The key fields that need to be confirmed before the EDI is submitted are
- Order Warehouse
- Shipping Address
- EDI reference linked to Part
- UOM
- Pricing
Select the EDI you would like to process
This brings up the EDI Overview.
The top section relates to the customer, date of the EDI and the warehouse that will be fulfilling the EDI order - the warehouse can be amended from the dropdown list if the default warehouse is incorrect
The middle section relates to the addresses for the customer, shipping address and billing address
The bottom section relates to the products ordered in the EDI
In the top section confirm the warehouse selected is the correct warehouse to fulfil the order
In the middle section we have an error warning with the shipping address as the GLN is not recognised as we have not shipped to this address before. We must now register the address that we will be shipping to
Click the Register Address button
This brings up the add address dialogue
Search for the business name and select the correct location - the information will be automatically entered into the form - the unrecognised GLN is already added to the details to link to the address for future orders
Click Save to confirm the updated information.
The address is now linked to the correct GLN
We have four products in the EDI order
The top order is linked correctly to a product (green bar indicates the product is linked correctly) the current price has an amber indicator to signify the requested purchase price differs to the current price on the pricelist
The second order is linked correctly to a product, however the UOM is indicating an error as it is expecting an UOM of 12, however the product does not have a case with a UOM of 12.
The third and fourth products have not been linked to a product indicated with a red bar - this indicated that the references used in the EDI do not relate to a product.
Lets first get all the products linked correctly and then focus on the UOM issue for the second product.
From the third product Part description we know the product the customer has ordered is Popcorn
Search for Popcorn in the search field
We found one product
Click on the product reference to display the product quickview
Click the reference button to display the full product overview
This brings up the products details
Click Edit Details to update the UPC (if EAN is available you can update the EAN to link the EDI to the product)
Input the UPC included in the EDI order
Click Save to confirm the changes
The UPC number has now been added to the product
When we return to the EDI details we can see the product is now linked, however we now have a UOM error for this product as well. First lets link the last product and then resolve any UOM errors
As with the popcorn we know the last product is Pinto beans from the part description.
Again we search for the product
We find the product in the search
Click on the product reference to display the product quickview
Click the reference button to display the full product overview
This brings up the products details
Click Edit Details to update the UPC (if EAN is available you can update the EAN to link the EDI to the product)
Input the UPC included in the EDI order
Click Save to confirm the changes
The UPC number has now been added to the product
When we return to the EDI details we can now see all the products are now linked (green bar indicates all products are now linked correctly) we do however now have three products with UOM errors
To rectify the UOM errors we need to look inside the products to see what the current UOM settings are and how they differ from the EDI order
First we will look at the Salad Dressing 1000 Island product
Click the Part reference to display the quickview
Click the reference button to display the full product overview
This brings up the products details
Select the UOM tab
Currently there is only a case with 10 units, whereas the EDI order was for a case of 12 which is why we had the UOM error on the EDI
We will now create a master case with 12 units as we still require a case with 10 as well a case of 12 units to fulfil the EDI.
To create a Master Case click on Master Case 
This displays the Master Case details dialogue
We will input 12 in the Shelf Qty field
Click Save to update the Master Case
The Master Case has now been updated
Now in the EDI the UOM error has been resolved for this product
Lets now check the third product which is also displaying an UOM error
Click the Part reference to display the quickview
Click the reference button to display the full product overview
This brings up the products details
Select the UOM tab
For this product we have a case with 10 Shelf Quantity, however this is no longer correct as we only stock them with 12 Shelf Quantity.
To update the Case click on Case
This displays the Case details dialogue
Update the Shelf Qty to 12
Click Save to update the details
Now in the EDI the UOM error for this product is no longer there as we have resolved the issue
We now only need to resolve the last UOM error
Click on the Part reference to display the quickveiw
Click the reference button to display the full product overview
This brings up the products details
Select the UOM tab - for this product the details are empty
To link the EDI with the product we will create a case with 9 units
Click on case
This brings up the case details form
Now enter the details for a case (Shelf Qty - 9)
Once you have the correct details click Save
Now on the EDI all products are linked without any errors
The final step is to confirm the pricing for the EDI
Above the prices are two buttons R and D
R - this will fill all the prices for each product to the requested price in the EDI (Note if the price on the EDI is blank the price that will be entered is £0.00 )
D - this is to set the price for all the products to the default price from the pricelist
When R is selected the requested price from the EDI is entered for each product
When D is selected the default price from the pricelist is entered for each product
You can manually adjust each price
Once you have entered the correct pricing you can then submit the EDI by clicking Submit
This will create a SO from the EDI which is then processed as a regular SO