This article documents how to process incoming EDI orders.
Pre-requisites
- New EDI HQ Setup
- Create EDI Document Type
- Create EDI Partner Code
- Setup EDI Customers Cross References
- Setup EDI Products Cross References
- Receive EDI Orders From Access DB
- Receive EDI Orders From an XML File
- Receive EDI Orders From HQ
- Inter-Client B2B Setup
Step-by-Step Guide
Navigate to the Orders -> EDI Processing.
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- Select a Company.
- Select a Division.
- Select a Status - The status will be defaulted to Ready. You can select other type of status, then click the Retrieve button again to review all orders under that status.
- 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 you to enter 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.
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Once the orders are displayed on the screen, if an order has a status of an "Error", it needs to be checked and resolved. Followings are some of the sample errors:
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- Error could be caused by an invalid product's UPC code. If the ERP can't find and match the UPC code from this screen, it will give you the following error:
Once all orders have the status of "Ready", you can highlight to select order(s) you want to process then click on the Process button.
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