Using the Order Cycle XLS Template

Inventory Management includes a downloadable Microsoft Excel template for entering order cycle data. Completed templates can be uploaded to Inventory Management for processing.

1. Click Maintenance, click Order Cycles, and then click Download XLS Template.
2. Complete the template by entering values in the following columns:
   1. 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.
   2. Start Date/End Date: The date range for order cycle validity.
   3. 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.
3. Save the file in comma delimited format (.csv).
4. Click Master Data, click Vendors, and then locate and select a vendor.
5. Click B2B Order Cycles, and then complete the following:
   1. File Path: The directory where the order cycle .csv file is stored. Example: C:\cs345\oc\
   2. File Mask: The filename of the order cycle .csv file. Example: summer_orders.csv.
   3. Order Cycle Import Template: For English, enter ordercycle.myinv.en-us.excel.template. For German, enter ordercycle.myinv.de-de.excel.template.
   4. Send Internal Notification To: Users who will receive notifications about order cycle activity.
   5. Vendor E-Mail Notification Address: The email address for vendor notifications.
   6. Order Cycles FTP: FTP settings for the order cycle.
   7. Process Order Cycles via Scheduler: Select to enable Scheduler-based order cycle processing.
6. Click Save.