Sending EDI 865 Purchase Order Acknowledgments With Change

After processing an EDI 860 Purchase Order Change Request from your customer, which informs you of changes they want to make to a prior order, you can create an EDI 865 Purchase Order Acknowledgement With Change in response. The system transmits purchase order acknowledgements with change to customers using EDI when you set the print status of the order to EDI.

Before you can send an 865, set up your system and the customer record for EDI processing as follows:

Create a trading partner profile for which an 865 document is defined.
Assign the customer to whom you are sending the acknowledgement to this profile.

When an EDI customer submits a purchase order to your company, the following happens:

The system creates a sales order with a Bid status.
The system sends a message to the user responsible for reviewing incoming orders.
This person does the following:

Reviews the order and makes any needed changes.
Enters the corresponding EDI acknowledgment type codes.
Changes the Bid status to an open status.
Changes the print status to EDI.

The system then sends the customer an EDI 855 Purchase Order Acknowledgment.

To send an EDI purchase order acknowledgement with change to a customer:

Display an EDI bid on the Sales Order Entry Body tab in one of the following ways:

From the Orders > Queues menu, select Remote Order Entry Review to display the Remote Order Entry Review Queue window. Select the bid and from the Order menu and select Edit Order.
From the System > Message System menu, select Message Queue. If necessary, set the mode to Received. Select the bid and from the Message menu and select View Item.

Edit the order as needed.

If you change a line item, select Line Item > Comment and enter one of the following codes:

Code	Description
~AC	Item accepted and shipped.
~DR	Item accepted - Date rescheduled.
~IC	Item accepted - Changes made.
~IP	Item accepted - Price change.
~IQ	Item accepted - Quantity changed.
~IR	Item rejected.
~IA	Item accepted. This is the default value if a code is not entered in this field.

Display the order's Header tab and enter one of the following acknowledgement type codes in the Shipping Instructions field:

Code	Description
~AC	Acknowledge - with detail and change.
~AD	Acknowledge - with detail, no change. This is the default if a code is not entered in this field.
~AE	Acknowledge - with exception detail only.
~RD	Rejected - with detail.

Display the Status tab of the order and change the order status to an open status, such as Call When Complete.

Note: The status cannot be Bid, Invoiced, or Canceled.

In the Print field, change the print status to EDI.
Save the order and exit the window.

The system sends the acknowledgment to the EDI Outgoing Status Queue. The document is transmitted to your trading partner during the next scheduled network call.