DDMS®/DDMSPLUS®: Setting Up and Using the TriMega …support.ecisolutions.com/doc-ddms/vendor/psn/TrimegaPsnGraphical.pdf4 continue to next page DDMS/DDMSPLUS: Setting Up and Using

Updated May 2020

DDMS®/DDMSPLUS®: Setting Up and Using the

TriMega (TPA) PSN

ContentsSetting Up the TriMega PSN ...........................................................................................3

Setting Up the EDI Record ................................................................................................................ 3Contacting TriMega ........................................................................................................................... 4Setting Up the Vendor Database ..................................................................................................... 4Setting Communication Parameters ................................................................................................ 5Setting Up Your Other Vendors ........................................................................................................ 7

Locating the Vendor List .....................................................................................................................7Setting Up the Vendor Database .........................................................................................................8Setting Communication Parameters ...................................................................................................8Setting Up Electronic Invoicing Parameters ......................................................................................10

Creating a Customer Record .......................................................................................................... 10Setting Up a Customer Record ..........................................................................................................11

Setting Up Trading Partner Parameters .........................................................................................12

Using the TriMega PSN .................................................................................................13Transmitting the P/O....................................................................................................................... 13Changing Shipping Parameters ...................................................................................................... 14Checking a P/O’s Status .................................................................................................................. 14Requesting Acknowledgments ....................................................................................................... 15

Downloading and Printing a Full Acknowledgment ..........................................................................15Downloading and Printing a Functional Acknowledgment ...............................................................16

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DDMS®/DDMSPLUS®: Setting Up and Using the TriMega (TPA) PSN

Setting Up the TriMega PSNBefore you set up parameters for TriMega (TPA), make sure you have PSN set up. If this is your first PSN vendor and PSN is not already set up, start by following the steps in Setting Up PSN on the Customer Support Center.

Once PSN is set up, setting parameters to communicate with TriMega involves the following:

1. Setting up the EDI record.

2. Contacting TriMega.

3. Setting up the vendor database.

4. Setting communication parameters.

5. Setting up your other vendors.

6. Creating a TriMega customer record.

7. Setting up trading partner parameters.

Note: PSN set up uses graphical and text-based screens. For more information on opening and using text-based screens, see Opening Text-Based Screens.

Setting Up the EDI RecordTriMega cannot accept your transmission unless they enter your Qualifier, ID, and Code into their system. If you already have a Qualifier, ID, and Code in the EDI record of the (L6WB) AT&T EDI IMS Parameters screen, record these numbers, and go to the Contacting TriMega section to give them your Qualifier, ID, and Code.

Note: The values in these fields are used for multiple PSN vendors. Changing existing data may cause problems communicating with other PSN vendors that you currently have set up, so only complete this section if the Qualifier, ID, and Code fields are blank.

If the EDI record is blank, use the instructions below:

1. From the text-based Master Menu, type L to open the (L) Parameters screen.

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2. Type 6 to open the (L6) Vendor and Wholesaler Communications screen.

3. Type W to open the (L6W) EDI Network Communications screen.

4. Type B to open the (L6WB) screen.

5. Tab to the Qualifier field and type 12.

6. In the Id field, enter your company’s 10-digit phone number.

7. In the Code field, enter your company’s 10-digit phone number.

8. Press Enter to save your changes.

Contacting TriMegaContact TriMega to request a vendors list. The vendors list has all the information you need for each vendor setup, including the receiver’s code. You use the receiver’s code when you set up communication parameters.

When you contact TriMega, you need your user name and password. Give them the qualifier, ID, and code from the (L6WB) screen.

Setting Up the Vendor DatabaseUse the following instructions to set up the appropriate destination ID for TriMega and select the features to enable:

1. Set up TriMega as a vendor.

1.1 From the Master Menu, double-click .

1.2 In the Vendor Master tab, click .

1.3 Click the Vendor # box and enter a vendor number for TriMega.



1.4 Click the Name box and enter a name for TriMega.

1.5 Click the down arrow in the Comm box and select EDI.

1.6 Click .

2. Set PSN parameters.

2.1 Click . The Supply Options dialog box opens.

2.2 In the Location box, enter a G/L location or accept the default of 1.

2.3 In the Destination ID box, type TPA.

2.4 In the Sign On ID box, enter the ID provided by TriMega.

2.5 In the Sign On Pass box, enter the password provided by TriMega.

2.6 From the Supported Features list, click Purchase Order.

2.7 Click Exit.

3. Click .

Setting Communication ParametersTo set up communication parameters, do the following:

1. Set up the Vendor Private Communications Network window.


1.2 Click . The Vendor Query dialog box opens.

1.3 Select TriMega and then click OK.



1.4 Click to open the Vendor Private Communications Network window.

1.5 From the Communication Type drop-down menu, select Private Communication Network.

1.6 From the Template drop-down menu, select TriMega Purchasing Association.

2. Set the general communication information parameters.

2.1 From the Program Group drop-down menu, click General Communications Information.

Note: To change a parameter, enter information in the Value column to add a default, and/or check the Override box to allow the default to be changed during communication.

2.2 Check the Pre-Receive Override box. In the Value box, type Y to pre-receive the P/O.

2.3 Check the 850 P/O Format Override box. In the Value box, type 850TPA.

2.4 Check the Acknowledgment Selector Override box. In the Value box, type TPAACK.

2.5 Click .

3. The shipto address set in the (L0) Global Master Parameters screen is sent to TriMega. However, you can set a different address in the Vendor Private Communications Network dialog box. (This step is optional.)

3.1 From the Program Group drop-down menu, click Shipto Address.

3.2 Complete the name and address boxes for the dealership’s default shipping address.

3.3 Click .



4. The billto address from the (L0) screen is sent to TriMega. However, you can set a different address in the Vendor Private Communications Network dialog box. (This step is optional.)

4.1 From the Program Group drop-down menu, click Billto Address.

4.2 Complete the name and address boxes for the dealership’s default billing address.

4.3 Click .

5. Set the supplier information parameters.

5.1 From the Program Group drop-down menu, click Supplier Information.

5.2 In the Vendor’s Code Value box, type 6019825650 for TPA.

5.3 Click .

Setting Up Your Other VendorsOnce you’ve finished setting up your TriMega vendor, you must set up the same information for each vendor that you use who trades through TriMega. For each vendor, you must do the following:

• Set up the vendor database.

• Set communication parameters.

• Set electronic invoicing parameters.

Locating the Vendor ListThe following is a list of a few sample TPA vendors. It is accurate at the time of publication, but new vendors are added frequently. For the latest vendor list, contact Linda Kusiolek at TPA.



Vendor Number Vendor Name Receiver’s Code

MMM 3M Company 006173082

SAN Sanford Corporation 6111970034

SMD Smead Manufacturing 6124382021

TPA TriMega Purchasing Assoc. 6019825650

XER Xerox Corporation 049591852

Setting Up the Vendor Database1. Create a vendor record for each of the vendors that you use who are on the TPA vendor list.


1.2 In the Vendor Master tab, click .

1.3 Click the Vendor # box enter a vendor number. For example, type SMD for Smead.

1.4 Click the Name box and enter the vendor name. For example, type Smead Manufacturing for Smead.

1.5 Click the down arrow in the Comm box and select EDI.

1.6 Click .

2. Set PSN parameters.

2.1 Click . The Supply Options dialog box opens.

2.2 In the Location box, enter a G/L location or accept the default of 1.

2.3 In the Destination ID box, type TPA.

2.4 In the Sign On ID box, enter the ID provided by TriMega.

2.5 In the Sign On Pass box, enter the password provided by TriMega.

2.6 From the Supported Features list, click Purchase Order.

2.7 Click OK.

3. Click .

4. Repeat Steps 1-3 for any other vendors that you use who are on the TPA vendor list.

Setting Communication Parameters1. Set up the Vendor Private Communications Network window for each of the vendors that you use who

are on the TPA vendor list.




1.2 Click . The Vendor Query dialog box opens.

1.3 Select the vendor and then click OK.

1.4 Click to open the Vendor Private Communications Network window.

1.5 From the Communication Type drop-down menu, select Private Communication Network.

1.6 From the Template drop-down menu, select TriMega Purchasing Association.

2. Set the general communication information parameters.

2.1 From the Program Group drop-down menu, click General Communication Information.

2.2 In the Pre-Receive Value box, type Y.

2.3 In the 850 P/O Format box, type 850TPA.

2.4 In the Acknowledgment Selector Value box, type TPAACK.

2.5 Click .

3. Set the supplier information parameters.

3.1 From the Program Group drop-down menu, click Supplier Information.

3.2 In the Vendor’s Code Value box, enter the receiver’s code for this vendor. For example, for Smead, type 6124382021. To find your vendor’s receiver’s code, contact Linda Kusiolek at TPA for a copy of the TPA Vendors List.

3.3 Click .

4. Set up the line item information. (This step is optional.)

You can send up to two bin locations per vendor on the purchase order. The bin locations print on the packages you receive from the manufacturers. Bin Location 1 and Bin Location 2 print on the package label, separated by a slash. For example, you might set Bin Location 1 for this item as the primary bin from the I-AUX file, say A1. You could set Bin Location 2 to the secondary bin from the I-AUX file, say B2. The bin location on the package label would print as A1/B2.



4.1 From the Program Group drop-down menu, click Line Item Information.

4.2 Check the Reference Qualifier Override box. In the Value box, type BO.

4.3 Click the Bin Location 1 Value box and enter the appropriate code from the following list.

• Type P to set this as the primary bin from the I-AUX file.

• Type S to set this as the secondary bin from the I-AUX file.

• Type 1 to set this as the Bulk 1 Bin from the I-BULK file.

• Type 2 to set this as the Bulk 2 Bin from the I-BULK file.

4.4 Click the Bin Location 2 Value box and enter the appropriate code from the list in Step 4.3.

4.5 Click .

5. Set the shipto address parameters. (This step is optional.)

5.1 From the Program Group drop-down menu, click Shipto Address.

5.2 Complete the name and address boxes for the dealership’s default shipping address.

5.3 Click .

6. Repeat Steps 1-10 for each vendor who trades with TriMega.

Setting Up Electronic Invoicing ParametersSet up vendor electronic invoicing parameters. You must set up the EDI parameters for each of your TPA vendors. For instructions, see the handout Setting Up and Receiving Electronic Invoices —TriMega. Contact Linda Kusiolek at TPA for a copy of the TPA Vendors List.

Creating a Customer RecordIn the Customer Master tab, create a customer with TPA as the account number and name. Before you create the customer record, you must select the option to allow for manual input.



1. From the text-based Master Menu, type L to open the (L) Parameters screen.

2. Type A in the Selection Code field. The (LA) Customer and A/R Parameters screen opens.

3. Select the [C] Change action code.

4. Tab to the Allow Manual Input field and type Y.

5. Press Enter until the Press Any Key to Continue prompt displays at the bottom of the screen.

6. Press Esc multiple times to return to the Parameter Editor window.

Setting Up a Customer Record

1. From the Master Menu, double-click . The Customer window opens and displays the information for the last customer selected.

2. Click . The boxes in the window are cleared.

3. Click the Account # box and type TPA.

4. In the Name box, enter TriMega Purchasing’s name.

5. Click .

6. If you changed the (LA) screen to allow for manual input, follow these instructions to change it back to the original setting:

6.1 From the text-based Master Menu, type LA to open the (LA) screen.

6.2 In the (LA) screen, select the [C] Change action code.

6.3 Tab to the Allow Manual Input field and type N.

6.4 Press Enter until the Press Any Key to Continue prompt displays.



6.5 Press Esc multiple times to return to the Parameter Editor window.

Setting Up Trading Partner ParametersTo set up your trading partner parameters, follow the instructions below:

1. From the text-based Master Menu, type SGA to open the (SGA) Trading Partner Parameters screen.

2. In the (SGA) screen, select the [C] Change action code.

3. Tab to the Account # field.

4. Retrieve the TPA customer you added earlier and press Enter.

5. At the Correct Record prompt, press Enter.

6. Tab to the Interchange ID Qualif field and type 12.

7. In the ID field, type 6019825650.

8. Tab to the Interchange Control Std field and type U.

9. In the Version field, type 00400.

10. In the Receivers Code Id field, type 6019825650.

11. Tab to the Responsible Agency Code field and type X.

12. In the Version field, type 004010.

13. The number in the Interchange Control field increases by one with each transaction. To enter a starting point, type 10000 and press Tab.

14. The number in the Group Control field increases by one with each transaction. To enter a starting point, type 200000 and press Enter.

15. Tab to the Test Indicator field and type P.

16. Tab to the Buy Unit field and type S.



17. Tab to the Seg Term field and enter two tildes (type ~~).

Note: The tilde key (~) is usually located in the upper left portion of the keyboard.

Using the TriMega PSNUsing the TriMega PSN involves the following:

• Transmitting the P/O.

• Changing shipping parameters.

• Checking a P/O’s status.

• Requesting acknowledgements.

Transmitting the P/OAfter building a P/O, you can transmit it online to TriMega.

1. From the text-based Master Menu, type SR to open the (SR) Purchase Order Reports screen.

2. In the (SR) screen, type B in the Request field.

3. Tab to the Who field and type N to select TriMega.

4. In the P/O Numbers field, enter the number of the P/O to send. To send more than one P/O, enter the number of the first P/O in the P/O Numbers field, and enter the number of the last P/O in the To # field.

5. Press Enter until the Are You Sure prompt displays.

6. Type Y. The Parameters Override screen opens.

7. To transmit the purchase order using the default settings, type C at the Enter Number For Selection prompt. To change the shipping parameters, continue to the next heading.



Changing Shipping ParametersOnce you’ve completed the (SR) screen, the Parameters Override screen opens. The Parameter Group options display. Before completing transmission of the purchase order, you can change the values you entered when setting up communication parameters if you checked the corresponding Override box.

Note: It is not necessary to change any parameters at communication time.

The following instructions are an example of how to change a purchase order’s drop ship flag from its default setting:

1. At the Enter Number For Selection prompt, type 0 to select the General Communication Information parameter group.

2. At the Enter Number For Selection prompt, enter the number that corresponds to the Drop Ship line. This number may differ, depending on the boxes you checked in the Vendor Private Communications Network window.

3. In the 1-20 field, type Y to drop ship the order directly to the end user’s address, or type N to use dealer’s default Shipto address listed in the communication screen setup.

4. At the Enter Number For Selection prompt, type C to complete the transmission and transmit the P/O to TriMega or press Esc to change additional information.

5. The P/O is transmitted to TriMega.

Checking a P/O’s StatusThe EDI Transaction Monitor screen is updated with information from the P/O being sent to TPA. There is also an entry for the acknowledgment being received by TPA. This monitor lets you verify the P/O was received by TPA, not by the vendor.

1. From the text-based Master Menu, type SG to open the (SG) EDI Communications screen.

2. In the (SG) screen, select the [T] Transaction Monitor action code. The EDI Transaction Monitor opens and displays the P/O’s information.



3. To find a P/O number, type A in the EDI Transaction Monitor screen. The cursor returns to the (SG) screen.

4. In the Action field, type N. The P/O numbers appear in the P/O # and the corresponding To fields.

Requesting AcknowledgmentsSome vendors send full acknowledgments (855s), and some do not. Contact TriMega to find out which vendors do and which do not. For vendors that do not send an acknowledgment, you can request a functional acknowledgment (997).

Downloading and Printing a Full Acknowledgment1. From the text-based Master Menu, type SR to open the (SR) Purchase Order Reports screen.

2. Type C in the Request field.

3. At the Are You Using Private Supply Network query, type Y. The (SRC) Acknowledgment Request screen opens.

4. Tab to the Vendor # field and type TPA to download all acknowledgments.

5. At the Get Acknowledgment prompt, type Y.

6. Use the fields at the bottom of the screen to print an acknowledgment or pre-receive a P/O.

• To pre-receive a P/O and print an acknowledgment, type R.

• To print an acknowledgment, type P.

Note: If you choose P to print the acknowledgment without pre-receiving it, the purchase order can no longer be received in the (SR) screen. To receive the acknowledgment later, go to the Purchase Order Entry window.

7. In the Printer field, enter the name of the printer to use.

8. At the Are You Sure prompt, type Y.

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Downloading and Printing a Functional Acknowledgment1. From the text-based Master Menu, type SR to open the (SR) Purchase Order Reports screen.

2. Type C in the Request field.

3. At the Are You Using Private Supply Network query, type Y. The (SRC) Acknowledgment Request screen opens.

4. Tab to the P/O Number # field and enter the P/O number.

5. At the Get Acknowledgment prompt, type Y.

6. Use the fields at the bottom of the screen to print an acknowledgment or pre-receive a P/O.

• To pre-receive a P/O and print an acknowledgment, type R.

• To print an acknowledgment, type P.

Note: If you choose P to print the acknowledgment without pre-receiving it, the purchase order can no longer be received in the (SR) screen. To receive the acknowledgment later, go to the Purchase Order Entry window.

7. In the Printer field, enter the name of the printer to use.

8. At the Are You Sure prompt, type Y.

Documents

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