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LibraryEASYCommerce Reference ManualCatalog SetupMultiple Branch Plants

Multiple Branch Plant Overview

Each Item has one record in the JDE Item Master (F4101) and one record in the Item Branch File (F4102) for each Branch that stocks this item. This means there can be many records in the Item Branch File for one item. A user also has a default branch plant associated. This value is retrieved from the Address Book Master (F0101). K-Rise is given a query to retrieve all the items that will be shown on the portal. For each of those items we retrieve all of their Item Branch File records. On login, the user is assigned their default branch plant and when they view the catalog, they will only see the items that have a record in the item Branch File for the same BranchPlant value. The user can change their branch plant to any of the other branches we found items for on the item import. When they choose a different branch plant, the items they can see in the catalog change to match their new branch plant value.

Orders with items from multiple branch plants are still sent in one order to JDE. The ability to create multiple orders (one order for each branch plant) is a customization that can be built.


Multiple Branch Plants
Multiple Branch Plant Order Creation

Multiple Branch Plants

Order With Multiple Branch Plants

Allowing Multiple Branch Plants

Admin

Allowing multiple Branch Plants is a Yes/No value stored as a configuration variable and can be edited in the Feature Configurator through the Admin panel. To edit this, log in as admin and navigate to “Feature Configurator” uner “Site Management”. Find and click on the configuration “Sales Order” to open all variables and find “AllowItemBranchPlantChange”. Select the radio button of Yes or No to determine if multiple branch plants can be used.

 

Adding To The Cart

When adding an item to the cart the universal cart change processes will be used. The processes will add the item to the cart with the default Branch Plant.

Changing Branch Plant In Cart

If multiple branch plants are allowed for an order changing the branch plant for an item can be done from the cart. Navigate to the cart by clicking on the shopping cart in the top right corner. If not already selected switch to the grid view of the shopping cart by clicking on the grid icon which on the right under View My Lists | Mass Upload File.

Now all items in the cart should be listed. There will be a Branch column with a drop down for each item. Use the drop down to choose the Branch Plant for the item. This will use the universal cart change to change the Branch Plant for the item.

When the order is created the Branch Plant for the item will be passed to JDE. Each item will have their Branch Plant associated with it.

Change Default Branch Plant

Customer

Navigate to MyAccount Page. My Information Section in Contact Info box (First Box) the bottom line is the Ship from location. Click on Change. A window will popup. Click on the Branch Plant that will become the new default. The cart will be cleared when switching Branch Plants. This will override the default Branch Plant set by the admin.

Admin

The Default Branch Plant is stored in a configuration variable and can be edited in the Feature Configurator through the Admin panel. To edit this, log in as admin and navigate to “Feature Configurator” uner “Site Management”. Find and click on the configuration “Sales Order” to open all variables and find “DefaultBranchPlant”. Enter a string value in this text box to change the default branch plant.

Change Available Branch Plants

Admin

The available Branch Plants are stored as a query in a configuration variable and can be edited in the Feature Configurator through the Admin panel. To edit this, log in as admin and navigate to “Feature Configurator” uner “Site Management”. Find and click on the configuration “Sales Order” to open all variables and find “BranchPlantSelectionQuery” add or remove a Branch Plant from the query. The query will look similar to “MCMCU in ( '         M30', '         D30')” add new Branch Plants in single quotes inside the parentheses separated by a comma. When the Branch Plants are needed JDE Table F0006 will be queried with this configuration variable in the where clause.

Developer Notes

JDE Tables

F00006

Configuration Variables

$EP_Profile_SalesOrder_Default_Allow ItemBranchPlantChange

$EP_Profile_SalesOrder_Default_DefaultBranchPlant

$EP_Profile_SalesOrder_Default_BranchPlantSelectionQuery

Processes

PRC-10000432 Universal Cart Change

Webparts

WPT-10001207 Change Ship From

WPT-10001293 My Account

WPT-10001267 Shopping Cart


Multiple Branch Plant Order Creation

There are a couple of ways to set up multiple branch plant order creation:

1) Separate Branch Catalogs

When a user logs in, we look to the address book master (F0101.ABMCU) to find their default branch plant. The user’s default branch plant is used across the site in the Advanced Pricing BSFN. This is good to use if the price can differ by branch plant.

In the catalog. the user can then see all the items available from that branch. In order to see items from a different branch, they need to select from a drop down other branch plants that items exist for. Changing their branch plant empties the shopping cart. This is because when the order is created, one cart creates one order and the Order Header branch plant (SHMCU) must be the same as the Order Details branch plant (SDMCU).

2) One Order, Multiple Branch Plants

When the user logs in, we still look to the address book master for the user's default branch plant. The user’s default branch plant is used across the site in the Advanced Pricing BSFN.

When the user goes to the catalog, they can see the full list of items, from all branch plants. This list is the equivalent of SELECT * FROM F4101 join F4102 on IMITM=IBITM. This means if an item is available from multiple branch plants, it will display in the catalog multiple times for each branch plant record.

If pricing is the same across branch plants, there may not be any information that differes between the two records. If pricing can differ by branch plant, the duplicate records would be helpful to display.. A column can be added to the catalog to display which branch plant the item is from and the price shown. In this scenario the default branch plant is no longer used always in the pricing BSFN. Instead the specific item’s branch plant is used.

When placing an order, one shopping cart still creates one order, but each item's branch plant is written to the order detail branch plant field (SDMCU). The order header branch plant (SHMCU) is filled with the user's default branch plant that was found from the address book. This means you can have an order whose header branch plant is “M30” and details are both “M30” and “D30”.

3) One Cart, Multiple Branch Plants, Multiple Orders

When the user logs in, we get the user's default branch plant from the address book master. The user’s default branch plant is used across the site in the Advanced Pricing BSFN (as long as pricing does not differ by branch plant).

The catalog displays all items (SELECT * FROM F4101 join F4102 on IMITM=IBITM). When placing an order, one shopping cart will create multiple orders: one for each distinct branch plant. Information entered about the order (like the customer PO) will be used on all orders created. This option is custom and not built into base.

If this custom option is chosen, further discussion is needed to determine how discounts and shipping are handled.


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