This lesson will demonstrate the 860 to 865 turn-around process for JC Penney and Target DVS.
JC Penney only requires that you to send an 865 | PO Change Acknowledgment in response to 860 | PO Change Requests that are PO Cancellations. You will either reject or accept the Cancellation of the entire PO based on whether or not you have already shipped the order.
Target DVS requires an 865 to be returned for every 860 they send. You will either reject or accept the entire PO Change Request based on whether or not you have already shipped the original order.
860 | Purchase Order Change
1) Open the Document Navigator by clicking on the menu icon.
2) Select Inbound.
3) Select 860 | Purchase Order Change.
4) Open the 860 by double clicking on it.
860 | PO Change - Change of Date
1) This 860 from JC Penney shows a PO Change. You do not have to respond with an 865 to JC Penney for a PO Change.
2) You will need to note the change in dates and modify your original PO.
3) Close the 860 by clicking on the X.
860 | PO Change - PO CANCELLATION
1) This 860 from JC Penney shows a PO CANCELLATION. You must respond with an 865.
2) Close the 860 to turn-around an 865.
860 to 865 Turn-around - Acceptance Scenario
1) Tag the 860 you want to generate the 865 PO Change Acknowledgment for, by clicking in the Tag column box.
2) Click PO Change Confirm (Out 865).
Accept PO Change Request
You will accept the PO Change Request if you have not shipped the order yet. To Accept and confirm the Cancellation of the entire PO click Yes.
Click OK.
Check Processing Log for errors
1) Check the Only Entries with Errors box.
2) Click Process.
Click OK.
Close Log Report
Click Cancel.
View / Edit new 865
1) Select Outbound.
2) Select 865 | Purchase Order Change Acknowledgment.
3) Open new 865 by double clicking in first five columns.
865 PO tab - Accepted Changes
The Purchase Order tab (1) show that the entire PO Cancellation has been accepted (2).
865 Items tab - Accepted Changes
The Items tab (1) shows the item change has been accepted (2).
3) Close 865 Outbound Purchase Order Change Acknowledgment.
860 to 865 Turn-around - Rejection Scenario
Select (1) Document Navigator, (2) Inbound, (3) 860 | Purchase Order Change. You will reject the PO Change Request if you have already shipped the order.
4) Tag the 860 you want to generate the 865 PO Change Acknowledgment for, by clicking in the Tag column box.
5) Click PO Change Confirm (Out 865).
Reject PO Change Request
Click No to Reject the entire PO Change Request.
Click OK.
Check Processing Log for errors
1) Check the Only Entries with Errors box.
2) Click Process.
Click OK.
Close Log Report
Click Cancel.
865 PO tab - Rejected Changes
The Purchase Order tab (1) show that the entire PO Cancellation has been rejected (2).
865 Items tab - Rejected Changes
The Items tab (1) shows the item change has been rejected (2).
3) Close 865 Outbound Purchase Order Change Acknowledgment.
Export outbound 865s to EDI
1) Tag the 865s you want to send by clicking in the Tag column box.
2) Click Export Outbound to EDI.
Confirm Export
Click Yes.
Click OK.
Check Processing Log for errors
1) Check the Only Entries with Errors box.
2) Click Process.
Click OK.
Close Log Report
Click Cancel.
Mark Canceled PO as "Do Not Ship"
1) Select Inbound.
2) Select 860 | Purchase Order Change.
3) Double click on 860 to open and copy canceled Purchase Order Document Number.
Copy the Canceled PO #
1) Copy the Canceled PO #.
2) Close the 860 - Purchase Order Change window.
Mark Canceled PO as "Do Not Ship"
1) Select 850 | Purchase Order.
2) Paste the Canceled Purchase Order # in the search box by clicking in the box and pressing Ctrl + V and then Enter. This will automatically select and tag that Purchase Order.
3) Select the Status Manager tab.
4) Click Do Not Ship.
Confirm Order marked as Do Not Ship.
Click Yes.
Scroll Over to confirm order marked as Do Not Ship.