Set E-Business Options

Select E-Business Options in System Options Maintenance (XM) to set these enterprise-wide options:

Field Name

Type / Max Length

Action / Description

Promised ship display

Required
1 alphanumeric

Select the order line date that you want e-business programs to display:

Select	To display
1	Date wanted
2	Date promised or adjusted promised date if the promised date has been changed

Expected ship display

Required
1 alphanumeric

Select the order line date that you want e-business programs to display:

Select	To display
2	Date promised or adjusted promised date if the promised date has been changed
3	Expected ship date

Days to stay open

Optional
3 numeric

Select the number of days that you want orders to remain on the orders list after they have been completely invoiced. This is the default setting and can be overridden by an e-business user ID with a setting in Web User Maintenance.

E-Business access level

Optional

Select the desired access level for e-business relating to customer sales orders and accounts receivable:

Select	To display
N	None
C	Customer
S	Sales representative
B	Both customer and sales representative

This option must be S or B to enable the association of sales representatives with sales managers in the Sales Rep Maintenance (SM) program.

Sales by ship-to

Optional

Select to base sales reports the customer's ship-to address.

Age in days to show orders

Optional
3 numeric

Enter the number of days after orders are completed to be displayed by the order listing (XOL). Unshipped and partially shipped orders are included until they are completed. Enter 0 to skip the date check and display all orders.

Note
This option can be overridden by user (in Web / Mobile User Maintenance) by specifying a value for the orderlist.open.days property.

Age in days to show invoices

Optional
3 numeric

Enter the number of days after an order is invoiced to be displayed on the invoice listing (XRA). Enter 0 to skip the date check and display all invoices.

Age in days to show quotes

Optional
3 numeric

Enter the number of days after a quote is entered (i.e., based on the order header date) to be displayed on the quote listing (XQL). Enter 0 to skip the date check and display all quotes.

Allow customer notes

Optional

Select to enable the operator to enter notes; leave blank if you do not want notes to be entered.

Customer note type

Optional

Enter the note type (0-9) to be used. Document management system setup determines where the notes appear. Only e-business applications display/print this note type.

Allow CSR notes

Optional

If selected, the operator can enter notes for the customer service representative. Entry of CSR notes is reserved for sales personnel; i.e., customers cannot enter them.

CSR note type

Optional

Enter the note type (0-9) to be used. Document management system setup determines where the notes appear. Only e-business applications display/print this note type.

Credit hold?
Reason code

Optional

Select how you want orders on credit hold handled by the E-Business Open Order Listing (XOL):

Select	To
N	Do not exclude orders that are on credit hold
Y	Exclude orders that are on credit hold for the reason that matches the Reason code specified here.
I	Only include orders that are on credit hold for the reason that matches the Reason code specified here.

Manual hold?
Reason code

Optional

Select how you want orders on manual hold handled by the E-Business Open Order Listing (XOL):

Select	To
N	Do not exclude orders that are on manual hold
Y	Exclude orders that are on manual hold for the reason that matches the Reason code specified here.
I	Only include orders that are on manual hold for the reason that matches the Reason code specified here.

Apply pricing surchages?

Optional

Select if you want to apply surcharges or leave blank if surcharges do not apply to web prices. If you select, calculated surcharges appear in the total area of the cart.

Click Other info to set these options:

Field Name	Type / Max Length	Action / Description
Device for log/reporting	Required	Select the output device (set up in Output Device Maintenance) to use for web transaction logs. An email device with an HTML table in the body of the email is recommended. This makes messages easy to read without having to open an attachment.
User ID for log/reporting	Required	Select the user ID of person who should receive web transaction logs.
Device for data errors	Required	Select the output device (set up in Output Device Maintenance) to use for data-related errors. A device with an HTML table in the body of the email is recommended. This makes messages easy to read without having to open an attachment.
User ID for data errors	Required	Select the user ID of person who should receive notification of data-related errors
Place orders on hold?	Optional	Select to place web orders on hold

Choose the appropriate options:

To	Do This
Change a field	Move the cursor to the field and make changes. Click Apply to accept the changes or click Cancel to reject the changes.
Display additional options	Click Other info.
Print these options	Click Print. See Print an Inquiry.
Accept these options and exit	Click OK.

Choose the appropriate options when you click OK or Cancel:

To	Do This
Display a category of options	Highlight the line and click Select or double-click the line.
Exit the program	Click Exit.