Epicor Kinetic Validations Sales Order Automation (SOA)

Validations specific to Epicor Kinetic sales order automation (SOA).

Document Delivery	The system uses this to control whether a one-time ship should be sent. This is set by Customer ID validation using external- buyer cross reference.
Contract ID Validation	The system associates contract numbers with items on PO, which is required for Contract Pricing to be populated within the ERP when a sales order is created.
Customer ID (Vendor ID) Validation	The numeric identification of that customer or vendor. The system matches the Customer ID or Vendor ID with the ERP’s record.
Ship To ID	Address to which the product will be delivered. The system compares the mapped Ship To Street Number and Postal Code with the available Ship To Physical Address in the ERP for the Customer ID and the Company ID. It then returns the appropriate Ship To ID.

Part Number

From internal and external Stock Keeping Units (SKUs).

The system compares document’s part numbers to the ERP’s part numbers.

Item Type Code Validation

Validate item-type code returned from Kinetic.

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 Validation

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, Alert on

Availability of information: tax appropriate for sale.

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

Total

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

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

Epicor Kinetic SOA validations. Includes standard, custom, and cross-reference validations.