click the Continue button Select the order to pack and click the Select button A window listing detail line items and the quantity shipped or packed will appear You can click on Open a New Case to prompt the system to assign the case number or You can click on Override Case Number and enter a case number you choose Be sure to enter all 9 digits of the case number including leading zeros Do not include spaces or letters Click OK and the system will validate the case number Note that the Override Case Number allows you to delete a case and repack an order using the same case number Click the appropriate item to pack and then click Pack This Item Change the Quantity to Pack value if necessary The default value is the total quantity left to ship Click OK The Packing the Case window appears Note that the quantity packed has been increased for this line item For all line items to be packed into this case repeat
114. o create a Send order click the following button on the toolbar e Click Close on the following message User Action Required e Enter the appropriate information in the following screen Edit Orders fe Stop Continue e Enter the correct drive and path for your Performance EDI software Performance EDI User s Manual The Expedite Manager EasyLink Services IW e Leave the default settings in the other tabs Click Save and then Close e To create a Receive order click the following button on the toolbar e Click Close to the following message User Action Required e Enter the appropriate information in the following screens Performance EDI User s Manual The Expedite Manager EasyLink Services MVS x Orders Ea KIL Description Receive from Using this address Information Exchange v heck header JV Receive only EDI data Receive first e Enter the correct drive and path for your Performance EDI software e Leave the default settings in the other tabs Click Save and then Close e The following screen will appear Z Expedite ICC me ici xi File Orders Edit View Setup Windows Help Orders Sends Receives Es type ordername Description System 0 Receive order RECVEDI dorder ENDED nd n Edit Performance EDI User s Manual The Expedite Manager EasyLink Services 15 2 5 Create A Drop Box
115. oject Named EasyLink 0 essesssessssssessessecsssssssessssesceneessssscssessssassaecneeseesssaseaesaneaneanesseeseentess 98 15 2 3 Define an Information Exchange Mailbox ID oo eeecseessessesseessessesscssssstssnessessesasessseaeessesseeatesseeseeaneateanesseens 100 15 24 Gr ating Orders asesino hava nace E E E A E A e Ta 100 15 25 Greate A Drop BOXzissiusr onene n a e EEEE E ASON ANE OEE TESTERE 104 15 2 6 Create a Receive Drop BoXiiiicsscciciieesaiminaa a i a 107 15 3 Set up Performance EDI to Work with Expedite mMnager for Windows 6 3 2 ssscessssee 110 15 3 1 Create a New N tWOrK rac chcvsszssessincocesserscosuscrscertantsiceaieraascucorecss savecastnauenpsccbsensstasybnosuas vensnedessiecaestuentinontt 110 15 3 2 Change the Network ID in Trading Partner ID sssssssssssssessssseeeessssssssssrereertressssssnnenenrrrnssssssnrererereessssssnrerrreeeee 110 Chapter I6 Appendix siciississscscstssiascsdiasasiessedsnsscsasianccscsivoddatssacecassednacsscancedasdaaessadea EZ t6 Terms Fy pe CodeS enian onia sicaasasienactisdustinsdvatcatanatansctassaiasastachsascbebaassai ses 112 16 2 Transaction Sets Supported icsi i aeai aia na i a 112 Chapter 7 Glossary sss sssiesssssssessscsososssesssssssosssessscassesssessssscessssosvsesssessossssesssssssssosss 4 Te Pre loaded T C 114 17 1 1 EDI Background Informations scsicsscssissccscsssassscstecccelacteasssheiesivenstiiascasonsalasteasiaitiascesnstnasuansalescccrast
116. ol Number contains the ISA control number ISA13 e Group Control Number contains the GS control number GS06 17 3 Request Routing Instructions 17 3 1 Request Routing Detail Records After you have entered in the header information for your request you must enter all of shipments or detail All detail records must have the same Ship To location and PO Number so new records must be created for each new Ship To PO combination Fill in the appropriate fields which are defined below e Ship To ID this field contains the location to which the shipment will be sent These IDs are set up in the Location File e Routing Request Control Number contains a unique number that represents and therefore identifies this document The number can be any value as long as it does not match any other control numbers however some retailers may expect a specific format e Ready to Ship Date contains the date in m d yy format For the current date press your space bar three times e Ready to Ship Time contains the time in hh mm ss AM PM format For the current time press your space bar four times e P O Number contains the P O number that matches the shipment for which you are creating the routing request e Carton Count contains the exact number of cartons that will be shipped e Quantity contains the number of items that will be shipped e Weight Code contains the weight code of the shipment in p
117. ompany Retail Vendor Software Allow Multiple SKUs per case Trading Partner Dillards Dept Store Sales Order Number 000000303 Case Number 000100465 Purchase Order Number 05891898 Sequence Number Quantity Ordered Alpha Quantity Shipped Alpha 4 0 Plooo001 Scan Items Pack All Remaining Close Pack this item Review this case Close this case I Prompt for Case Count Performance EDI User s Manual ASN Module EasyLink Services e Click Scan Items en Scanning an item Item Identifiers Item ID Scan ID War gt ings Case Number 000100475 Quantity Ordered Quantity Packed Quantity to Pack fi Back out next item Return to Grid Quantity Remains e Scan the items in the order If you attempt to scan too many of a specific item or if the item is not in the order a warning message will be displayed Scanning an item Item Identifiers Item ID 797532475818 UP 797532475825 BO BLK IZ 8 YE F2151 CB 3512143 Scan ID Warnings Quantity to pack greater than quantity available Case Number 000100475 Quantity Ordered 4 Quantity Packed 4 Quantity to Pack fi Back out next item Return to Grid Quantity Remains 0 Performance EDI User s Manual ASN Module EasyLink Services 8 4 2 Going to the Next Case When the case is packed proceed to the next case in one of two ways e Click the Return to Grid button an
118. on C perfedi translat f Performance EDI is installed on a different drive change this location to the appropriate drive letter For example Y perfedi translat e Be sure to checkmark the Overwrite Files Without Prompting box Click on Unzip e The message I Files Unzipped Successfully will appear Click OK and then click Close The map installation is complete You can now delete the Update exe file Performance EDI User s Manual Maintenance Tasks EasyLink Services 7 1 4 Download Map and Performance EDI Updates To update Performance EDI or maps Go to www easylink com edi At the top of the page click on Customer Portal Login to the Customer Portal On the Performance EDI Software and Map Updates page choose Performance EDI Map Updates DATE for map updates or choose Performance EDI Update release X X X XX for program updates Click on Run and then click on Run again A WinZip Self Extractor window will appear Be sure to change the drive letter in the Unzip To Folder box if your Performance EDI is loaded on a drive other than C Performance EDI User s Manual Maintenance Tasks EasyLink Services Chapter 8 The ASN Module 8 1 Before You Begin 8 1 1 Install Label Matrix for Windows In order to use the ASN Module you must first install Label Matrix for Windows so that you can print UCC 128 labels To install Label Matrix for Windows e Install Label Matri
119. ontains a checkmark to print inbound documents when they are processed Export Document Data contains a checkmark to export orders or other inbound documents to the PERFEDI EXPORT directory when they are processed this occurs most often when exporting orders to another application outside of Performance EDI Transaction Set contains the EDI document number such as 810 850 856 997 etc and cannot be changed Authorization Information contains authorization information located in the ISA02 of the trading partner specs The default value of this field is blank Performance EDI User s Manual Glossary EasyLink Services INES Interchange Control Standards ID contains the value U per the Trading Partner Standards for U S EDI Community Test Indicator this field controls the value of the ISAI5 If check marked a T for test is loaded in the ISAI5 If not check marked a P for production is loaded in the ISAI5 Responsible Agency Code usually contains an X representing the Accredited Standards Committee for X12 Send Immediately contains a default checkmark to send all documents immediately Suppress FA contains a checkmark to suppress the FA for a specific document 17 2 Mail Outbox 17 2 1 General Mail Terms Check Mail the system will connect to the VANs to check for EDI mail that has been placed in the trading partner s mailboxes If
120. or message will appear To resolve the Key Violation error Make the Shipment ID unique by adding a character at the end of the ID or by using a completely different ID Performance EDI User s Manual Features of the ASN Module EasyLink Services Chapter 10 Scan With the ASN Module 10 1 Before You Begin 10 1 1 Install and Configure the Apex Scanner Before you can use your Apex Scanner with the ASN module you must first install and configure the scanner To install and configure the Apex Scanner Install the Scanner e Determine which communications port of your computer you want to use to connect to your scanner COMI or COM2 You can use the same port for both the scanner and the thermal transfer printer if a A switch box is used or The plugs are switched at the time of use e Ifyou connect the scanner to COMI Open a DOS window and type CD PERFEDI SCANNER Press the Enter key Type COPY BTI BAT and press the Enter key You will be prompted to confirm that you want to replace the existing files Press the A key and then and then press the Enter key Type EXIT Press the Enter key to exit the DOS window e f the scanner is attached to COM2 Performance EDI User s Manual Scan with the ASN Module EasyLink Services 60 Open a DOS window and type CD PERFEDI SCANNER Press the Enter key Type COPY BT2 BAT and press Enter
121. ork Configuration Due to the requirements of the Borland Database Engine BDE all clients must have the server s disk mapped to the same drive letter For example e f Client 1 has the server s C drive mapped to its Z drive then Every other client must have the server s C drive mapped to its Z drive e Share the entire drive where Performance EDI is loaded on the server To install Performance EDI on a client follow the instructions provided with your installation CD Be sure to e Install Performance EDI locally to the C drive on the server and on each individual client e Edit the BDE on each client to point at the drive letter mapped on the server Note that installing Performance EDI locally and then editing each client to point to the server will prevent the new installation on a client from overwriting the copy of Performance EDI that resides on the server e In this example Performance EDI should be installed initially to the C Perfedi path on each client Editing the BDEADMIN on Each Client e To locate the file BDEADMIN EXE run a search on each client e Locate and double click the BDEADMIN EXE file and then click the Databases button e On the left side of the screen aliases will display for ASN s and Performance EDI Click first on the alias for ASN s until the path field is displayed on the right side of the screen e Inthe path field enter the drive letter of Performance EDI on the Se
122. ounds L e Weight contains the weight of the shipment in pounds L e Volume Code contains the weight code of the shipment in cubic feet E e Volume contains the total cubic feet of space occupied by the shipment e Commodity Code contains the commodity code of the shipment Enter ORMD for hazardous materials and otherwise leave the field blank Be sure to enter in the information accurately since the retailer uses this data to determine appropriate routing including carrier ship date and alternate Ship To Location Performance EDI User s Manual Glossary 17 4 Invoices EasyLink Services 712 17 4 1 Create Invoice Invoice Number This number should be unique Invoice Date in the format MMDDYYYY Date on which the invoice is created Actual Ship Date in the format MMDDYYYY Date on which the goods shipped Scheduled Delivery Date in the format MMDDYYYY Estimated date of delivery SCAC Standard Carrier Alpha Code A code typically 4 digits that is assigned by the EasyLink to the carrier that will transport the merchandise to the trading partner The SCAC should be obtained from the carrier PRO Number if required by the trading partner The shipper PRO number is typically used for small package carriers such as UPS or RPS Some trading partners may require both a PRO Number and a Bill of Lading Number Routing The full name of the carrier th
123. p To Bill To Address you do not have to enter the Ship To Location ID Click OK to save your changes Repeat the above steps to enter additional trading partner locations 6 1 4 Add New Locations and Edit Sales Order Ship To ID s When a trading partner sends you new EDI store listings in a text document such as an 816 the Performance EDI system will update automatically If the store listings are not sent to you in this manner then you must manually add the store and DC information to the Location File You must also edit each Sales Order by adding the correct Ship To information which is needed to print UCC 128 labels To add new trading partner locations to the Location File Follow the steps described above in Section 6 1 3 to add a new location to the Location File After you have added the new locations you must now edit the affected Sales Orders To edit the Ship To Locations in each Sales Order Click on Documents from the main menu and select Sales Order Select the appropriate Sales Order to edit and click the Change button Click on the General button The Key Information window will appear displaying a Location Information section This section includes the Bill To Location and Ship To Location fields The Bill To Location field which contains the information pulled from the PO Sales Order The Ship To Location field which should be blank Click on the Ship To Location field to display the drop down
124. r Performance EDI User s Manual Features of the ASN Module EasyLink Services 9 1 2 Receive a Confirmation for the Sent Request For Routing Instructions Receive a 754 Routing Instructions EDI Document To receive a 753 Routing Instructions Your retailer will receive your 753 EDI document and review it for accuracy If any errors are found the retailer will inform you of these errors via e mail which will usually be sent to the address you entered in the header of your 753 EDI document If no errors are found within 24 hours the retailer will send you a 754 753 Routing Instructions EDI document which acknowledges that your 753 EDI document was received and that no errors were found After the system processes the 754 EDI document a Routing Report will print automatically This report details lists all of the shipments in detail It will include e Routing Request Control Numbers and PO Numbers matched to the shipments listed in the 753 EDI document e Appointment Number e SCAC of the carrier e Pick up date and time e Number of trailers used for the shipment if applicable e The Ship To location this may be different from the previously provided Ship to location Now you must make the appropriate shipping arrangements to comply with the information provided on the Routing Report 9 1 3 Generate and Send an Order Status Reply Generate and Send an 870 Order Status Report EDI Document One of
125. r this field allows you to filter the list Selecting Transaction Set from the pull down list and then enter 856 in the blank field Click the Filter button Send Mail this field is used to connect to the value added network and deliver your ASN s to your trading partners Select the appropriate network and click the Send Mail button 17 6 The RPM Module 17 6 1 Retail Product Manager Selection Code these codes are set up to categorize products and allow retailer access UCC Manufacturer ID this file contains each company s manufacturer identification number or numbers as assigned by the Uniform Code Council Performance EDI User s Manual Glossary N U EasyLink Services M Product ID this file contains information about each product including the selection code assigned Color the color codes descriptions and corresponding NRF color codes are entered here Size size codes descriptions and corresponding NRF size codes are entered here UPCIEAN Numbers this file contains the unique UPC EAN for each item You can designate the UPC or the system can assign the next available number The system tracks discontinued UPC numbers for 30 months Extended data elements are supported Prepacks prepacks can be entered in this file You can select the master item or UPC enter the total quantity and select the component items or UPC s Performance EDI User s Man
126. r and navigate to the main menu Press V for Verify Case Quantities A screen display and indicate whether case control is active Press F2 to toggle this feature on or off and then press F4 to confirm the choice Use Quantity Control To use Quantity Control When you scan the case label you will be prompted to confirm the number of items to be packed into the case Type in the quantity and press Enter The scanner will now track the quantity scanned into the case You cannot start another case until the correct quantity has been scanned into the current case The scanner will also prevent you from scanning too many items into the case When you have scanned the correct quantity into the case the scanner will alert you that the case is full To continue press any key The scanner will prompt you to scan a new case label After you scan the new case label enter the case quantity The process is repeated Note that quantity control also works with the Back Out feature Exit Before a Case is Complete Exit for Insufficient Product You may need to exit a case and then back out an item or go to a new case if there is not enough product to pack into the case Press F3 to exit the case You will be prompted to confirm that the case is not packed completely Press F2 to confirm the exit or any other key to return to scanning Performance EDI User s Manual Scan with the ASN Module EasyLink Services MMA e The scan
127. roduct ID String 20 Selection Code String 3 ID Type String 2 NRF Color Code String 3 Color Description String 10 Field Name Field Size NRF Size Code String 5 Size Description String 10 Product Description String 20 Manufacturer Suggested Retail String 9 Published Cost String 9 Date of Last Change Date 8 Discontinue Date Date 8 Expiration Date Date 8 Status Code String Currency Type String 3 Cancellation Date Date 8 Performance EDI User s Manual Features of the RPM Module EasyLink Services Prepack Value String 2 Component Value String 2 Prior Select Code String 3 Promotional Item Code String 2 12 1 4 EasyLink UPC Conversion Perform the following steps at the DOS prompt in the directory that contains UPC Manager Type IDUMP UPCCATLG and press Enter f prompted that you are about to overwrite a file type Y to continue Type IDUMP SELECTCD and press Enter If prompted that you are about to overwrite a file type Y to continue Insert a diskette into Drive A Type COPY UPCCATLG DAT A and press Enter Type COPY SELECTCD DAT A and press Enter Send the diskette to EasyLink Do not issue any more UPC numbers with UPC Manager 12 1 5 UPC 832 BATCHFIX EDI Document At times you may be requested to reload an entire catalog as an ADD To initiate the Batchfix and reload an entire catalog as an ADD Confirm the drive on which your trading partner has loaded PERFEDI
128. rrerereerssssssnnrerrreseeess 72 Chapter I The RPM Module siiscsccssissssssccsaisssssiesessssvessesstieassasssanssssssvsasssiscsssvassasves 73 Bis About Che RPM Module oicisscscsvasssatscsenececsoccesvicaneatesscivonvadecneon NO E E RESES E N a SSRS 73 LIII The Retail Product Manager RPM Module sssssssssssssssessssssserrenessssssssnreerrreeessssnnnnnerrerenesssnnnnrrrrrrnssssnnrreeeeenss 73 11 1 2 Selection CodeS ieren E E E 74 11 1 3 Manufacturers IDisacciacs ee sie eet nose incr a A 74 11 1 4 Product ID sninn REE E ENR 75 HIS Color essnee n a E A A AAA E a EES 75 UG SiZenenrnneeiensriiiiiriii rinan na A A E E EEA EE REAREN 76 LIZ UPC EAN NUM DEN sesscsccoscsscszcscascsssscesecssacsascassaceesetesscagesssseuscauaaanaseesiasen satesdaagosseaudaseaseanascesesusuastexcosssatastanessenieeeals 76 Chapter I2 Features of the RPM Module ssssssessseseesoeeseesoesooesoesoeesoesoeesoesoeesoesoeessese 79 12 1 Additional Features of the RPM Module sccsssssssssssssssssssssssessseesseessceessssesssesssssesseeseseesesees 79 12 1 1 The Long UCC Manufacturers ID essnicsrineninienana a a 79 I gt 125 UPC D talMpo Ersan a a T E GERE A 8l IZR Export UPC Data from RPM vsesesccssessccushsvenessvestusestestescatscsusecs ai e E E E T 83 I214 EasyLink UPC ConmversSiOM esemane e Eae aS EEEE ES E TEETE R 84 121 5 UPC 832 BATCHFIX EDI Document eeeeeseessseesssseessstessetessseesssessstessatesssesssesssuesssnesssesssesssnessaes
129. rver as follows assuming that Z is the path for Performance EDI on the server Z Perfedi This should be loaded appropriately for the server and client The server should be C Perfedi and the client should be Z Perfedi e Click the Apply arrow and then click OK to save your changes to all of the ASN s e On the left side of the screen click on the alias for Performance ED until the path field is displayed on the right side of the screen e Inthe path field enter the drive letter of Performance EDI on the server as follows assuming that Z is the path for Performance EDI on the Server Z Perfedi Performance EDI User s Manual Features of Performance EDI EasyLink Services This should be loaded appropriately for the server and client The server should be C Perfedi and the client should be Z Perfedi e Click the Apply arrow and then click OK to save your changes e Now double click on the Configuration button to edit the NET DIR path in the BDEADMIN Double click on Drivers and then double click on Native Finally double click on PARADOX Note that if you are running the Multi User version the LCK files NET DIR must reside on a system where Performance EDI is not running f Performance EDI is not running on the Server the LCK files can be placed on the Server s drive Z NET DIR Please refer to the MULTI USER installation instructions for more details regarding placement of the LCK fil
130. rvices PA Status Reason Code contains a code that identifies why the order has not yet shipped Ship From Address contains the address from which the shipment is sent The Ship From Location ID must point to an entry in the Location file If the entry does not already exist in the Location File exit and then enter a Location ID before you generate the Order Status Reply report From the Performance EDI main menu click on Documents and select Location from the pull down menu Click Add The Trading Partner Location Keys window will appear Select and click the Company ID from the pull down list Enter the trading partner s name as the Location ID The Trading Partner Code field should be left blank 17 5 The ASN Module 17 5 1 Advanced Ship Notice Shipments Window enter information here that is required for EDI ship notices including ship to location carrier SCAC pro number bill of lading number routing carrier name actual ship date scheduled delivery date packaging code and total weight Orders that have been uploaded from the scanner may also be added to the shipment Create Mail this field is used to generate the Advance Ship Notices for completed shipments Select Advance Ship Notice from the EDI Document Type pull down list and click the Create EDI Mail button Outbox this field is used to view a list of ASN s that are ready to be delivered to the value added network Filte
131. s 14 1 2 Wal Mart Communications Software 3780Plus Wal Mart Communications To communicate with Wal Mart you will need the Cleo 3780 bisynchronous modem which can be purchased from EasyLink The modem comes with the 3780Plus software to communicate with the Wal Mart modem To install Wal Mart Communications Software e Install the Wal Mart Communications software to the directory X 3780PLUS where X is the drive on which Performance EDI is installed For example if you are install to the C drive both 3780PLUS and PERFEDI will be located directly on the C drive as follows C 3780PLUS C PERFEDI e When you run the configuration program do the following Click the Line tab Select the dialing method of AT and the Modulation Type CCITT V 32 9600 BPS e Click the Startup tab Change the Log Mode to Overwrite e Click the Hardware tab and set up the correct COM Port for your new modem e Save the new configuration e Once you have installed the 3780 modem and 3780PLUS software open Performance EDI and go to the Wal Mart Communications Setup From the Performance EDI main menu bar click on EDI Setup and then click Configure Wal Mart Communications i Pettormanon EDI PIE YIL sy PAStaa jrdow Outosk Cen E Jowtemnae bt Mess Ly Eising My Docu Jwutoma m asmad BY MesenchWord ine fF Petomance ED AIG MGs aon e The above screen displays the following Performance EDI User s Manual
132. s feature is not available To view the log use a text editor to open the ILINKWIZ LOG file located in the installation directory Performance EDI User s Manual Internet LinkWizard EasyLink Services 190 e The About button provides you with software release version information 13 2 3 The Setup Form The Internet LinkWizard Setup Form describes the various items needed to transfer documents successfully between your computer and EasyLink NET 3 Setup Yan Information OF x VAN ID NARAN Net Name 207 144 203 18 Login Name Login Password VAN Send Directory ffromvan VAN Receive Directory Local Send Directory jlinkwiz send Local Receive Directory ilinkwiz receive 20714420318 Local Exception Directory iinkwiz except ViaCrypt PGP Parameters Use PGP for this VAN PGP Directory VAN Key Name PGP Pass Phrase e The VAN ID is the name of this record e The Net Name is the domain name of the host you wish to connect to EasyLink NET ecweb com e The Login Name is the User Name supplied to you by EasyLink NET e The VAN Send and Receive Directories store your files The field displays a default value that should not be changed e The Local Send Receive and Exception Directories store on your computer documents that are to be transferred between your personal computer and EasyLink NET Because Performance EDI searches for this directory layout these directories shoul
133. s occur e Your computer system freezes or locks up while Performance EDI is still open e When you use the Control Altt Del keyboard function without exiting Performance EDI properly The Database Rebuild Tools are powerful Use with extreme caution only Performance EDI User s Manual Maintenance Tasks EasyLink Services To use the Database Rebuild Tools e Click the Help button and then Database Rebuild Tools The following Welcome Dialog window will appear Database Repair Module Warning The Performance EDI Database Repair Module is a powerful tool to repair database corruption within Performance EDI It is also a dangerous tool if not used correctly If you use this tool without an EasyLink Technical Support Representative helping you please note the following precautions Make sure you have a recent backup of the PERFEDI directory The rebuild process will back up the data before beginning but a current backup is strongly recommended in case of error Do not interrupt the process If the scanning or rebuild process is interrupted it could permanently damage your tables Scan the tables after rebuilding It is possible that the tool did not fix the error If it did not contact EasyLink Technical Support If you have any questions about this tool please contact our support team BEFORE trying to use it e Click the Continue button to open the Rebuild Tools The Database Maintenance Utility window w
134. seneey 84 12 1 6 UPC 832 UPCFIX EDI Document by Date Last Changed eeeseessessescsssstesesseesesstsssesseesseeneeseenneesees 85 P2157 UPC label Module sisscssscsstscssssassssovescinssssdsssavesensssconssosanccrsssansoasssvsesueseeatssconscadonsbsstavaseangecesdcotssstiscensssacsasnnavecrasoee 85 Chapter 13 Internet LinkWizard ccccccsisacsssessesessassssusscsseassousssassssesessussiescssosssersen OF 13 1 About Internet LinkWi iZard cssccsssccsssssesscssssesssssssrscssessesseseessecseesssesseessssseesesseseessseesesessesees 87 13 1 1 WER O GAUGE ONT Ar EE E A E E esesisinnsestsst senate aeartastieertyld 87 3 1 2 HardWare Requirement 2 c ccissstssvrucsastatesnratiacatiasis cana E RR 87 13 1 3 Software Requirements sscsscssssssssssssecessessssessssssessosssssssaccssssusensssussnsssscsessusensensesusesscsesscssessaseasensesnseneesseseess 87 13 2 Mrastallation Arid Ws eis cs cisin siscsceessedasseus ssqneie se ee cbnscessatecsusosnssseuesesssestseustasesssscuoue susdcenussedesevscastecnsecsos 88 13 2 1 Install Internet LinkWizardi sssini ii aiias 88 13 22 Usexthe Internet LinkWizardsimssmescsnennnanonomn ane ANER 88 13 23 The Setup Form nnee aieiaeo oaeeo derina aro todeogeatssatenssoussmaesionnts 90 13 2 4 Standard Operating ProcedureSs seessserrsereeesssssssssrreerreesssssreeeretereessssuueerrereeesssssuuueerreesssssnureereessssesueerreerress 9l 13 2 5 Unable to Find Record of Speci
135. sing the Batch Label Module To start the program e From Windows click on the Start button Click on Programs Click on Batch Label Printing then click on Performance EDI Batch Label Printing Module This will bring up a screen that looks like the following Print Label Batches a se a a dillards 10 22 01 000100268 000100268 dillards 10 22 01 _ True 000100269 000100270 dillards 3 10 22 01 True 000100271 000100271 dillards l _ 10 24 01 False 000100272 000100272 dillards 10 24 01 False dilards 10 24 01 False 000100273 000100300 e To printa batch of labels locate the record pointing to the labels to print Click on that record and then click on the Print button This will print a Case Content report followed by the labels e To print a single label locate the record pointing to the batch of labels that contain the label you want to print Click on the Print Single Label button Performance EDI User s Manual ASN Module EasyLink Services Print a Single Label from a Batch Store 22 Store 22 Store 22 Store 22 Store 22 Store 22 Store 22 Store 22 Store 22 Store 22 Store 22 Store 22 Store 22 Store 22 Store 22 Store 22 Store 22 Store 22 Store 22 Store 22 Store 22 Store 22 Store 22 Store 22 Store 22 Store 22 Store 22 Store 22 000100294 Store 22 Stoe22 0 i e Click on the record that represents the label you
136. ss any orders that have no activity 3 The Review Process R The Review process allows you to determine which orders have been downloaded to the scanner and whether they have been packed completely Performance EDI User s Manual Scan with the ASN Module EasyLink Services Review Orders Company ABC Order 000000143 Complete e To scroll through the orders use the Up and Down arrow keys e To toggle between the Complete and Incomplete menu options press the F2 key e To confirm the detail lines on an order press the D key ORDER 000000143 LINE 000001 7611773232340 OR 2 PK l To view the Quantity Ordered or Quantity Packed for each line of an order e Use the Up and Down keys to move between line items e Press the F3 key to return to the Review Orders screen To confirm the cases and case content on an order press C ORDER 000000143 CASE 000000038 7611773232340 PK The Item Quantity Packed by Case will display e Press the Up and Down arrow keys to display each case and item e Press the F3 key to return to the Review Orders screen To review the case pressing S Review Case Scan case number Scan a case number or enter the serial portion of the case number digits through 19 If the case has been partially or completely packed the following screen will appear Performance EDI User s Manual Scan with the ASN Module EasyLink Services s ORDE
137. sscsassisccicania u ERREN I EREN RRR 48 8 4 4 Changing the Quantity to Pack ssesssssssssecssssessssessncsscssssensessssssssssssssassasensssnecsssssssassasescssessnseneessssessassseesaes 50 8 4 5 Finishing an Onder syescccsscscccsesaceavasaceccsscstvscevsstaasoageusteesvashacessosunsasssdosccadsasensecsiddscossntunssbvsstbesosbepsagenniesesssoeudesraaasueades 50 Chapter 9 Features of the ASN Module ssscsssssssssssssssssssssesssssssssssssssssseeees D 9 1 Additional Features of the ASN Module seessessoseseesceesoesscesoeescesoeesoesseesoeesoesoceseesoeesoceseesseesossseesose 51 9 1 1 Generate and Send Routing Instructions sceessessessssesseeseestssecsessessscsarsstesseeseesecsuesatsanseseeseeseeateseeseeaeeanes 5I 9 1 2 Receive a Confirmation for the Sent Request For Routing Instructions sssssssssssrsrrreeresssssrrrrrrrrsssssssr 53 9 1 3 Generate and Send an Order Status Reply sssssssessesssssrrrereereressssssuuuereeeessssseerrereeeessusuuueerrreeeesssuenrerreeesssrrnne 53 9 1 4 What to Do When a Retailer Backorders Items sssesssrsrrresserssssssrrrrrssssssssssrrrrreeesssssnnneerrrreeessssnnnerrrresssssrrnrt 54 9 1 5 Prepare Consolidated Shipments sessesssrseereresssssssuureerreessssssruureeereeessssnuruurreereessssesuuutreeeeusuuuuenroeessnuuuenerreeeressrrre 56 9 1 6 Use Cross Docks with Consolidated Shipments sessessssssesessrssssssssresstsesssssesereerrrssssssnnnrerireress
138. ssessesseeseesessseaesseeeseeseeatesneseeseeseeaees 36 8 2 2 Step Two Create the Advanced Ship Notice 0 eeseessssssessesssesessessessstsatesesseeseessssesaeessseseeseesesseeseeseeaees 39 8 2 3 Step Three Optional Assign SCC14 Number c cccsssssessesssesssesssesssesssssssesssesssesssesssesssesssessntsssessseesssesss 4l 8 3 The Batch Label Printing Module isiciscscccsssccscssisesccesss csassssessconscdsasastscdeescacseassassendvassasoscssesobccedesseses 42 8 3 1 Installing the Batch Label Printing Module eee eessessesssessessessesscestessesusssessussstsatessessessessesacsneestesnesseeseesnees 42 8 3 2 Configuring the Batch Label Printing Module 0 cesses essessesseessessessssssseaeestesseesessessesseessseseeseestesnesseeseeaees 42 8 3 3 Label Matrix Considerations ic ccsieressessensecrssesseceaustsecesnssserendatna aapa annn n E 43 8 3 4 Using the Batch Label Module essssssssssesssessssscsscssnsesseseecsssssssveeuseasescssusenecsessussassseeesesussneeseensssassassseeenss 44 83 5 Purging Old labels mesiana e ARR E ERER 45 8 4 Use an Attached Scanner in Manual Casinng cscsssssscssssssesssssecsssssssssssssssssssessssssssesssesessceses 45 8 4 1 Access the Scanning FUNCION 0 sessesssssssstsstesseestesssssesscsseceneesecsssssesssesueessessssuesseesessccassasearsanesnseseessesuseseeseeenes 45 8 42 Going tothe Next Castr sioria ieiet ae eieren ieor is IESI e SEET I aS 48 84 3 Backing Outat tent cassie c
139. ssnnnerrrrssssssrrnee 56 91 7 Send ASNS t a Hot Box D smereriioneieninianiiiiiirii aie AE ENN AAEN 57 9 18 The Key Violation Error scssscsicssscssessssstosessscausnscosssus tstassageonasoic ssuansasosdnoes ba2eagngonaguogoss la aeniei Raana i 58 Chapter 10 Scan With the ASN Module s ssscecsscssssssssssesscssssesssescsssssssssssessees OD 10 1 Before You Begin scccssssccssssscssssssssssscssesssoees 10 1 1 Install and Configure the Apex Scanner Performance EDI User s Manual Introduction EasyLink Services lO Usethe Scanner sicssessssscscessssscaccsehststnssvacesaacasscnsssepestdbiabosssdswescssetausachsatslesteismiccuntienabestatohiseanstaeatele 10 2 1 Turn the Scanner On or Off asiu sisvactensiin ste nscaiiclisracsiiaas erases Ge R cee nS RTS 10 2 2 Navigate the Scanner Menu Screens 10 2 3 Scanner PROCESSES eerren seade eener ate ore adete EEE CEE a EEEE EL a E EEEE EE 10 2 4 Select and Download Orders to SCann ssssssssssssssssssssssessssesssssssssessesssesscsesacsesessssessesesacsesuesesesaesessssesesasaeseeseees 70 10 2 5 Control Case Quantities seriis ioe ikea ssasseecescsvecsdecsasuscvbasvacstscsseivecsscvecvtoosseersevaeddsesgenseservesssectseee 71 10 2 6 What to Do When the Scanner Locks Up ssesssssssssssssssssssssseresrrssssssssnreertrensssssssnnnnrrrsssssssnneerrreressssnenrreeeeess 72 10 2 7 Re download the ASN Module Program to the Apex Scanner sesesssssressrsrsssssssr
140. sssssssssseeseseesssssseeenesrsssssssnrerrereeessssnnnnnrrtrrenssssnnrerersssssnnnnrrreeeeess 2l 6 l 7 Reprint a Single Purchase Order seseeeessreereeersssssssrreerreerssssssseursereeessssuuueerteeeeeesssuuueerreeeessnerreereesssssnreeerreereee 22 6 1 8 Export Purchase Orders to Another Application seeeesssseesessssssssssrreertressesssssnnnerrresssssssnnrrrerresssssntrrreeeesss 23 6 1 9 Move Performance EDI to Another Workstation sessssesssssssssessssesssssserssssresssssrsesesssstressssresssnrereessrsereesseresss 23 Performance EDI User s Manual Introduction EasyLink Services AM 6 1 10 Run Performance EDI on Multiple Computer ccccesssessssesssessssssesssssssssssssessssssssessissssssssesseesssesseesseesseesseess 23 6 2 Printing Price Tickets from Inbound Purchase Orders sssccsssssscssssscsssssscssssssescsssessscssesssneees 25 6 2 1 Installation anid Configuration sissssscacsssucscuctiesssssstesssclssianssaseacteucantts cacssivecodsstasscnsshdoutessbiansscastabtsstascaussousceineessioate 26 6 2 2 Designing the Label Format icsssscscsssisssssssssssacesssaseutosssesssisabenetbattanensecaasussotansagssagasastossnvgesasdosbadeodeyssoagosscbhibnaeustasous 26 6 2 3 Printing Labels From an Inbound Purchase Order seessssssessessessesssessesseessesseessessesanssscesesaessessesaeeaneeseeaseass 26 6 2 4 Reprinting Labels From the Sales Order File eesessssssssssessessessesssesstsseeeseeseessessesansan
141. step is to use Automatic Casing Manual Casing or Scanning to pack an order and print your casing labels These three options have some key differences e Automatic Casing use of a scanner gun is not required e Manual Casing use of a scanner gun is not required e Scanning use of a scanner gun is required Automatic Casing speeds the process for casing large orders that have repeating carton contents It does not require the use of a scanner gun and it is only used for Pure Pack single SKU cases A case pack quantity is designated for each item on an order and UCC 128 labels are automatically printed Manual Casing is used when packing different items in the same case or when packing single SKU cases in varying quantities Like Automatic Casing it does not require the use of a scanner The Manual Casing subsystem also provides for viewing or changing casing information Scanning uses an APEX II hand held scanner to capture the case contents for each order that is shipped Data collected by the scanner is uploaded to your computer for printing a packing list and UCC 128 labels The scanner has a feature to control how many items are packed into a case which benefits inventory control because the scanner will force you to pack the exact quantity required for a case To pack an order and print the casing labels Option Automatic Casing Automatic Casing is used to case Pure Pack single SKU cases and t
142. t e The following message will appear lew Project amp e Click Yes e Enter the information exactly as shown below Create New Project Performance EDI User s Manual The Expedite Manager EasyLink Services e Click OK and then click No to the following message e Select TCP IP leased and then click OK Setup Communication Profile The project is created and opened for use Each time you open Expedite For Windows to work with the EasyLink setup you will need to open the project first Click File and then click Open Project Select the project to be opened Performance EDI User s Manual The Expedite Manager EasyLink Services MU 15 2 3 Define an Information Exchange Mailbox ID e Go to Expedite For Windows and open the EasyLink Project Click Setup and then click Information Exchange Mailboxes nformation Exchange Mailboxes en e Enter the Account ID User ID and Password in the appropriate boxes F you do not have this information you will need to contact IBM at 800 655 8865 option 2 e Enter a description for the Mailbox and click Add e Follow the same steps to create as many mailboxes as necessary 15 2 4 Creating Orders e Go to Expedite For Windows open the EasyLink Project and click the following button on the toolbar e The following screen will appear Performance EDI User s Manual The Expedite Manager EasyLink Services MAWI e T
143. t harbinger hnet dio HCDioValidateT PR 1 0 Performance EDI User s Manual The Expedite Manager EasyLink Services Change this to a comment by putting a sign in front so that it now reads H net harbinger hnet dio HCDioValidateTPR I 0 Add the network code IN for Inovis to the Value Added Network file in Performance EDI Add your Inovis sender ID in the Network User ID Cross Reference file in Performance EDI for each of your Company codes and the network code of IN for Inovis Maintain your Trading Partner ID files For each Trading Partner that you will trade with over Inovis change the Network ID to IN If Java was previously installed on your personal computer this process will be complete If OnRamp installed Java or if nothing happens when you check mail e mail the file onramp bat from your OnRamp directory with a note explaining what happened to the EasyLink Technical Support Department In turn EasyLink will send you modifications to the ONRAMPSEND BAT and ONRAMPRECEIVE BAT files that should point to the correct Java directory If the software is installed on a network drive the inputreceive txt and inputsend txt files must be modified Where the file names begin with C in these files change the drive name to the network drive letter so that the files will be sent and received from the correct place 15 1 2 Checking Mail with Inovis When you check mail do not open the Inovis OnRamp software Inste
144. take a few moments to read the disclaimer when you first visit the site If you need further assistance the EasyLink Technical Support Department is available to guide you through this process Be sure to have these instructions on hand before you contact EasyLink Technical Support To update your translator and maps e Establish your connection to the World Wide Web and go to www easylink com edi e The update is a self extracting archive that will automatically place the new files into your directory C perfedi translat If you have installed your Performance EDI software in another location on your computer simply place these new files in the translat directory where Performance EDI is installed For example Y perfedi translat e Enter your User Name and Password and then click on the Log In button e Select Option 3 Download the Translator Map Updates The File Download window will appear Checkmark the Save This Program to Disk option and click OK e The Save As window will appear Select the Desktop after which the File Name box should read Update exe Click Save The file will start downloading to your computer e After the file has finished downloading double click on the Update exe icon that now appears on your desktop screen e The WinZip Self Extractor update exe message appears By default your newly downloaded files will unzip to this drive and folder locati
145. the Location File When trading partners send you new EDI store listings in text documents such as an 816 the Performance EDI system will update automatically If the store listings are not sent to you in this way then you must manually add the store and DC numbers to the Location File in order to add the new trading partner location To add new trading partner locations to the Location File Confirm that the locations do not all ready exist in the file Click on Documents in the main menu and select Location then search for the location s needed for the new order s To add a location click on the Add button and select the Company Code from the pull down list Select the Trading Partner Code from the pull down list Enter the Location ID for the Ship To Store or DC Click OK The Trading Partner Location window will appear Enter the appropriate information into the following required fields Performance EDI User s Manual Features of Performance EDI EasyLink Services Store Name or DC Number Address information including Address City State and Zip the zip code is not needed if you are shipping to a different location such as a DC Ship To Location ID this is only required if you are shipping to a different location For example You would use the Ship To Location ID when you enter individual store and location files that are shipping to a DC If you are entering locations with the same Shi
146. the correct number of items has been scanned The scanner will also prevent you from scanning too many items into the case Case mode is Control Case Cnt F2 to change or Any Key Continue To change the mode press F3 Are you sure Press F4 to confirm changing the control mode Performance EDI User s Manual Scan with the ASN Module EasyLink Services Press F4 to confirm the change or any other key to exit and return to the main menu 10 2 4 Select and Download Orders to Scan Using the scanner is an efficient method of packing and shipping merchandise When you scan the items in a case the scanner will alert you if an item is incorrect for that particular order Step One Select the Orders You Want to Scan From the Performance EDI main menu bar click on ASN Module and select the Scanning menu option from the pull down menu Select the Scanner ID from the pull down menu Click on the Add button to access the Sales Orders you want to pack Checkmark the Add Order box for each Sales Order you want to download After you select all of the orders you want to download click Close The ASN Module window will display a list of the selected Sales Orders Step Two Print the Picking List and Labels Print a packing or picking list click on the Print Picking List button For each order click on the Number of Labels field located between Sales Order Number and Ship To Location Type in the number o
147. to continue until all corrupt databases have been repaired DO NOT cancel from this operation e Click Continue and OK until the process completes After the Fix All Errors option is completed the Repairs Complete Please scan again to confirm message will appear e Click on the Check All Tables button to confirm that repairs were made to all corrupt databases The Scanning all files Please Stand By message will appear e When the system has finished scanning the files the Scanning Complete Errors found 0 message will appear If one or more errors have been found please contact the EasyLink Technical Support Department for further assistance If no errors have been found continue to the next step e Click on the Pack All Tables button to begin the process of packing the tables e When this process is complete it has finished the Packing Complete Files that failed to pack 0 message will appear If one or more files fail to pack please contact the EasyLink Technical Support Department for further assistance Ifall files were repaired and packed successfully click the Close button to exit Performance EDI Performance EDI User s Manual Maintenance Tasks EasyLink Services e Exit all other applications and reboot the PC 7 1 3 Update the Translator Maps The most current Performance EDI translator and maps are available for you on the EasyLink website at www easylink com edi Please
148. tured documents between your organization and other companies with ease while eliminating the high costs and inefficiencies often associated with meeting EDI requirements on your own You can e Set up your EDI systems for sending and receiving business documents with your trading partners e Engage in seamless data translation that complies with your trading partners changing mandates e Enhance your order processing capabilities for more efficient supply chain and operations management e Create and maintain a comprehensive UPC catalog that maintains accurate product information from your retailers or trading partners Performance EDI User s Manual Introduction EasyLink Services Chapter 2 Getting Started 2 1 Install the Performance EDI Software To install Performance EDI on your personal computer e Insert the Installation CD into the CD DVD tray of your personal computer installation and setup should begin automatically e Follow the instructions on your screen e If installation and setup does not begin automatically go to your Windows task bar click on Start then on Run Type the drive letter of your CD DVD tray for example d followed by a colon backslash and the word setup Click OK and then follow the instructions on your screen to continue the installation and setup process Run 21x Type the name of a program folder or document and gt Windows will open it for you Ca
149. turn off the Scanner e Navigate to the main menu and press F3 Performance EDI User s Manual Scan with the ASN Module EasyLink Services 10 2 2 Navigate the Scanner Menu Screens Basic Functions to Know Use the function keys located on the top of the scanner to navigate between menu screens e From any screen press FI to access the Help menu e From most screens press F3 to return to the previous screen The Scanner s ASN Module Main Menu When the scanner is turned on the ASN Module main menu appears ASN Module D ownload to gun S can orders U pload to PC Scroll through the menu options by using the Up and Down arrow keys located next to the Enter key To select any of the menu options type the first letter of the option using the scanner s keypad Press F3 to exit an option except Upload and Download The menu options are e D ownload to gun e S can orders e U pload to PC e R eview orders e F ree memory to check the amount of free memory on the scanner e C heck bar codes to check for ability to scan e I ntro to EasyLink to access an overview of the ASN Module e W ho am I to view the Scanner ID e Q uit to turn the power off e Mbdode of scan to toggle when the case label will be scanned before each item e B ack item out to removes an item from a case e 6T racking s to scan the UCC 128 case number and UPS RPS tracking numbers e K ill Scan Fil
150. ual Glossary EasyLink Services IZ Chapter 18 Troubleshooting 18 1 Miscellaneous Error Messages 18 1 1 All Input Files Empty or Missing A translation may fail with the error message PERFEDI WINOUT EXE All Input Files Empty or Missing when the system cannot determine for which documents mail was being created The following scenarios can result in this error e Performance EDI Invoice Creation you attempt to create EDI mail for invoices but did not mark the Select for Invoicing column on the Sales Order screen before choosing Create EDI mail for those orders Solution Return to the Sales Order screen and mark the Select for Invoicing box before choosing Create EDI Mail e ASN Module ASN Ship Notice Creation you attempt to create EDI mail for ASN s but did not have the Create ASN column checked in the ASN Module Shipments screen before attempting to create mail for those shipments Solution Return to the ASN Module Shipments screen and mark the box for Create ASN before choosing Create EDI Mail e Importing Invoice or ASN data into Performance EDI you attempt to import invoice or ship notice files into Performance EDI for the translation and creation of an EDI document Performance EDI User s Manual Troubleshooting EasyLink Services MPA that would be placed into the Outbox One or more of the necessary import files were missing or empty in the PERFEDI IMPORT directory
151. ur trading partners receive them before your physical shipments arrive at your partners distribution centers or stores When you send an outbound document such as an 810 Invoice or an 856 Advanced Ship Notice to a trading partner you should receive an inbound 997 Functional Acknowledgement FA from the trading partner as an acknowledgement that the document you sent was received If you do not receive this FA within 24 to 48 hours please contact the trading partner to verify receipt of your sent document Performance EDI User s Manual Check for New Mail EasyLink Services os Chapter 4 The Mail Outbox 4 1 Common Mail Outbox Tasks The Outbox contains a variety of features available for your convenience Some examples include EDI data in your Outbox can be viewed in either wrapped or unwrapped formats Existing Outbox documents can be re sent to a trading partner The Outbox table can be used to obtain specific document control numbers dates and times sent version numbers and more 4 1 1 View Documents in the Outbox To view your Mail Outbox EDI documents From the Performance EDI main menu click Mail and select Outbox from the pull down menu or just click on the Outbox button below the menu bar A window displaying the Outbox entries will appear Locate and click the outbound document you want to view To view in the unwrapped format click the Unwrapped box to place a checkmark in it clicking the cursor o
152. urchase Order Changes 864 Text 997 Functional Acknowledgments To check your EDI Mail Inbox From the Performance EDI main menu click Mail and select Check Mail from the pull down menu or just click on the Check Mail button below the menu bar From the Check Mail pull down menu click on the correct connection Network Click the Check Mail button to activate the communication software Refer to Chapters 13 and 14 to learn more about using communications software Performance EDI User s Manual Check for New Mail EasyLink Services e e The communication software logs on to the mailbox downloads any new EDI documents and places the EDI data into the Archive Performance EDI then automatically translates the EDI mail and places it in your Inbox If there are translation errors a warning message will be displayed and the system will print an error log If this happens fax the printed error log to EasyLink Technical Support at 866 276 0155 Please fill out and include a copy of the EasyLink Technical Support Request Form located in Section 18 1 of the Appendix After the inbound translation completes Functional Acknowledgement documents 997 or FA s automatically are created and then placed in your Outbox FA s are typically sent back to the network on the same day that inbound mail is received Refer to Chapter 3 2 Check for New Mail Outbound Mail to learn how to send FA s back to the network 3 1 2 Proc
153. voice then click Add Company Code Trading Partner Code Purchase Order Number gt KEY Profits 0000192831 090 E KEY Profits 0000192831 090 KEY Profits 0000192831 090 E KEY Profits 0000192831 090 E KEY Profits 0000192831 090 KEY Profits 0000192831 090 KEY Profits 0000192831 090 E KEY Profits 0000192831 090 RVS Filenes 00347633 0010 RYS Filenes 00347633 0010 p RYS Filenes 00347633 0010 RVS Filenes 00347633 0010 Add Cancel e Type the Purchase Order Number at the top of the screen to locate the group you want to invoice When you see the proper combination of Company Trading Partner PO Number and Ship To location click on any line with that information and then click Add You will see the following screen fa Consolidated Invoices Company RYS Trading Partner WalMart Purchase Order Number 30501 90378 Ship To Location 55 Invoice l Terms Shipping Charges Allowances Invoice Invoice Date Invoice Transaction Type OK Edit Orders List Cancel Performance EDI User s Manual Invoices EasyLink Services e Enter the required information in the Invoice Terms Shipping Charges and Allowances tabs You can click on the tabs to move between screens Please note that this is the same screen you would see if you clicked Change from the original screen e This process automatically selects all sales orders going to the specified Ship To location with the specified
154. x for Windows into the folder X PERFEDI LMW where X is the drive on which Performance EDI is installed Follow the on screen instructions e When you are prompted click the Add Printer button to initiate the Add Printer Wizard Follow the on screen instructions Select the Printer Type that matches the brand and model number of the thermal transfer printer you are using Some printer examples are Unimark U300 Datamax Allegro 2 Datamax l 4208 e On the next screen select the correct COM port to which the printer will be attached Select the default Advanced COM Settings e Ifthe printer type is not Unimark U300 a Click the Finish button Performance EDI User s Manual ASN Module EasyLink Services e Ifthe printer type is Unimark U300 Click the Change Printer Setup Option box and then click the Finish button Change the Top of Label Offset field to 90 and click OK e Follow the remaining instructions until the installation is complete 8 2 Use the ASN Module The Advance Ship Notice ASN Module is a combination of hardware and software that provides you with three options for packing or casing your orders and printing UCC 128 case labels while meeting your retailers requirements The data collected by the ASN Module is used to create your EDI ship notices Refer to Chapter 17 5 Glossary The ASN Module for field definitions 8 2 1 Step One Pack an Order and Print Labels Your first
155. y Shipped fields in the Sales Order Detail record using unique invoice numbers for each invoice Using Backorder with Automatic Casing Before you pack or case the original order click on Sales Order and change the Quantity Shipped field to Complete for those items on backorder After you case the original order and before you backorder be sure to change the quantities for these items back to zero Using Backorder with a Scanner To backorder with a scanner Download orders as you would normally and scan the appropriate items into the case Mark the order as Complete on the scanner and upload the order to your computer Performance EDI User s Manual Features of the ASN Module EasyLink Services 9 1 5 Prepare Consolidated Shipments To create labels and an Advanced Ship Notice ASN for an order that will ship by the Consolidator Confirm that the Location Number and address information for the Consolidator are loaded in the Location File just like any other store for that trading partner If necessary contact the trading partner for the location numbers assigned to the Consolidators Before printing labels Edit each Sales Order that is going to ship by the Consolidator Click on the Shipping button and then enter the Consolidator s Location Code from the Location File into the Cross Dock Location Now you can create the labels and pack the merchandise When you create the Shipment for the ASN b
156. y client with internet access 6 2 Printing Price Tickets from Inbound Purchase Orders The EDI Ticket module for Performance EDI automatically prints hangtags or price tickets upon the receipt of any purchase order The quantity of tickets printed will equal the number of items Performance EDI User s Manual Features of Performance EDI EasyLink Services M9 ordered per store There is also an option to allow the user to reprint the tickets for a specified sales order or a list of selected orders 6 2 1 Installation and Configuration There are only three steps necessary to activate this module e The file EDITICKET FLG must be in your PERFEDI directory This file will either be sent on your installation media or sent to you by the EasyLink Technical Support team e You must enter a label format name in the Trading Partner Documents file for each 850 purchase order that you want to generate tickets If there is no label format the programs will not print tickets for those orders This will allow you to use different formats for different trading partners e Label Matrix must be installed in the PERFEDILLMW directory 6 2 2 Designing the Label Format We will provide you a base label format named ECSUPC QDF using Label Matrix This label accesses the data from a text file named ECSUPC TXT located in your PERFEDI LMW directory This file is a comma delimited text file that contains the following data elements in the followi

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