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Next Steps

Next Steps provides a list of all available return documents that can be generated from the source document as determined by your trading partner business rules. These are generally listed in the order they would be required by your trading partners in their business rules.

Click on the Next Steps icon for the document that you will be working with. For additional information, refer to the Completing Return Documents section later in this reference guide.

Here is a list of commonly required documents that you may see available in your next steps options:

Purchase Order Acknowledgement (POA) - While the required content may vary, this document allows you to communicate any changes you require to be able to ship this order such as an update to the quantity you have available or your actual expected ship date. Some retailers may require this document even if no changes are required.

Advanced Ship Notice (ASN) - This document is delivered prior to your shipment receiving its destination point. The ASN typically communicates the content of each box or pallet, the tracking number or bill of lading, the delivery method, and expected ship arrival date. Please consult your trading partner's vendor compliance material for further information regarding this document.

Invoice (INV) - Like its paper counterpart the invoice indicates the monetary amount your trading partner owes for a given order in accordance with your agreed payment terms. Automating this process allows your trading partner to more quickly deliver your payment.

Click on the Next Steps icon on the far right end of the row containing your purchase order or in the upper right-hand corner of your opened purchase order.

See the sections for Auto Complete and New Document for advanced tools that can be used to generate return documents.

NOTE: Please close all new windows once you are finished in the window.