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Export details are configured for each organization in the organization record
Option 1:
The organization has a default setting for "Automate export" and via which type it should be exported.
Option 2
Automated export could be is set by acq method with "Export via" set at by account number in the organization level record and each editable at the POL
Each organization can have multiple export Integration details and details type types configured. Ie. Possible multiple EDI configuration, Email, csv etc.
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Each organization account and number can be associated with 1 of each export details detail type. (Ie. EDI 1 OR EDI 2)
Each export configuration can have multiple accounts associated with it. (Ie. EDI 1 can be assigned 3 accounts) NOTE we would need to consider No account specified as a separate assignment for organizations that have no accounts configured.
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Integration details are configured for each order
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line
The PO POL as a whole will have "Automate export" checkbox set and will be exported via the described format. This way it can be adjusted on an order by order basis.
Note: "Export via" is only editable if Automate export = true
Each order line could have a different account number (Or no account number) associated with it. This will attach it to the correct export details for the format selected at the PO level. Ie. if EDI is selected the account may indicate EDI 1 or 2 etc. If email it could be different per account as well
In this workflow Export path from PO the export path for acq method + account number = export details for POL.
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Question | Status | Conclusion | Comments | ||||||
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| Should the decision to export be determined by the acq method on the POL? |
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Should separate POLs potentially have different export settings? |
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| Do export details need to be shown at the PO level? |
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