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Send EDI Purchase Orders
Send EDI Purchase Orders

How to configure and create purchase order ORDER messages

John Paul Gilmartin avatar
Written by John Paul Gilmartin
Updated over a week ago

  1. How to send a purchase order edi message

  2. Change Log

  3. Configuration

    1. Report style configuration

    2. Tax Jurisdiction Vat No

How to Send a Purchase Order Message

  1. Open Purchase Order Entry

  2. Load a purchase order

    1. Confirm the supplier has the ORDER configured.

    2. Confirm the order has been approved

  3. Press the ORDER button

  4. A prompt will notify the ORDER has printed

    1. Errors will be thrown if the configuration is not correct

    2. Errors will be thrown if required data does not exist

  5. Confirm the file has been created in the required location

Purchase order EDI activity is recorded in the change log

  1. When the order is created

  2. When the order is uploaded

  3. When the order is archived

Configuration

Create a new Orders report style

  1. Set the report description to a meaningful name

    1. Include supplier ID if multiple suppliers exist

  2. Set the report type to Custom Outbound EDI

  3. Apply the required FTP Configuration

    1. The password is only visible to security managers

  4. Define a Local Output Folder for the EDI file.

  5. Define the Remote FTP Folder the EDI file will be uploaded to

    1. The folder must already exist

  6. Set the Supplier that the EDI files will be sent to.

  7. Enable/Disable the FTP Active flag

    1. This setting controls the upload process only.

    2. File's will still be created locally if FTP Active is false

Set the Tax Jurisdiction Vat No.

To allow for more than one vat number per company the tax jurisdiction vat number is used to identify the tax treatment of the purchase order.

  1. Open Supplier Maintenance

    1. Load the Supplier

      1. Confirm the Tax liability has been configured.

  2. Open Tax Liability Maintenance

    1. Load the Tax Liability

      1. Confirm the Tax Type

  3. Open Tax Type Maintenance

    1. Load the Tax Type

      1. Confirm a Tax Jurisdiction is set

        1. Create one if it doesn't exist

          1. Set the Vat Number

        2. If a tax jurisdiction exists

          1. Check the Vat Number

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