1. User Guide
  2. Master Data
  3. Vendors
  4. Configuring B2B Settings for a Vendor

Configuring B2B Settings for a Vendor

Leave B2B settings blank until you determine which B2B Interface you need. Oracle performs the initial configuration in these fields.

  1. Click Master Data, and then click Vendors.
  2. Click the Vendor to update, click the B2B General tab, and then complete the following fields:

    • Vendor ID: Enter the vendor ID provided by the vendor.

    • (Optional) Location Number: Enter the location number provided by the vendor.

    • (Optional) Vendor GLN: Enter the Vendor Global Location Number (GLN) provided by the vendor.

    • Buyer GLN: Enter the Buyer GLN. This is user defined, unless controlled by jurisdiction.

    • (Optional) Send Notifications to Cost Center E-Mail Address: Select to send an email to the cost center instead of the originator of the document. Used for orders only.

  3. From the B2B Ordering tab, complete the following fields if using order cycles to export purchase orders to the vendor:

    • File Path: Enter the file path for processing local orders (obtained from Oracle consulting).

    • File Mask: Enter a file mask, for example @LFNR@_@oyyyy@_@dyyyy@-@dmm@-@ddd@_@####@.txt. See the table below for keyword options.

    • (Optional) Custom E-mail subject: Enter a customized email subject line, for example @supplier@_@ponr@_@kdnr@_@oyyyy@_@omm@_@odd. See the table below for keyword options.

    • Purchase Order Export Template: Enter the name of the template that will be used, for example order.edi.template.

    • (Optional) Custom E-mail Notification Subject: Enter a customized email subject line, for example @supplier@_@ponr@_@kdnr@_@oyyyy@_@omm@_@odd. See the table below for keyword options.

      Keyword Definition Available for File Mask field Available for Custom E-mail subject field Available for Custom E-mail Notification subject field

      buyergln

      Buyer GLN.

      Yes

      		    

      ccextname

      Cost center external name.

      Yes

      		    

      ccname

      Cost center name.

      		  

      Yes

      Yes

      ccno

      Cost center number (from Cost Centers).

      Yes

      		    

      contactname

      Vendor sales representative.

      		  

      Yes

      Yes

      custno

      Customer number (from Customer Number).

      Yes

      		    

      ddd

      Delivery date (2 digits).

      Yes

      Yes

      Yes

      dmm

      Delivery month (2 digits).

      Yes

      Yes

      Yes

      dy

      Last digit of delivery year.

      Yes

      Yes

      Yes

      dyy

      Last 2 digits of delivery year.

      Yes

      Yes

      Yes

      dyyyy

      Delivery year (4 digits).

      Yes

      Yes

      Yes

      eu_idnr

      Vendor tax number.

      Yes

      		    

      gln

      Vendor GLN.

      Yes

      		    

      kdnr

      Customer number.

      		  

      Yes

      Yes

      lfnr

      Vendor ID from B2B General tab.

      Yes

      		    

      locno

      Location number (from Customer Number).

      Yes

      		    

      odd

      Order date (2 digits).

      Yes

      Yes

      Yes

      ohh

      Order hour (24 hour format).

      		  

      Yes

      Yes

      omi

      Order minute.

      		  

      Yes

      Yes

      omm

      Order month (2 digits).

      Yes

      Yes

      Yes

      oss

      Order second.

      		  

      Yes

      Yes

      oy

      Last digit of the order year.

      Yes

      Yes

      Yes

      oyy

      Last 2 digits of the order year.

      Yes

      Yes

      Yes

      oyyyy

      Order year (4 digits).

      Yes

      Yes

      Yes

      poid

      Internal order ID.

      Yes

      		    

      ponr

      Order name.

      Yes

      Yes

      Yes

      supplier

      Vendor name.

      		  

      Yes

      Yes

      useremail

      User’s email address.

      		  

      Yes

      Yes

      username

      User’s full name.

      		  

      Yes

      Yes

      userphone

      User’s phone number.

      		  

      Yes

      Yes

    • (Optional) Custom B2B Positions Sort Order: Enter a sequence of numbers to customize how the order is sorted. The sorting order options include:

      • 1: vendor name.

      • 2: purchase order name.

      • 3: customer number.

      • 4: position number.

      • 5: vendor item number.

      • 6: delivery date.

      • 7: cost center number.

      • 8: item name.

      • 9: unit name.

      • For example, 167489 sorts by vendor name, purchase order name, cost center number, position number, item name, unit name.

    • (Optional) Send Time: Select the time when the order will be processed.

    • (Optional) Ordering Cutoff Time: Select the latest time that orders can be created or booked during the day.

      • If multiple time zones are in use, then navigate to Maintenance, click Configuration, click WEBCLIENT, and then select POCUTOFFTIMEZONE.

    • (Optional) Send purchase order status report: Select the time that the order status report is sent.

    • Use B2B order: Select to allow the vendor to use B2B Ordering methods and to handle item catalog processing.

      • If SFTP data is entered, then the file is uploaded by the automation job and behaves as if Use B2B Orders is turned on. To resolve this, clear the SFTP definition if it is not used.

    • (Optional) Use Order Cycles: Select to enforce the vendor to adhere to established order cycles.

    • (Optional) Send Order when defined in order Cycles: Select to send the order only between ((Expected Delivery Date) - (Lead Days)). Only active if Use Scheduler is activated.

    • Force B2B Qty: This field is not in use anymore.

    • (Optional) Use prepared Purchase Orders: Select to have the system prepare orders for sending. They will be transmitted as soon as either the Scheduler (if selected for this vendor) is started or the order is sent manually via the module Central Ordering. This option is mandatory if Use Scheduler is selected and activated in that case by default.

    • (Optional) Send one file per day: Select to send only one order to the vendor once a day. Not recommended for use with multiple cost centers, each placing a separate order with the same vendor.

    • (Optional) Order processing via B2B only: Select to enforce users to order only vendor purchase items (VPIs) that are linked to the Vendor B2B Catalog and order processing can only be done through B2B.

    • (Optional) Use Scheduler: When the scheduler job B2B Send Purchase Orders is enabled, Inventory Management will search for and submit orders via scheduler automatically.

    • (Optional) Only one Order per day/Order Cycle: Select to merge multiple orders per day for the same vendor into one order.

    • Purchase Orders FTP: Enter the FTP settings fields. See Configure FTP Settings for more information.

  4. From the B2B Receipts tab, complete the following fields to import receipts and invoices from the vendor:

    • File Path: Enter the file path for processing orders (provided by Oracle consulting).

    • File Mask: Enter the vendor’s file mask.

    • Receipt Import Template: Enter the name of the template, for example invoice.edi.template.

    • (Optional) Process Invoices via Scheduler: Select to have the document processed by the scheduler after activating the job B2B Import Invoices/Credit Notes.

    • (Optional) On file processing options:

      • Book Receipt immediately: Select to book a receipt immediately, if deselected then the receipt is saved as a suspended document and must be booked manually in the Suspended Receipts area.

      • Close Order automatically: Available if the first option is selected. Select to close the order automatically, if deselected then the order for the receipt document will remain open if not all positions are delivered completely.

      • Make Invoice after booking Receipt: Available if the first option is selected. Select to have the receipt booked as an invoice document automatically.

    • (Optional) Send Internal Notification To: Select users who should receive a notification email after processing.

    • (Optional) Catch Weight Factor: Enter the factor used for weight base unit conversion.

      • Example: A customer is based in the US (imperial units) and a vendor is based in Canada (metric units). An item is received with a quantity of 2 lbs. and the system multiplies that quantity by the Catch Weight Factor defined for the vendor, for example 16. The base unit is taken from the system configuration, so the quantity is adjusted to 32. You can also use the option Receive in Base Unit to display the unit OZ in the Receiving module.

    • (Optional) Vendor E-Mail Notification Address: Enter the vendor's email address for notification after processing.

    • Use B2B Receiving: Select to use B2B receiving for the vendor.

    • (Optional) B2B Receipt is Invoice: Select to make the B2B receipt act as an invoice.

    • (Optional) Use Price Quotes in B2B Receipt: Select to use the price quotes in Vendor Purchase Items as opposed to the price quotes sent back from the vendor.

    • (Optional) Weight item info from Catalog: Select to have the system check item catalog if delivered items are defined as Weight Items (Receiving in base unit).

    • (Optional) No manual created Receipts: Select to prevent manual receipt creation, and only allow B2B receipts.

    • (Optional) Use VAT from B2B Receipt: Select to have the VAT definition read from the B2B receipt, ignoring definitions set in item group/item.

    • Receipt/Invoice/Credit Notes FTP: Enter the FTP settings fields. See Configure FTP Settings for more information.

  5. From the B2B Acknowledgements tab, define order, item catalog, and receipt acknowledgement message options:

    • Order Acknowledgement: Notification that the vendor received the placed purchase order, but not formal confirmation. It is created by the vendor and retrieved from their FTP server.

      • File Path: Enter the file path for processing acknowledgement files (provided by Oracle consulting).

      • File Mask: Enter the vendor’s file mask.

      • Order Acknowledgement Import Template: Enter the name of the template, for example order.ackno.edi.template.

      • (Optional) Process Order Acknowledgement via Scheduler: Select to have the document processed by the scheduler after activating the B2B Import Order Acknowledgements job.

      • Order Acknowledgement FTP: Enter the FTP settings fields. See Configure FTP Settings for more information.

    • Item Catalog Acknowledgement: Notification that the B2B item catalog was received and imported from the vendor.

      • File Path: Enter the file path for processing acknowledgement files (provided by Oracle consulting).

      • File Mask: Enter the vendor’s file mask.

      • Acknowledgement Template: Enter the name of the template, for example cat.ackno.edi.template.

      • (Optional) Process Acknowledgement upon Successful Catalog Import: Select to have the document created and transmitted after import of the B2B Item catalog using the scheduler job B2B Import Item Catalogs.

      • Item Catalog Acknowledgement FTP Settings: Enter the FTP settings fields. See Configure FTP Settings for more information.

    • Receipt Acknowledgement: Notification that the B2B receipt was received and imported from the vendor.

      • File Path: Enter the file path for processing acknowledgement files (provided by Oracle consulting).

      • File Mask: Enter the vendor’s file mask.

      • Acknowledgement Template: Enter the name of the template, for example invoice.ackno.edi.template.

      • (Optional) Process Acknowledgement upon Successful Receipt Import: Select to have the document created and transmitted after import of the B2B Receipt using the scheduler job B2B Import Invoices/Credit Notes.

      • Receipt Acknowledgement FTP Settings: Enter the FTP settings fields. See Configure FTP Settings for more information.

  6. To automatically process order cycles, which are used to define the order and delivery days for the vendor, click the B2B Order Cycles tab and then complete the following fields:

    • File Path: Enter the file path for processing order cycles (provided by Oracle consulting).

    • File Mask: Enter the vendor’s file mask.

    • Order Cycle Import Template: Enter the name of the template, for example ordercycle.edi.template.

    • (Optional) Process Order Cycles via Scheduler: Select to have the document processed by the scheduler after activating the job B2B Import Order Cycles.

    • (Optional) Send Internal Notification To: Select users who should receive a notification email after processing.

    • (Optional) Vendor E-Mail Notification Address: Enter the vendor's email address for notification after processing.

    • Order Cycles FTP: Enter the FTP settings fields. See Configure FTP Settings for more information.

  7. Optionally, the External Logistics tab can be used to configure document transfer between Inventory Management and a separate system. The process exports documents from Inventory Management to the external system, and then imports back to Inventory Management for final booking. Treat the other system as the vendor in this case. Contact Oracle Support if you need help configuring the settings or complete the following fields:

    • Import File Path: Enter the file path for processing order cycles (provided by Oracle consulting).

    • Export File Path: Enter the file path for processing order cycles (provided by Oracle consulting).

    • Import File Mask: Enter the import file mask (provided by vendor).

    • Export File Mask: Enter the export file mask (provided by vendor).

    • Transfer from (Export) Template: Enter the name of the template, for example ExternalLogistics.export.flat.template.

    • Transfer to (Import) Template: Enter the name of the template, for example ExternalLogistics.import.flat.template.

    • Enable External Logistics: Select to activate external logistics.

    • (Optional) Process External Logistics via Scheduler: Select to have the document processed by the scheduler after activation the External Logistics Export and External Logistics Import jobs.

    • (Optional) Send Internal Notification To: Select users who should receive a notification email after processing.

    • External Logistics FTP Import: Enter the FTP settings fields. See Configure FTP Settings for more information.

    • External Logistics FTP Export: Enter the FTP settings fields. See Configure FTP Settings for more information.

  8. Click Save.

Related Topics

Parent topic: Vendors