This article documents how to process outgoing EDI transmissions.

Pre-requisites

1. New EDI HQ Setup
2. Create EDI Document Type
3. Create EDI Partner Code
4. Setup EDI Partner Code, Customer Cross References Code
5. Setup EDI Products UPC Code / Cross References Code
6. Receive EDI Orders From Access DB
7. Receive EDI Orders From an XML File
8. Receive EDI Orders From 1EDIHQ
9. Bulk Order Creation
10. Inter-Client B2B Setup
11. EDI Incoming Processing
12. Create Invoices

Navigate to the Logistics > EDI Transmission.

You can simply click the Retrieve button, the system will display all EDI orders that are ready to process from 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 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 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 program which can found by navigating to Order > Utilities > Bulk Order Creation.

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 caused by missing customer partner ID code / cross reference:

            Click on the PO number to review order's details and/or details' errors.

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

            To resolve this error:

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

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

            c. Select the order again under status of "Ready" and click Process > this will process the EDI order and create ERP customer order.

•  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:
  
  
  

         To resolve this error:

          a. Set the item with the correct UPC code.

          b. If the client is using customer item, navigate to Master > Sales > Customer > Profile > Customer Item > setup the EDI Cross Reference for the customer item.

          c. Re-access the order from EDI Incoming Process, the error will be cleared and the status will be reset to Ready.

11. When you are ready to process your order, highlight to select order and click the Process button. 

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

12. In case the order was sent and you don't want to create a customer order, you can reject it by highlighting the order and click the Reject button.

13. Click on View Report button, the system will generate an EDI Processing Log as shown in the sample report below:

You can now close this form, navigate to Order > Customer Orders, bring up the order and review.