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 

Navigate to the Orders -> EDI Processing.

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

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 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.
   
   
   
   
   
   
4. Check/Un-Check Test File box.
   
   
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 you to enter a Date Type.
   
   
8. Select an Order number. 
   
   
9. Select a PO number.
   
   
10. 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. Followings are some of the sample errors:

•  Error could be caused by an invalid customer number:

•  Error could be caused by an invalid customer's partner id code:
•  Error could be caused by an invalid product code:
•  Error could be caused by 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.