This chapter describes changes and enhancements made to CinchX.
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AgXML 4.0 Purch Load Export
Supported Exchange Partner Filters
Vendor filter applies
Vendor ID is required. The exact or wild card match must be entered. For example, * = all vendors, a* = all vendors that begin with “a”.
Vendor ID is required. Only one vendor can be entered per service partner.
LOCNCODE is optional. If specified filters all documents on an exact inventory site match.
Service Line Settings
Allow Deletes
Yes, deleted loads will be exported with an ActionType of “Delete” within the XML file.
No, deleted loads will not be exported.
Allow Voids
Yes, voided loads will be exported with an ActionType of “Delete” within the XML file as long as the Allow Deletes setting is also set to Yes.
No, deleted loads will not be exported.
Cinch Consumer
Yes, adds CINCH specific fields to the XML file in the UserArea.
No, the XML file will conform to AgXML version 4 specifications AgXML_v4.0.xsd (schema).
Company ID Source specifies how the Buyer’s Entity Identifier/Source is determined in the export file. If the setting does not exist, or does not match one of the valid values, the Company ID will be sent.
Branch, the Buyer’s Entity Identifier/Source will be set to the Branch ID, Entity Name will be set to the Company Name and the Address will be set to the Load’s Site ID's Address.
Company, the Buyer’s Entity Identifier/Source will be set to the Company Name, Entity Name will be set to the Company Name and the Address will be set to the Load’s Site ID's Address.
Location, the Buyer’s Entity Identifier/Source will be set to the Load’s Site ID, Entity Name will be set to the Company Name and the Address will be set to the Load’s Site ID's Address.
Export Comments
Yes, comments will be exported from the load order.
No, comments will not be exported from the load order.
Export SCAC Identifier
Yes, if the Skip Freight setting is set to No, exports the freight carries SCAC (Standard Carrier Alpha Code) identifier. This identifier has been matched to the vendor’s “Short Name”. The SCAC identifier will be placed in the /ShipmentInformation/Routing/StandardCarrierAlphaCode section of the XML file.
No, does not export the freight carries SCAC identifier.
Export STCC Identifier
Yes, exports the STCC (Standard Transportation Commodity Code) identifier. This identifier has been matched to the last Inventory Control User Category on the item. The STCC identifier will be placed in the /CommodityInformation/StandardTransportationCommodityCode node.
No, does not export the STCC identifier.
Item Class Filter
Default = *
Enter a single Item Class or list of Item Classes.
Each filter needs to be entered on a separate line.
Multiple filters can be pasted at once into the drop-down list box.
An asterisk or empty string value will be treated as allow all, or, do not filter by this item.
An item class prefix mask can be used to filter by records that match the prefix.
Line items must have a matching Item Class in this list to be exported.
Item Filter
Default = *
Enter a single Item or list of Items.
Each filter needs to be entered on a separate line.
Multiple filters can be pasted at once into the drop-down list box.
An asterisk or empty string value will be treated as allow all, or, do not filter by this item.
An item prefix mask can be used to filter by records that match the prefix.
Line items must have a matching Item in this list to be exported.
Message Label Extension - Enter the file extension to be used for the export file. This extension can be anything but recommended to use XML for easy viewing in IE. (Example order 1234 will write a file called 1234.xml).
Populate Origin with Site Info
Yes, Shipment Information/Origin will be populated from the Site/Buyer Address.
No, Shipment Information/Origin will be populated from the Vendor’s Ship From address ID.
Send Loads that are On Hold
Yes, load orders placed on hold will be exported.
The Cinch Consumer setting needs to be set to Yes for the On Hold to be present in the export file.
No
Load orders created on hold will not be exported.
Load orders created and then subsequently marked as on hold will export/send an update.
Send reused Load #s as Adds – There are four values for an action type. DELETE = The load was deleted, VOID = The load was voided, REPLACE = The load number has been sent before and ADD = the load number has not been sent before.
Yes, the XML Action type will be forced to ADD regardless if the load is new or an update to an existing load.
No, the XML Action will be set to REPLACE if the load number has been sent before.
Shipping Category Filter will filter by the Shipping Method’s Shipping Category. Only loads with a ship method and shipping category that match the selected category will be exported.
<None>, no filtering by shipping category will be done.
Barge
Instore
Rail
Truck
Vessel
Skip Freight
Yes, will not send freight information from the load order.
No, will send freight information from load order.
Translate Country Codes
Yes, compares the address country code (Load Order’s Bill To, Branch’s Main Inventory Site ID, Customer’s Main Address ID & Load Order’s Ship To) against the AgXML standard country values. If it does not exit it will perform a translation.
The translation standard value must exist as an AgXML standard country value or the translation will fail.
No
If the country code attached to the address is an AgXML standard country value, the entered code will be sent.
If the country code is not valid, it will be sent as US.
If country code is blank nothing will be sent.
XML Namespace Prefix
Recommended to leave this field blank.
For specific XML naming requirements. Prefixes each tag with this value.
XML Namespace URL
Recommended to leave this field blank.
Puts the XML namespace URL in the header of each document.
Processing Notes:
Split Information, at this time, will not export.
XML File is created when a Load Order is saved.
The filters will work in conjunction with other filters. Transactions must meet all filters to be exported.
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AgXML 4.0 Purch Load Import
Supported Exchange Partner Filters
No filters apply, but a customer must be specified on the exchange partner
Service Line Settings
Allow Voids - Default = No
Yes, the processor will look to the ActionType node. If “ActionType” is “Delete”, the system will look to the Sales/Outbound User Setup, for the CinchX User.
If Sales/Outbound User Setup, Allow Delete Document checkbox is marked the import will fail. Processor will not void load orders.
If Sales/Outbound User Setup, Allow Delete Document checkbox is not marked, the system will void the load order.
Processor will place the Reason ID, XML, on the voided load. If the reason code is not setup it will be created.
No, the processor will look to the ActionType node. If “ActionType” is “Delete”, the system will fail the load.
Assign Contract - Default = None
Auto, will attempt to assign a contract to the load based on the following:
Looks for all open contracts with the load order’s customer / item.
Then looks through the contract’s delivery periods and matches a delivery period to the load order’s ScheduledPickup date.
In the event there are multiple delivery periods, the system will choose the youngest delivery period to apply to.
If the remaining quantity on the selected contract is less than the load order’s quantity the contract will not be assigned.
If the load order’s ScehduledPickup date cannot be matched with an open contract, a contract will not be assigned to the load.
From XML, will assign the contract from the XML file based on the following:
The system will validate that the purchase contract exists. If it does not exist, the XML Document will error and will NOT be imported.
If the purchase contract is closed, the XML Document will error and will NOT be imported.
The system will determine the delivery line/row using the following rules:
If the delivery line is provided in the XML, the system will check to see that the purchase contract and delivery line/row exists. If it does, the system will use the purchase contract and purchase contract delivery line/row. If not, the import will fail.
If the delivery line is not included in the XML, the system must find a delivery line/row using the following rules:
If only one delivery line/row exists on the purchase contract, it will apply the load order to that delivery line/row.
If multiple rows exist on the purchase contract, the system will take the Scheduled Ship Date from the load order and see if it falls between the purchase contract delivery lines/rows. If it does, the system will use that purchase contract delivery line/row.
If multiple rows exist, and Scheduled Ship Date does not fall between any purchase contract delivery line/row, the service setting Grace Days will fall into play.
None, a contract will not be assigned to the purchase load.
Contract Grace Period (in days) - Default = 0
This number will be used in conjunction with the Assign Contract, From XML setting to find a contract delivery line/row, when one cannot be found where the scheduled pickup date falls between the delivery start and end.
First, the system will subtract the grace days from the Scheduled Ship Date and see if that date falls between any sales contract delivery line/row deliver from date and deliver to date. If so, it will use that delivery line/row.
If NOT, then the system will add the grace days to the Scheduled Ship Date and see if that date falls between any sales contract delivery line/row deliver from date and deliver to date. If so, use that delivery line/row.
If not, import will fail.
Default Branch - Default = Blank
A valid branch ID can be selected. If default branch is specified any unresolved origin addresses will be forced to this specified branch.
If blank, the origin address in the AGXML must resolve to a location in the current company or the load will fail.
Doc# Prefix - Default = Blank
Only works if the User Partner Doc# is set to No.
The system will search the load key master table for the highest load number that matches the prefix. The numeric portion of that string will be incremented by one to determine the load number.
Max Length 10 characters.
Doc# Suffix - Default = Blank
Only works if the User Partner Doc# is set to No.
The value entered will be added to the end of the system generated load number.
Max Length 10 characters
Fail on Ship-From address match - Default = yes.
If yes, the system runs the address match process. If a match for the ship-from address is not found, the document import will fail.
If no, the system runs the address match process. If a match for the ship-from address is not found, the system will use the Vendor’s Primary Ship From Address ID (PM00200.VADCDSFR) to gather Ship-From address information. If the Vendor’s Primary Ship From Address ID is nonexistent, the document import will fail.
Use Buyer as Vendor - Default = Yes
Yes, system will use Buyer information instead of the Agent information for the Vendor.
No, system will use Agent information for the Vendor.
Use location id for Ship-From
Yes, the system runs the address match process and uses <LocationName> <Address> tags to gather Ship-From address information for the Vendor.
No, the address match process continues. Default = No
Use Partner Doc# - Default = Yes
Yes, system will read the load number from the file.
No, the load number will be automatically generated by the system.
Use Vendor Address as Ship From - Default = Yes
Yes, the system will use <Buyer> or <Agent> <Address> tags to gather Ship From address information for the Vendor. <Buyer> or <Agent> will depend on the Use Buyer as Vendor setting.
No, the system will use <Origin> <Address> tags to gather Ship From address information for the Vendor.
User ID - Default = Blank
Document is created/updated on behalf of the specified user. This must be a valid Microsoft Dynamics GP user.
If blank, User ID specified in CinchX Global Settings will be used. Default = Blank
Processing Notes:
Split Information, at this time, will not import.
Load Order Freight
If the freight information is included in the XML import document, the freight from the XML document will be used to create the Load Order Freight record regardless of the assign contract setting.
If the freight information is not included in the XML import document, and the assign contract setting is auto, the freight from the assigned contract will be used to create the Load Order Freight record.
If the following fields are blank in the load order XML document, the system will default them from the Purchase Contract:
Quantity: If the load quantity is blank in the Load Order XML, the system will use the purchase contract quantity as the quantity for the load order.
Unit of Measure: If the Unit of measure is blank in the Load Order XML document, the system will use the unit of measure from the purchase contract.
FOB: If the FOB is blank in the load order XML document, system will use the FOB ID from the purchase contract line.
Ship From: If the Ship From is blank in the load order XML document, it will default to the Ship From assigned to the Purchase Contract.
Trader ID: If the Trader Id is blank in the load order XML document, it will default to the Trader ID from the Purchase Contract.
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The Register Processors button on the Service Partner Setup window has been updated to only register processors for the companies indicated in the CinchX Global Settings window.
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