EQC: Batching Orders

The Batching function allows placing a hold on items from EQ/c orders and generating these items on a specific date or when a specific quantity has been reached. Items not selected as a Batched item can be generated leaving the Batched items on hold.

The items can be placed on hold for Batching after the item has been downloaded or selected in item maintenance to automatically be marked as a batched item when importing EQ/c orders. Configuration setting determines if items are generated onto one "Purchase Order per item" or "multiple orders per Purchase Order."

Configuration

The configuration settings determine if the Purchase Order generates one "PO per item" or "Multiple Orders per PO." The system default settings are a global setting that is used when generating the batches. The Client settings override these default settings.

To set the default for Batching, from the main menu of EQ/ Distributor, go to eCommerce > eCommerce Maintenance > eCommerce Configuration > EQ/c Settings > Generate tab.

Multiple Orders per PO – generates all batched items onto the same Purchase Order.
One PO per item – generates a single PO for each item ID.
No Split Ships – when checked, purchase orders are separated by cost centers.

Client Configuration

The System Default configuration can be overridden in Client Maintenance > eComm tab > EQ/c Configuration > Gen. tab.

Use System Default - uses the setting in eCommerce > eCommerce Maintenance > eCommerce Configuration > EQ/c Settings > Generate tab. Select the option for Batched POs for the client.

One PO per item – generates a single PO for each item ID.
One PO per item – no splits – generates a single PO for each item ID and cost center.
Multiple Orders per PO – generates all batched items onto the same Purchase Order.
Multiple Orders per PO – no splits – generates all batched items onto the same Purchase Order for each cost center.

Selecting items to be batched

Items can be marked as Batched when they are downloaded into EQ/ Distributor. In Item Maintenance, edit the item. Go to the EQ/c tab, on the General tab use the check box to indicate the item is to be marked as batched when downloaded from EQ/c.

Downloading Orders

From the EQ/ Distributor main menu, go to eCommerce > View Internet Orders. If your EQ/c orders are not set to automatically download, click the Download button.

Toggle Selected – marks/unmarks the order with a green checkmark. The order must be marked with a green checkmark to generate the order.

Toggle Batched – marks the line item as a Batched item. Batched items can only be generated through Batches button.

	Expands the order to display the line items.
	Collapses the order to hide the line items.
	Select all orders.
	Deselect all orders.
	View order Remarks.

Batches – generates line items marked as Batched.

Generate – generates non-batched items on orders marked with the green checkmark (Toggle Selected).

Selecting Items for a Batch

From "View Internet Orders," the Plus symbol expands the order to view the line items in the EQ/c order. If an item was marked as a Batched item, the item is marked with the Batch symbol ( B ):

If the item was not marked in Item Maintenance to automatically mark the item as a Batched Item when downloaded, the item can be manually marked by highlighting the line item then clicking the Toggle Batched button. The Toggle Batch button toggles the item on and off as a Batched Item.

Generating Batches

The Preview orders window displays all orders that have been downloaded from EQ/c but have not been generated. Orders marked with a green check mark generate when the Generate button is clicked. Items marked as a Batched item will not generate until the Batches button is clicked.

To process the batched items, mark the orders with batched items with the green checkmark. The Toggle Selected options selects/de-selects the order for generation.

The Batches button on the Preview Orders window processes all items that are marked as a Batched item and have the green checkmark. When the Batches button is clicked, only items marked with the Batch icon process.

The "Generate Batched Items" window displays in the Client/Items column the Client ID and the Item ID. Each item is displayed on a separate line. The Orders Column displays a count of how many orders contain the item. The Qty column displays the total quantity ordered.

Clicking Generate starts the generation process. Unmark items that are not ready for generation. The setting for generation for batches is used to determine if the items are generated as "One PO per Item" or "Multiple Items per PO."

A Generated Documents window displays the document(s) created. To view the documents, select the line, click View.