Appendix A       Worksheets


This appendix contains worksheets that might be helpful in gathering the information required to set up BuyerXpert/SellerXpert. Completing the worksheets prior to doing the configuration tasks enables you to more efficiently set up BuyerXpert/SellerXpert for your organization.

The following tables are contained in this appendix:

• Organization Worksheet

• People Worksheet

• Credit Card Worksheet

• Location Worksheet

• Freight Terms Worksheet

• Shipping Carrier Worksheet

• Shipping Method Worksheet

• Payment Method Worksheet

• Payment Terms Worksheet

Organization Worksheet

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Table A-1    Organization Worksheet 

Organization Name:
Data Needed	Description	Complete this Column
Short Name	Name to appear in BuyerXpert/SellerXpert interface.
Name	The full legal name of the organization.
Address, City, State, Postal Code, Country	The main address of the organization.
Telephones	Multiple phone numbers with comments.
Faxes	Multiple fax numbers.
Email addresses	Multiple general email addresses for the organization.
Web Sites	Multiple web sites associated with the organization.
Seller ID	A unique identifier number.
D-U-N-S Number	The Dun & Bradstreet number.
Status	Select either Enabled or Disabled. Enabled means able to enter into transactions. Information for a disabled organization is stored in the system, but the organization cannot enter into transactions.	__ Enabled __ Disabled
Effective from date	Date after which the organization is to be active.
Effective to date	Date before which the organization is to be active.
Maximum Order Size	Used for Check Credit if Credit Model is set to On Credit Status and Order Size.
Minimum Order Size	Used for Check Credit if Credit Model is set to On Credit Status and Order Size.
Credit Rating	Select the credit rating for the organization.	__ AAA __AA __A __BB __B __C
Last Credit Check (Customer Only)	Date and time last performed.
Currency	Currency to use.
Payment Terms	These are set up on the Payment terms tab. See the Shipping Carrier Worksheet for information.
Verify Address	Specify how to verify the payment address. TAXWARE is a third party product. For information, see its documentation.	__ No __With TAXWARE
Payment Method (Buyer only)	Select the Payment Method to use.
Tax Model	Standard implementation allows you to create a customized tax table based on state, country, or product tax rates. TAXWARE is a third party product. For information, see the TAXWARE documentation.	__ Use Standard Implementation __No Tax Calculation __TAXWARE
Charge Tax	Whether organization is taxable.
Tax Rate	Tax to apply to this organization. This list is set up in the Tax Adjustments tabs.
Verify Tax Address	TAXWARE is a third party product. For information, see its documentation.
Federal tax ID	Nine-digit Federal tax ID number.
Legal Type	Organization type.	__ C-Corporation __ S-Corporation __ Partnership __ Unknown __ Limited Liability Corp
DUNS Number	Issued to this organization by Duns and Bradstreet for EDI.
Acceptable Currencies	Currencies used by the organization.
Product Catalogs	Product catalogs available for this organization.
Price List	Price list used for this organization.
Transmit Order	Do not select Via ECX unless ECXpert is installed and set up.	__ Via ECX __ Other
Order Split allowed	Whether split orders are allowed.	__ Yes __ No
Split orders based on	How to split orders if allowed.	__ No Order Split __ Based on Ship-from/Ship-to locations
Freight Terms	Freight Terms to apply to orders to this organization.
Freight Terms Model	How to determine Freight terms.	__ Use Standard Implementation __ No Freight Terms
Order Ack Required	Whether order Acknowledgment is required for the organization.
Order Ack to	Recipients of order acknowledgments.	__ Approvers __ Bill-to location __ Buyer Organization __ Carrier Organization __ Person Created by __ Person Created for __ Organization __ Seller Organization __ Ship-from location __ Ship-to location __ Vendor organization
Ack Method	Do not select Via EDI unless ECXpert is installed and set up.	__ Via EDI __ Via Email __ Via Fax
Contacts (Buyer only)	Users to be contacted by outside parties.
Shipping Methods (Buyer only)	Acceptable shipping methods. These are set up on the Shipping Methods tab. See the Shipping Method Worksheet for information.
Shipping Method Model	How to determine the shipping method.	__ ON Rules
Estimate ship date model (seller only)	How to determine an estimated ship date.	__ External API __ No Calculation __ Based on Ship Day Offset
Shipping Days (seller only)	Days of the week on which to ship.
Est Ship Date Offset (seller only)	Number of days between when an order is received and when it is shipped.
Seller Cutoff time (seller only)	Time after which it is too late to ship.
Ship Confirmation Model (seller only)	How to confirm shipment.	__ No Ship Confirm __ Ship Complete Status
Rounding Method	How to round number values to the Qty Precision.	__ Round Down __ Plain __ Round Up
Payment Method Model	How to determine the payment method.	__ No Payment Required __ Standard Payment Method
Payment Terms Model (Buyer only)	How to determine payment terms.	__ Use Standard Implementation __ No Payment Terms
Allow ASN from ECX (Buyer only)	Whether to accept Advanced Ship Notices (ASN) from ECXpert.
Max Order Size (Buyer only)	Maximum order size allowed.
Min Order Size (Buyer only)	Minimum order size allowed.
Units (Buyer only)	Unit of measure associated with max/min order size.
Default Password	For security reasons, do not enter this here.
Permissions	Specify what users for this organization can do by default unless something else is set on the People Security tab.

People Worksheet

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Table A-2    People (Users) Worksheet 

Person's Name:
Data Needed	Description	Complete this Column
Prefix	Any title for the name.
Name	The full legal name of the person.
Suffix	Any title for the name
Address, City, State, Postal Code, Country	A main address for the person.
Location (seller/ customer only)	List of all Ship-to and Bill-to, or Ship-from and Pay-to locations for the organization.
Phones	Multiple phone numbers with comments.
Faxes	Multiple fax numbers.
E-mails	Multiple e-mail addresses for the person.
Login Name	Name used to log in to the system.
Person ID	A unique identifier number.
Order Ack to	Recipients of the order acknowledgment message.	__ Approvers __ Bill-to location __ Buyer Organization __ Carrier Organization __ Person Created by __ Person Created for __ Ship-from location __ Ship-to location __ Seller organization
Status	Select one. Enabled means can enter into transactions. Disabled means the person cannot enter into transactions.	__ Enabled __ Disabled
Effective from date	Date from which the person is to be active.
Effective to date	Date to which the person is to be active.
Product Catalogs	Select the catalogs the user has access to.
Acceptable Currencies	Currencies used by the user.
Password		Do not write this down.
Permissions	What users for this organization can do.

Credit Card Worksheet

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Table A-3    Credit Card Worksheet 

Credit Card Name:
Data Needed	Description	Complete this Column
Alias	Name that will appear in the interface
Type	The type of card.
Card Brand	Card brand name.
Card Number		Do not write this down.
Status	Select one. Enabled means can be selected. Disabled means cannot be selected.	__ Active __ Inactive
Expiration Date	Card expiration date.
Payment Method	Payment method associated with the card.
Description	Any additional descriptive information about the card.
Bank Name	Issuing bank name.
Routing Number	Bank routing number.
Bank Account Number	Bank account number associated with the card.
PIN Number	Personal Identification Number associated with the card.
Card Holder Name	Name of the person on the card.
Card Bill-to Name	Name billed by the card.
Driver License	Driver's license number of card holder.
Address, City, State, Postal Code, Country	Billing address for the card.
Phone	Contact phone number for the card.
Email	Contact email address for the card.

Location Worksheet

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Table A-4    Location Worksheet 

Location Name:
Data Needed	Description	Complete this Column
Name	Full legal name of the location.
Address, City, State, Postal Code, Country	A main address for the location.
Authorized Contacts	List of all people set up as contacts for the organization.
Phones	Multiple phone numbers with comments.
Faxes	Multiple fax numbers.
Web Sites	Multiple WWW sites for the location.
Location ID	A unique identifier number.
DUNS Number	Unique organization identifier issued by Duns and Bradstreet for EDI.
Status	Select one. Enabled means can enter into transactions. Disabled cannot enter into transactions.	__ Enabled __ Disabled
Effective from date	Date from which the location is to be active.
Effective to date	Date to which the location is to be active.
Discounts, Charges, Allowances, and Promotions (Ship-from, Ship-to, Bill-to)	DCAPS for organization.
Product Availability Model	How to determine product availability.	__ Yes/No
Max Order Size (Ship-from)	Maximum order size allowed.
Min Order Size (Ship-from)	Minimum order size.
Units (Ship-from)	Units of measurement for product availability.
Ship Confirmation Model (Ship-from)	How to confirm shipment.	__ Ship Confirm __ Ship Complete Status
Allow ASN from ECX (Ship-from)	Whether to accept advance ship notices from ECXpert.
Order Ack to (Ship-from, Ship-to, Bill-to)	Recipients of order acknowledgments.	__ Approvers __ Bill-to location __ Buyer Organization __Carrier Organization __ Person Created by __ Person Created for __ Organization __ Seller Organization __ Ship-from location __ Ship-to location __ Vendor organization
Est. Ship Date Model (Ship-from)	How to estimate the ship date.	__ No Calculation __ Based on Ship-day offset
Shipping Days (Ship-from)	Days of the week on which to ship.
Est Ship Date Offset (Ship-from)	Number of days between when an order is received and when it is shipped.
Shipping Cutoff time (Ship-from)	Time after which it is too late to ship.
Shipping Charge Model (Ship-from)	How to determine the shipping charge.	__ Estimate __ No Shipping Charge
Default Ship-from locs (Ship-to)	Ship-from location to use by default.
Split orders based on (Bill-to)	How to split orders.	__ No Order Split __ Based on Ship-from/Ship-to locations
Shipping Method Model (Ship-to, Bill-to)	Shipping method information is set on the Shipping Method tab.	__ ON Rules __
Shipping Point Selection (Ship-to)	How to determine the shipping point.	__ From ship-from location list
Tax Certificate ID (Ship-to)	Tax certificate ID number.
Charge Tax (Ship-to, Bill-to)	Whether the organization is taxable.
Maximum Order Size (Bill-to)	Used for Check Credit if the Credit Model is set to On Credit Status and Order.
Minimum Order Size (Bill-to)	Used for Check Credit if the Credit Model is set to On Credit Status and Order.
Currency/Acceptable Currencies (Bill-to)	Currencies used for this billing location.
Price List (Bill-to)	Price list to use for this location.

Freight Terms Worksheet

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Table A-5    Freight Terms Worksheet 

Name of Freight Location:
Data Needed	Description	Complete this Column
Freight Terms Code	Name to appear in the end-user interface.
Status	Select one. Enabled means can be selected. Disabled means freight term cannot be selected.	__ Enabled __ Disabled
Freight Charges Paid By	Which organization will pay freight charges.	__ Seller __ Buyer
FOB	Freight on Board. When the buyer takes responsibility for ordered items.	__ Warehouse __ Destination
Interstate Taxability	Whether interstate shipments are taxable.	__ Yes __ No
Intrastate Taxability	Whether intrastate shipments are taxable.	__ Yes __ No

Shipping Carrier Worksheet

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Table A-6    Shipping Carrier Worksheet 

Shipping Carrier Name:
Data Needed	Description	Complete this Column
Name	The full legal name of the carrier.
Address, City, State, Postal Code, Country	A main address for the organization.
Phones	Multiple phone numbers with comments.
Faxes	Multiple fax numbers.
E-mails	Multiple general e-mail addresses for the organization.
Web Sites	Multiple web sites associated with the organization.
Short Name	Name to appear in the BuyerXpert/SellerXpert interface.
Status	Select one. Enabled means can enter into transactions. Disabled means cannot enter into transactions.	__ Enabled __ Disabled
Effective from date	Date from which the carrier is to be active.
Effective to date	Date to which the carrier is to be active.
Legal Type	Carrier's legal type.	__ C-Corporation __ S-Corporation __ Partnership __ Unknown __ Limited Liability Corp
DUNS Number	Issued to this organization by Duns and Bradstreet for EDI.

Shipping Method Worksheet

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Table A-7    Shipping Method Worksheet  

Shipping Method Name:
Data Needed	Description	Complete this Column
Shipping Method Name	Name users can select from the interface.
Carrier	Select from the list set up on the Carriers tab.
Level of Service	For example, 2-day air.
Status	Select one. Enabled means can enter into transactions. Disabled means method cannot be selected.	__ Enabled __ Disabled
Freight Terms Model	How to determine freight terms.	__ Not Set __ Use Standard Implementation __No Freight Terms
Freight Terms	What freight terms to apply.

Payment Method Worksheet

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Table A-8    Payment Methods Worksheet  

Payment Method Type:
Data Needed	Description	Complete this Column
Payment Name	Name for the payment method.
Description	Description of the payment method.
Type	The type of payment method.
Brand	If a card, the brand of credit card.
Max Order Amount	Maximum order amount allowed for this payment method type.
Min Order Amount	Minimum order amount allowed for this payment method type.
Status	Select one. Enabled means able to enter into transactions. Disabled means method cannot be used.	__ Enabled __ Disabled

Payment Terms Worksheet

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Table A-9    Payment Terms Worksheet  

Payment Term Name:
Data Needed	Description	Complete this Column
Payment Terms Code	Name to appear in the interface.
Due Day	Day of the month that payment is due.
Pre-payment Day	Day of the month that payment is rewarded.
Pre-payment Discount	Discount for payment received by pre-payment day.
Status	Select one. Enabled means can be selected. Disabled means term cannot be selected.	__Enabled __Disabled
Effective from date	Date from which payment term is in effect.
Effective to date	Date to which the payment term is in effect.
Comments	Additional notes about payment method.