Summary:
The VRI screens in Quotes and Orders ensure vendor‑required data is captured early and consistently across all channels. In quotes, VMF fields appear in X4A, X4C, and IM360 and are pre‑populated when data exists. In orders, the VMF Engine manages required fields differently for interactive and non‑interactive channels, ensuring accurate data capture, proper tracking, and correct customer communications.
Table of Contents:
How does the Vendor Required Information (VRI) screen work in Quotes?
How does the Vendor Required Information (VRI) screen work for Orders?
How does the Vendor Required Information (VRI) screen work in quotes?
Answer: Once vendor‑required fields are configured in a VMF Configuration file, they automatically appear on the Vendor Required Information (VRI) screen during quote creation. The VRI screen is displayed in X4A and X4C when associates or resellers create quotes, and fields are pre‑populated whenever data is already available in the VMF Engine.
For IM360 users, the Vendor Mandatory Fields screen is available so associates can manually add or update VMF data while building new quotes. This ensures all required vendor information is captured early, helping prevent downstream order issues or holds.
How does the Vendor Required Information (VRI) screen work for Orders?
Answer: The VRI screen in orders ensures that vendor‑required data is captured and tracked correctly based on how the order is submitted. Xvantage receives orders through both interactive channels (X4A, X4C) and non‑interactive channels (ETO, IM360, XI), and the VMF Engine manages required fields differently for each.
Interactive channels (X4A/X4C): Resellers provide VMF data directly on the VRI page during checkout. If information already exists in the VMF Engine, the fields are pre‑populated to reduce manual entry.
Non‑interactive channels (ETO/IM360/XI): VMF data is included as part of the Order Create request and stored with the Order Confirmation for tracking and follow‑up.
Order communications:
X4C resellers receive both order acknowledgement and order confirmation emails.
X4A and ETO resellers receive order confirmation emails only.
This approach ensures vendor‑required information is consistently captured and validated across all order channels while supporting the appropriate customer communications.