Outbound Partner Agreement Detail

The business node agreement regulates how this customer exchanges data with you.

If DataExchange is made between PipeChain servers, your side can only view the actual setting of the business agreement, the settings are maintained by the supplier.

What does this customer call me? – this field must contain the ID that the customer is using for you in their PipeChain (using Data Exchanges) or in their ERP (using transaction integration).

What does this customer call itself? - this field must contain the ID that the customer is using for themselves in their PipeChain (usting Data Exchanges) or in their ERP (using transaction integration)

Address – the Address ID of this customer's business site.

Allow Sales Order – if this field is checked, you can create sales orders in PipeChain for this customer.

Customer Manages Agreements  – if this field is checked, the Customer maintains the delivery agreements. This checkbox can only be checked / unchecked by the supplier.

Allow Partial Deliveries - used in WebShop.

Maximum one full Pallet per Replinishment Order Line - if this field is checked, the order lines will be split if the required quantity is above 'Multi unit Quantity' defined in the delivery agreement.

Allow Partner to See Own Balance - used in WebShop.

Use Automatic Data Exchange – if you check this box, automatic data exchanges will be performed. If the box is unchecked, no automatic data exchange will be performed.

Time Window Settings for Normal Exchange – these fields show the hours between which automatic normal exchanges can occur. Both fields have to be filled out, even if only one data exchange per day is done. The reason is that if the data exchange fails, the supplier’s PipeChain Supply will go on trying at certain intervals until the time specified in To.

- Automatic Normal Data Exchange -

Single Daily Normal Exchange – if you select this option, one Normal Exchange per day is done, at the start of the Normal Exchange Interval.

Single Daily Normal Exchange with Extra Get Deliveries – same as Single Daily Normal Exchange, but with an extra Get Deliveries. Specify an interval in Get Deliveries Start Time / Stop Time. At the Get Deliveries Start Time, the extra Get Deliveries will be performed; if it does not work, PipeChain will try again until the Get Deliveries Stop Time. The Get Deliveries can be repeated within the interval with a frequency that you specify in the Repetition Interval field. Example: 00d 00h 30m means “0 days, 0 hours and 30 minutes”, i.e. a Get Deliveries is done every half hour.

Repeat Normal Exchange during Normal Exchange Interval – if you select this option, Normal Exchanges are done throughout the Normal Exchange Interval at intervals that you specify in the Repetition Interval field. Example: 00d 00h 30m means “0 days, 0 hours and 30 minutes”, i.e. a Normal Exchange is done every half hour.

- Automatic Total Exchange -

Never Automatic Total Exchange – If you select this option, Total Exchanges are only performed if the supplier starts them manually.

Every Day – A Total Exchange is done every day at midnight.

Every… – A Total Exchange is done at midnight once a week, on a weekday that you choose in the list box to the right.

- MACom Settings -

The MACom Settings fields only have to be filled in if you are going to send transactions to your supplier.

Channel Id – this field must contain the ID of the MACom channels used for this supplier. If the Channel is an E-mail Channel a User Id with an e-mail address must be defined as well.

- Last Configuration Update -

Here can you see information about when last configuration was update and by whom.

The Outbound Delivery Suggestion Parameters tab contains information needed when your PipeChain Supply creates outbound delivery suggestions for the customer in question.
Strategy for Generating Suggestions – in this list box, you choose what strategy to use for creating delivery suggestions for this supplier. There are four options:
-   Off: No delivery suggestions are created for this supplier.
-   As Defined in the Own Site Screen: PipeChain Supply creates delivery suggestions based on the parameters in the Own Site Screen.
-   Manual: PipeChain Supply does not create delivery suggestions automatically for this supplier. Suggestions are only created if you click on the Generate Delivery Suggestions… button (see item 18 below).
-   Once a day: PipeChain Supply creates delivery suggestions for this supplier automatically once a day, within the time window you specify (see item 2 below).
-   Repeated: PipeChain Supply creates delivery suggestions for this supplier repeatedly within the time window and at the interval you specify (see item 2 below).

Time Window Settings
-   First Start Time – enter the first start time you want the delivery suggestions to be generated automatically.

-   Last Start Time – enter the last start time you want the delivery suggestions to be generated automatically.

-   Repetition Interval – if Strategy for Generating Suggestions (see 1 above) is set to Repeated, PipeChain Supply will generate delivery suggestions between the First Start Time and the Last Start Time at the interval specified here. Example: 00d 00h 30m means “0 days, 0 hours and 30 minutes”, i.e. suggestions are created every half hour.
If Strategy for Generating Suggestions (see 1 above) is set to Once a day, PipeChain Supply will start to generate delivery suggestions at the First Start Time, and if it encounters problems, it will keep trying until the Last Start Time. If Strategy for Generating Suggestions is set to Repeated, PipeChain Supply will generate delivery suggestions at the First Start Time and then repeat the process at the repetition interval until the Last Start Time.

Order Generating Strategy – in this list box, you choose how the delivery suggestions for this supplier will be grouped onto inbound orders. This setting only applies if Internal Id is selected under Replenishment Order A VMI order generated by PipeChain. in the Own Business screen.
-   Shipment Time The planned, confirmed or actual Shipment Time of this delivery.: One order is created for all delivery suggestions that have the same shipment time (day, hours and minutes, but not seconds).
-   Shipment Day: One order is created for all delivery suggestions that are to be shipped on the same day.
-   Single Line: One order is created for each delivery suggestion. This option is used if the supplier is “Production”.

Send Purchase Suggestions – currently not used for customers.

Send Delivery Suggestions – in this list box, you choose whether PipeChain Supply is linked to an order system or production system, and how suggestions are sent to this system. This setting only applies if the supplier is Production or has PipeChain WebAccess.
-   No Link to Order System
-   Manual Sending
-   Automatic Sending
-   Automatic Sending and Change
-   Automatic Confirmation

Start Time for Last Delivery Suggestion – this field displays the time when PipeChain Supply started creating the last inbound delivery suggestion.

Start Time for Next Delivery Suggestion – this field displays the time when PipeChain Supply will start creating the next inbound delivery suggestion.

Suggestion Generating is Blocked – if the checkbox is checked, suggestions cannot be generated. This blockage is imposed automatically when PipeChain Supply generates a forecast.
Release Block – you click on this button to release the blockage and enable PipeChain Supply to generate inbound delivery suggestions.

Send Delivery Suggestions – in this list box, you choose whether PipeChain Supply should or should not send a PW38 automatically after the suggestion generation process. If a PW38 should be sent automatically it can either be directly after the suggestion generation process is ready, or with a delay. The delay can either be a number of hours and minutes or a certain time.

Next Send Time – in this field PipeChain will display the next planned sending time if delay of sending is used.

Calendar For Suggestion Generation – The calendar is used to determine the next start time for the Suggestions Generation process. When the next Suggestion Generation will not be later today, the next open day in the calendar will be used along with the First Start Time to save date and time for the next Suggestion Generation.

Frozen Margin No new delivery suggestions that have a shipping date within this number of days from now is allowed to be created during suggestion generation. – no delivery suggestions that have a shipping date within this number of days can be created. If the supplier in question is PipeChain FlowProduction, this margin must be 1 day less than the Frozen Horizon set in PipeChain FlowProduction.

Frozen Qty Margin – no delivery suggestions that have a shipping date within this number of days can be altered by users in the WebShop in quantity. Only changes in time is allowed.

Confirmation Margin – all delivery suggestions that have a shipping date within this number of days are sent to the order system for confirmation (if suggestions are sent automatically). If the supplier in question is PipeChain FlowProduction, this margin must be day more than the Frozen Horizon set in PipeChain FlowProduction.

Planning Margin – this is the number of days ahead that delivery suggestions are generated.
Example   PipeChain Supply calculates that you will need a shipment of a certain product in 6 days. Your planning margin is 5 days. Result: PipeChain Supply will not create an inbound delivery suggestion for the product in question.
How long you should make your planning margin depends on how far ahead you want to be able to plan deliveries/production.

Forecast Margin – this field specifies how many days the forecasts that PipeChain Supply generates  are for.
Forecast Strategy This is an optional strategy. When it is used you must decide if you want to create the forecast manually, once a week or every day. You set up this strategy for both your own company and for your suppliers. – in this list box, you choose if and how often PipeChain Supply should generate a forecast for this supplier. The forecast is mainly intended for use if the supplier is a production system.
-   Off: No forecast is created.
-   Manual: A forecast is created if you click on the Generate Forecast button.
-   Once a Week: A forecast is created automatically once a week, on the day and time you specify.
-   Every Day: A forecast is created automatically once a day, at the time you specify. .

Generating Day – the weekday when the forecast should be generated (if you have specified “Once a Week”).

Generating Time – the time of day when the forecast should be generated (if you have specified “Once a Week” or “Every Day”).

Summing Strategy – in this list box, you choose how delivery suggestions are grouped in the forecast.
-   Group by day: the forecast groups delivery suggestions by day.
-   Group by week including this one: the forecast groups delivery suggestions by week and includes delivery suggestions for this week.
-   Group by week excluding this one: the forecast groups delivery suggestions by week and does not include delivery suggestions for this week.

Send Forecast – in this list box, you choose whether PipeChain Supply should or should not send a PW38 automatically after the forecast generation process. If a PW38 should be sent automatically it can either be directly after the forecast generation process is ready, or with a delay. The delay can either be a number of hours and minutes or a certain time.

Next Send Time – in this field PipeChain will display the next planned sending time if delay of sending is used.

Generate Delivery Suggestions… – if you click on this button, PipeChain Supply begins to generate inbound delivery suggestions for this supplier.

Send Summed Suggestions – if you click on this button, PipeChain Supply will send a summary of all unlocked delivery suggestions within the Planning Margin for this supplier sorted per day.

Generate Forecast… – if you click on this button, PipeChain Supply will generate a forecast according to the settings above.

Calendar for Suggestion Generation… – Suggestion Generation will only be started by PipeChain if the day is open in the Calendar..

Calendar for Forecast Generation… – Forecast Generation will only be started by PipeChain if the day is open in the Calendar..

This tab contains an information text field for useful notes on the Partner Agreement.

Only used when using the WebShop Module.

In this tab it is possible to put miscellaneous data for a the specific customer.

- Miscellaneous Data -

Contact Person - A site Contact person (a user id in PipeChain).

Min Order Value - Specified to avoid handling fee, the "handling fee" and the "Description" of handling fee.

Handling fee - Here shows the handling fee is using any. If the field is blank it using the own site settings.

The Outbound Partner Agreement defines if products outside or without Price Ranges should be RFQ's or not.

Handling fee text - Free text field use as description of Handling fee. If field is blank it using the own site settings.

  Show Price to user - If check the checkbox the price shown to the user.

Tax Rate - The fields showing the tax rate. The value comes from Taxes Overview screen. Click here to go to Taxes Overview.

RFQ Strategy - Shows if using Request for Quotation or no Request for Quotation.

In the Contact Info tab, you can enter local Site Contact Information for the supplier

- Used Processes -

Expect Despatch Advice - Defines if a Despatch Advice is expected for deliveries to the Customer.

Expect Receipt Advice - Defines if a Receipt Advice is expected from this Customer. If not the deliveries can be automatically received when balance is adjusted upwards.

Expect Invoice – Defines if an Invoice Advice is expected to the Customer.

Expect Self Bill Invoice – Defines if an Self Bill Invoice Advice is expected to the Customer.

- Matching -

Match Despatch Advice/Receipt Advice – Defines if the Despatch Advice and Recept Advice shall be matched. Please note that the Match requires the messages.  Länk till  Matching Procedure ASN-GRA

Price Check for Match Despatch Advice/Receipt Advice – Defines if additional checks on price and currency shall be made. The discrepancy should be more than 0.

Match Invoice/Self Bill Invoice – Defines if the Invoice and self-bill Invoide shall be matched. Please note that the Match requires the messages and the Match Despatch Advice/Receipt Advice.  Länk till  Matching Procedure Invoice.

Net Amount Discrepancy – The discrepancy used by the automatic match. The discrepancy should be more than 0.

Net Amount Discrepancy – The discrepancy used by the automatic match. The discrepancy should be more than 0.

Net Amount Discrepancy – The discrepancy used by the automatic match. The discrepancy should be more than 0.

Delivery Id Prefix – A value used as prefix for the Delivery. This setting will override the prefix on Own Site.

Daily forecast length - A value used as whole days for the forecast. Length in whole days, for GUSI (Global Upstream Supply Initiative).

In the fifteen Order Boolean, Decimal and Integer fields in the Order Data tab, you can enter data, such as order type, cost center etc that is needed by your ERP system and/or the customer's ERP system.. These fields are not necessary for the process in PipeChain but can be used for integration via converters.

In the following fields you can fill in different codes and descriptions of them: ( e.g. Terms of Delivery Code: DDU - Terms of Delivery: Delivery Duty Paid)

Terms of Payment Code

Terms of Payment

Terms of Delivery Code

Terms of Delivery

Mode of Delivery Code

Mode of Delivery