This article documents how to process incoming EDI POs and create Customer Orders.

Pre-requisites

1. EDI HQ EDIHQ Setup
2. Create EDI Document Type
3. Create EDI Partner Code
4. Setup EDI Partner Code, Customer Cross Reference Code
5. Setup Customer Item, EDI Cross Reference Code and Products UPC Code 
6. Receive EDI Orders From Access DB
7. Receive EDI Orders From an XML File
8. Receive EDI Orders From EDI HQ
9. Bulk Order Creation
10. Inter-Client B2B Setup

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

1. Select a Company.
   
   
2. Select a Division.
   
   
3. Select a Status - The defaulted order status is Ready. 
   
   
   
   
   
   
4. Check/Un-Check Test File box - Check this box if this is a test order. Currently, ERP is not using this option.
   
   
5. Select a Customer.
   
   
6. Select a Date Type - Received date, PO date or Ship date.
   
   
7. Select a Date Range - If you enter a Date Range, the system will require a Date Type.
   
   
8. Select an Order number - this is for orders that have been processed through EDI.
   
   
9. Select a PO number.
   
   
10. 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.

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Once the POs are displayed on the screen, if any of the PO has a status of "Error", it needs to be checked and resolved. Followings are the two most common errors:

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            In this case, the error message showed that the system could not map the blank customer number.

            Steps to take to resolve this error:

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•  Example 2: Error caused by an invalid product's UPC code. 
   If ERP can't find and match an item with same UPC code, it will generate the following error:
  
  
  

            Steps to take to resolve this error:

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               . Click on the PO # > This will take you to Purchase Order Log 

              . From Purchase Order Log > find the missing ERP Item UPC/Cross Refence > Click in the ERP Item box and type in the UPC code/Cross Reference code. 

          b. If the error has been resolved in step a, you still have to setup a valid Product UPC code/Cross Reference code in ERP.

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11. When you are ready to process your EDI PO, select the check box and click the Process button.  

        After the system is done processing, it will come back with an order number and the PO's status will be marked as Completed.

         Notes: This creating order process can be automated/scheduled thru the scheduler.

12. If the PO was sent and you don't want to create a customer order, you can reject it by checking the check box for the selected PO and click the Reject button.

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         c. Find the PO from the EDI Incoming Processing screen and process it again.

           Notes:

            If there is an order with the same PO number, same PO date and same ship date, the system will update the order.

            If not, it will create a new order. 

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 and navigate to Order > Customer Orders, bring up the order and review.