Overview
EDI orders are created through an incoming EDI transaction and are then fulfilled by picking and delivering and receiving EDI confirmation from our customer of receipt. Note Creator will be noted on bottom of form
General Tab
Customer or Contact area
- Debtor Maintenance code can EDI Sales Orders
- Terms will show from Debtor
- Address will show from Company
- Contact will show from Company
General Area
- Sales Order Number is unique ID and can EDI Sales Orders. Will autocreate for new order
- Title or Brief will be EDI if has been created through EDI
- Address from EDI Order (why repeated?)
- Delivery method from EDI order will show
- Pack or Ship Date is when the order was packed and shipped
- Expected Delivery date is from original EDI order h4.Status Informationh4.
- Status button allows next steps
- Batch ID provides a list of journal batches this can be added to
- Notes for general notes
- Delivery Charge
Order Lines
- Double click to populate any line into the area to make changes
- Can change Quantity
- Quantity Planned (not sure what this is?)
- Unit Price is normal price for the item
- EDI price is the price from the EDI document
- Total ExGST = (Quantity x Unit Price)
On hand and on order totals will show on RHS to provide visibility to stock available
In the Grid
- SKU is stock keeping unit
- Name is name for the Article
- Order is quantity ordered
- Plan is quantity planned to be shipped
- Ship is quantity shipped
- Deliver is quantity delivered
- Price is final price
- Discount is discount provided
- Total is Quantity x (Price less discount)
- Notes for the line
- Use by dates that is tracked
- Status of the line
Log or Financial Tab
This is where any relevant journals will be visible
- COGS (Cost of Goods Sold)
- Credits created
- Refunds Created
- General journals reversing the original order lines that are being returned. Unable to render {include} The included page could not be found.
Troubleshooting EDI Orders in the system
What can go wrong and how to go about fixing it. Contacts and some information is Hosting and Technical information#EDI