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. | This article explains how to place purchase orders electronically for certain suppliers. | ||
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==== Ducati ==== | ==== Ducati ==== | ||
* For Ducati, the EDI process is a little different to the above, instead of pressing {{KeyPress|Shift+F5}} to submit, you need to run a report that exports a file for Arco. To run this report, click {{KeyPress|Reports}} on the toolbar and the {{KeyPress|Ducati EDI Export}}. | * For Ducati, the EDI process is a little different to the above, instead of pressing {{KeyPress|Shift+F5}} to submit, you need to run a report that exports a file for Arco. To run this report, click {{KeyPress|Reports}} on the toolbar and the {{KeyPress|Ducati EDI Export}}. | ||
| + | * Now enter in your order number and change the order type accordingly depending on whether it is a parts,apparel, urgent etc. | ||
| + | * Press {{KeyPress|Start}} to export to EDI. | ||
| + | |||
| + | ==== Triumph ==== | ||
| + | * For Triumph, the EDI process is a little different to the above, instead of pressing {{KeyPress|Shift+F5}} to submit, you need to run a report that exports a file for Arco. To run this report, click {{KeyPress|Reports}} on the toolbar and the {{KeyPress|Triumph EDI Export}}. | ||
* Now enter in your order number and change the order type accordingly depending on whether it is a parts,apparel, urgent etc. | * Now enter in your order number and change the order type accordingly depending on whether it is a parts,apparel, urgent etc. | ||
* Press {{KeyPress|Start}} to export to EDI. | * Press {{KeyPress|Start}} to export to EDI. | ||
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* Now enter in your order number and change the order type accordingly depending on whether it is a parts,apparel, urgent etc. | * Now enter in your order number and change the order type accordingly depending on whether it is a parts,apparel, urgent etc. | ||
* Press {{KeyPress|Start}} to export to EDI. | * Press {{KeyPress|Start}} to export to EDI. | ||
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| + | {{KB_Tags|Purchase orders,electronic}}{{KB_OP}} | ||
Revision as of 14:17, 4 January 2010
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
Summary
This article explains how to place purchase orders electronically for certain suppliers.
More Information
In 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.
Kawasaki
- At this point you will be asked for an order type. It defaults to, and usually is 'T'.
- Enter in a delivery address if you want the items sent elsewhere.
- To finish, press <Esc>.
Suzuki
- At this point, you are asked if you want the order posting to EDI. Click <Yes> to continue, or <No> to cancel.
Yamaha
- At this point, you are asked for an order type, Stock or Emergency.
- You then need to select whether you want a Saturday delivery or not and any special instructions.
- To finish, press <Esc>.
Ducati
- For Ducati, the EDI process is a little different to the above, instead of pressing <Shift+F5> to submit, you need to run a report that exports a file for Arco. To run this report, click <Reports> on the toolbar and the <Ducati EDI Export>.
- Now enter in your order number and change the order type accordingly depending on whether it is a parts,apparel, urgent etc.
- Press <Start> to export to EDI.
Triumph
- For Triumph, the EDI process is a little different to the above, instead of pressing <Shift+F5> to submit, you need to run a report that exports a file for Arco. To run this report, click <Reports> on the toolbar and the <Triumph EDI Export>.
- Now enter in your order number and change the order type accordingly depending on whether it is a parts,apparel, urgent etc.
- Press <Start> to export to EDI.
Harley-Davidson
- For Harley, the EDI process is a little different to the above, instead of pressing <Shift+F5> to submit, you need to run a report that exports a file for HDEnet. To run this report, click <Reports> on the toolbar and the <HDE Net Order File Export>.
- You are now presented with a number of text fields to fill in. Your mailbox code should fill out automatically. Now enter the current time, order type and order number.
- Press <Start> to export to EDI.
Moto Guzzi
- For Moto Guzzi, the EDI process is a little different to the above, instead of pressing <Shift+F5> to submit, you need to run a report that exports a file for Arco. To run this report, click <Reports> on the toolbar and the <Moto Guzzi EDI Export>.
- Now enter in your order number and change the order type accordingly depending on whether it is a parts,apparel, urgent etc.
- Press <Start> to export to EDI.
Piaggio
- For Piaggio, the EDI process is a little different to the above, instead of pressing <Shift+F5> to submit, you need to run a report that exports a file for Arco. To run this report, click <Reports> on the toolbar and the <Piaggio EDI Export>.
- Now enter in your order number and change the order type accordingly depending on whether it is a parts,apparel, urgent etc.
- Press <Start> to export to EDI.
