EDI

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Enterprise for Macola Progression and ES

 

Procedure for EDI Purchase Order Processing.

  1. Download from your EDI VAN (Gentran \ Transmit)

  2. Export to Macola:

    1. Open your In Tray (Gentran\InTray)

    2. Select all of the Purchase Orders and click Export

    3. Export to Single File

    4. Export to M:\Commerce\Exports\EDIin.Txt

  3. Print Hard Copies:

    1. Open your In Tray (Gentran\InTray)

    2. Select all of the Purchase Orders and click Print

    3. Print Selected Items Formatted

  4. Integrate (EDI \ Trx \ Inbound \ Integrate)

    1. Integrate Inbound Documents Dialog

      1. 850/875 (Purchase Order) – Checked

      2. Reintegrate Old – Unchecked

    2. Print Audit Report Dialog

      1. Yes

    3. Inbound Audit Report Dialog

      1. Document Number – 850

  5. Verify Audit Report

    1. #142 Ship Via Code Not Found – Create Ship Via Cross Reference (EDI \ Maintain \ Cross Reference \ Ship Via)

    2. #145 Sold To Address Conflict – Change Customer address to match address transmitted over EDI exactly (AR \ Maintain \ Customers)

    3. #148 Ship To Address Conflict – Change Ship To address to match address transmitted over EDI exactly (AR \ Maintain \ Alternate Address)

    4. #314 Transmitted UOM Conflicts with UOM on file. Verify Unit of Measure in the Item file and in the EDI Item Cross Reference file. Verify Quantities on the order to verify that there are no UOM calculation errors.

    5. #316 Available Qty for this item will be negative – Quantity on hand is insufficient to ship this order. Normal notification in a Build To Order environment.

    6. #322 Unit Price Less than Unit Cost – Verify Price Codes (OE \ Maintain \ Price Codes)

    7. #324 Invalid Item Number – Create Item Cross Reference (EDI \ Maintain \ Cross Reference \ EDI Item)

    8. #327 A/C Segment Found. Not Processed due to invalid A/C values

      1. Create Miscellaneous Item in Inventory (IM \ Maintain \ Item Master)

        1. Item. No – Must begin with ‘**’

        2. Desc – Description of Code

        3. Stocked – Unchecked

        4. Controlled – Unchecked

        5. Inv Trx Audit – Checked

        6. Item Category – P

        7. Prod Category – Adjustment category that matches where you want the Revenue/Expense posted

      2. Create Miscellaneous Code Cross Reference (EDI \ Maintain \ Cross Reference \ EDI Misc Charge Code)

    9. #329 Item Price Conflict – Verify Price Codes (OE \ Maintain \ Price Codes)

    10. #335 No Valid default Item Warehouse locations Using Order Header. Normal error, ignore.

    11. #907 Item Warehouse location skipped due to lack of Qty Available. Normal notification in a Build To Order environment.

  6. Verify Order in Order Entry (OE \ Trx \ Orders \ Enter Orders)