Feature - Skip Orders With Duplicate PO Numbers in Sales Order Import

Feature - Skip Orders With Duplicate PO Numbers in Sales Order Import

Release Date: 5/21/2024
Revised Date: 08/27/2024
Version: 8.5 and Up

Background


Sales Order Import would flag orders with duplicate purchase order numbers in Elliott as a warning, but allow the orders to import and place them on hold.  This behavior makes sense for most of the Elliott users because they like to review the duplicate PO and decide if it should be deleted.  However, certain trading partners using 830 (Forecast and Release) may send duplicate release orders which have previously already been sent.  This creates a scenario of receiving a sales order import batch of 100 orders, of which only a few are new orders.  Hence there's a need to skip these orders instead of importing them into Elliott.

Feature


A flag was added to the Customer EDI Profile on screen 2, field 11 when the duplicate PO criteria is set to a value other than N, None.  A second flag will appear: Skip Orders With Duplicate PO Numbers?  The default is N, but a value of Y will cause the import to skip the orders.



Sales Order Import will skip orders for that customer when a duplicate purchase order number is encountered. The duplicate purchase order check applies only to the order header, including posted orders that have not been purged and moved to order history. This check does not extend to the invoice header.

To use this feature, it is assumed the following flag is turned on in Global Setup -> Cop-Func -> Order Header Screen:
    5. Duplication Criteria For PO # in Sales Order ?
The value should be set to 'C,' 'S,' or 'P.' If the value is set to 'N,' the system will not check for duplicate purchase orders.


Programs Modified: ARCUSEDI, ARCUSEXT.FD, CPORDIMP

MAD








    • Related Articles

    • Can You Explain How Elliott Stores Serial Numbers in Its Database?

      Q - Can you explain the various Lot/Serial files (IMLSHST, IMLSTRXS, IMSERREF, etc) - how/when they are populated/updated by the Elliott application and how they relate to other files? A - Here is a highlight of each one of the Elliott database ...

    • CPIMPMNU Customer Order Processing Sales Order Import

      Sales Order Import Application Overview The Sales Order Import module is designed to import a pre-defined ASCII file to create COP sales orders. It is intended to provide an easy way for developers to create add-on solutions for creating sales ...

    • CPRESORD Customer Order Processing Release Held Orders

      Release Held Orders Application Overview This feature is a function of the Credit Check & Release program. To run this function, the Credit Check & Release must be setup as per the Global Setup documentation. Run Instructions From the COP Menu > ...

    • APINVIMS Accounts Payable Invoice Import Utility

      A/P Invoice Import Utility Introduction This utility is similar to the COP Sales Order Import Utility. It will allow vendor invoices created through an external source to be imported and become New A/P Transactions in Elliott. Traditionally, if a ...

    • CPSLSDSK Customer Order Processing Sales Desk

      Sales Desk Application Overview Sales Desk is designed for companies who need versatile order entry functions and improved customer service. It is designed to be used by salespersons, order entry personnel and telemarketers. Sales Desk is extremely ...