Create Turn Around Documents

To turn around a document, you use one document to create another. For example, you can open an Order and create a turnaround Invoice or Ship Notice that uses data from the Order.

You can turn around up to 50 documents in one action in Document Manager. The documents must be from the same trading partner and use the same turnaround document type such as ASN. Some communities require other values in the source documents to be the same, such as the Ship To code for an ASN.

When you turn around multiple documents, IWF updates the document status for all documents.

Note: OpenText Global Support configures the limit for the maximum number of documents that can be turned around at one time. Contact your trading partner or OpenText for more information or to increase this limit.

To turn around a document

1	Click the Document Manager tab.

2	Click Inbox.

Note: In some communities, you can turn around a document from the Document Sendbox, such as an ASN to an Invoice. To do so, use this procedure with the Document Sendbox instead of the Document Inbox.

3	In the Document Inbox, check the appropriate check box for the document you want to turn around. You can also select multiple documents from multiple pages.

4	Click Actions > Turn Around.

The Turn Around Document dialog box prompts you to select the type of document to create, for example, ASN.

5	Select the template for the document type from the Template drop-down menu. Then, click Submit.

Note: This menu shows only if your system has available templates.

A new document form opens in the Turn Around Document page.

The form in the example below uses a forms viewer. The tabs represent sections of the form, for example, the Summary Information tab.

The example form below does not use a forms viewer.

6	Specify the information necessary for the turnaround document. Required fields are shaded yellow.

If a form uses a forms viewer with tabs, click the tab to specify the information that section of the form.

7	Click Save.

8	Continue to “Optional Steps” on page 234.

Note: If you save or send a new Turn Around document, or exit the page before completing all required fields, a warning prompts you to add the required information. Click OK to go back and complete the form.

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

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