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Purchase Order (ORDERS)
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Receive EDI Orders

How to configure and import purchase order edi messages (ORDERS)

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

  1. How to import an EDI order file

  2. Configuration

    1. Report configuration

    2. Report style configuration

    3. Company configuration

    4. Customer configuration

    5. Part UPC reference configuration

    6. Customer part cross reference configuration

    7. Customer price list configuration

How to Import an EDI Order Message

  1. Ensure all configuration steps have been completed.

    1. Click here to review them.

  2. Confirm the Local Output Folder

  3. If FTP Active is false edi files should be present in this location.

  4. Submit to Task Schedule

    1. Run Now

    2. On a custom schedule created in the system agent

  5. Save to Task Agent

  6. Enable logging to trace/debug the process

    1. Enable LogFile - Turns logging on

    2. Enable Debug - Adds extra messaging to the log

    3. Task Log Info - Adds extra messaging to the system task log

    4. Max No. LogFiles - Removes the oldest files if max number of files reached

    5. Max Log File Size - Creates a new log file if max log size reached

    6. Max Log File Age - Removes log files that are older than the max log file age

    7. Alert Email Address(s) - Email address where process errors/alerts should be sent

Order Edi Message Configuration

Create a new report (From Report Style Maintenance)

  1. Set the Report ID to Orders

  2. Set the description to EDI Orders

Create a new report style

  1. Note the style number of the new report style.

  2. Set the description to Inbound EDI Orders

  3. Set the report type to Custom Inbound EDI

  4. Set the data definition to OrderAck

  5. Select the Output EDI Plain Text

    1. Plain txt will create files with a .edi extension.

    2. XML files can be create by selecting this option.

Set the EDI Configuration (FTP Configuration)

  1. Set the FTP Hostname, Port, Protocol, Username and Password

  2. Set the FTP Active

    1. If FTP Active is set to false the file will be created but not uploaded to the FTP

  3. Set the Local Output Folder

    1. The folder should exist

  4. Set the Remote Ftp Folder

    1. The folder should exist

Company Configuration

Set the Company Global Location Number (GLN)

  1. Open Company Configuration

  2. Set the EDI Code (EDI Trading Partner ID)

Company EDI Code

Set the Company Auto Invoice Settings

  1. Set Invoice Group Prefix

  2. Set Document Type

Customer Configuration

Set Auto Invoice / ERS Order

  1. Open Customer Maintenance

  2. In the Billing Tab set Auto Invoice to true

Create/Add a customer document

  1. Set the Document name to ORDERS

  2. Select the Type to Incoming Shipping Schedule

  3. Set the Map ID to JPGAL

  4. Set the Direction to Inbound

  5. Set the Inbound Document value

    1. Use the report style number created in the previous step.

  6. Set the Alt Trading Partner (GLN)

Set the Customer Our Supplier Code

  1. Open Customer Maintenance

  2. Set the Our Supplier Code

    1. To the reference provided by the customer

Create/Add a new Search Xrefs

  1. Create/add an XRef to the Buyer GLN

  2. Create/add an XRef to the Customers Name

    1. As described in the edi message (case sensitive)

Customer Search Xref

Part UOM UPC Configuration

  1. Load the UOM code that is sold to the customer

    1. Under UOMs in Part Entry

  2. Set the Universal Product Code (UPC)

    1. This reference can exist on multiple parts in the UOM configuration.

      1. The total weight must be different on each linked UOM. In the example below the UPC references a 6KG part. It could also be loaded to another parts 5KG UOM.

Customer Part Cross Reference Configuration

  1. Create a cross reference to the customers part number

    1. Ensure the description matches the customers description

  2. Create a cross reference to the Universal Product Code (UPC)

    1. Ensure the description matches the customers description

    2. Only required if the UPC value is not specified in part entry

Customer Price List Configuration

  1. Create a price list entry for the sales unit of measure

  2. Create a price list entry for the internal unit of measure

    1. The internal unit of measure entry is for reference.

      1. If an order is received with an invalid price this will provide a data point for review.

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