B2B Overview

The following sections include steps for setting up the B2B Solutions module.

For additional reference information on using the B2B interface, see Oracle MICROS Inventory Management B2B User Guide.

Set Up Vendors

Before using the B2B Solutions module, you must configure vendors. See Vendors for more details.

Granting User and Role Rights for B2B Solutions

There are several user/role rights that control access to B2B transaction screens and features. See B2B Solutions User/Role Rights for more details.

Set up the Vendor Cost Center Profile to identify B2B transactions properly. The vendor will define a unique customer number to each cost center. See Master Data User/Role Rights and Vendor Cost Center Profile for more details.

You must have access to the Scheduler system to automate certain jobs, including the transfer of B2B files. It transfers order files to the vendor FTP and receives order acknowledgements, item catalogs, and invoices. See System User/Role Rights for more details.

Scheduling B2B Jobs

See Scheduler Jobs for details on B2B-related jobs including:

• B2B Auto Linking

• B2B Import Invoices/Credit Notes

• B2B Import Item Catalogs

• B2B Import Order Acknowledgements

• B2B Import Order Cycles

• B2B Send Purchase Orders

• B2B Send Purchase Order Status Report

• External Logistics Export

• External Logistics Import

See Creating a New Job for instructions on how configure these B2B job.

Ordering and Order Acknowledgement

If using Order Acknowledgements, it is recommended that you use the Central Ordering module in conjunction with it. Central Ordering summarizes the order transmission process and sends orders at a defined time to let a purchase manager see an overview of the status. The ordering process remains the same for users. When the order is placed, they system generates a file for each order and transfers the file to the vendor's FTP server. To enable Central Ordering, select the Purchase Manager for prepared Orders user/role right. See Purchase User/Role Rights for more details.

Accept Price Variances

See Accepting Price Variances for more details.

Link the Vendor Purchase Items

See Linking Vendor Purchase Items (VPIs) or navigate to Master Data, click Vendor Purchase Catalog, click Link next to the vendor purchase item.

Receiving

After the document is processed in the B2B Solutions module, it is transferred to the Receiving module. If Book Receipt Immediately is enabled then the receipt is processed immediately, if it is not enabled then the receipt must be booked manually in the Suspended Receipts area. See Configuring B2B Settings for a Vendor for more details.

View Discrepancies

• A vendor rating can be configured so that you can track any variances in price and quantity between the order and receipt. See Configuring Delivery Settings for a Vendor for more details.

  You may need to add a reason code depending on the vendor configuration. See Reason Codes for more details. You can then add the rating option to that reason code, see Add Rating to a Reason Code for more details.

  To view the vendor rating details, navigate to Ordering, click Receipts, click Suspended Receipts, and then click Vendor Rating. You can then email this information to the vendor or print. This view is also visible when you book the receipt.

• You can view additional order details by navigating to Ordering, click Receipts, click Suspended Receipts, and then click B2B Discrepancy. You can select Note to Vendor to add information for the vendor. You can then email this information to the vendor or print.

• Another way to identify price or quantity variances between receipts and orders is to view in the Suspended Receipts module. To activate this option, navigate to Maintenance, click Configuration, click WEBCLIENT, click RCV_SHOWSTATUS, and then set the parameter to T. This creates two additional columns in the Suspended Receipts module:

  • The S column indicates quantity variances including:

    • OD: overdelivered.

    • UD: underdelivered.

  • The P column indicates price variances including:

    • OP: overpriced.

    • UP: underpriced.