O/E - P/O Trade Options

Use the IET Setup > Trade Options >O/E - P/O Trade Options Tab to configure how to process transactions between O/E and P/O.

It is used in conjunction with the vendors / customers relationships setup in O/E P/O Trade Setup Options. OE/PO Trade Setup

Note: Inter-Entity Trade does not support Debit Notes in A/R and O/E. Only transactions explicitly described create mirror transactions.

Note: You can turn the option off any of the Document Creation options temporarily if you need to enter some transactions without generating related transactions.

Note: You can configure O/E - P/O Trade Options to allow related documents to be amended when users amend the source or the target documents. You need to select "Allow O/E Order to Amend/Delete P/O Order", "Allow O/E Shipment to Amend P/O Receipt" , "Allow P/O Order to amend O/E Order" and / or "Allow P/O Receipt to Amend O/E Shipment" as required.

Use OE Trade

Select if you want the O/E Posting Routine in this source company to create P/O transactions.
Deselect temporarily to enter entries that do not require Inter-Entity trade processing.

Configure the O/E To P/O Processing Options to select the O/E transactions that will trigger the creation of the corresponding entries in P/O for customers setup in O/E - P/O Trade Setup (OE/PO Trade Setup ).

Important! The processing options only apply if Use OE Trade is ticked

O/E to P/O Processing Options

Tick to select the O/E transactions that will trigger the creation of the corresponding P/O Transactions for customers and Ship-Via setup in the O/E - P/O Trade Setup Options.

Fields and Controls

OE Order. To PO Order:	Tick if you want O/E Orders to create P/O Orders for Customers and Ship-via setup in O/E-P/O Trade Setup Options.
Allow OE Order Amend.	Tick if you want to amend the P/O which has been created by the OE Sales order to be amended when the OE Order is amended. Note: This option requires the OE Order to PO Order option to be selected
OE Shipment To PO Receipt	Tick if you want O/E Shipments to create P/O Receipts for those customers set up in O/E-P/O Trade Setup Options.
Allow OE Shipment Amend	Tick if you want to amend the P/O Receipt which has been created by the OE Shipment to be amended when the OE Shipment is amended. Note: This option requires the OE Shipment to PO Receipt to be selected
OE Inv. To PO Inv	Tick if you want O/E Invoices to create P/O Invoices for those customers set up in O/E-P/O Trade Setup Options.
OE Credit. To PO Credit	Tick if you want O/E Credit Notes to create P/O Returns for those customers set up in O/E-P/O Trade Setup Options. Inter-Entity Trade does not handle O/E Debit Notes.
Copy OE Ship-to to PO Ship-to	Tick if you want to copy OE Ship-to Code to P/O. The source Ship to code must exist for the target partner account.

Note: The document creation options only apply if Use OE Trade is selected

Use PO Trade

Select if you want the P/O Posting Routine in this source company to create O/E transactions.
Deselect temporarily to enter entries that do not require Inter-Entity trade processing.

P/O to O/E Processing Options

Use the P/O to O/E Processing options to select the P/O transactions that will trigger the creation of the corresponding entries in O/E for vendors setup in the O/E to P/O Trade Setup (refer to OE/PO Trade Setup ).

Important! The processing options only apply if Use PO Trade is ticked

Note: PO Trade options apply for P/O transactions for vendors set up in O/E P/O Trade Partner Setup . See "OE/PO Trade Setup "

Additional Processing Options

Use Item Mapping

By default, the "Use Item Mapping" option is not selected. Inter-Entity Trade will use the source document item in the creation of the corresponding destination document. The item entered the source document must exist in the destination database and be active in Inventory Control.

Selecting the "Use Item Mapping" option will instruct Inter-Entity Trade to map items found in the source document to either the same or a different item when creating the destination document. If using this option, you must then map items for all OE / PO Trade partners in To enter Item Mapping details .

Example: If item A1-100/A is mapped to item A1-100/B, then finding the former item in a source document will result in the latter item being used in the corresponding destination document.

Note: When this option is enabled, all necessary items must be mapped in the OE/PO Trade Setup screen. If IY Trade encounters an item that is not mapped, it will consider this an error, and fail to create the corresponding trade document. Once the item has been mapped, the transactions can be reprocessed from the OE/PO Periodic Processing. Refer to OE/PO Periodic Processing

OE-PO Rate Option

Select “Use Default currency rate” to allow the target module to set the currency rate as per the target entity currency setup.

Select “Use User Specified Rate” to force the exchange rate from the source document to the target document.

Display Notification Message

Defaults to "Display All Messages". When posting an O/E or P/O Transaction, Inter-Entity will display a message if the transactions in the Target entities are created successfully and if there are any errors. You can view details in the OE/ PO Trade Inquiry Audit.

Select "Display Errors Only" if you don't need to be notified when a transaction is created in the Target entity.

Select "Display No Message" if you don't want to be notified when a transaction is created or an error occurs.

Use the "Display no Message" trade option if you create transactions through third-party applications outside of the Sage 300 screens. Such processes can't respond to the notification messages, and may appear to hang if the messages remain open. If using this notification method, make sure that you review the OE/PO Trade Inquiry Audit Logs even more regularly.