Product transfer account adjustment requests

Perform this task to create new product transfer account adjustment request and submit them to suppliers.

1. Select a [MPL Network] from the Network drop-down in the header.
2. Select a Team (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
3.  Select Commerce - Customer from the left menu.
   Partners must have the correct roles assigned if using the Owner's instance of Multienterprise Information Network Tower.
4. Select Product Transfer Account Adjustment Requests.
5. Select the New button.
6. On the New Product Transfer Account Adjustment Request screen, fill in the following fields:
   1. Request Number field – A unique identifier assigned to a product transfer account adjustment response.
   2. Request Date drop-down – The date on which the response process is initiated.

7. Select the Save button.

   The screen refreshes with the saved product transfer account adjustment request in the draft state and with the required sections populated.

8. Select the Edit button.

9. In the Transaction Information section, select Submitted from the Process Status drop drown.
10. In the Product Transfer Account Adjustment Request Information section fill in the following fields:
    
    1. Request Number field – A unique identifier assigned to a product transfer account adjustment request.
       This field auto populates the value entered on the New Product Transfer Account Adjustment Request screen.
       
    2. Request Date field – The date on which the request process is initiated.
       This field auto populates the value entered on the New Product Transfer Account Adjustment Request screen.
       
    3. Date Of Adjustment field – The date on which the account adjustment was made.
       
    4. Adjustment Reference Type drop-down – The code identifying the adjustment type.
    6. Currency Entity Code field– The code representing the currency type or entity.
6. Currency Code field – The 3-letter ISO code representing the currency.
7. Action drop-down – A brief description stating the purpose of the transaction.

To submit the product transfer account adjustment request:

To save the product transfer account adjustment request in a Draft state and finish it later, ensure the Move To button is not selected and then select the Save button in the draft state.

1. Select the Move To button at the top of the screen.

   The submit status indicator circle is filled in with green to indicate the desired action upon selecting save.

2. Select the Save button.
   

   The product transfer account adjustment request is submitted.
   

Tips

• Select the Addicon, to add a new line item, where available.

• Select the Deleteicon, to remove an individual line item, where available.

• Select the branch icon, to add a new line item in the inserted table, where available.

• New product transfer account adjustment requests can also be created by selecting the New button on the Product Transfer Account Adjustment Requests Details screen for an existing product transfer account adjustment request.

 Complete and submit a saved product transfer account adjustment request in the draft state.

1. Select a [MPL Network] from the Network drop-down in the header.
2. Select a Team (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
3.  Select Commerce - Customer from the left menu.
   Partners must have the correct roles assigned if using the Owner's instance of Multienterprise Information Network Tower.
4. Select Product Transfer Account Adjustment Requests.
5. Select the Filter button to find product transfer account adjustment request in Draft state.

6. Select the Request Number link in the results table.

7. Select the Edit button.

8. In the Transaction Information section, select Submitted from the Process Status drop drown.
9. Confirm the product transfer account adjustment request details and select the Edit icon associated with that line item to modify the fields if required.

10. Select the Move To button at the top of the screen.

    The submit status indicator circle is filled in with green to indicate the desired action upon selecting save.

11. Select the Save button.
    

    The product transfer account adjustment request is submitted.
    

Tips

• Select the product transfer account adjustment request number row and then select the Delete icon on the top of the Search Product Transfer Account Adjustment Request screen, to delete a product transfer account adjustment request in a draft state.

Perform this task to search for and view the details of the product transfer account adjustment requests sent by suppliers and received by customers. Viewing the details of a product transfer account adjustment request enables suppliers or customers to quickly access product transfer account adjustment request information (e.g. the quantity for each line item in an order) in TraceLink without having to search through the actual B2B message.

1. Select a [MPL Network] from the Network drop-down in the header.
2. Select a Team (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
3. Select Commerce - Customer or Commerce - Supplier from the left menu.
   Partners must have the correct roles assigned if using the Owner's instance of Multienterprise Information Network Tower.
4. Select Product Transfer Account Adjustment Requests.
5. Select the Filter button.
6. In the Filters panel, fill in one or more of the following fields to filter the results:
   1. Request Number field – A unique identifier assigned to a product transfer account adjustment request.
      This field auto populates the value entered on the New Product Transfer Account Adjustment Request screen.
      
   2. Request Date field – The date on which the request process is initiated
      

   3. State drop-down – The state of the product transfer account adjustment request: 

      • Draft – The transaction is in the draft state.
      • Submit – The transaction has been created.
      • Processing – The application is getting ready to handle incoming transactions by doing some initial tasks, such as copying the files it receives.
      • Processed – The application changes the standard information into a format that is easy to use and specific to your transaction.
      • Preparing to Send – The application is getting ready to send out a transaction and is doing some initial tasks, like copying the necessary information for the process.
      • Sending –The application sends out business transactions to the buyer or supplier.
      • Sent – The transaction is successfully completed and shared with the receiving party.
   4. Supplier type-ahead – Displays only if the menu item is Sent Product Transfer Account Adjustment Requests. The name of the company the product transfer account adjustment request was sent to.
      If the name of the company is not present in the Owners master data then the company's name must be entered manually.
   5. Customer type-ahead – Displays only if the menu item is Received Product Transfer Account Adjustment Requests. The name of the company the product transfer account adjustment request was received from.
      If the name of the company is not present in the Owner's master data then the company's name must be entered manually.
   6. Date Of Adjustment field – The date on which the account adjustment was made.
   7. Last Modified field – The period of time in which the product transfer account adjustment request was last updated:
      • Today – The transaction was modified within the last few hours.
      • Yesterday – The transaction was updated within the past 24 hours.
      • Last Week – The transaction was modified in the last 7 days.
      • Last Month – The transaction was modified in the last 30 days.
      • Last 3 Months – The transaction was modified in the last 90 days.
      • Last 6 Months – The transaction was modified in the last 180 days.
      • Custom Range – Select a specific period of time that the transaction was modified in from the calendar.

7. Select Apply.
   

   A list of product transfer account adjustment requests displays based on the filter results.
   

8. Select the link for the product transfer account adjustment request from the results table.

   The View Product Transfer Account Adjustment Requests screen displays.

9. To view all fields for each line item, select the View icon on the Product Transfer Account Adjustment Requests Details screen.

After the product transfer account adjustment request is submitted, the user might encounter an error and the processed status will be set to Paused With Error. Use the following procedure to resolve any error messages encountered while submitting a product transfer account adjustment request.

1. Select a [MPL Network] from the Network drop-down in the header.
2. Select a Team (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
3.  Select Commerce - Customer from the left menu.
   Partners must have the correct roles assigned if using the Owner's instance of Multienterprise Information Network Tower.
4. Select Product Transfer Account Adjustment Requests.
5. Select the Filter button to find product transfer account adjustment requests in Processing, Processed, Preparing to Send, or Sending state.
6. Select Request Number link in the results table.
7. View the following fields for error in the Transaction Information section: 
   • Process Status - Displays the status of the submitted transaction.
   • Last Transaction Error - Displays the error message.
8. Select the Edit button..
   
9. In the Transaction Information section, select Submitted from the Process Status drop drown.
10. Select the Save button.
    The product transfer account adjustment requests request is moved from Processing state to Sending state indicating that the product transfer account adjustment request is submitted successfully.

If a transaction is successfully sent to a partner but an issue occurs on the partner's side (e.g. in their ERP system), the sender can avoid re-entering all the details by rolling back to a previous workflow state and resending the transaction, thus saving time and effort for both parties.

1. Select a [MPL Network] from the Network drop-down in the header.
2. Select a Team (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
3.  Select Commerce - Customer from the left menu.
   Partners must have the correct roles assigned if using the Owner's instance of Multienterprise Information Network Tower.
4. Select Product Transfer Account Adjustment Requests.
5. Select a Request Number in Sent state.

6. Select the Edit button.

   The state of the product transfer account adjustment request is automatically moved to Sending state.

7. Select the Move To button at the top of the screen.

   The submit status indicator circle is filled in with green to indicate the desired action upon selecting save.

8. Select the Save button.
   

   The product transfer account adjustment request is submitted.
   

The statues of the product transfer account adjustment request moves to Sent state.