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1. New EDI HQ Setup
2. Create EDI Document Type
3. Create EDI Partner Code
4. Setup EDI Customers Cross References
5. Setup EDI Products Cross References
6. Receive EDI Orders From Access DB
7. Receive EDI Orders From an XML File
8. Receive EDI Orders From HQ
9. Inter-Client B2B Setup

Step-by-Step Guide 

Navigate to the Orders -> EDI Processing.

EDI Incoming Processing

You can simply click the Retrieve button, the system will display all EDI orders that were loaded into are in the ERP EDI staging tables.

Or, you can start selecting any of following items or all to filter and narrow down the list of your EDI orders.:

1. Select a Company.
   
   
2. Select Division.
   
   
3. Select a Status -

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1. The status will be defaulted to Ready, but you can select orders under other type of status to review:
   

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2. Check/Un-Check Test File box.
   
   
3. Select a Customer.
   
   
4. Select a Date Type.
   
   
5. Select a Date Range - If you enter a Date Range, the system will require you to enter a Date Type - Receive Date, PO Date or Ship Date.
   
   
6. Select an Order number.
   
   
7. Select a PO number.
   

Hit retrieve.

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2. Check/Un-Check From Bulk Order Entry.

Once the orders are displayed on the screen, if an order has a status of "Error", it needs to be checked and resolved. The error could be caused by an invalid customer's partner id code, an invalid product's UPC code.

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.