Upgrading Existing PO Transfer Customers
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Upgrading existing PO Transfer Customers



PLEASE DO THIS PROCEDURE IN THE ORDER GIVEN. Do not skip around.


ALSO, Do NOT give this procedure to the customer or anyone else outside the company since it has sensitive information on it.


  1. Create a POS Order in PS for the customer with part number PERF.UPGRADE and PERF.POTRANSFER UPG and finalize the order when you are ready to start the installation with the customer.


  1. Contact the customer to schedule the 11.2 upgrades. Coordinate the upgrade with DuPont so they can schedule the switch of the customer’s settings to the new version.


  1. Make a note at the top of Customer Comments is PS including your initials, date and comment. Example: SRS. 5/20/2003. Customer upgraded to version 11.2 of PO Transfer.


  1. Email the customer the Electronic PO Transfer document and have them read it. Go through the minimum requirements with the customer at this time. The only new requirement is that they have AccuTerm or a 132-column terminal to display the new PO Status screen.


  1. Make an appointment with the customer to go through the rest of the Electronic PO Transfer document and complete the setup. Make sure CURL is installed.


  1. Update the Dupont EPO Customer Installation Status V2 Upgrade date.


  1. Contact Sandy Scheidt at DuPont to switch the customer’s settings to the new version on their system.


  1. Do testing.
  1. Make sure field 19 in Vendor Entry contains PSTEST. This will automatically use the testing Internet site for PO transfer. Otherwise, you will be making a real order with the Vendor!
  2. Check with Steve to make sure the Login (field 21), Password (field 22) and Transfer Account Numbers (fields 26 and 27) are correct. If all the setups are done then do an Electronic PO Transfer.
  3. Training – make sure the customer understands the entire vendor entry setup, and how to send an EPO.
  4. To take the customer live you must change field 19 to PS. Please ask before doing this.


  1. Troubleshooting - Look in PO.TRANSFER.DUP.RESULTS,CUST.ORIG.DOC for a copy of the XML doc before it is translated. Check your spelling for all setups and refer to the PO Transfer Installation and User Guide for additional explanations and help.


  1. Show all the new features. <V> to View PO Status. Outstanding PO Report shows Status. Receiving off an ASN (Advice of Shipment Notice).


  1. Email or call the vendor and tell them the customer is ready to go live with them. For DuPont contact Sandy Scheidt.