Sending EDI 810 Invoices

The system transmits invoices to vendors using EDI when the Print field on the Status tab of the invoiced order generation is set to EDI. Before you can send an 810, set up your system as follows:

Note: Use the Order Processing Lock For EDI Payables control maintenance record to tell the system to terminate the processing of an order through EDI 810 when it is locked by a user or other process. Additionally, you can indicate how many minutes you want the system to wait before terminating the process. This is new in Release 9.0.5.

Use the procedures in this topic to complete the following tasks:

Batch Processing

If you flag a customer record for EDI, the system sets the print status during batch processing.

To flag a customer for EDI batch processing:

  1. From the Maintenance menu, select Customer to display the Customer Maintenance window.

  2. In the Customer field, enter the customer's name.

The system displays the customer's record.

  1. From the Pricing menu, select the Pricing Information option to display the Customer Pricing window.

  2. In the Invoice Fax Copies field, select EDI.

  3. Save the updated customer record and exit the window.

Single Invoice Processing

To re-send a single invoice using EDI, set the print status in the sales order.

To resend a single invoice using EDI:

  1. Display an invoiced order in Sales Order Entry.

  2. Click the Status tab.

  3. In the Print field of the generation to be transmitted, select EDI.

If the 810 outbound document is not defined in the trading partner profile for the customer, E is not an available option in the Prt field.

  1. Save the updated order and exit the window.

See Also:

Sending EDI Transactions Overview