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 Partner Cross References/Partner Code
5. Setup EDI Products Cross References/UPC Code
6. Receive EDI Orders From Access DB
7. Receive EDI Orders From an XML File
8. Receive EDI Orders From HQ
9. Bulk Order Creation
10. Inter-Client B2B Setup

Navigate to the Orders -> EDI Processing.

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 you to enter 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 under > 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 an invalid customer number:

            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. This order needs to be rejected from ERP EDI Incoming Processing screen. 

            b. The customer number needs to be fixed from the EDI incoming source.

            c. Make sure the customer cross reference/Order Partner Code is setup properly.

            d. The order needs to be resent to ERP EDI staging table. 

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

         To resolve this error:

          a. Setup an 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 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(s), highlight to select order(s) you want to process, then click the Process button. 

After the system is done with the process, it will come back with an order number and the order status will now shows as Completed.

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.