UG:Trendset USER GUIDE
From UG
| Line 7: | Line 7: | ||
* Link to dev spec: [[EDI with Trendset]] | * Link to dev spec: [[EDI with Trendset]] | ||
| + | |||
| + | == Intro == | ||
| + | |||
| + | Trendset is a third party freight bill payment company. | ||
| + | CT2 now has new functionality that provides the ability for us to electronically transmit our invoices to trendset via EDI. | ||
| + | At this time, Trendset is set up only for EA trucking domestic shipments that routed through the TMS and handled by Jewels Transport. | ||
| + | Trendset is controlled in the admin section of CT. | ||
| + | Admin -> Acc -> Trendset | ||
| + | |||
| + | Filters that can be set in the admin section: | ||
| + | |||
| + | |||
| + | |||
| + | 1. E0. Client Company: This is a multi-select option to filter records with specific client companies. Right now this should be set to EA Dom Portal only. | ||
| + | 2. Export Pickup Trucker: This is also a multi-select option to filter records by specific truckers. Right now this should only be set to Jewels transportation. | ||
| + | 3. Bill to: Drop down to select the invoice bill to party. Right now this should be set to Elizabeth Arden (Roanoke) – Roanoke. | ||
| + | 4. Bill to Address: This is read only and should reflect the address of the selected bill to party. | ||
| + | 5. Connection: This is drop down option indicates to Trendset if the information being transmitted is test information or real (production) information. This was set up because Trendset does not have a test environment. | ||
| + | 6. Accept Trendset Updates: When checked it enables the system to accept updates from Trendset. | ||
| + | 7. Trendset updates frequency in seconds: This tells the system how often to check for the updates from Trendset. | ||
| + | |||
| + | |||
| + | |||
| + | 8. Reset Trendset updates: This is an emergency button that will recheck the server for incoming messages. This button should only be used if our system stops processing incoming messages, this does not apply to outgoing messages. | ||
| + | 9. Send to server: This is the address where our system should transmit the information to. | ||
| + | 10. Receive to server: This is the address where our system should get to retrieve updates from. | ||
| + | 11. Email Notification: This is a multi-select option that indicates which operators should receive notifications from Trendset. | ||
| + | 12. Notify when invoice failed: When this check box is checked the operators selected to receive updates will receive an email that the transmission has failed. | ||
| + | 13. Notify when invoice accepted: When this check box is checked the operators selected to receive updates will receive an email that the transmission has been accepted. | ||
| + | 14. Save button to save the information entered. | ||
Revision as of 16:50, 28 December 2011
History
See Also
- Link to dev spec: EDI with Trendset
Intro
Trendset is a third party freight bill payment company. CT2 now has new functionality that provides the ability for us to electronically transmit our invoices to trendset via EDI. At this time, Trendset is set up only for EA trucking domestic shipments that routed through the TMS and handled by Jewels Transport. Trendset is controlled in the admin section of CT. Admin -> Acc -> Trendset
Filters that can be set in the admin section:
1. E0. Client Company: This is a multi-select option to filter records with specific client companies. Right now this should be set to EA Dom Portal only. 2. Export Pickup Trucker: This is also a multi-select option to filter records by specific truckers. Right now this should only be set to Jewels transportation. 3. Bill to: Drop down to select the invoice bill to party. Right now this should be set to Elizabeth Arden (Roanoke) – Roanoke. 4. Bill to Address: This is read only and should reflect the address of the selected bill to party. 5. Connection: This is drop down option indicates to Trendset if the information being transmitted is test information or real (production) information. This was set up because Trendset does not have a test environment. 6. Accept Trendset Updates: When checked it enables the system to accept updates from Trendset. 7. Trendset updates frequency in seconds: This tells the system how often to check for the updates from Trendset.
8. Reset Trendset updates: This is an emergency button that will recheck the server for incoming messages. This button should only be used if our system stops processing incoming messages, this does not apply to outgoing messages. 9. Send to server: This is the address where our system should transmit the information to. 10. Receive to server: This is the address where our system should get to retrieve updates from. 11. Email Notification: This is a multi-select option that indicates which operators should receive notifications from Trendset. 12. Notify when invoice failed: When this check box is checked the operators selected to receive updates will receive an email that the transmission has failed. 13. Notify when invoice accepted: When this check box is checked the operators selected to receive updates will receive an email that the transmission has been accepted. 14. Save button to save the information entered.
