Updating Approved Customer Lists (ACLs)

Complete the following steps to update Approved Customer Lists (ACLs):

1. L og in to the ONE system.

2. Click Menus/Favs > Administration > ACLs.
   In the NEO UI, users can click on the Menus/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
   The ACLs screen displays.
   
   

   

   
   
   

3. Click the corresponding checkbox beside the ACL(s) you want to update.
   The Update button becomes active.

4. Click the Update button.
   The page refreshes with only the selected ACL(s), and fields with the Edit icon ( ) become editable.
   
   
   
   

5. Edit the details of the ACL(s) and click Submit.

6. In the ACL column, click the Details link for the ACL you wish to modify.
   
   

   

   
   
   The ACL Details screen opens.
   
   
   
   

7. Enter values for fields described in the table below. Fields with an asterisk ( * ) are required.
   

   Page Section	Field	Description
   General Header	Vendor Organization	This field is populated when creating the ACL.
   	Customer's Item	This field is populated when creating the ACL.
   	Vendor's Item	Click the picker tool to select the vendor's item.
   	Price	Enter the total price for the item.
   	Price Per	Enter the price per item.
   	Customer	This field is populated when creating the ACL.
   	Description	Enter a description for the ACL.
   	Active	Select the checkbox to activate or deactivate the ACL.
   	Priority	Enter the priority of the ACL.
   	Milestone Process	Click the picker tool to select the milestone process.
   Order Mgmt Tab	Fulfillment Org	Click the picker tool to select the fulfillment organization.
   	Seller Agents	Enter a name for the seller agent.
   	Payment Terms Code	Enter a payment terms code.
   	Auto-Close On Receipt	Select this checkbox to force sales orders from this ACL to close automatically when the corresponding receipt closes.
   	Auto-Create Fulfillment Order	Select an option from the dropdown menu. When Deployment Order or Purchase Order is selected, fulfillment orders are automatically created from the selected order type for the ACL.
   	Order Lead Time, Days	Enter the number of days for the order lead time.
   	Min Order Qty	Enter the minimum quantity for orders for this ACL.
   	Max Order Qty	Enter the maximum quantity for orders for this ACL.
   	Is Drop Ship	Select this field to enable dropshipping. When this field is enabled, the ACL is marked for dropshipping, meaning the item is delivered directly to a customer instead of going to a warehouse first. When this field is disabled, the ACL is marked for traditional shipping (to a warehouse first). The field is disabled by default.

8. Click the Transportation tab.
   
   
   
   

9. Enter values for fields described in the table below. Fields with an asterisk ( * ) are required.
   

   Field	Description
   ASN Template	Click the picker tool to select an advanced shipment notice (ASN) template.
   FOB Code	Select a Freight On Board (FOB) code from the dropdown list.
   FOB Point	Select a Freight On Board point from the dropdown list.
   Freight Forwarder Partner	Enter a freight forwarder partner.
   TCO	Enter the name of the transportation coordinator.
   Client	Enter the client name.
   Trans Mode	Enter a transportation mode.
   Auto Create Shipment	Select an option from the dropdown list to auto-create a shipment.
   Pre-ASN State	Select a pre-ASN state from the dropdown list.

10. Click the Update button to save the changes.
    A success message appears, and the page refreshes with the new information on the ACLs screen.