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

Pre-requisites

1. New EDI HQ EDIHQ Setup
2. Create EDI Document Type
3. Create EDI Partner Code
4. Setup EDI Partner Code, Customer Cross References Reference Code
5. Setup Customer Item, EDI Cross Reference Code and Products UPC Code / Cross References CodeCode 
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

Navigate to the Orders > EDI Processing.

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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 - only if the order has 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 examples of some of the the two most common errors:

•  Example 1Example 1: Error caused by missing customer partner ID code / Division & Store or customer cross reference under customer locationcode.

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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:

            a. Check and make sure the customer cross reference/Order Partner ID Partner Code/Customer Cross Reference Code is setup properly.

            b. Select Find the PO under status of "Error" and click Process > this will re-process the PO, set a valid customer number and the status back to "Ready".

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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:

          a. Find the item master and set the item with a valid UPC code. Manually enter the UPC code from the EDI Incoming Processing screen.

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

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              b. If the client is using customer item, navigate to Master > Sales > Customer > Profile > Customer Item > set a valid code to the EDI Cross Reference field.

. 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.

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        Image Removed      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.

          c. Re-access the 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 EDI PO, click select the check box to select PO 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. In case If the PO was sent and you don't want to create a customer order, you can reject it by clicking checking the check box on the for the selected PO and click the Reject button.

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         b. Resend PO from EDI HQ to ERP.

  If the PO is being resent again from HQ, find        c. Find the PO from the EDI Incoming Processing screen and process it again.

         Notes:

If it is             If there is an order with the same PO number, same PO date , and same ship date and same quantity, it will update the incoming status to "Imported, not priced".If it is the same PO number, same PO date same ship date and different quantity, it the system will update the customer order without reprice. The order needs to be repriced.

If it doesn't find any order, or if any of the 3 fields are different (PO number, PO date, ship date)            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 to close this form. Navigate to and navigate to Order > Customer Orders, bring up the order and review.