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Sending or re-sending information to SRS

Distributor explanation of how Encompass sends sales and inventory data to SRS automatically and how the SRS team handles resends; no distributor action needed. Needs supplier SRS setup; v23.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.01

Pre-Conditions

  • A SuppliersVendors record must be set up with a valid distributor number (provided by SRS), and SupplierDataAccess=Allow

  • All BrandFamilies with Products that are expected to report must have a SupplierReportCode.

Steps

SRS data is automatically sent multiple times a day.

  • Previous-day sales is sent 4 times a day.

  • Last month to current sales is sent every night.

  • Last 14 days of Inventory is sent every night.

All manual SRS re-sending activity is controlled by the SRS team


Distributors do not need to take any action to re-send SRS data, the SRS team can do this themselves

The process for the SRS team is:

  1. An SRS team member runs a sales or inventory report in dsdlink to compare the data in Encompass vs the data in SRS.

  2. An SRS team member can issue their own resend of data to correct missing data or incorrect data on their end.
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  3. If something needs to be changed in the distributor site before resending data, or if a new setup is requested, a member of the SRS team can submit a request to Encompass to do so. The request is reviewed and completed by Encompass Support. Encompass will reach out to both the distributor and SRS to confirm the setup is complete.

  4. SRS will resend historical data the following day if they need it.

NOTE: If the supplier has not yet been created, the SRS team is notified and the ticket is resolved.

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