The Extra Info Button

Under the Extra info button you can select additional EDI settings that are unique for this customer when it comes to dispatch advising and notification, invoices, packaging, addresses, etc. The settings and addresses that you choose or enter here will become the default options for this customer. Below you will find a description of the available alternatives in this window.

Extra info

Not used in the standard MONITOR system (adaptation).

Assign order number from the customer's order number?

If you select this setting, Our order number will be the same as the customer's order number.

However, the setting Order number during Import EDI Orders, that you will find under the Sales tab under EDI in the Settings procedure, will override this setting.

Do not send order response from EDI Order Import List

If you check this setting, no order response will be sent automatically.

Customer-specific EDI Link for order response (0=Default)

Here you enter the row number for the EDI link for the Order response export file for this customer. The row number is obtained when you enter EDI links in the EDI Links procedure. This field is only used if the current customer has another format on the order response file than the standard format, which is selected as Default for an EDI-link.

Print packaging on invoices?

This setting allows packaging to create invoice rows by default during delivery of EDI-pick lists for this customer. Under the Create tab in the Pick List Delivery Reporting procedure you can uncheck this option during each delivery. This setting also determines that the packaging will be totaled and printed on comprehensive delivery notes.

Destination zip code

The destination zip code entered here is always printed on the shipping documents, and overrides the zip code entered for this customer in the Zip and city field under Delivery address in the Addresses/Terms tab. This can be used when the destination city has another zip code than the one registered for the delivery address. This field is linked to the Destination field under the Info tab.

Show in Del. Rep. that pack. shall be charged

This setting determines whether or not to show a warning in the Delivery Reporting and Pick List Delivery Reporting that packaging shall be charged. The warning appears when the order is loaded.

Use IKEA invoices?

This setting allows you to send this customer the special INVOIC-invoices used by IKEA. On IKEA's invoices, the packaging is specified separately under the order header.

Export delivery note basis from Pick List EDI

If this setting is checked, a text file containing a created delivery note will be sent from the procedure Pick List EDI, list type Pick list EDI/Packaging, or Pick List Delivery Reporting. (Requires adaptation in MONITOR)

Customer-specific EDI link for advising (0=default)

Here you can enter a customer-specific EDI link for advising to this customer.

Invoice customer in Print EDI Invoices?

This setting configures the invoice number to by default be the same as the delivery note number during delivery reporting of Pick list EDI/packaging. The invoice is then printed separately in the Print EDI Invoices procedure. (Requires adaptation in MONITOR)

Create EDI invoice basis in Delivery Reporting?

This setting determines whether or not the Delivery Reporting and Delivery List will generate EDI invoice bases.

Basis in Register Invoices Directly for Print EDI Invoice?

If you check this setting, an invoice basis for EDI invoicing will be created when registering invoices directly. The invoice basis is then sent from the Print EDI Invoices procedure.

Inv.no from regular series in the Pick List Del. Rep?

All EDI invoices are normally assigned invoice numbers from the number series Delivery note number EDI. If you check this setting, the invoice number will instead be assigned from the regular invoice number series.

Customer-specific EDI link for INVOIC (0 =default)

Here you enter the row number for the EDI link for the INVOIC-export file for this customer. The row number is obtained when you enter EDI links in the EDI Links procedure. This field is only used if the current customer has another format on the invoice file than the standard format, which is selected as Default for an EDI-link

Our EDI routing address

Here you enter the EDI routing address. In some EDI messages a routing address is needed to enable the EDI Bridge to address the message.

Customer's EDI routing address

Here you enter the customer's EDI routing address. In some EDI messages a routing address is needed to enable the EDI Bridge to address the message.

Type of part text rows during Import

Here you enter a number from 0-4 for the text type on text rows belonging to parts, that should be configured as the order type for the order row during import of delivery schedules and individual orders. (Compare with the same number on Row status under Extra info on an order row).

Export data in Print EDI Invoices?

This setting determines whether the INVOIC basis should be exported for this customer during printout in Print EDI Invoices. This setting can be overridden in the printout Search Form.

Export data for EDI invoice (global)

If you check this setting, an invoice basis for EDI invoicing according to Global Invoice standard will be created, when approving the invoice printout. This type of invoice export has a certain type of EDI links.

Customer-specific EDI link for Global inv. (0=default)

Here you enter the row number for the EDI link for the Global Invoice export files for this customer. The row number is obtained when you enter EDI links in the EDI Links procedure. This field is only used if the current customer has another format on the Global Invoice file than the standard format, which is selected as Default for an EDI-link.

Pr. each fact. 1, 10, 100, 1000 in EDI inv. (global). (Empty = def. 1)

Here you can select a price each factor in EDIFACT. An empty field is the same as price per 1. The setting is used to avoid the rounding error that sometimes occured in the price in the EDIFACT used by Volvo, Scania, etc. There it is allowed to round-off using a maximum of two decimals while MONITOR uses more than two decimals.

Traceability during delivery note basis export in Pick List?

This setting determines if traceability for a part should be exported during pick list advising. This only applies for export to Alliance (Format 5).

Customer code on forecast plans?

This belongs to an adaptation which allows you to manage forecast plans where the customer code entered here appears as the owner of a forecast plan and the company that the Detail planning is deducted against.

Our reference on imported orders

During EDI order import, the order reference is loaded from this field. If you leave this field empty, the reference will be the latest used reference on a customer order for the logged on user.

Forecast Code when Importing Forecast Plan during AutoRun

Here you enter the forecast code that shall be used during AutoRun of the Forecast / EDI Import procedure for this customer.

Purge All Forecasts for Customer during AutoRun

Check this box if you want to purge forecasts imported during AutoRun of the Forecast / EDI Import procedure for this customer.

Block EDI import if no customer/part link exists?

This setting indicates that a customer link is required on a part before you can import delivery schedules or orders. The customer code on the delivery schedule or order must coincide with the customer link.

Do not load delivery schedules during AutoRuns

If you activate this setting, the customer's delivery schedules will be excluded from the AutoRuns.

Skip dock during delivery schedule import

When importing delivery schedules, MONITOR normally searches the current schedule that shall be updated by using part number and dock code in the message. If you check this setting, the dock code will not be considered but the search is instead performed by using part number and customer code. To make this search work, the current customer code must not have more than one order with this part number. This setting is normally configured when the customer does not include a dock code in the message sent to MONITOR.

Frozen time (days) when importing del. schedule

This setting is used when the setting Log imported delivery schedules and warnings under the EDI heading under the Sales tab in the Settings procedure has been set to Log calls with frozen time in near future. If you configure the value to 0 (zero), all calls will always be overwritten on the matched customer order in the Import EDI Delivery Schedules procedure. This setting will override the general setting Frozen time (days) when importing del. schedule.

Shipper's name (retailer)

Here you can enter a retailer name instead of using templates in the Print Shipping Documents procedure.

Shipper's address (retailer)

Here you can enter a retailer address instead of using templates in the above mentioned procedure.

Shipper's extra address row (retailer)

Here you can enter an extra retailer address row instead of using templates in the above mentioned procedure.

Shipper's ZIP code (retailer)

Here you can enter a retailer ZIP code instead of using templates in the above mentioned procedure.

Shipper's city (retailer)

Here you can enter a retailer city instead of using templates in the above mentioned procedure.

Place of dispatch ZIP (retailer)

Here you can enter a shipping agent's zip code (used by the retailer) instead of using templates in the above mentioned procedure.

Shipper's phone number (retailer)

Here you can enter a retailer's phone number instead of using templates in the above mentioned procedure.

VAT registration number

This is where you enter the customer's VAT registration number. This information will be included in the Invoic export via EDI to the customer in certain types of EDI messages.

Registered location Customer code EDI

Here you enter the registered location for customer code on the EDI invoice.

Registered location (domicile)

Here you enter the location or town that is registered as the "domicile" for this customer. This information will be included in the Invoic export via EDI to the customer in certain types of EDI messages.

Registered location, Address 1-4

If you are using EDI, this is where you enter up to four address rows for the customer's registered location. This information will be included in the INVOIC export via EDI to the customer. INVOIC is a format used for invoices in EDI-messages.

Customer-specific delivery note?

This only applies to those who have customized versions of the Delivery Note - Delivered form. If you check this option, the customized form is used.

Customer code EDI (VAT Agent)

Here you can enter the VAT agent's customer code on EDI invoices.

Customer name (VAT Agent)

Here you can enter the VAT agent's company name.

Address row 1-2 (VAT Agent)

Here you can in two rows enter the VAT agent's address.

Zip code (VAT Agent)

Here you can enter the VAT agent's zip code.

City (VAT Agent)

Here you can enter the VAT agent's city.

Country code (VAT Agent)

Here you can enter the VAT agent's country code.

Include part's stat. no. and country of origin in cust. orders

Here you can select text type (for which documents) for which Statistical number and Country of origin of a part will be printed on an order row. The information is printed on a text row and has language specific headings. You register the Statistical number and Country of origin on the part under EU Info in the Sales tab in the Update Part procedure.

Include part's weight in customer orders

Here you can select for which text type (documents) that a part's weight will be printed to an order row. The information is printed on a text row and has language specific headings. You register weight for a part under Shipping info under the Sales tab in the Update Part procedure.

SIE identification

Not used in the standard MONITOR system (adaptation).

Shipper's customer code EDI

Here you can register a retailer customer code for EDI invoice.

Split the del. note no. into dock/storage in the Pick list EDI

Here you can select how order rows on different customer orders shall be grouped to the delivery note number in the list types Pick list EDI in the Print Pick Lists procedure. You can choose to group the order rows by both Dock and storeroom (default), only by Dock or No (no grouping).

Import delivery reporting only of rows with status 1

This setting determines that only status 1 rows will be included during import of the delivery note in the Pick list. Forecast rows (status 2-4) are not included.

Import delivery reporting shall correspond to cust's order no.

This setting determines that no reporting will take place, unless the imported order numbers coincide with the customer order numbers on the row.

Advice type

Here you select the advice type for a customer to be used when advising Goods info to goods receiver in the Dispatch Advice procedure. The available alternatives are:

• None - No dispatch advice via fax/form printout or EDI.
• EDI - EDI advising (EDI is a supplement to MONITOR).
• Fax form - advising via fax (the supplement Fax Integration is required).
• Form - advising via form printout.

If dispatch advice is made via e-mail from the Dispatch Advice, you can leave the field empty or select the alternative None.

In this case, an e-mail address for dispatch advice must be entered on the order. In the Update Customer procedure, under the Info tab, you enter the e-mail address recipient of dispatch advices that you want to be selected by default on the order.

The dispatch advice will be attached by default as an XML file to the e-mail message. If XML files shall be attached or not is determined by a setting under the button Attach XML file under the Info tab in the Update Customer procedure. Customers that also use MONITOR can drag the XML file from the e-mail message and drop it in the Register Purchase Order procedure in order to register the dispatch advice. This function is part of the MONITOR-to-MONITOR feature.

Dispatch advice method

Here you enter the advice method. Depending on which advice type you have selected, you enter the following:

Export to customs data system

Select this option if you want to export to the customs data system when advising. (A supplement for export to customs data system is required to add to standard MONITOR).

ID when advising to Apport

Here you can enter the customer ID in the Apport address book. This will be shown on the CONSIGNEE row in the EDI file when advising to Apport.Net.

Level 1-4

(Adaptation) Is not used as a standard, refers to credit limit levels.

Grace period (days)

Belongs to the abovementioned adaptation.

Company name on EDI transport label

Here you can enter the company name that will be displayed on the transport label that can be printed in the Print EDI Transport Labels procedure. Using Odette against for example Volvo and Scania you need to enter a company name here in order for it to look the same as in the advice. If nothing is entered here, the Customer name from the Update Customer procedure will be printed on the transport label.

Address row on EDI transport label

Here you can enter the address that will be displayed on the transport label that can be printed in the Print EDI Transport Labels procedure. Using Odette against for example Volvo and Scania you need to enter an address here in order to look the same as in the advice. If nothing is entered here, the Zip/City under Delivery address in the Update Customer procedure will be printed on the transport label.

Dock/storage format on EDI transport label

Here you can how select how the dock/storage should be displayed on the transport label that can be printed in the Print EDI Transport Labels procedure. You can select among the following alternatives:

• None
• Standard (Dock/Storage)
• Dock
• Storage
• Dock Description

Reference number on EDI transport label

Here you can enter which reference number that should be displayed on the transport label that can be printed in the Print EDI Transport Labels procedure. The following alternatives are available:

• Standard (Ref.no. from order row) - the information is gathered from the respective order row where the reference number has been entered during registration of customer order. The reference number should be entered in the Reference no field under Extra row info on the Info menu on the order row in the Register Customer Order procedure.
• Customer's order no. from order - the information is loaded from the Your order no. field in the customer order header.

Prefix for transport label 2D

The prefix entered here supersedes the standard prefix in the different fields of the transport label bar code. The standard prefix is entered in the Form Settings procedure for the Transport label 2D form in the form type Sales. The fields for which you can enter a different prefix in the transport label bar code are:

• Order number
• Part number
• Hours
• Package ID (pkge ID)
• Delivery note number (Del. note. no.)
• Batch number

PDF 417 Start for transport label 2D

Here you enter the code for start in the transport label bar code.

PDF 417 Separator for transport label 2D

Here you enter the code for separator in the transport label bar code.

Client number (factoring)

Not used in the standard MONITOR system (adaptation). Regards client number per customer for export of invoices (factoring) to Faktab.

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