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- Select a Company.
- Select a Division.
- Select a Status - The defaulted order status is Ready.
- Check/Un-Check Test File box - Check this box if this is a test order. Currently, ERP is not using this option.
- Select a Customer.
- Select a Date Type - Received date, PO date or Ship date.
- Select a Date Range - If you enter a Date Range, the system will require a Date Type.
- Select an Order number - only if the order has been processed through EDI.
- Select a PO number.
- Check/Un-Check From Bulk Order Entry - If this box is checked, the system will retrieve orders that were created by the Bulk Order Creation function. You can access this function by navigating to Order > Utilities > Bulk Order Creation.
Once the orders POs are displayed on the screen, if any of the order PO has a status of "Error", it needs to be checked and resolved. Followings are some of the sample errors:
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Click on the PO number to review orderPO's details and/or details' errors.
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b. Select the order PO under status of "Error" and click Process > this will process the orderPO, set a valid customer number and the status back to "Ready".
c. Select the order PO again under status of "Ready" and click Process > this will process the EDI order PO and create ERP customer order.
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c. Re-access the order PO from EDI Incoming Process, the error will be cleared and the status will be reset to Ready.
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11. When you are ready to process your orderEDI PO, highlight to select order PO and click the Process button.
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After the system is done processing, it will come back with an order number and the order PO's status will be marked as Completed.
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12. In case the order PO was sent and you don't want to create a customer order, you can reject it by highlighting the order PO and click the Reject button.
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. If the PO needs to be resend again from 1EDIHQ to ERP, this record PO's records will need to be removed from the EDI staging table tables from the database.
13. Click on View Report button, the system will generate an EDI Processing Log as shown in the sample report below:
You can now click on Close button to close this form, navigate . Navigate to Order > Customer Orders, bring up the order and review.
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