When using a document in a batch process, the following parameters would generally be set to ensure correct document processing:
General Document Parameters – 1
OR Default action quantities from data item …… Zero after use?
You should store the quantity that is to be used for each detail line in a separate data item as part of the XML file deconstruction, and quote that data item here. Note that certain data items must also be defined in the Database Profiles
In many cases you should tick the Zero after use? question too. Once the details of an XML document have been updated into the order databases by the XML process, then the action switches to the standard document processing routine. If a partial delivery or invoice takes place, this ensures that the quantity doesn’t accumulate for a subsequent document — it could be possible that more than one document in a batch of XML documents refers to the same order — this is particularly possible with invoices.
General Document Parameters – 2
Override Cost Price with value from data item ……
When processing an invoice, you will need to use the price quoted by the customer, and imported as part of the XML document process, so that the detail line value is correctly calculated.
Note
You may well wish to create a report that compares the price used by the supplier to the price originally used when you first entered the order, and print any differences found. Such a report might also check whether the stock code reported by the supplier is the same as that ordered, in case any product substitution has taken place.
Omit warning for Credit Limit Exceeded
It is recommended that you tick this box for automatic processing — just in case a credit limit issue might otherwise interrupt processing.
Selection Criteria / Auto Run
It is probable that not all order line and order responses ought to be processed by a document. For example, if the stock code is not recognised by the supplier, they will report an error. Selection criteria should be used to prevent stock on such lines from inadvertently being recorded into stock.
Article ID: 1850 Created On: Tue, Jul 10, 2012 at 11:47 AM Last Updated On: Thu, Jun 22, 2023 at 4:46 PM