Difference between revisions of "Placing Purchase Orders Electronically"
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== Summary == | == Summary == | ||
| − | + | This article explains how to place purchase orders electronically for certain suppliers. | |
| + | |||
| + | == More Information == | ||
| + | In Platinum Purchase Ordering, you can send purchase orders electronically to certain suppliers. For a list of compatible suppliers, click [[Platinum Links|here]]. | ||
If this is not already set up for you, please contact the Sales Department on 0116 2301500 who will be happy to assist further. | If this is not already set up for you, please contact the Sales Department on 0116 2301500 who will be happy to assist further. | ||
=== In Detail === | === In Detail === | ||
| − | The general process for submitting an order electronically (EDI) is the same within Platinum for each supplier, and this general process is shown below. Further in this documentation, the | + | The general process for submitting an order electronically (EDI) is the same within Platinum for each supplier, and this general process is shown below. Further in this documentation, the requirements for each individual supplier will be shown. |
| − | *Follow this [[Creating a Purchase Order|link]] for details on how to create a purchase order. | + | * Follow this [[Creating a Purchase Order|link]] for details on how to create a purchase order. |
| − | *Once the order has been created, either manually or by a re-order report, you then need to process the order in order to submit it to your supplier. | + | * Once the order has been created, either manually or by a re-order report, you then need to process the order in order to submit it to your supplier. |
| − | *Locate the relevant purchase order and {{KeyPress|F2}} to process it. | + | * Locate the relevant purchase order and {{KeyPress|F2}} to process it. |
| − | *Once in the order, press {{KeyPress|A}} to autotag all the lines to be submitted to EDI. | + | * Once in the order, press {{KeyPress|A}} to autotag all the lines to be submitted to EDI. |
| − | *Press {{KeyPress|Shift+F5}}. | + | * Press {{KeyPress|Shift+F5}}. |
| − | *Click {{KeyPress|Proceed}}. | + | * Click {{KeyPress|Proceed}}. |
Note: From this point on you will need to follow the relevant section in this documentation for your supplier. | Note: From this point on you will need to follow the relevant section in this documentation for your supplier. | ||
==== BMW ==== | ==== BMW ==== | ||
| − | * At this point you will be asked whether the order type is 'Main' or 'VOR' | + | * At this point you will be asked whether the order type is 'Main' or 'VOR'. |
* Select the relevant order type and then open up the BMW ETK Software and import the order and transmit to BMW. | * Select the relevant order type and then open up the BMW ETK Software and import the order and transmit to BMW. | ||
==== Honda ==== | ==== Honda ==== | ||
| − | * At this point you will be asked whether the order type is 'Stock' or 'Emergency' | + | * At this point you will be asked whether the order type is 'Stock' or 'Emergency'. |
* Select the relevant order type and then open up the Honda Software and import the order and transmit to Honda. | * Select the relevant order type and then open up the Honda Software and import the order and transmit to Honda. | ||
Revision as of 11:48, 2 January 2010
 |
This article or section is under development. Be aware: Content will change as the document progresses. |
Summary
This article explains how to place purchase orders electronically for certain suppliers.
More Information
In Platinum Purchase Ordering, you can send purchase orders electronically to certain suppliers. For a list of compatible suppliers, click here.
If this is not already set up for you, please contact the Sales Department on 0116 2301500 who will be happy to assist further.
In Detail
The general process for submitting an order electronically (EDI) is the same within Platinum for each supplier, and this general process is shown below. Further in this documentation, the requirements for each individual supplier will be shown.
- Follow this link for details on how to create a purchase order.
- Once the order has been created, either manually or by a re-order report, you then need to process the order in order to submit it to your supplier.
- Locate the relevant purchase order and <F2> to process it.
- Once in the order, press <A> to autotag all the lines to be submitted to EDI.
- Press <Shift+F5>.
- Click <Proceed>.
Note: From this point on you will need to follow the relevant section in this documentation for your supplier.
BMW
- At this point you will be asked whether the order type is 'Main' or 'VOR'.
- Select the relevant order type and then open up the BMW ETK Software and import the order and transmit to BMW.
Honda
- At this point you will be asked whether the order type is 'Stock' or 'Emergency'.
- Select the relevant order type and then open up the Honda Software and import the order and transmit to Honda.
