Entering EDI 855 and 856 Selection Criteria

The system displays a selection window when you access the EDI 855 P/O Acknowledgment Review Queue or EDI 856 Advance Ship Notice Review Queue. Use this window to filter the items displayed in the queue.

To enter EDI 855 or 856 selection criteria:

  1. Display the EDI Review Queue Selection window in one of the following ways:

  1. Complete any of the following fields to select purchase order acknowledgements:

In this field...

Enter...

Select Sort By

Sort order of selected items. The default is Ascending By Date.

Select from the following options:

  • Ascending By Date - Sorts the 855s or 856s from oldest to newest by the received date for invoices or by the ship date for acknowledgements and ASNs.

  • Descending By Date - Sorts the 855s or 856s from newest to oldest by the received date for invoices or by the ship date for acknowledgements and ASNs.

  • Ascending By Trading Partner - Sorts the 855s or 856s in alphabetical order by trading partner name.

  • Descending By Trading Partner - Sorts the 855s or 856s in reverse alphabetical order by trading partner name.

Select User ID

User ID of the user assigned to review incoming 855s or 856s.

This field defaults to your user ID. To review 855s or 856s for all users, leave this field blank.

You must have Level 1 authorization in the EDI.IN.REVIEW authorization key to view your own entries in the review queues. Level 2 authorization is required to view other user's entries.

Select Ship Branch

Branch or territory to which the vendor has shipped the items on a purchase order.

Select Vendor

Vendor entered here is the vendor that shipped items on a purchase order to you.

Select View

Displays 855s or 856s based on one of the following statuses:

  • Active - 855s or 856s requiring review that have not been cleared from the queue.

  • Cleared - Reviewed 855s or 856s that have been cleared from the queue.

  • Archived - 855s or 856s older than the number of days specified in the Archive EDI Review Queue Documents After (Days) control maintenance record. At the Dir prompt, press F10 and select the directory to access.

Select Start Date

First date for which to view 855s or 856s. For example, if you want to review all 855s and 856s received in July 2006, enter 07/01/06 in this field and 07/31/06 in the Select End Date field.

Select End Date

Last date for which to view 855s or 856s. For example, if you want to review all 855s or 856s received in July 2006, enter 07/01/06 in the Select Start Date field and 07/31/06 in the Select End Date field.

Select PO #

Purchase order number associated with the 855s or 856s.

The system searches for all generations of the purchase order number you enter. For example, if you want to see only 855s or 856s received that match generations of purchase order P1067075, enter P1067075 in this field.

To search all purchase orders in the system, leave this field blank.

  1. Press Esc to display the selected documents in the queue.

See Also:

Reviewing Inbound EDI 855 P/O Acknowledgments

Reviewing Inbound EDI 856 Advance Ship Notices

Tasks Not Available in Solar