This article documents how to process incoming EDI orders.

Pre-requisites

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 

1. 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 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.

Select a Company.

Select Division.

Select a Status - Status will be defaulted to Ready, but you can select orders under other type of status to review:

Check/Un-Check Test File box.

Select a Customer.

Select a Date Type.

Select a Date Range.

Select an Order number.

Select a PO number.

Hit retrieve.

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