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Partners

Define the action policy endpoint parameters for customer and vendor numbers.

Addresses

Define the action policy endpoint parameters for address information including country/region, county, state and postal/ZIP codes.

Items

Define action policy endpoint parameters for item numbers, bar codes, unit codes, and warehouse codes.

Other base data

Define the action policy endpoint parameters for other base data such as currency codes, delivery methods, terms of delivery, and handling miscellaneous charges.

Intercompany

Define the action policy endpoint parameters for intercompany data such as dimensions (handling departments, cost centers and purpose) and handling warehouse locations.

The Intercompanytab will be available only if the action policy is associated with an intercompany endpoint.

Setup

Define whether the validation and the setting of default values will apply for the endpoint as well as limit the number of documents sent in an outbound transfer.

Copy from

Copy the parameter settings from one endpoint action policy to the active endpoint action policy.

Document value

Define which document code values will be used for handling vendors.

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Vendor code

Select the external code type for converting external vendor codes. This external code type defines how vendors are described in the document This field is only available if you have selected External codein the Document valuefield.

External codes for vendors are defined by clicking Setup> External codesin the Vendorsform.

Document value

Define which document code values will be used for handling customer numbers.

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Customer code

Select the external code type for converting customer codes. This external code type defines how customers are described in the document and whether they are synchronized. This field is only available if you have selected External codein the Document valuefield.

External codes for customers are defined by clicking Setup> External codesin the Customersform.

Document value

Define which document code values will be used for handling warehouses.

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Warehouse code

Select the external code type for converting warehouse codes. This external code type defines how warehouses are described in the document and whether they are synchronized. This field is only available if you have selected External codein the Document valuefield.

External codes for warehouses are defined by clicking External codesin the Warehousesform.

Document value

Define which document code values will be used for handling country/region codes.

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Country/region code

Select the external code type for converting country/region codes. This external code type defines how countries and regions are described in the document and whether they are synchronized. This field is only available if you have selected External codein the Document valuefield.

External codes for country/region are defined by clicking External codesin the Country/regionform.

Document value

Define which document code values will be used for handling county codes.

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County code

Select the external code type for converting county codes that define how counties are described in the document and whether they are synchronized. This field is only available if you have selected External codein the Document valuefield.

External codes for counties are defined by clicking States> Counties> External codesin the Country/regionform.

Document value

Define which document code values will be used for handling state codes.

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State code

Select the external code type for converting state codes. This external code type defines how states are described in the document and whether they are synchronized. This field is only available if you have selected External codein the Document valuefield.

External codes for states are defined by clicking States> External codesin the Country/regionform.

Document value

Define which document code values will be used for handling postal/ZIP codes.

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ZIP/postal Code

Select the external code type for converting postal/ ZIP codes. This external code type defines how postal codes are described in the document and whether they are synchronized. This field is only available if you have selected External codein the Document valuefield.

External codes for postal/ZIP codes are defined by clicking External codesin the ZIP/postal Codesform.

Document value

Define which document code values will be used for handling item numbers.

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Item number code

Select the external code type for converting item number codes. This external code type defines how item number codes are described in the document and whether they are synchronized. This field is only available if you have selected External codein the Document valuefield.

External codes for item numbers are defined by clicking Setup> External codesin the Item detailsform.

Bar code setup

Select the external code type for converting bar code item number codes. This external code type defines how item number bar codes are described in the document and whether they are synchronized.

This field is only available if you have selected Bar codein the Document valuefield.

Bar codes are defined in the Bar code setupform.

Value

Define which document code values will be used for handling bar codes.

Document value

Define which document code values will be used for handling units.

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Unit code

Select the external code type for converting unit codes. This external code type defines how units are described in the document and whether they are synchronized.

This field is only available if you have selected External codein the Document valuefield.

External codes for units are defined by clicking External codesin the Unitsform.

Document value

Define which document code values will be used for handling currency codes.

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Currency code

Select the external code type for converting currency codes. This external code type defines how currency is described in the document and whether they are synchronized.

This field is only available if you have selected External codein the Document valuefield.

External currency codes are defined by clicking External codesin the Exchange ratesform.

Document value

Define which document code values will be used for handling delivery methods.

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Mode of delivery code

Select the external code type for converting delivery method codes. This external code type defines how delivery methods are described in the document and whether they are synchronized.

This field is only available if you have selected External codein the Document valuefield.

External codes for delivery methods are defined by clicking External codesin the Modes of deliveryor Modes of deliveryform.

Document value

Define which document code values will be used for handling terms of delivery.

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Delivery terms codes

Select the external code type for converting terms of delivery codes. This external code type defines how terms of delivery are described in the document and whether they are synchronized.

This field is only available if you have selected External codein the Delivery terms codesfield.

External codes for delivery terms are defined by clicking External codesin the Terms of deliveryor Terms of deliveryform.

Document value

Define which document code values will be used for handling miscellaneous charges.

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Misc. charges code

Select the external code type for converting miscellaneous charges codes. This external code type defines how miscellaneous charges are described in the document and whether they are synchronized. This field is only available if you have selected External codein the Misc. charges codefield.

External codes for miscellaneous charges are defined by clicking External codesin the Misc. charges codesor Misc. charges codesform.

Define which document code values will be used for handling intercompany return reason codes.

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Return reason code

Select the external code type for converting return reason codes. This external code type defines how intercompany return reason codes are described in the document and whether they are synchronized.

This field is only available if you have selected External codein the field.

External codes for return reason codes are defined by clicking External codesin the Return reason codesform.

Define which document code values will be used for handling intercompany disposition codes.

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Select the external code type for converting disposition codes. This external code type defines how intercompany disposition codes are described in the document and whether they are synchronized.

This field is only available if you have selected External codein the field.

External codes for return reason codes are defined by clicking External codesin the Disposition codesform.

Document value

Define which document code values will be used for handling intercompany warehouses.

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Warehouse code

Select the external code type for converting warehouse codes. This external code type defines how intercompany warehouses are described in the document and whether they are synchronized.

This field is only available if you have selected External codein the Document valuefield.

External codes for warehouses are defined by clicking External codesin the Warehousesform.

Department document value

Define which document code values will be used for handling intercompany department dimensions.

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Document value

Select the external code type for converting a department code. This external code type defines how departments are described in the document and whether they are synchronized.

This field is only available if you have selected External codein the Department document valuefield.

External codes for department dimensions are defined by clicking External codesin the Dimensionsform. Remember to filter the Dimensionsform to display department dimensions.

Cost center document value

Define which document code values will be used for handling intercompany cost center dimensions.

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Cost center code

Select the external code type for converting a cost center code. This external code type defines how cost centers are described in the document and whether they are synchronized.

This field is only available if you have selected External codein the Cost center document valuefield.

External codes for cost center department dimensions are defined by clicking External codesin the Dimensionsform. Remember to filter the Dimensionsform to display cost center dimensions.

Purpose document value

Define which document code values will be used for handling intercompany purpose dimensions.

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Purpose code

Select the external code type for converting purpose codes. This external code type defines how purposes are described in the document and whether they are synchronized.

This field is only available if you have selected External codein the Purpose document valuefield.

External codes for purpose dimensions are defined by clicking External codesin the Dimensionsform. Remember to filter the Dimensionsform to display purpose dimensions.

Validate input

Select this check box to validate the document. If the check box is unmarked, the document will be inserted into the application without validation.

Use defaulting

Select this check box to insert default values in the document. If the check box is unmarked, defined default values will not be inserted the document.

Limit number of documents

Select whether to apply a limit to the number of documents or entity keys returned by document or entity key queries.

Limitation type

Select whether to use the default maximum number of documents or entity keys or to use another maximum number. The default number is 1000.

Max. number of documents

Specify the maximum number of documents returned in an outbound transfer.