/
Additional HNI Web Service Information

Additional HNI Web Service Information

Owned by Stephanie Pepper (e-manage|ONE)
Jan 03, 2025
2 min read

This section provides additional insights and key considerations when working with HNI Web Services. While much of this information is available directly in the HNI portal, these notes are particularly useful when managing orders through e-manage and the "Rapid Edit" functionality.

Rapid Edit Process

  • The Rapid Edit function allows mass application of a bid to an order.

  • After applying the bid, users must Revalidate the Compass Order to ensure the pricing is updated correctly.

  • These additional steps can be overlooked, depending on how orders are managed.

Contracts Overview

  • Contracts are the foundation of pricing, product details, pricing dates, catalogs, and freight terms. They are identified by a 4-character alpha/numeric code.

  • Default Contracts are applied to dealer Sold-To accounts, eliminating the need to manually input a contract number unless using an alternate contract (e.g., Government, State, Omnia).

  • Dealers can view their eligible contracts through:

    • Compass-Quote

    • Compass-Order

    • 2020 Worksheet Pricing Center

    • CET HNI extensions

    • Upon request, the Customer Experience team can provide a Contract/Bid Report.

  • Each brand (e.g., HON, ASI, Gunlocke) has unique eligible contracts that may vary by state, region, or program.

  • Every order has a contract automatically applied.

Bids Overview

  • Bids are special pricing agreements identified by a 6-digit number.

    • These can be applied at the header or line level in an order.

  • OFDA XML annotated HNI schema defines the proper application of Bids in XML orders.

  • Managed by the Bid Team upon request by dealers or the Sales Team, bids override contract pricing for specific projects.

  • Important Notes:

    • Bids are tied to specific customer accounts and may require proper setup to apply across multiple branches (e.g., a bid set up for Austin may not apply to Houston without adjustment).

    • If adjustments are needed, the Bid Team can update the bid in Compass without requiring changes through e-manage.

Special Instructions and Mark For Field

  • Special Instructions are not supported on orders:

    • HNI aims to ensure complete and accurate order information at the time of submission.

    • Users can address validation steps in Compass before sending the order to the HNI Oracle (EBS) system.

    • Examples of validations include:

      • Missing DSR for Allsteel orders

      • Incorrect or missing option codes

      • Invalid dropship addresses (validated through Locate)

      • Orders requiring additional contract details or attachments.

  • Mark For Field:

    • Used strictly for Order Level Tagging, with information displayed on cartons and packing lists.

    • No review is performed on Mark For data, so accuracy is crucial.