Sending EDI 867 Product Transfer and Resale Reports

Some vendors require that you send them periodic reports of their products that you have sold. You can use the EDI 867 Product Transfer and Resale Report to send vendors this information. The program creates a report for each selected branch.

Important: You can also generate an EDI 867 report from the Product Sales Report using the EDI 867 Doc field. When you create the EDI 867, the system generates a standard Product Sales Report, EDI 867s for each of the branches for which you run the report, and places a report in your Hold file that mimics the data in each of the branch reports. The system uses the data in the Hold file when you generate an EDI 867 Audit Report.

Before you can send an 867, set up your system and the vendor record for EDI processing.

Create a trading partner profile for which an 867 outbound document is defined.

Some sales are made from locations that are not authorized locations but are close to the branch that is authorized. In Trading Partner Maintenance, use the Edit Tables hot key and select Authorized 867 Branches to display the Assign EDI 867 To Authorized Branch screen, where you can cross-reference branches that are not authorized locations to other branches that are authorized. These sales are generated in the home branch for the customer and are counter sales to the authorized branch.

Assign the vendor to whom you want to send 867 documents to this profile.

To send an EDI 867 Report:

From the System > System Programming > EDI > EDI Generate Reports menu, select EDI 867 Product Transfer & Resale to display the EDI 867 Product Transfer & Resale screen.

Note: If prompted, log on to the character-based system.

In the Branch field, enter the branch or territory for which to run the report. Enter all to run the report for all branches and territories.
In the Start Date field, enter the first date of the period to include in this report. You can enter a calendar date or a variable date.
In the End Date field, enter the last date of the period to include in this report. You can enter a calendar date or a variable date.
In the Qty Type field, select the product location quantity type for which to run the report. To run the report for all types, leave this field blank.
In the EDI Trading Partner field, enter the EDI vendor for whom you want to generate this report.
In the Include Directs field, indicate whether to include directs in the report. The default is Yes.

In the Include Transfers field, indicate whether to include transfers in the report. The default is No.

In the Select by field, indicate how to select transactions for the report:

Shipping Branch - Selects transactions by shipping branch. This is the default.
Pricing Branch - Selects transactions by pricing branch.

To run the report for designated price lines, use the Price Lines hot key. By default, the report includes all price lines.
Use the Hold or Opts hot key, as needed to run the report.

The system creates the EDI 867 transaction to the vendor, places it in the EDI Outgoing Status Queue, and sends a report to your Hold file. After the report is transmitted, the system changes the status of the purchase order to No.

Note: Due to the amount of data on each line of the report, download the report to see some columns. The Hold file report is unaffected by the branch selection, because it always shows all items for all branches for which you run the report.