Use the Header > Matching sheet to specify parameters that the Demand Schedule Matching process (located on the Demand Schedule section of the Demand Entry Actions menu) should use to match requests for updates to existing demand schedule releases that have already been generated through this demand contract. These are schedule update requests received on subsequent inbound EDI transactions sent by your customer trading partner.
These are the demand schedule matching parameters you define:
• You specify if a perfect match, or non-perfect match should be performed for the demand contract. A perfect match is defined as one in which all criteria you select from the Options Available field (and appear in the
Options Selected field) match between the requests for demand schedule updates and existing demand schedule releases that have already been generated through this demand contract. A non-perfect match is defined as one in which at least one of the criteria (for example, shipping quantities or shipping dates) match. • You specify if the Epicor application should automatically cancel all potential sales order releases that are
considered non-matches by the Demand Scheduling Matching program. These are requests for demand schedule updates that do not match (perfect or non perfect) any existing demand schedule releases that have already been generated through this demand contract.
You can also designate Cancel Non Match Options if needed. These allow you to specify a cancellation exclusion date range (grace period) for non-matched sales releases. The Epicor application will skip cancellation of non matched sales order releases with ship dates within this date range.
• You then specify which matching criteria should be used, and the hierarchical sequence in which they should be applied during the matching process. These include reference number, Ship By date, quantity and Open/Close status indicator.
• When it performs the actual demand matching, the Epicor application matches demand schedules according to the parameters and hierarchy specified in this sheet. When it finds the matching demand schedule release, it then automatically processes the request.
These are the values you can modify for this item:
• Allow Non Perfect Match - Specifies if perfect or non-perfect matching is being performed by the Demand Schedule Matching process (located on the Demand Schedule section of the Demand Entry Actions menu). This program matches requests for demand schedule updates to existing demand schedule releases that have already been generated through this demand contract. These are schedule update requests received on subsequent inbound EDI transactions sent by your customer trading partner.
• Select the check box if non-perfect matching is being performed. A non-perfect match is defined as one in which at least one of the criteria (for example, shipping quantities or shipping dates) you select from the Options Available field (and appear in the Options Selected field) match between requests for demand schedule updates and existing demand schedule releases.
For example, if you have specified matching of schedule dates, order numbers and reference numbers, a non perfect match is one in which only one of the criteria (for example, schedule dates) match between the documents.
• Clear the check box if perfect matching is being performed. A perfect match is defined as one in which
all criteria you specify in the Options Selected field must match between the demand schedule updates and existing demand schedule releases.
For example, if you have specified matching of schedule dates, order numbers and reference numbers, it is considered a perfect match only if all of these parameters match exactly between documents. This is the default value for this check box.
• Cancel Non Matched - Specifies if the Epicor application should automatically cancel all sales releases for this demand contract that have not been matched by the Demand Schedule Matching process (located on the Demand Schedule section of the Demand Entry Actions menu). The default comes from the Cancel Non Matched field setting in the Customer Maintenance > Customer > Demand sheet for this customer trading partner; this can be overridden for specific demand contracts.
• Select the check box if the Epicor application should automatically cancel all sales releases for this demand contract that have not been matched by the Demand Schedule Matching process.
• Clear the check box if the Epicor application should not automatically cancel all sales releases for this demand contract that have not been matched by the Demand Schedule Matching process.
• Exclude From / From (days) - If the Cancel Non Matched check box has been selected, use the Exclude From check box and From (days) field as needed to specify a beginning date for a grace period for cancellation non-matched sales releases. The Epicor application will skip cancellation of non matched sales order releases within this date range.
• If you select this check box, and then enter 2 into the From (days) field, it designates that non matched sales order releases with ship dates between the current system date and two days earlier than the current date will not be cancelled by the Epicor application in the event of a non match (that is, when the associated demand schedule update request does not match any existing demand schedule releases that have already been generated through this demand contract).
For example, if the current system date is 1/25, the Epicor application will not cancel sales order releases dated between 1/23 and 1/25 in the event of a non-match.
• Clear this check box if you do not wish to designate a grace period for cancellation of non-matched sales releases.
• Exclude Until / Until (days) - If the Cancel Non Matched check box has been selected, use the Exclude Until check box and Until (days) field as needed to specify an ending date for a grace period for cancellation
non-matched sales releases. The Epicor application will skip cancellation of non matched sales order releases within this date range.
• If you select this check box, and then enter 2 into the Until (days) field, it designates that non matched sales order releases with ship dates between the current system date and two days earlier than the current date will not be cancelled by the Epicor application in the event of a non match (that is, when the associated demand schedule update request does not match any existing demand schedule releases that have already been generated through this demand contract).
For example, if the current system date is 1/25, the Epicor application will not cancel sales order releases dated between 1/25 and 1/27 in the event of a non-match.
• Clear this check box if you do not wish to designate a grace period for cancellation of non-matched sales releases.
• Options Available - Displays the options available to match requests for updates to existing demand schedule releases that have already been generated through this demand contract. These are schedule update requests received on subsequent inbound EDI transactions sent by your customer trading partner. Refer to Options Selected for directions on how you select options and construct a hierarchical demand schedule matching processing list.
• Quantity - Specifies that the order quantity should be used to match requests for updates to existing demand schedule releases that have already been generated for this demand contract. The Epicor application matches the Ship By date provided by your customer trading partner on the update requests to the order quantity it finds on existing demand schedule releases.
• Ship By Date - Specifies that the Ship By Date should be used to match requests for updates to existing demand schedule releases that have already been generated for this demand contract. The Epicor application matches the Ship By date provided by your customer trading partner on the update requests to the Ship By date it finds on existing demand schedule releases.
• Reference - Specifies that the unique reference number your customer supplies you should be used to match requests for updates to existing demand schedule releases that have already been generated for this demand contract. This is an agreed upon reference number you and your customer have agreed upon that uniquely identified demand releases for the customer. It is the reference number entered or recorded in the Reference field in the Demand Entry > Line > Detail sheet. The Epicor application matches the reference number provided by your customer trading partner on the update requests to the reference number it finds on existing demand schedule releases.
• Options Selected - Specifies the hierarchical order in which the Epicor application should match requests (that are received on inbound EDI transactions sent by your customer trading partner) for updates to existing demand schedule releases that have already been generated through this demand contract.
You construct the hierarchical processing list by selecting options displayed in the Options Available field, and then clicking the appropriate directional buttons.
• For example, if you would want the Epicor application to first perform a Quantity match, you select
Quantity in the Options Available field, then click the single right arrow button.
• If you want it to next perform a Reference match, you then select Reference in the Options Available
field, then click the single right arrow button. Use the remaining buttons as follows:
• To move all options from the Options Available to Options Selected fields in the order in which they appear, click the double right arrow button.
• To move a selected option up in the hierarchy, select the option being moved in the Options Selected
field, then click the up arrow button. For example, if Open is the fourth option listed, but you wish to make it the second option, select it, then click the up arrow button.
• To move a selected option down in the hierarchy, select the option being moved in the Options Selected
• To remove a single option from the Options Selected field, select the option being removed, then click the single left arrow button. For example, if you selected Ship By but wish to remove it, select it, then click the single left arrow button.
• To remove all options from the Options Selected field, click the double left arrow button.