The system transmits order status documents to customers using EDI when an order is in an open status and you change the print status to E for EDI. If your system is set up to use 870 shipment status documents, the system transmits the shipment status to the customer when the order's status changes to invoiced. You can use multiple 870s instead of sending 855 purchase order acknowledgements and 856 advance ship notices, however, you can only use 870s at the request of your trading partners. Most customers still use 855s and 856s.
Important: The system provides the ability to send an 870. However, if you require the 870 document, we do not provide a standard EDI mapper. Custom fees are required to define a specific mapper for each trading partner. |
Before you can send an 870, set up your system as follows:
Create a trading partner profile for which an 870 document is defined.
Assign the customer to whom you are sending the status document to this profile.
Assign the Bid to New Order and Shipment Notification activity triggers to the customer and set the Activity Description for each to EDI Sales Document. Use the File > Activity Properties menu and select the 870 option for each trigger.
The user responsible for reviewing incoming orders does the following:
Makes any needed changes.
Changes the Bid status to an open status, or to a shipped status when the order ships, such as invoiced. If activity triggers are set up, the system sends the 870 automatically.
If activity triggers are not set up, you can send the 870 manually by changing the print status to E for EDI and selecting the status documents.
To send an EDI 870 order status or shipment status 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.
Display the Status tab of the order.
Change the order status to an open status such as Call When Complete, or a shipped status such as Invoiced.
If the activity triggers are not set up to send the document automatically, change the print status to EDI in the Print field.
The system sends the document to the EDI Outgoing Status Queue. The system transmits the document to your trading partner during the next scheduled network call.
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