Epicor Eclipse Validations Sales Order Automation (SOA)

Customer ID

The numeric identification of that customer or vendor.

Using company name, street, postal code, the system matches the document's customer ID to the ERP.

Document Number

PO Number or other specified document number.

The system retrieves the PO Number as document ID.                            

Mandatory Value

The system checks for one or more given fields that are designated as mandatory.

Ship To

The system matches the document’s ship-to address information to the ERP’s.

Due Date

The system evaluates whether it is mapped and that the date lies at lies in the future.

Get Line-Item Data

The system retrieves line-item information for subsequent validations.

It then returns a list of line items the includes both document values and ERP values for comparison. Subsequent processes can consume these lists.

Minimum Order Quantity (MOQ)

Minimum amount allowed to be ordered.

The system validates that quantity is greater than or equal to minimum order quantity

Part Number

The system retrieves the Product ID using the Customer Number and the Part Number. 

Product Availability

The system matches the item’s part number to the ERP’s part number and then matches its quantity against a previous record of availability in part-number inventory.

Unit of Measure (UOM)

The system matches the document’s Part Number to the ERP’s Part Number and matches the document’s unit of measure (UOM) with the ERP’s UOM.

Unit Price 

The price of an individual unit as described by the UOM.

The system compares the document's unit price to the ERP unit price for a given tolerance level.

Freight Tolerance

Freight carrier and associated information. (Example: FedEx or UPS; Air or Five-day ground; weight and quantity).

Evaluates documents for whether freight information is available and quantities accurate within the given tolerance.

Tax

Availability of information: tax appropriate for sale.

Evaluates documents for whether federal or state tax information is available.

Total Validation

The sum of prices listed as line-items, less applied discounts.         

Evaluates whether the mapped total matches the calculated total within a set tolerance.