A-D 820 Client Instructions Last Updated 6/25/2013 1

Affiliated Distributors 820 Set-Up Procedure

Use Map 820.004.010.O.A-D

Table of Contents

A-D Supplier Number List - p. 2

Determine Affiliate Number Setup Type - p. 3

A-D Supplier and Affiliate Number Setup - p. 4

Setting up the A-D Trading Partner Profile - p. 7

Adding Multiple Accounts to the A-D Profile - p. 8

Special Situation: Adding 820 Functionality for EDI Enabled PT/SF Vendors - p. 9

Creating the 820s - p. 11

820 Document Flow - p. 12

A-D 820 Client Instructions Last Updated 6/25/2013 2

A-D Supplier Number List

Contact Affiliated Distributors for a list of A-D manufacturers you trade with and they will send

you a spreadsheet with the associated A-D Supplier Number for each manufacturer. The file

may also contain your A-D Affiliate number to be used with each manufacturer.

Example spreadsheet from A-D:

Division A-D Affiliate Number A-D Supplier Number Supplier

Electrical XY24 783310 A. F. C.

Electrical XY24 783350 Acme Electric Corp.

Service XY25 646536 On-Hold Marketing

Safety ZX64 801943 Streamlight

Plumbing ZX65 960018 Chicago Faucet

Your spreadsheet may or may not contain different A-D Affiliate Numbers.

The Supplier numbers need to be added to your Vendor Files for each vendor!

The Affiliate numbers need to be added to your Customer Files for each branch OR to your

Vendor Files for each vendor!

Make sure you follow the instructions in the section below to add the numbers.

Important Note on your Eclipse Vendor Accounts

You can have your accounts setup a few different ways:

• You may have Vendor accounts that are both a Ship-From and Pay-To.

• You may have Vendor accounts that have separate Ship-From and Pay-To accounts.

• Also, you may be trading EDI with some of these Vendors already.

A special situation exists for EDI Enabled Vendors that have a combined Pay-To/Ship-From

account.

If you are already trading EDI with a Vendor, and that Vendor's account is a PT/SF, you will not

be able to add the account to the A-D profile. You must follow the Special Situation instructions

instead.

See: Special Situation: Adding 820 Functionality for EDI Enabled PT/SF Vendors

As you add the Supplier Number to your Vendor Files in the section below, you may want to

make note of those accounts that will require the special instructions.

Back to top

A-D 820 Client Instructions Last Updated 6/25/2013 3

Determine Setup Type for Affiliate Number

Eclipse has developed the A-D 820 map to fit a wide variety of distributor types. Determine

which best fits your company.

Single Affiliate Number – The same Affiliate Number is used for all vendors and all branches

Branch Specific Affiliate Number – Each branch or territory may have a different

Affiliate Number

Example: One branch carries electrical products and another branch carries plumbing. Your

affiliate number for the electrical branch is likely different from the plumbing branch

Vendor Specific Affiliate Number – Each vendor type may have a different Affiliate Number

Example: You carry products for both plumbing and safety vendors at the same branch

Back to top

A-D 820 Client Instructions Last Updated 6/25/2013 4

A-D Supplier and Affiliate Number Setup

Supplier Number Setup: For all setup types, place the A-D Supplier Number in the AD# field in Vendor Classify (File Classify AD#).

If the AD# prompt does not appear, check to see if the dictionary exists. In Eterm, go to F1 Eclipse Dictionary Dictionary Maintenance Summary, File Name VEND.CLASS and look for the AD# dictionary:

To add the AD# Dict ID do the following: F1 --> Eclipse Dictionary --> Dictionary Maintenance Fill in the following fields

Name: VEND.CLASS

Dict. ID: AD#

Dict. Type: D Attr #: 1 (or choose the next available attribute)

Description: AD#

Justify: (L/R): L

Width: 20

Allow Update: Y

A-D 820 Client Instructions Last Updated 6/25/2013 5

If the dictionary exists but still does not appear in Vendor Classify, go to: System System Files Control Maintenance Vendor Classification Sort List, then add AD# to the sort list. Go back to Vendor Maintenance Classify and the AD# prompt should appear Affiliate Number Setup: Where the A-D Affiliate Number is placed depends on the setup type that works best for your company. For the Single Affiliate Number type, either method described below can be used. Vendor Specific Type: For the Vendor Specific Affiliate Number type, append the Affiliate Number to the Supplier Number separated by a dash:

Branch Specific Type: For the Branch Specific Affiliate Number type, place the Affiliate Number in the AD.AFFIL# field on the Classify window of the Branch Customer record

A-D 820 Client Instructions Last Updated 6/25/2013 6

To add the AD.AFFIL# Dict ID do the following in Eterm: F1 Eclipse Dictionary Dictionary Maintenance Fill in the following fields

Name: CUST.CLASS

Dict. ID: AD.AFFIL#

Dict. Type: D Attr #: 1 (or choose the next available attribute)

Description: AD.AFFIL#

Justify: (L/R): L

Width: 20 (or allow the default - must be 4 or more)

Allow Update: Y If the dictionary exists but still does not appear in Customer Classify, go to: System System Files Control Maintenance Customer Classification Sort List, then add AD.AFFIL# to the sort list. Go back to Customer Maintenance Classify and the AD.AFFIL# prompt should appear

Back to top

A-D 820 Client Instructions Last Updated 6/25/2013 7

Setting up the A-D Trading Partner Profile Trading Partner Profile Set-Up

Trading Partner Maintenance menu (F2, S, E, M, T)

Trading Partner ID: 01~232182931I

Enter in A-D’s Trading Partner ID# and Name

Transmission Method: Your company's transmission method

ISA Version: 00401

Alt-V to change the view to Vendor Name

Group Profile Set-Up

Put your cursor on the Group ID and Alt-G into Group Profile Maintenance

Doc: 820

In/Out: O

Ver/Rel: 004010

Mapper/Subroutine Name: 820.004.010.O.A-D

997: N

Accept the default Control#

***Note, Eclipse will auto populate the Mapper/Subroutine field with a generic 820 mapper name (820.004.010.O). Press F10 and select the special A-D 820 mapper: 820.004.010.O.A-D **Note: The Control # field will default to zero

Back to top

A-D 820 Client Instructions Last Updated 6/25/2013 8

Adding Multiple Vendor Accounts to the A-D Profile

ESC back to the main Trading Partner screen

Put your cursor on the Group ID and Alt-M into Multiple Accounts

On each line add the Pay To vendors. This cross links the EDI profile with the vendor

Back to top

A-D 820 Client Instructions Last Updated 6/25/2013 9

Special Situation: Adding 820 Functionality for EDI Enabled PT/SF Vendors This section is needed only if you were unable to add an account in the instructions above due to both of the following criteria:

You are already trading EDI with Vendor

Vendor is set up as a combined PT/SF account For these Vendors, add the 820 to the established Vendor Trading Partner Profile, and add the Alternate Interchange ID in the Additional Doc Info screen. Trading Partner Set-Up

Go to Trading Partner Profile Maintenance (F2, S, E, M, T)

Enter the established Vendor’s Trading Partner Name, in this case Panduit

Group Profile Set-Up Arrow down to the Group ID number, select hotkey G (ALT-G) for Group Profile Maintenance.

Doc: 820

In/Out: O

Ver/Rel: 004010

Mapper/Subroutine Name: 810.004.010.O.A-D

997: N

Accept the default Control# ***Note, Eclipse will auto populate the Mapper/Subroutine field with a generic 820 mapper name (820.004.010.O). Press F10 and select the special A-D 820 mapper: 820.004.010.O.A-D **Note: The Control # field will default to zero and will not increment when using an alternate ID

A-D 820 Client Instructions Last Updated 6/25/2013 10

With the cursor on the 820, Alt-A to go to Add’l Doc Info

Add the Alternate Interchange ID with the qualifier, ISA ID and Group ID for A-D.

01~232182931I~232182931I

Back to top

A-D 820 Client Instructions Last Updated 6/25/2013 11

Creating the 820's Print checks for A-D vendors as normal. There should be a separate check record in Eclipse for each vendor.

After the checks are printed, go to A/P EDI 820 Remittance Advice

For multiple checks enter the Bank Account and Check Posting Date

For single checks enter the check# and Bank Account

Then click Generate

For each 820 prompt, click OK until all the 820’s have been generated

The 820’s are now on the EDI Outgoing Status Queue in a Send status and will be transmitted via EDI during the next transmission

Back to top

A-D 820 Client Instructions Last Updated 6/25/2013 12

820 Document Flow at AD Once the 820 is set up the document flow is as follows: EDI Trading Partner

820 Remittance Advice is created

820 is sent to A-D via EDI

A-D faxes out a corrected document to the manufacturer Non-EDI Trading Partner

820 Remittance Advice is created

820 is sent to A-D via EDI

A-D sends out a corrected document to the manufacturer via EDI Back to top