For Planners (buy-side users) who monitor suppliers in TrueAuto.
Version 1.2 | October 2026
Version History
Version | Date | Notes |
1.0 | October 2026 | Initial draft covering firm demand, forecast, incoming shipments, and incoming invoices. |
1.1 | October 2026 | Added Quick Answers, the Schedules menu, source document tracing, and troubleshooting. |
1.2 | October 2026 | Corrected Supplier Demand Mgt: Schedules and Demand Requests both show firm and forecast. Added the Firm Type filter. Removed the Firm Orders and Demand Schedules routes. |
Contents
Overview and Prerequisites. 4
Quick Answers. 5
Understanding Schedules and Demand Requests. 6
Before You Start 6
Task 1: View All Firm Demand Sent to a Supplier 7
Task 2: View All Forecast Sent to a Supplier 9
Task 3: View Incoming Shipments. 10
Task 4: View Incoming Invoices. 11
Spotting Exceptions on Demand Requests. 11
Tracing a Demand Line to Its Source Document 12
Quick Reference. 12
Troubleshooting and Support 12
This guide shows a Planner (a buyer-side user) how to find and review four sets of information in TrueAuto: firm demand sent to a supplier, forecast sent to a supplier, incoming shipments, and incoming invoices.
Even though this guide is for buy-side users, the menu names in TrueAuto use supplier terminology. For example, buyers access information through menus such as Supplier Demand Mgt, Supplier Receiving, Supplier Finance, and Incoming Documents. The steps in this guide use these on-screen menu names exactly as displayed.
The Supplier Demand Mgt feature is the parent of two features. Schedules shows every schedule message sent to a supplier, and Demand Requests shows every individual firm and forecast schedule line. Firm and forecast are not held in separate menus. They appear together in both features but may befiltered using the Type column to show just Firm or Plan data.
All four tasks are view-only. You open a record, review it, and optionally print or export it.
Prerequisites: You need a TrueAuto username and password, and your account must have access to the buyer-side menus. Menus are tailored to each customer. Contact a TrueAuto support representative to add or adjust the settings needed for this purpose.
I want to | Go to |
View firm demand sent to a supplier | Supplier Demand Mgt > Demand Requests, with Firm in the Type column |
View forecast sent to a supplier | Supplier Demand Mgt > Demand Requests, with Forecast in the Type column, or Supplier Demand Mgt > Schedules |
View incoming shipments | Supplier Receiving > Shipment Receiving |
View incoming invoices | Supplier Finance > Invoices |
Question | Answer |
Where do I see firm demand sent to a supplier? | Open Supplier Demand Mgt > Demand Requests. It lists every individual firm and forecast schedule line. In the Type column, enter the dynamic search string Firm to filter out forecast lines. Select a line to see its shipped, received, and invoiced quantities. |
Where do I see forecast sent to a supplier? | Open Supplier Demand Mgt > Demand Requests and enter the dynamic search string Forecast in the Type column to filter out firm lines. To see the full message that was sent, open Supplier Demand Mgt > Schedules. Use Print on the Schedules screen and choose Forecasts by Part or Forecasts by Date for a forecast report. |
What is the difference between Schedules and Demand Requests? | Schedules shows every schedule message sent to a supplier. Open one to see its full content, including firm and forecast lines and schedules that cover multiple parts. Demand Requests shows every individual firm and forecast schedule line, which you can filter with the Type column. |
How do I see only firm lines or only forecast lines? | On Supplier Demand Mgt > Demand Requests, enter Firm in the Type column to hide forecast lines, or Forecast to hide firm lines. Clear the string to see both. |
Where do I see incoming shipments? | Open Supplier Receiving > Shipment Receiving. Each shipment shows its ASN number, dates, carrier details, and a status such as New or Updated. |
Where do I see incoming invoices? | Open Supplier Finance > Invoices. You can view, print, and export each invoice. |
How do I tell whether a supplier shipped and invoiced what I requested? | Open the request in Demand Requests and compare Requested Quantity, Shipped Quantity, Received Quantity, and Invoiced Quantity. TrueAuto flags any difference with an orange triangle. |
How do I see what the trading partner actually sent? | Open Incoming Documents, find the document, and click EDI in the View column to see the raw EDI. |
A menu described in this guide is missing. What do I do? | Contact a TrueAuto support representative to add or adjust the settings needed for this purpose. |
Firm and forecast demand are not held in separate menus on the buyer side. Both are in the parent feature Supplier Demand Mgt, which contains two features.
Feature | What it shows |
Schedules | Every schedule message sent to a supplier. When you open a schedule, you see its full content, including both firm and forecast lines and schedules that cover multiple parts. |
Demand Requests | Every individual firm and forecast schedule line. Use the Type column to filter between firm and forecast. |
Filter Between Firm and Forecast
On the Supplier Demand Requests screen, add a dynamic search string in the Type column:
Firm Type search string | Result |
Firm | Shows firm lines only. Forecast lines are filtered out. |
Forecast | Shows forecast lines only. Firm lines are filtered out. |
(empty) | Shows both firm and forecast lines. |
Log In to TrueAuto
Find Your Way Around
• Main menu: On the left of the Home page. Click a group name, or its arrow, to expand or collapse it. Click the menu icon to hide or show the whole pane.
• Filter panel: Set your criteria and click Filter to show only matching rows. Use the bar under the list to change the number of records per page and move between pages.
• Sorting: Click a column header once or twice until the up arrow (ascending) or down arrow (descending) appears.
• Select column: Tick a row to select it. Tick the header checkbox to select every row. Print and export buttons act on the rows you select.
• Toolbar: Buttons such as Print, Export, and Export Release appear in the toolbar at the bottom of the working area when a feature is open.
• Help: The Help button in the upper-right corner opens the Support Center, The TrueAuto automated chat bot “Sheila” where you can access the online User Guide and Quick Guide Tutorials,
Firm demand is the committed shipment requirement you have released to a supplier, and the supplier must ship against it. Use Demand Requests to list every firm line, or Schedules to open the full message that was sent.
View Firm Lines in Demand Requests
1. On the main menu, expand Supplier Demand Mgt and click Demand Requests.
2. On the Supplier Demand Requests screen, enter the dynamic search string Firm in the Type column. Forecast lines are filtered out.
3. Use the Filter panel to narrow the list further, for example by trading partner, part number, or date.
4. Scroll to the right to see further columns, then click the line you want to open.
5. Review the tabs: General, Inner Packs, Received Shipment, Product Receipt, Invoiced, Other Info, and History.
6. To see what has changed on a line, open the History tab and click a record to open the Supplier Demand Requests History Detail window.
All information on the Demand Requests screen comes from incoming documents, and the screen is view-only.
View the Full Schedule That Was Sent
1. On the main menu, expand Supplier Demand Mgt and click Schedules.
2. On the Supplier Schedules screen, use the Filter panel to find the schedule, then click it to open it.
3. On the Supplier Schedule screen, review the General, Demand Requests, and Other Info tabs.
4. To see every line in the schedule, open the Demand Requests tab and click a record. The Supplier Demand Requests Detail window opens with the same tabs as the Demand Requests screen.
A schedule contains both firm and forecast lines, and it can cover more than one part.
Key Fields on the General Tab
Field | What it tells you |
Type | Whether the line is firm or forecast. Filter this column to separate them. |
Trading Partner | The ID code of the trading partner. |
Part Number | The requested part number, as found on the EDI release. |
Purchase Order | The document reference number of the purchase order. |
Req. Ship Date | The date the requested shipment is due to ship. |
Delivery Date | The projected date the parts arrive at the Ship To location. |
On-hand Qty | The quantity of the item currently in the warehouse. |
Requested Quantity | The quantity ordered from the supplier. |
Shipped Quantity | The units shipped, or staged to ship, on the shipment (ASN). |
Received Quantity | The quantity that actually arrived at your location. |
Invoiced Quantity | The quantity the supplier has claimed for payment on an invoice. |
Acknowledged Quantity | The quantity accepted or confirmed by the other party. |
User Defined Status | A status chosen from a preconfigured list. On this screen it is loaded from incoming documents and cannot be edited. |
Order Status | The status code TrueAuto assigns to the order. |
Tip: Use Demand Requests to see the whole chain for one part on one screen, from requested to shipped to received to invoiced.
Forecast is planning data. It helps your supplier plan material and production, but it is not a commitment to ship. Forecast is held in the same two features as firm demand, so you use the same screens with a different filter.
View Forecast Lines in Demand Requests
1. On the main menu, expand Supplier Demand Mgt and click Demand Requests.
2. On the Supplier Demand Requests screen, enter the dynamic search string Forecast in the Firm Type column. Firm lines are filtered out.
3. Use the Filter panel to narrow the list further, for example by trading partner, part number, or date.
4. Click the line you want to open and review its tabs, as described in Task 1.
View the Full Schedule That Was Sent
1. On the main menu, expand Supplier Demand Mgt and click Schedules.
2. On the Supplier Schedules screen, filter the list as needed, then click the schedule you want to open.
3. On the Supplier Schedule screen, review the General, Demand Requests, and Other Info tabs. The schedule shows both its forecast and firm lines, and it can cover multiple parts.
Print a Forecast Report
1. On the Supplier Schedules screen, select the schedule, then click Print in the toolbar.
2. On the Choose Reports to Print window, set the Start Doc Date and End Doc Date.
3. Tick Forecasts by Part to group the report by part, or Forecasts by Date to group it by date. Click OK.
4. On the confirmation message, click OK to preview and print the report.
Print or Export a Release
1. On the Supplier Schedules screen, select the schedule you want.
2. Click Print Release to open the Material Release report in a new window, or click Export Release to download it as an Excel file. You can select several schedules to export them together.
Tip: If a forecast line seems to be missing, check that the Firm Type column is not set to Firm.
Shipment Receiving shows the shipments (ASNs) your suppliers have sent, the quantities received, and the shipment status, such as New or Updated.
1. On the main menu, expand Supplier Receiving and click Shipment Receiving.
2. On the Supplier Shipment Receiving screen, use the Filter panel to find the shipment, then click it to open it.
3. Review the tabs: General, Demand Requests, Supplier Pallets, Other Info, and History.
4. To see which demand lines a shipment covers, open the Demand Requests tab and click a line. The Supplier Demand Requests Detail window opens, including the Received Shipment tab.
5. To see changes made to a shipment, open the History tab and click the shipment.
Note: Only a shipment in Updated status has a record on the History tab. A shipment in New status has none. The Ship ID/ASN Number on the Received Shipment tab is the same number shown on the General tab of Shipment Receiving.
Print or Export a Shipment
1. On the Supplier Shipment Receiving screen, tick the shipment or shipments you want.
2. Click Print to preview a PDF report, or Export to download an Excel file.
Key Fields on the General Tab
Field | What it tells you |
Ship ID/ASN Number | The shipment ID, ASN number, or truck number. |
Ship From and Ship To | The supplier address code and the destination address code. |
Ship Date | The date and time the shipment left. |
Delivery Date | The date the shipment is scheduled to be delivered. |
Received Date | The date the shipment was received. |
Purpose | Whether the ASN is an original, cancellation, change, or replacement. The default is 00 (original). |
Carrier and Trailer Number | The carrier SCAC code and the trailer the ASN left on. |
Bill of Lading, Packing List, Seal Number | The shipping references for the load. |
Gross, Net, and Tare Weight | The weights of the shipment and their units. |
Tip: Check Received Quantity against Shipped Quantity on the Demand Requests screen. A mismatch is flagged with an orange triangle.
The Supplier Invoices screen holds the invoices your suppliers have sent to you. The information on each invoice comes from the invoice as the supplier created it. You can view, print, and export invoices.
1. On the main menu, expand Supplier Finance and click Invoices.
2. On the Supplier Invoices screen, use the Filter panel to find the invoice, then click it to open it.
3. On the Supplier Invoice screen, review the header information.
4. Open the Transportation Terms, Allowance Charge, Line Item, Other Info, and History tabs to see the detail. The History tab shows every change made to the invoice.
Print an Invoice
1. On the Supplier Invoices screen, tick the invoice.
2. Click Print. A PDF report opens for you to preview.
Export an Invoice
1. On the Supplier Invoices screen, tick the invoice.
2. Click Export File, then click Yes to confirm.
Tip: To compare an invoice with what was shipped and received, open the matching request in Demand Requests and check the Invoiced Quantity and Amount Invoiced fields.
On the Supplier Demand Requests screen, TrueAuto flags quantity differences with icons and colors. Hover over On-hand Qty or Requested Quantity to see a tooltip that explains the exception.
Situation | Indicator |
Requested Qty is above Order Qty Max | Blue up arrow, and the quantity is shown in blue |
Requested Qty is below Order Qty Min | Red down arrow, and the quantity is shown in red |
Invoiced Qty differs from Received Qty | Dark orange triangle |
Received Qty differs from Shipped Qty | Dark orange triangle |
Committed Qty differs from Requested Qty | Dark orange triangle |
Shipped Qty differs from both Requested and Committed Qty | Dark orange triangle |
Shipped Qty equals Requested Qty but differs from Committed Qty | Light orange triangle (a less severe warning) |
If a number looks wrong, check what the trading partner actually sent.
1. On the Supplier Demand Requests screen, open the request and note the Reference Number on the General tab and the Document on the Other Info tab.
2. On the main menu, click Incoming Documents.
3. Use the Filter to search for that reference number or document.
4. In the View column, click EDI to see the raw EDI, or ANY to see the raw data and download the original file.
5. To print the document, tick it and click Print.
Note: The ANY view is not available for files received before the Q2 2023 quarterly release. Printing a record with no data in the View column, or with an unsupported transaction set, shows an error message.
Task | Menu path | Actions available |
Firm demand | Supplier Demand Mgt > Demand Requests, Firm Type = Firm; Supplier Demand Mgt > Schedules | View, filter by Type, and view history |
Forecast | Supplier Demand Mgt > Demand Requests, Firm Type = Forecast; Supplier Demand Mgt > Schedules | View, Print (Forecasts by Part or Date), Print Release, Export Release |
Incoming shipments | Supplier Receiving > Shipment Receiving | View, Print, Export |
Incoming invoices | Supplier Finance > Invoices | View, Print, Export File |
Original documents | Incoming Documents | View EDI, View ANY, Print |
A menu or button is missing
Menus and features are tailored to each customer. Contact a TrueAuto support representative to add or adjust the settings needed for this purpose.
I cannot find a request, shipment, or invoice
Clear the Filter panel and widen the date range. Check that you are searching on the right trading partner, part number, purchase order, or ASN number. Use Incoming Documents to confirm the trading partner's document arrived. If lines are missing on Demand Requests, check the Type column. A Firm search string hides forecast lines, and a Forecast search string hides firm lines.
A scheduled forecast has not arrived
If your account uses Scheduled Alerts, open Settings > Scheduled Alerts and review the Scheduled Logs tab. A status of On-Time means the message arrived in the expected window, and Missing means it did not. If the menu is not available, contact a TrueAuto support representative to add or adjust the settings needed for this purpose.
Quantities do not match
Compare Requested, Shipped, Received, and Invoiced quantities on the Demand Requests screen and follow the indicators described in Spotting Exceptions on Demand Requests.
Contacting Support
Click Help in the upper-right corner of TrueAuto to open the Support Center, the online User Guide, Guided Tutorials, or TrueCommerce University. You can also browse the TrueAuto Help Center at kb.trueauto.truecommerce.com. When you contact support, include the following to speed up your request:
• Your username and company name.
• The menu and screen where the issue occurs.
• The trading partner, part number, purchase order, and ASN or invoice number.
• The date and time of the issue, and a screenshot or the exact message shown.