AliveInfo: A Survivor Confirmation and Management Service Using Institutional Web Portal
© Copyright 2017 OFS Portal, LLC · 2020-06-23 · • Supplier receives an email confirmation of...
Transcript of © Copyright 2017 OFS Portal, LLC · 2020-06-23 · • Supplier receives an email confirmation of...
![Page 1: © Copyright 2017 OFS Portal, LLC · 2020-06-23 · • Supplier receives an email confirmation of the pricebook (PB) created from OFS Portal Admin • Below is an example of confirmation](https://reader034.fdocuments.in/reader034/viewer/2022050111/5f487af72ac1172aae3f5e73/html5/thumbnails/1.jpg)
www.ofs-portal.com© Copyright 2017 OFS Portal, LLC
![Page 2: © Copyright 2017 OFS Portal, LLC · 2020-06-23 · • Supplier receives an email confirmation of the pricebook (PB) created from OFS Portal Admin • Below is an example of confirmation](https://reader034.fdocuments.in/reader034/viewer/2022050111/5f487af72ac1172aae3f5e73/html5/thumbnails/2.jpg)
© Copyright 2017 OFS Portal, LLC www.ofs-portal.com
Overview of Hot folder Supplier Workflow
Request pricebook (PB) header creation
Launch FTP Application
File transfer in FTP
Receive email notification
![Page 3: © Copyright 2017 OFS Portal, LLC · 2020-06-23 · • Supplier receives an email confirmation of the pricebook (PB) created from OFS Portal Admin • Below is an example of confirmation](https://reader034.fdocuments.in/reader034/viewer/2022050111/5f487af72ac1172aae3f5e73/html5/thumbnails/3.jpg)
www.ofs-portal.com© Copyright 2017 OFS Portal, LLC
![Page 4: © Copyright 2017 OFS Portal, LLC · 2020-06-23 · • Supplier receives an email confirmation of the pricebook (PB) created from OFS Portal Admin • Below is an example of confirmation](https://reader034.fdocuments.in/reader034/viewer/2022050111/5f487af72ac1172aae3f5e73/html5/thumbnails/4.jpg)
© Copyright 2017 OFS Portal, LLC www.ofs-portal.com
Request a new pricebook header
• Request a new pricebook (PB) header by completing the following template and sending it to: [email protected]
• Fields in BLUE are required
Notes:PLEASE USE ALL CAPS FOR HEADER DATA. All header data must match exactly. NO space in the CATALOG_ID
Import Format: The default import format is OFSP-Template (English).
Export Format: The default export format is OFS_CSV.
* Buyer = Customer
![Page 5: © Copyright 2017 OFS Portal, LLC · 2020-06-23 · • Supplier receives an email confirmation of the pricebook (PB) created from OFS Portal Admin • Below is an example of confirmation](https://reader034.fdocuments.in/reader034/viewer/2022050111/5f487af72ac1172aae3f5e73/html5/thumbnails/5.jpg)
© Copyright 2017 OFS Portal, LLC www.ofs-portal.com
Receive pricebook header created confirmation
• Supplier receives an email confirmation of the pricebook (PB) created from OFS Portal Admin
• Below is an example of confirmation
The following pricebook header has been created for Buyer: TESTBUYER
CATALOG_ID: CATALOGDEMOCATALOG NAME: CATALOGDEMO
ACCESS: Supplier Organization: TESTSUPPLIERBuyer Organization: TESTBUYER
PROCESS PROFILE (Catalog Tasks and Email Notifications)Supplier Responsible Person: AUDREY SMITHBuyer Responsible Person: GEORGE JONES
AUTOMATED PROCESSING ENABLED
IMPORT FORMAT: Excel with Schema OFSP – Toolset_Parm_A_B (English) EXPORT FORMAT: CSV with Schema OFS_CSV_Parms
Currency Code: USDTerritory: USUOM: ANSI
NOTE: In the Template, the Catalog ID will automatically be generated when you complete the Buyer ID and Supplier ID header fields. The Catalog ID must match the Catalog ID used in the Catalog Manager or the catalog data will not import.
PLEASE USE ALL CAPS FOR HEADER DATA. All header data must match exactly what is above and in the Catalog system.
* Buyer = Customer
![Page 6: © Copyright 2017 OFS Portal, LLC · 2020-06-23 · • Supplier receives an email confirmation of the pricebook (PB) created from OFS Portal Admin • Below is an example of confirmation](https://reader034.fdocuments.in/reader034/viewer/2022050111/5f487af72ac1172aae3f5e73/html5/thumbnails/6.jpg)
www.ofs-portal.com© Copyright 2017 OFS Portal, LLC
![Page 7: © Copyright 2017 OFS Portal, LLC · 2020-06-23 · • Supplier receives an email confirmation of the pricebook (PB) created from OFS Portal Admin • Below is an example of confirmation](https://reader034.fdocuments.in/reader034/viewer/2022050111/5f487af72ac1172aae3f5e73/html5/thumbnails/7.jpg)
© Copyright 2017 OFS Portal, LLC www.ofs-portal.com
Login to FTP Application• Launch FTP Application
• Click Connect (if a connection existed). Otherwise, click New Siteto setup new connection.
![Page 8: © Copyright 2017 OFS Portal, LLC · 2020-06-23 · • Supplier receives an email confirmation of the pricebook (PB) created from OFS Portal Admin • Below is an example of confirmation](https://reader034.fdocuments.in/reader034/viewer/2022050111/5f487af72ac1172aae3f5e73/html5/thumbnails/8.jpg)
© Copyright 2017 OFS Portal, LLC www.ofs-portal.com
New Connection Setup***Skip this step if connection is already setup
• Enter the below info:Ø Site NameØ Host / IP / URLØ UsernameØ PasswordØ Port, Timeout, Retries
• Click Connect.
![Page 9: © Copyright 2017 OFS Portal, LLC · 2020-06-23 · • Supplier receives an email confirmation of the pricebook (PB) created from OFS Portal Admin • Below is an example of confirmation](https://reader034.fdocuments.in/reader034/viewer/2022050111/5f487af72ac1172aae3f5e73/html5/thumbnails/9.jpg)
© Copyright 2017 OFS Portal, LLC www.ofs-portal.com
Test Connectivity & File Transferfrom Core FTP LE
• Click Connect to login to FTP• Below screen connected as
shown
![Page 10: © Copyright 2017 OFS Portal, LLC · 2020-06-23 · • Supplier receives an email confirmation of the pricebook (PB) created from OFS Portal Admin • Below is an example of confirmation](https://reader034.fdocuments.in/reader034/viewer/2022050111/5f487af72ac1172aae3f5e73/html5/thumbnails/10.jpg)
www.ofs-portal.com© Copyright 2017 OFS Portal, LLC
![Page 11: © Copyright 2017 OFS Portal, LLC · 2020-06-23 · • Supplier receives an email confirmation of the pricebook (PB) created from OFS Portal Admin • Below is an example of confirmation](https://reader034.fdocuments.in/reader034/viewer/2022050111/5f487af72ac1172aae3f5e73/html5/thumbnails/11.jpg)
© Copyright 2017 OFS Portal, LLC www.ofs-portal.com
Prepare Catalog for File Transfer
• Complete required fields in blue
• For hot folder submissions, Buyer ID field (Cell B6) must match a Customer ID in application
• Validate and Save
![Page 12: © Copyright 2017 OFS Portal, LLC · 2020-06-23 · • Supplier receives an email confirmation of the pricebook (PB) created from OFS Portal Admin • Below is an example of confirmation](https://reader034.fdocuments.in/reader034/viewer/2022050111/5f487af72ac1172aae3f5e73/html5/thumbnails/12.jpg)
© Copyright 2017 OFS Portal, LLC www.ofs-portal.com
File Transfer in Core FTP • Select file in .csv or .xls
format à Click & Drag file to right panel
• Application is processed to run every 2 minutes to move the file to Hotfolder in OFS Portal Pricebook Mgmt(jCatalog)
• Once file is moved to the right panel, the file is in queue to be transferred to jcatalog hot folder
![Page 13: © Copyright 2017 OFS Portal, LLC · 2020-06-23 · • Supplier receives an email confirmation of the pricebook (PB) created from OFS Portal Admin • Below is an example of confirmation](https://reader034.fdocuments.in/reader034/viewer/2022050111/5f487af72ac1172aae3f5e73/html5/thumbnails/13.jpg)
© Copyright 2017 OFS Portal, LLC www.ofs-portal.com
File Transfer complete
• The file will clear from the right panel to show file has been transferred
![Page 14: © Copyright 2017 OFS Portal, LLC · 2020-06-23 · • Supplier receives an email confirmation of the pricebook (PB) created from OFS Portal Admin • Below is an example of confirmation](https://reader034.fdocuments.in/reader034/viewer/2022050111/5f487af72ac1172aae3f5e73/html5/thumbnails/14.jpg)
www.ofs-portal.com© Copyright 2017 OFS Portal, LLC
![Page 15: © Copyright 2017 OFS Portal, LLC · 2020-06-23 · • Supplier receives an email confirmation of the pricebook (PB) created from OFS Portal Admin • Below is an example of confirmation](https://reader034.fdocuments.in/reader034/viewer/2022050111/5f487af72ac1172aae3f5e73/html5/thumbnails/15.jpg)
© Copyright 2017 OFS Portal, LLC www.ofs-portal.com
Hot folder processing notification
• Below message is received when pricebook has been successfully processed via hot folder
From: [email protected] [mailto: [email protected]] Sent: Wednesday, May 18, 2016 10:25 AMTo: SupplierSubject: Hot folder processing of HOTFOLDER_TEST.xls finished successfully
Processing finishedThe file “HOTFOLDER_TEST.xls" was processed successfully.
![Page 16: © Copyright 2017 OFS Portal, LLC · 2020-06-23 · • Supplier receives an email confirmation of the pricebook (PB) created from OFS Portal Admin • Below is an example of confirmation](https://reader034.fdocuments.in/reader034/viewer/2022050111/5f487af72ac1172aae3f5e73/html5/thumbnails/16.jpg)
© Copyright 2017 OFS Portal, LLC www.ofs-portal.com
Questions?
Please contact OFS Portal at [email protected]