To send a purchase order to a supplier, create the purchase order, and then choose the Send purchase orders option from the Reporting menu on the Purchase orders form. If the electronic message was created successfully:
The Date field below Order shipping status will be filled with the current date.
The Order shipping status on the Purchase orders form will be changed:
If delivered via SCSN: Isah will change the delivery status to 'Ready for delivery' if the recipient does have his own SCSN environment, but has not accepted the message yet.
If delivered via SCSN: Isah will change the delivery status to 'Ready for retrieval' if the recipient does not have his own SCSN environment and has not retrieved the message from your environment yet.
If delivered via SCSN: Isah will advance the delivery status to 'Sent' once the message has been accepted or retrieved.
If delivered via email: Isah will immediately advance the delivery status to 'Sent' once the message has been sent successfully.
Tip: To resend the purchase order, for example after you have modified it, you need to change the Status field under Order shipping status into 'Ready for delivery'. Also the underlying purchase lines must be set to 'Ready for delivery'. As soon as you save the new delivery status, you will be asked if you want to update the underlying lines as well. If both the purchase order and the purchase lines are set to 'Ready for delivery', you can resend the purchase order by electronic means.
To confirm a sales order, choose Send sales order confirmations from the Reporting menu on the Sales orders form. If the electronic message was created successfully, the Confirmation date field on the Sales orders form will be filled with the current date.
Tip: To resend the order confirmation, for example because you have made a correction to it, you need to clear the Confirmation date field.
To send a sales invoice to your customer, select the invoice and then, on the Sales invoices form, choose the Reporting option from the menu, and then select Send sales invoices. If the electronic message was created successfully:
The Shipping status date will be filled with the current date.
On the Sales invoices form, the delivery status is set to:
If delivered via SCSN: Isah will change the delivery status to 'Ready for delivery' if the recipient does have his own SCSN environment, but has not accepted the message yet.
If delivered via SCSN: Isah will change the delivery status to 'Ready for retrieval' if the recipient does not have his own SCSN environment and has not retrieved the message from your environment yet.
If delivered via SCSN: Isah will advance the delivery status to 'Sent' once the message has been accepted or retrieved.
If delivered via email: Isah will immediately advance the delivery status to 'Sent' once the message has been sent successfully.
Tip: To resend the sales invoice, for example after you have modified it, you need to change the Shipping status field back to 'Ready for delivery'.
SCSN delivery method
If you are sending electronic messages using an SCSN interface, a confirmation form will appear. After confirmation, the messages will be routed to the web interface. If the recipient does not have a web interface (SCSN address field on the customer or supplier card), the messages will be routed to your own SCSN interface, from where the recipient can retrieve them.
Email delivery method
If you are sending documents by email, the Send documents form will appear. Most of the details on this form have been prepopulated based on the settings configured earlier. Check the details and modify them where necessary. The Email tab displays the sender and the recipient(s), and allows you to modify the email. The Attachment tab lists the documents attached to the email. The tab allows you to add more documents, if necessary.
Tip: To view the email before actually sending it, select the Draft check box on the Email tab.
Checks
Isah performs various checks before the message is created and sent. If there are any problems creating or sending the email, a message will be displayed, and the Check button will appear. Click this button to open the form displaying the reason(s) for the problems. The information may be shown on the Electronic messages form (if the electronic message was created) or on the Documents sent form (if the electronic message was not created).
Overview of electronic messages
There are two ways to list all documents sent.
The Documents sent form shows all messages sent, whether via Supply Chain Integration or through other means, such as PDF.
The Electronic messages form only shows the messages created by Supply Chain Integration, and includes both incoming and outgoing messages. This means that this form gives you a complete overview of all electronic communication with a customer or supplier.
Tip: The Go to menu also gives you access to the Documents sent and Electronic messages forms. The Go to option uses a preset to filter the messages corresponding to the item selected (for example, the purchase order, sales order or sales invoice). To see all messages, set the preset to Default selection.
Purchase order