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 caseThis 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