Posting VENDOR reports in Acorn

To post reports from vendors in order records:

1) Call up the order using Modify Order. If no claim segment exists, click on the Create Claim next step button at the bottom of the window. The Claim Segment will automatically appear, with defaults in several of the fields. Edit the fields as appropriate for the type of report you are posting. If a claim segment already exists, use the existing claim segment.
3) Tab to the Response field of the Claim Segment. Using the drop-down menu, select the response that matches the vendor's report.
4) Tab to the Response Date field (just to the right of the Response Field), and enter the date of the report. If the report is recent, you may simply select TODAY, so that Acorn will calculate the date.

Reports that follow up on these vendor reports run daily. The report looks at the combination of the Vendor Response AND the Response Date to claim appropriately. The reports are:

VNDRRPT1STCLM02:
If the vendor reports CLAIMED, SHIPPED, ORDFORW, Date Mailed = Never, and the Claim Status is OPEN, this report will claim the order 45 days from the Response Date.

VNDRRPT2NDCLM02:
If the vendor reports CLAIMED, SHIPPED, ORDFORW, and the Claim Status is OPEN, this report will re-claim the order when both the Date Mailed and the Response Date are >60 days.

NYP/OS1STCLM02:
If the vendor reports NOTYETPUB, OSI, OSTEMP, OUTSTOCK, TEMPOUTSTK, BACKORDERD, Date Mailed = Never, and the Claim Status is OPEN, this report will claim the order 90 days from the Response Date.

NYP/OS2ND+CLM02:
If the vendor reports NOTYETPUB, OSI, OSTEMP, OUTSTOCK, TEMPOUTSTK, BACKORDERD, and the Claim Status is OPEN, this report will re-claim the order when both the Date Mailed and the Response Date are >90 days.

VNDROPCLMS02:
If the vendor reports OUTPRINT (and they are searching), Date Mailed = Never, and the Claim Status is OPEN, this report will claim the order 365 days (one year) from the Response Date.

VNDROPLIST02:
If the vendor reports OUTPRINT, Date Mailed >365 days, and the Claim Status is OPEN, the order will appear on this list for further action.

FIRMPICKUPCLM02:
This report has been set up to allow for claiming on demand, based on the Claim Date. This report will pick up the claim if the Claim Reason is LATE, LATERUSH, or AVAILSEND, BOTH the Date Mailed AND the Response Date are NEVER, and the Claim Status is OPEN. This report runs every week, on Tuesday, and looks for Claim Dates in the previous week.

Other Vendor Responses:

If the vendor reports NORESPONSE, OPCANC, OSCANCLD, SOLDCANC, a Cancel Segment should also be created, using a Cancel Reason of VENDOR. No claims are produced for these Vendor Responses. If the vendor reports COMPLETE, the order should be Cancelled or changed to Received and Loaded, as appropriate.

Do not use SEE-ORDER for a vendor report that requires further claiming. There is currently no report that looks for these. The most appropriate of the above responses should be used for these.

revised 10/8/2004; mew