Inventory Management includes a downloadable Microsoft Excel template for entering order cycle data. Completed templates can be uploaded to Inventory Management for processing.
- Click Maintenance, click Order Cycles, and then click Download XLS Template.
- Complete the template by entering values in the following columns:
- Customer Number: The customer number of the cost center. If you have not assigned customer numbers to cost centers, you can do so via the Vendor Cost Center Profile page.
- Start Date/End Date: The date range for order cycle validity.
- Mo/Mo LD - Sun/Sun LD: The day of the week and the number of lead days for the order to arrive. Example: To place an order on Tuesday for delivery on Friday (three lead days), enter 1 in the Tue column, and then enter 3 in the Tue LD column.
- Save the file in comma delimited format (.csv).
- Click Master Data, click Vendors, and then locate and select a vendor.
- Click B2B Order Cycles, and then complete the following:
- File Path: The directory where the order cycle .csv file is stored. Example: C:\cs345\oc\
- File Mask: The filename of the order cycle .csv file. Example: summer_orders.csv.
- Order Cycle Import Template: For English, enter ordercycle.myinv.en-us.excel.template. For German, enter ordercycle.myinv.de-de.excel.template.
- Send Internal Notification To: Users who will receive notifications about order cycle activity.
- Vendor E-Mail Notification Address: The email address for vendor notifications.
- Order Cycles FTP: FTP settings for the order cycle.
- Process Order Cycles via Scheduler: Select to enable Scheduler-based order cycle processing.
- Click Save.