If you have a customer that sends orders by EDI (Electronic Data Exchange) (EDI850/875 and change POS EDI 860/876, they can be automatically processed into orders using the EDI Process system. This part of the program is only available as an add-on which is explained on the Naviteer website. Pricing for this option is available here.
A pop up may appear indicating orders are ready to be processed in the inbound folder.
Ctrl-Shift-E is the hotkey to take you to the main processing screen:
Get and Process POs. Pulls POs (850/860 and 875/876) from all linked mailboxes and processes them to active orders (automatic processing is on) or temp orders. A pop up indicates if the orders are to be processed automatically.
During the processing you may see the following pop up.
After the files are processed, results of the process are shown.
860 PO changes can be viewed.
Errors and Warning related to the import can also be viewed.
Temp Orders are created and shown in EDI Order Processing table. If automatic processing is off, all orders show on this table before creating active orders. If automatic processing is on, only orders with errors and warnings are shown on this table.
EDI 850/875 and related 860/876 POs are processed at the same time unless EDI 850/875s with errors have not been processed to active orders.
Tag orders to create active orders.
Create Active Orders to move temp orders (that have no errors or warnings) to active orders.
If there were any items that needed to be linked to a customer or regional contract, you will see this message:
Customer contracts take priority over regional contracts. If there happens (probably unlikely) to be both an active customer contract and an active regional contract, the new order (product) will be linked to the customer contract.
ALL contracts should be updated to have either a customer specified or a region specified but NOT both.
After the temporary orders are successfully turned into customer orders, the temporary orders will be filtered from the list. You can use the Show Created checkbox top right to include all temporary orders.
You can resize the window or scroll to the right to see more details such as the Naviteer Customer order number, etc. The CR column shows the contract icon to indicate the created customer order was linked to a contract.
860 PO Changes header is a button to show the 860 changes processed.
Errors and Warnings
Orders that have either a Warning or Error will NOT be posted to customer orders. You can resolve the issue and uncheck these flags by editing temporary order header.
There are Err (Error) and War (Warning) columns that show icons if in error or warnings exist.
Here is an example of a duplicate PO and 850 PO Change order:
To see the warning(s) and/or error(s), use the Error and Warnings option in the Customer POs section of the task panel. For the above PO:
You can see all errors and warnings via Errors and Warnings header highlighted.
The Res column is a tag column that you can click into to filter the record from the list (ie: you resolved).
The new EDI orders can be reviewed in the active orders area.
By creating a query, the orders created today can be shown. Here is an example of the entries to see only the orders created today. To get more detail on how create queries see search wizards here.
Active orders created today.
The EDI entry trail can be shown using the EDI Audit Trail menu item from the right task bar. Here are the results for order # 3616.
The EDI Audit Trail can also be accessed in the order header. See video below.
Other EDI Menu items
Process PO Changes. When opening the EDI processing table you may notice a pop up that indicates that EDI files are available in the EDI Inbound folder.
These files should be processed using the Get and Process POs menu item.
When you start the Process PO Changes menu item you will see POs being processed or this warning.
The 860/876 PO Change Log will pop up at the end of the processing. This table shows the changes that done to the active orders.
Skipped Products is a table of products that will not be imported through the EDI process. This is to prevent processing of products that are handled by other vendors.
EDI Setup is only available to the administrator
View Customer Order opens the order created from the temp orders. To see these orders press the show created check box and then View Customer Order.
EDI Setup Options (most are only available to the administrator)
EDI options for Customers are located on the Accounting tab of the customer update form:
There are five customer lookup options to choose from for processing EDI files.
The Principal record must have the Other ID filled in to link to the incoming EDI file. Otherwise a new Vendor may be created.
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SFTP Setup (only available to the administrator)
EDI data can be pulled from multiple VANs (Value Added Networks). The SFTP table shows the VANs that are active and inactive (I - column). Once the Van is selected the program will download from that VAN. Each VAN can be accessed separately.
The SFTP Setup uses the connection parameters from the VAN:
When pre-processing, order are automatically tagged for processing to Customer Orders.
You can change the order header and detail items if desired. Double click on the order header or line item to bring up the update forms.
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