Sending EDI 855 Purchase Order Acknowledgments

The system transmits purchase order acknowledgements to customers using EDI when you set the print status of an incoming order to EDI.

Before you can send an 855, set up your system and the customer record for EDI processing as follows:

Create a trading partner profile for which an 855 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 sends the customer an EDI 855 Purchase Order Acknowledgment.

To send an EDI purchase order acknowledgement 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, 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.

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. Note: After you transmit the 855, remove the rejected items from the order.
~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. Note: After you transmit the 855, cancel the order.

Display the order's Status tab 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 system transmits this document to your trading partner during the next scheduled network call..