Summary
This article explains how capture codes are processed for P-Type (Special PO) Orders in CRM and how to locate these orders using CRM filters. Capture codes are automatically included in HPE's EDI ordering process, helping reduce manual effort and improve order processing efficiency.
Table of Contents:
What are Capture Codes for P-Type Orders?
How to view P-Type Orders in CRM?
Question 1: What are Capture Codes for P-Type Orders?
Answer: Capture codes required for HPE EDI ordering are automatically applied to P-Type (Special PO) Orders in CRM, in addition to standard direct shipment orders.
This enhancement helps streamline order processing by eliminating the need to manually enter capture code information in external systems.
Key Benefits:
Extended support for Special PO Orders: Capture codes are automatically included for P-Type (Special PO) orders as well as direct shipment orders.
Consistent processing: Capture codes are applied whenever the required conditions are met, such as vendor code validation, bid number requirements, and UCID checks.
Reduced manual effort: Automated capture code handling improves efficiency and reduces the risk of data-entry errors.
As a result, users can process HPE EDI orders more quickly and consistently across supported countries and order types.
Question 2: How to view P-Type Orders in CRM?
Answer:
Open My Apps and launch Okta.
In Okta, search for X4A and open the application.
Tip: You can also access Xvantage for Associates directly from My Apps.
In X4A, hover over the left navigation menu and select Sales.
Select CRM from the Sales submenu.
In the CRM left navigation menu, navigate to Sales > Orders.
Ensure that you are in All Orders view.
Click Edit Filters.
In the Edit Filters window:
Select Order Type as the filter field.
Select Special PO as the value.
Click Apply.
The list refreshes and displays all P-Type (Special PO) Orders.
To view a specific order, click the hyperlink in the Order Name column.
The filtered view displays all P-Type (Special PO) Orders that meet the selected criteria, allowing you to review and manage Special PO orders within CRM.