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[Lewis Rosenberg]

?We have a new EDI Trading Partner who is owned by a current trading partner and therefore will use the same trading partner number!  Because of sales analysis and price differences, we want to set this new trading partner up as a new customer.  Their Purchase Orders will follow a different naming convention and the SKUs being purchased will be different than their parent company.  Without modifying Lanham EDI, is there a way to convert incoming orders to a different customer maybe by mapping based on the PO number?

#NAV2013R2 #EDI

???

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Lewis Rosenberg
IT Manager
Mars Fishcare
Chalfont PA

NAVUG Board of Advisors, Programming
NAVUG Programming Committee
NAVUG Membership Committee
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[Holly Kutil]

This is a great question…I have some situations like this and have made a master customer card with ship to’s for the different branches.

It would be nice if they could split out to their own customer card.

Maybe will have an answer for us!
?

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Holly Kutil ~ NAVUG All-Star
American Ring/Business Intelligence Dir.
Solon, OH 44139
**Great Lakes Chapter**
?? Women In Dynamics ??
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[Charlotte Kinney]

Hello!
It is a common request to have one Trade Partner reference different NAV Customer/Ship-to’s.  The Lanham EDI product is capable of handling this request.  First, make sure that the “Customer No.” field on the Trade Partner page is blank as mapping and the EDI Customer Cross Reference table will be used instead.  In the mapping, there are two ways that I commonly see this handled for i850 files; either the N1-04 or the REF Segment.  So I’d suggest reviewing an 850 for the NEW Customer and the EXISTING Customer to see what is in the file to differentiate between the two.  Here is what I commonly see…

Option 1:  The most commonly used mapping is to use what is sent in the N1-04.  A Conditional would be setup on the N1-04 that says “if N1 01 = BT or BY (whichever qualifier they send), then map to the Sales Header “Sell-to_Customer_No.”  An additional Conditional would also probably be setup that says “if N1 01 = ST, then map to the Sales Header “Ship-to_Customer_No.”  Then the EDI Customer Cross Reference table would be setup where for the NEW Customer as “EDI Sell-to”=XXX “NAV Sell-to”=NEW “EDI Ship-to”=111 and “NAV Ship-to”=NEW2.  The 2nd EDI Customer Cross Reference would be setup where for the EXISTING Customer as “EDI Sell-to”=YYY “NAV Sell-to”=EXISTING “EDI Ship-to”=222 and “NAV Ship-to”=EXISTING2.  

Option 2:  Let’s say the Trade Partner doesn’t send the N1-04 Segment for the different types of customers, they usually send something in the REF segment that can differentiate them.  For example, they may send the “DP” qualifier for Department or some other qualifier.  This is what I am going to use for my example:
REF*DP*NEWCUST >> For the New Customer
REF*DP*EXISTINGCUST >> For the Existing Customer
A Conditional would be setup on the REF-02 that says “if REF 01 = DP, then map to the Sales Header “Sell-to_Customer_No.”  An additional Conditional could also probably be setup that says “if REF 01 = DP, then map to the Sales Header “Ship-to_Customer_No.”  Then the EDI Customer Cross Reference table would be setup where for the NEW Customer as “EDI Sell-to”=NEWCUST “NAV Sell-to”=NEW “EDI Ship-to”=NEWCUST and “NAV Ship-to”=NEW2.  The 2nd EDI Customer Cross Reference would be setup where for the EXISTING Customer as “EDI Sell-to”=EXISTINGCUST “NAV Sell-to”=EXISTING “EDI Ship-to”=EXISTINGCUST and “NAV Ship-to”=EXISTING2.  

Hope this helps you out!

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Charlotte Martinez
Senior EDI Specialist
Lanham Associates
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[Holly Kutil]

Best answer ever – Thank you Charlotte!

Way to kick it up a notch!

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Holly Kutil ~ NAVUG All-Star
American Ring/Business Intelligence Dir.
Solon, OH 44139
**Great Lakes Chapter**
?? Women In Dynamics ??
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[Lewis Rosenberg]

?Thanks ?

I think I have a basic understanding of the solution that you are describing.  I’ll check it out.

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Lewis Rosenberg
IT Manager
Mars Fishcare
Chalfont PA

NAVUG Board of Advisors, Programming
NAVUG Programming Committee
NAVUG Membership Committee
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[Lewis Rosenberg]

?

Thank you again! This one is a definite keeper!

It took us a while to get to the point of implementation, but I made the setup and mapping changes today and tested everything for both customers from EDI850 Receipt through shipping/ASN (856) and Invoicing (810). Everything worked great with only a small adjustment to the way I had EDI Customer Cross References set up. I had to change the EDI Sell To Code to match the EDI Ship To Code/EXTERNAL NO on the Customer Ship-to Address Card.

?

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Lewis Rosenberg
IT Manager
Mars Fishcare
Chalfont PA

NAVUG Board of Advisors, Programming
NAVUG Programming Committee
NAVUG Membership Committee
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