Setting Up IWF Document Arrival Email Notifications · 2018. 5. 23. · IWF Training Documentation...
Transcript of Setting Up IWF Document Arrival Email Notifications · 2018. 5. 23. · IWF Training Documentation...
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January 25, 2013 | Slide 1 © 2010 GXS, Inc.
Setting Up IWF Document Arrival
Email Notifications
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January 25, 2013 | Slide 2 © 2010 GXS, Inc.
• You can receive email notifications when documents arrive in
your IWF/Document Manager Inbox.
• Service Contacts must be set up for each email address or
distribution list that needs to receive arrival notifications.
The IWF Document Arrival Alerts check box must be enabled.
• A Service Contact is automatically set up for the contact
established during registration. Their IWF Document Arrival
Alerts check box is not enabled; however they are automatically
included as an IWF Document Arrival Alert recipient.
• You will need to update the default Event Management rule for
IWF Document Arrival Alerts to include other Service Contacts.
• The following slides describe how to set up document arrival
notifications.
About IWF Document Manager Email Alerts
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January 25, 2013 | Slide 3 © 2010 GXS, Inc.
Setting up a New Service Contact for IWF Notification
This procedure describes how you set up Service Contacts for additional
email addresses or distribution lists that need to receive IWF document
arrival
email notifications.
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January 25, 2013 | Slide 4 © 2010 GXS, Inc.
Setting up a New Service Contact for IWF Notification (continued)
Start by opening the Service Contacts page.
When you first access the Service Contacts page, the default contact at your
company is already listed. This contact is set up during the registration
process.
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1. Choose the Account Manager tab.
2. Select the Service Configuration
button.
3. Select the Service Contacts button.
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January 25, 2013 | Slide 5 © 2010 GXS, Inc.
Setting up a New Service Contact for IWF Notification (continued)
4. Open the Actions list, and
choose Add New contact.
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Next, add the next Service contact.
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January 25, 2013 | Slide 6 © 2010 GXS, Inc.
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Setting up a New Service Contact for IWF Notification (continued)
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5. Complete the
required contact
details.
6. Select the
IWF Document
Arrival Alerts
check box.
7. Enter the email
address or
distribution list.
Enter the Service Contact details.
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January 25, 2013 | Slide 7 © 2010 GXS, Inc.
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Setting up a New Service Contact for IWF Notification (continued)
8. Choose Submit.
When the information is complete, submit the Service Contact details.
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January 25, 2013 | Slide 8 © 2010 GXS, Inc.
The system confirms that the new Service Contact was created.
If you click on the Service
Contacts button, you will see the
new service contact in the Service
Contact list.
Setting up a New Service Contact for IWF Notification (continued)
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January 25, 2013 | Slide 9 © 2010 GXS, Inc.
The Service Contact list now shows
that both service contacts are set up
for IWF Document Arrival Alerts.
Setting up a New Service Contact for IWF Notification (continued)
The system displays the list of Service Contacts.
Continue adding Service Contacts for any additional email addresses or
distribution lists that need to receive IWF Document Arrival alerts.
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January 25, 2013 | Slide 10 © 2010 GXS, Inc.
Configuring the IWF Alert Event Management Rule
This procedure describes how to use the Event Management function to
configure your default IWF Arrival Alert rule so that the Service Contacts you
define will receive IWF Arrival email notifications.
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January 25, 2013 | Slide 11 © 2010 GXS, Inc.
Configuring the IWF Alert Event Management Rule (continued)
Start by opening the Transaction Event Rules and Alerts page.
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1. Choose the Account Manager tab.
2. Select the Service Configuration
button.
3. Select the Event Management
button.
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January 25, 2013 | Slide 12 © 2010 GXS, Inc.
Configuring the IWF Alert Event Management Rule (continued)
Use the Alerts section to access the IWF Document Arrival Alert rules.
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4. Open the Rule type selection list,
and choose IWF Document Arrival
Alerts.
5. Choose the Configure button.
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January 25, 2013 | Slide 13 © 2010 GXS, Inc.
Configuring the IWF Alert Event Management Rule (continued)
The initial (default) IWF Document Arrival Alert rule is set up automatically.
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January 25, 2013 | Slide 14 © 2010 GXS, Inc.
Configuring the IWF Alert Event Management Rule (continued)
To configure the default rule, select the radio button in the first column. Then,
open the Actions list, and choose Modify.
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January 25, 2013 | Slide 15 © 2010 GXS, Inc.
Configuring the IWF Alert Event Management Rule (continued)
In its default configuration, only your primary (default) contact will receive the
IWF Arrival Alert notifications.
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January 25, 2013 | Slide 16 © 2010 GXS, Inc.
Configuring the IWF Alert Event Management Rule (continued)
We recommend enabling the Document Arrival Contacts check box.
Unless you change configuration options later, this is a one-time activity.
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January 25, 2013 | Slide 17 © 2010 GXS, Inc.
Configuring the IWF Alert Event Management Rule (continued)
When the Document Arrival Contacts check box is enabled, all Service
Contacts that have the IWF Document Arrival Alerts check box enabled will
begin to receive arrival email notifications immediately.
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January 25, 2013 | Slide 18 © 2010 GXS, Inc.
Configuring the IWF Alert Event Management Rule (continued)
After enabling the Document Arrival Contacts check box, choose Submit.
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January 25, 2013 | Slide 19 © 2010 GXS, Inc.
Configuring the IWF Alert Event Management Rule (continued)
The system shows the final email recipient list for the IWF Document Arrival
Alert rule.
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IWF Training Documentation
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Receiving Documents:
Forecast
Purchase Order
Creating Documents:
Invoice
ASN (Advanced Shipping Notice)
s
IWF – Intelligent Web Forms:
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Receiving Documents
To receive documents, Select the Document Manager tab.
Documents from Deere-Hitachi are located in the Inbox.
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Forecast
Document Type for forecast is SCHEDULE.
Click the Document ID number.
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Select the CSV option (to download as a spreadsheet).
You will be asked to create a CSV download profile.
Forecast
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The forecast transmission will be available in spreadsheet format.
Forecast
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Document Type for purchase order is ORDER.
Click the Document ID number.
Purchase Order
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Purchase Order
Purchase order can be printed or downloaded in PDF or CSV (spreadsheet) format.
When selecting the CSV (spreadsheet) option, you will be asked to create a CSV download profile.
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Purchase Order
The Deere-Hitachi vendor code will be required on all invoice and ASN transmissions.
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Purchase Order
Use Plant ID and Location ID to determine the ship-to address.
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Creating Forms Documents
To create Forms:
Select the Document Manager tab. Select the Creating Documents button.
Select the Deere-Hitachi production EDI address: 12:557074379.
Two types of documents can be created and transmitted to Deere-Hitachi:
Intelligent Web Forms and Spreadsheets.
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Creating Forms Documents
Select the correct document type: ASN or INVOICE.
(You can also save and use Templates.)
Select Create.
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ASN Form
Select the ‘Document Manager’ tab. Document type will be ‘schedule’
Click the Document ID number
Complete the ASN form. All fields highlighted in yellow are required.
Vendor
code
Vendor
code
FF00- Kernersville
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ASN Form
Select Order Loop Information- Line Items tab will appear.
Select ASN
without Order
Loop if shipping
against a single
PO
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ASN Form
Select Line Items tab to enter shipment lines.
Enter PO line #, PO #, Part # and Unit of Measure as listed in the PO.
Select Add Line Item button to add additional lines.
Buyer Part # is required.
Buyer Part # is
required
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ASN Form
Complete shipment information.
Select Send to transmit the ASN.
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Invoice Form
Vendor
code FF00- Kernersville
Buyer Part # is
required
All fields highlighted in yellow are required.
Enter PO line #, PO #, Part #, Unit of Measure and Price as listed in the PO.
Select Add Line Item button to add invoice lines.
Use packing
list number
from ASN
transmission
Use first
PO # in
the
invoice
Buyer Part # is required.
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Invoice Form
Complete invoice information.
Select Send to transmit the invoice.
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Creating Spreadsheet Documents
To create ASN and Invoice documents in spreadsheet format, go to the GXS Deere-Hitachi Microsite:
http://www.gxs.com/deere-hitachi
• Review the CSV Upload Process training documentation
• Download the spreadsheet templates
http://www.gxs.com/deere-hitachihttp://www.gxs.com/deere-hitachihttp://www.gxs.com/deere-hitachi