Vendor setup

Setup purchase order types

Users can access the form by navigating to EDI > Setup > Vendor setup > Order type group

EDI purchase orders can be sent to trading partners with many order types. The type identifier sent can change the way the order is processed within the trading partner’s system.

• Click New to create a new record.
• In the Name field, enter the name of the order type group
• In the Description field, enter a description of the order type group
• In the Mappings FastTab, select Add to create a new record
• Select the Order Type. Options are:
  
  • Order - When creating a purchase order to the vendor; used to identify a “normal” order using these characters
  • Agreement - When sending a purchase agreement to a vendor; used to identify a “blanket” order
  • Release order - When the purchase order was created by releasing from a purchase agreement
• Specify the vendor’s value used to identify the EDI order type

Examples:

Order type	X12 examples	EDIFACT examples
Order	SA - Stand Alone Order KN - Purchase Order	220 - Order
Agreement	KA - Agreement KB - Blanket Purchase Agreement	221 - Blanket order
Release order	RL - Release or Delivery Order	226 - Call off order

Where used

Order type group is assigned on the Vendor Trading partner’s Options field called Order type.
Used on field OrderType on EDI documents:

• Vendor purchase order
• Vendor purchase order change

Data entities:

• Vendor EDI order type group
• Vendor EDI order type lines