When an EDI customer submits a purchase order to your company, the system does the following:
Creates a sales order with the initial order status set in the Initial Order Status field when defining additional document information for the incoming 850. The status is typically Bid.
If an item on the order is backordered, the system sets the order status to the customer's default backorder status and the ship date set to the earliest date that all of the requested quantity of the backordered item will be available.
Places the order in the Remote Order Entry Review Queue.
If an item on the order is backordered, the system assigns the BkOrd status to the queue entry.
Sends a message to the user responsible for reviewing incoming orders.
The user reviews the order, makes any needed edits, such as replacing ***EDI Product Not Found*** items, and then changes the order status to an open status. Enter this user on the 850 Additional Doc Info screen in EDI Group Profile Maintenance. If you do not designate a user to review this order type, the system sends the message to the EDI.ADM message group.
Optionally, the person reviewing the order can enter the corresponding EDI acknowledgment type codes and send the customer an EDI 855 Purchase Order Acknowledgement.
To review an inbound EDI 850 purchase order:
Display an EDI bid on the SOE 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, 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, select View Item.
Edit the order, as needed.
For example, overwrite any ***EDI Product Not Found*** items with the correct item. The line item comments for these products contain the detail received for the product in the 850. As you overwrite these line items with products in your product file, the system maintains the original line item comments. This allows you to validate your pricing information against what your customers sent in 850.
Do not delete a product-not-found item or insert any new items into the order, because the information given in the purchase order needs to be repeated back on the 855 Purchase Order Acknowledgement and the 810 Invoice.
Display the Status tab of the order.
Change the order status to an open status, such as Call When Complete.
Enter a ship date in the Ship Date field and a ship via in the Ship Via field of each generation.
If all items on the order are accepted and will be shipped as ordered, type EDI in the Print field to send an EDI 855 Purchase Order Acknowledgement notifying the customer that the order was accepted and will be shipped on the dates specified.
Note: To remove an order from the Remote Order Entry Review Queue, select the order and from the Edit menu, select Clear Review.
See Also:
Sending EDI 855 Purchase Order Acknowledgments