EDI Trip Info

Bar Code Batch Maintenance > action button at purchase order field

Use this routine to search for purchase orders that are associated with a specified vendor and Trip ID. The Trip ID is assigned to the purchase order by the vendor when the EDI ship notification is processed and that information is returned to STORIS along with the ship notification. You can then use this screen during Bar Code Batch Maintenance to indicate a vendor and Trip ID combination. The system searches for purchase orders for the specified vendor that have been assigned the indicated Trip ID. Once the search is complete, the purchase orders are added to the grid on the Bar Code Batch Maintenance screen.

To search for purchase orders by vendor and Trip ID, first indicate the vendor code. If you click the Search button you access the Vendor Name Lookup screen, where you can search for a vendor code.

Trip ID numbers are assigned to purchase orders by the vendor during the ship notification process. Enter the Trip ID assigned by the vendor. This field accepts up to 20 characters. To enter multiple trip IDs, click the Action button to access the Multiple Trip IDs Selection window.

Click Save to initiate the search for purchase orders using the indicated vendor and Trip ID combination. The process checks all purchase orders that reference the entered vendor and trip ID combination and includes/excludes them from the batch based on the following:

- The process prevents the re-use of the same combination of vendor and trip ID on the same receiving batch.

- The purchase order's receiving location must match the location for which the batch is being created.

- The purchase order cannot be on approval hold.

- The purchase order must be a merchandise type PO.

- The purchase order cannot be closed.

As the process builds the batch, all lines associated with the purchase orders for the entered trip ID are added to the batch, including lines not associated with the trip ID. The scheduled quantity in the grid on the Bar Code Batch Maintenance screen is updated as follows:

- If the purchase order line is not associated with the vendor and trip ID combination, the line is added to the batch, but with a zero scheduled quantity.

- If the purchase order line is associated with the vendor and trip ID combination, the line is updated with the trip quantity. If the PO line's open quantity is less than the trip quantity, the line's scheduled quantity is updated with the open quantity.

- If the PO line item is already in the batch, the current scheduled quantity is added to the line's existing scheduled quantity.

- The scheduled quantity for a line cannot exceed the PO line's open quantity.

If an error message appears, a separate message screen appears, allowing you to choose whether or not the system should continue displaying this type of message.

Purchase order trip data (Trip ID) remains on the system until the last associated purchase order is deleted. When the last purchase order with that assigned Trip ID is deleted, the trip data is removed.