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  3. Trading Partner Parts

 

Trading Partner Parts

New part numbers are automatically added to TrueAuto during EDI processing. However, it is important for you to add any additional relevant information about the part. Trading Partners do not always send every detail about a part on demand schedules, therefore, you must identify any missing details and set defaults to help you automate paperwork and EDI.

Main Topics:

 

Work with Trading Partner Parts

  1.   On the Settings menu, click Trading Partner Parts.

  2.   On the Trading Partner Parts screen, click the part that you want to view.

  1. On the Trading Partner Part screen, select the GENERAL, LABEL FIELD VALUES, or SHIP TO CUM tabs to view the corresponding details.

GENERAL tab

LABEL FIELD VALUES tab

Label Field Values: As labels are printed, TrueAuto pulls the data from the label’s default information from these fields.

SHIP TO CUM tab

Contacts tab

Additional Information tab

Allowance Charge Configuration tab

To set up a new allowance or charge configuration to a Trading Partner Part

  1. On the Trading Partner Part screen, switch to the Allowance Charge Configuration tab.

  2. On the Allowance Charge Configuration tab, click  New.

  3. On the Adding Allowance Charge Configuration window, fill out the form.

 Note   For a full description of each field, refer to the Field Definitions in the next section.

  1. Click  Save. A new Allowance or Charge configuration is added to the Trading Partner Part.

Field Definitions – Allowance Charge Configuration

Field

Definition

Mandatory/Always Include

Mark the Allowance or Charge record as the required field.

Use On

Value is Line Item. After being created, the new Allowance or Charge record will be saved in Customer Finance/Supplier Finance > Invoices > Details > Allowance Charge.

 NOTe   For additional details, see If Line Item is selected in the Use On dropdown list.

Type

Options include Allowance, Charge, or Tax.

Code

Allowance or Charge Code. Click the searchsearch icon in the Code field. On the Select Allowance Code window, select the Allowance or Charge Code and click  Select.

Description

A brief description of the Allowance or Charge Code.

Percent

The percentage value of the Allowance or Charge.

Amount

The amount value of the Allowance or Charge.

Percent Qualifier

A code to identify the category of the percentage value.

Unit Rate

Unit price.

Unit of Measure

Applied measurement unit (e.g., Piece, KG, CM...).

Quantity

The quantity.

Additional Tax Information

Tax Jurisdiction Code

Code identifying the taxing jurisdiction.

Tax Exempt Code

Code identifying the exemption status from sales and use tax.

Relationship Code

Code indicating the relationship between entities.

Tax Jurisdiction Code Qualifier

Code identifying the source of the data used in the tax jurisdiction code.

Tax Identification Number

Number assigned to a purchaser (buyer) by the taxing jurisdiction (state, county, etc.), often called a tax exemption number or certificate number.

Handling Code

A code specifying the method/way to calculate the Allowance or Charge.

 

Part Note

There may be cases where you want to be made aware of important Notes in Firm Orders or want shippers/receivers to pay special attention to specific Part Numbers on Shipments. Therefore, the Part Note box feature provides an efficient way to keep track of specific Part Numbers by allowing you to add Notes, Feedback, or Comments to these Parts, such as “This is an IMPORTANT Part, FRAGILE – Please handle with care”, etc.

This topic describes a step-by-step procedure on how a Note, or any special comment about a Part Number, can be displayed on specific screen locations in TrueAuto.

To create a Part Note

After the Part Note feature is activated, you can add a Note/Feedback/Comment by doing the following:

  1.   On the Settings menu, click Trading Partner Parts.

  2.   On the Trading Partner Parts screen, click the part that you want to work on.

  3.   On the Trading Partner Part screen, scroll down to the General section. Then, enter the details in the Note box.

4.   Click  Save. The Note is saved for this Part Number.

Part Note pop-up window display

After a Note/Feedback/Comment is created on the Trading Partner Part screen, the  note icon can be seen on the three screen locations described below. Contact your administrator if you want to turn ON or OFF the pop-up Note feature in any of these locations.

 1)   Customer Demand Mgt > Customer Firm Orders (Browser view) > General tab

Hover over the  note icon. to view the short content.

  Click on the  note icon to view the full content.

 2)    Customer Demand Mgt > Customer Firm Orders (Browser view)

 Note  You might experience a slow loading page when the pop-up Note feature is turned on in this view.

  3)   Customer Shipments > Customer Shipment > Firm Orders tab

Create a Trading Partner Part

There is little reason to create new parts unless the Trading Partner is non-EDI, you are adding a test part, or you’re adding an accidentally-deleted part. However, it is standard procedure to Change the details of parts.

  1.   On the Settings menu, click Trading Partner Parts.

  2.   On the Trading Partner Parts screen, click  New.

  3.   Fill out the details of the new part on the GENERAL tab. Use the following Field Definitions.

  4.   Scroll down to the Barcode Defaults section, and then follow these steps:

a.   Select the label template in the Container dropdown list.

b.   Select the label template in the Master dropdown list.

c.   Select the label template in the Mixed dropdown list.

  5.   When you’re finished, click  Save.

The selected templates will be applied to the label printing job. For the priority level, refer to Priority Logic for Label Template Selection.

Field Definitions

Field

Definition

Trading Partner

The code defining the Trading Partner in TrueAuto.

Supplier Code

Your Supplier Code assigned by the Trading Partner.

Part Number

The Trading Partner’s part number.

Part Type

Unique codes assigned to each type of item.

Supplier Part

The internal part number or SKU (Stock Keeping Unit).

Part UOM

The Unit of Measure for the part.

Description

The description for the part.

Origin Country

The country of origin for the part.

Unit Weight

Weight of an individual piece.

Wt/Pack

(QPP x Unit Weight) + Weight of Container. If blank, Gross, Net and Tare Weights will be calculated via the Container Record.

Unit Price

Price of an individual piece.

Qty/Pack

Quantity filling one container.

Qty/Master

Parts in a master (pallet). Used for label printing and shipping weight calculations.

Print Master: Set TrueAuto to automatically print a master label when a container print job meets the quantity in exactly one or more master containers.

Example 1: Quantity per master = 180, Quantity Per Pack = 60, 360 pcs worth of labels printed, 360/180=2. 2 Master Labels will automatically print.

Example 2: Quantity per master = 180, Quantity Per Pack = 60, 300 pcs worth of labels printed, 300/180=1.67, 0 Master Labels will automatically print.

Package Code

Unique codes assigned to the packaging of the part.

Returnable Ctn

The standard Returnable Container type for this part (must match a record in the Container file).

Last Printed

The last time this label was printed.

Labels/Box

Number of labels to print per container (usually 2).

Remove Part Dashes

Removes dashes from the part numbers on the label.

Remove Serial Dashes

Removes dashes from the serial numbers on the label.

 

Delete a Trading Partner Part

  1. On the Settings menu, click Trading Partner Parts.

  2. On the Trading Partner Parts screen, select the part that you want to remove, and then click  Delete.

  3. On the confirmation message, click OK.

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