Page Comparison

This page article documents the processes to import the Invoices from an Access database into the Aeros ERP EDI routines for further processing.

Pre-Requisites

1. Copying of the latest Access DB into the Network Share

Step-by-Step Guide

1. Access the Whatever module.
   Master module.
    
2. Click on Custom.
   
   
3. Click on Import/Export Job Queue. The following screen will appear:
   Image Added
   
   
4. Click the Queue button next to the "Extract Data from Access DB" line. The Queue button will then disappear.
   Image Added 
   
   
5. Within the next several minutes, the system will read the Access database and populate the Aeros ERP EDI staging tables with the data. Click the Refresh button to see when the process has completed. When it has been completed, the Queue button will reappear.
   
   
6. Now, let's access the EDI screens for further processing. 
   
   
7. Access the Orders module.
    
8. Click on EDI Processing.
   
   
9. Click the Retrieve button. The system will display all Invoices from the Access database that are ready to be imported into ERP's Customer Order process.
   Image Added
   
   
10. Only lines that have the status of "Ready" will be imported. Any lines that have the status of "Error" need to be researched and resolved.
    
    
11. For lines with the "Error" status, click on the PO # column to display additional information about that line.
    Image Added 
    In this situation, the system did not have a Customer #, so it is failing trying to map a blank Customer # to an Aeros ERP Customer #.
    It is also having issues with Item #19 that was provided. The system is failing trying to map Item #19 to an Aeros ERP Item #.
    
    
12. Once the errors have been resolved, re-running step #7 to #9 will reprocess the records and attempt to re-validate the data.
    For example, if Item #19 is created in Aeros ERP, then it will not longer return the errors on those lines.
    
    
13. Once you are ready to process the "Ready" records, process the Process button.
    Note: For testing purposes, I only checked 3 of the lines before clicking Process.
    Image Added
    
    
14.  After the system completed processing, the screen refreshed and Order #'s were provided.
    Image Added 
    
    
15. Click the Close button to exit the EDI Processing screen.
    
    
16. To review, I access the Customer Order screen and reviewed Order #12:
    Image Added
    
    
17. The process has now been completed.
    You can now complete the Invoicing process to convert the Customer Order into an Invoice.