EDI Sales Order Generation - Calculations

Bill-to Customer Number

Must exist and be valid.

Customer Master File (ARCUSTL1)

Carrier Name

Must be a valid carrier name.

Carrier Master File

Co/Loc

Validated against co/whs default location.

Reference File category 002

Co/Whs

Must be assigned to the sales order.
If no co/whs is assigned to the sales order, one defaults.

Co/Whs Array
Reference File category 428

Comment

If the inbound EDI comment exceeds 50 characters, it is formatted as two records on the Sales Order Comment file.  The first record contains the first 50 characters and the second record contains the last 30 characters.

Not Applicable

Customer PO Type

Must be 'D' (direct ship), or 'W' (warehouse ship).

Reference File category 450

Discount Codes

Must be a valid header discount code.

Discount Master File (OP240M1)

Drop Shipment Flag

Must be 'Y' (yes), 'N' (no), or blank.  Direct Distribution Address fields must be formatted if the flag is equal to 'Y' (yes).

Not Applicable

EDI Sales Order Flag (of Ship-to Customer)

Must be 'Y' (yes, allow EDI transactions) for orders entered through EDI.  No validation for the field if sales orders entered through Sales Order Data Entry.

Customer Master File (ARCUSTL1)

Multi-Site Order Flag

Must be either 'Y' (yes) or 'N' (no).  Can be 'Y' only if order type is equal to 'standing'.

Not Applicable

Order Type

Must be a regular or standing sales order.

Reference File category 401

Payment Terms

Must be a valid payment term.  If the VAT declaration point is '2' and there is a record on Reference File category M12 for the company/location then extra validation is necessary on the payment terms and installments.

Reference File category 323 for valid payment term.  If VAT declaration point is '2' and a record exists on M12 for the company/location, then payment terms cannot be related to a draft payment type on Reference File category 323 or a draft payment type on Reference File category 347.

Promised Ship Date

Must be a valid date.  It is the day you intend to ship the goods to your customer.  If not entered, the system will default the date to today's date plus the default standard part distribution lead time.  The default lead time is calculated based on the options for the standard part distribution lead time specified in Reference File category 412 to determine the earliest possible ship date.  If the date calculated from this does not meet the customer required ship date, then the Customer Drives Date flag on the Customer Master file determines whether the date is recalculated to meet the customer request.

Not Applicable

Requested Dock Date

Must be a valid date.  If not entered, it will remain blank.  It is the date the customer has requested the goods to reach their dock.

Not Applicable

Review/Expiration Date

Must be a valid date.

Not Applicable

Salesperson

Must be a valid salesperson.

Reference File category 315.

Shipment Route

Must be a valid shipment route.

Reference File category 320

Shipment Zone

Must be a valid shipment zone.

Reference File category G92

Ship-to Customer Number

Must exist and be valid.

Customer Master File (ARCUSTL1)

Sourcing Company/ Warehouse

If the sourcing company/warehouse is different from the selling company/warehouse and the currencies differ, then there must be a currency conversion rate.

Currency Master File (CR240M)

Ship Reason Code

Must be a valid ship reason code on Reference File category M11.  If blank, it is defaulted from Reference File category M13.

Reference File category M11

Alternate Part Number

Must be valid on the Part Master File.

Part Master File (DE100M)

Apply Discount Flag

Must be either a 'Y' or 'N'.

Not Applicable

Comment

If the inbound EDI comment exceeds 50 characters, it is formatted as two records on the Sales Order Comment file.  The first record contains the first 50 characters and the second record contains the last 30 characters.

Not Applicable

Configuration Code

Validated only if options are not formatted on the Option Header and Detail files (ED140AP 7 & 8).  If entered, the configuration code must have valid options on the Sales Order Options file for the same part number.

Customer Part Number

Either the Part Number, the Customer Part Number, Alternate Part Number or UPC Number must be entered.  If this field is entered and the customer's part validation option indicates to validate the customer part number, the program uses the Customer Part Number to retrieve an associated system part.

Customer/Item Relationship File (OP210ML2)

Order Quantity

Must not be negative.  If equal to zero, the part must be a reference part.

Not Applicable

Part Number

Either the Part Number, Customer Part Number, UPC or Alternate Number must be entered. The part number must exist, be active, and not lot-assignable.  Cannot be bundle or configured part.

Part Master File (DE100M)

Part Type

Cannot be either planning or non-stocked.

Part Master File (DE100M)

Price Code

Valid only for non-EDI order or EDI orders where the customer allows prices to be accepted.  The price code must be a valid price code.  The price code cannot be a contract (9) or price list (A).  In a VAT/GST environment, if the VAT/GST included flag is 'Y', the price code must be manual or a gift.

Reference File category 415

Pricing Unit of Measure

Must be equal to the selling, purchasing, stock-keeping unit or pricing unit of measure on the Part Master File and Warehouse Balance File.  Validated only if customer's EDI price flag is 'Y' and the sales order was entered through EDI.  This is validated regardless of the EDI price flag if the sales order is entered through Sales Order Data Entry.

Not Applicable

Price

Validated only if customer's EDI Price flag is 'Y' and the sales order was entered through EDI.  If the customer's EDI Price flag is 'H' and the entered price is different than the MAC-PAC calculated price, the new order will be placed on EDI price hold, and the MAC-PAC price will be used to format the unit price.  The price is validated regardless of the EDI price flag if the sales order is entered through Sales Order Data Entry.  The price must not be negative.

Not Applicable

Promised
Ship Date

Must be a valid date.  It is the day you intend to ship the goods to your customer.  If not entered, the system will default the date to today's date plus the default standard part distribution lead time.  The default lead time is calculated based on the options for the standard part distribution lead time specified in Reference File category 412 to determine the earliest possible ship date.  If the date calculated from this does not meet the customer required ship date, then the Customer Drives Date flag on the Customer Master file determines whether the date is recalculated to meet the customer request.  If this value is not entered and the Customer Drives Date is no, the value will default from the header value if the Default All Dates flag on Reference File category I68 for user ID EDI is yes.

Not Applicable

Requested Dock Date

Must be a valid date.  It is the date the customer has requested the goods to reach their dock.  If this date is not entered and the Default All Dates flag on Reference File category I68 for user ID EDI is yes, then the value will default from the header.

Not Applicable

Review/Expiration Date

Must be a valid date.  If this date is not entered and the Default All Dates flag on Reference File category I68 for user ID EDI is yes, then the value will default from the header.

Not Applicable

Unit of Measure Order

Must be equal to the stockkeeping, selling, purchasing, or pricing unit of measure for the part.

Part Master File (DE100M)

Universal Product Code

Either the part number, customer part number, UPC, or alternate number must be entered.  If this field is entered and the customer's part validation option indicates to validate the UPC number, the UPC number is used to determine the associated MAC-PAC part number.  Must be valid against the Part Master File.

Part Master File (DE100M)

Alternate Part Number

Either the part number, customer part number, UPC, or alternate number must be entered.  If this field is entered and the customer's part validation option indicates to validate the UPC number, the UPC number is used to determine the associated MAC-PAC part number.  Must be valid against the Part Master File.

Not Applicable

Warehouse/Part

Must exist and be valid:  the corresponding warehouse record must be active and the part must be salable.

Warehouse Balance File (IC140M)

VAT Codes

VAT codes must be valid and exist on Reference File category 308.  They must have valid types.  If associated to a VAT surcharge, it must also be valid.

Not Applicable