It is possible to changed already entered orders in Transpas Online (TPO). Important here are the different statussen which a shipment can have in TPO.
The status can be viewed via Orderarchief
Changed an order 'directly' (default behaviour)
1. As soon as an order has been entered and confirmed it gets the status 'Waiting'. This takes about 5 minutes. During this time the customer has the opportunity to adjust the order through the button 'Reset' on the tab sheet 'Archive'. While the order is being reset, it is transferred to the tab sheet Order entry and can be changed and confirmed again.
2. After about 5 minutes the status changes to 'Wait for confirmation' which means the order is visible in Transpas in the EDI Transportbookingscreen, ready to be accepted. The customer can NOT change the order anymore within TPO, de 'reset' button won't do anything. This behaviour can be adjusted:
Change and order later
To make this possible for your customer a few things need to be checked:
1. In the screen 'EDI provider' change the EDI Provider Transpas Online. Change the option 'Update shipments' to YES and choose 'Default' as the Shipment update method.
2. In the screen 'TranspasOnline orderentry rules' add a line where the field Allow shipment updates is set to YES. After Shipment updates till you can set a time after which no updates can be entered anymore.
3. The 'orderentry rule' can be linked to the customer on the tab sheet Web interfaces at the financial relation.
After the rule above has been linked and the customer logs in they have the possibility to change their shipments (up until a certain time if this has been set) through the button 'Reset' on the tab sheet 'Archive'. This applies to orders with the status 'Waiting for confirmation' or 'Accepted'.
The complete process for changing shipments is:
1. The customer resets the order, after which this can be adjusted and confirmed (tab sheet order entry). The order then gets the status 'Waiting' / 'Waiting for confirmation'
2. In the screen EDI Transportbookings the order appears a second time with the same EDI reference.
As soon as an adjustment is accepted this order gets the status 'Change accepted' in TPO. In Transpas the new order takes the place of the previously entered order. Important here is that the field 'version' indicates the version of the order, so a change is always traceable. A new order gets version 1, every changed order is one version higher. Any order can be changed multiple times.
3. When a change is NOT accepted in Transpas (so it is rejected in EDI Transport orders) it gets the status 'Change rejected'. For the TPO user this is visible in the tab sheet 'Archive' but this is passive: the user is not notified of the rejection. Keep this in mind.
Finally so called 'control sets' are important in this story. With a control set it is possible to have a booking automatically accepted (so no manual acceptance through the EDI Transportbooking screen). In the controlset you define what conditions an order must meet to be accepted automatically. Here an exception can be made for instance on orders with a version number larger than 1 (so orders that are changed) so these always have to be manually accepted.
Setting up control sets can be complex, please contact Art Systems.