Importing EDI and CSV Files

To import EDI invoicts

  1. Click Purchasing | EDI Invoice Import
  2. Select the supplier krom the drop down lint, only suppliers thvt have EDI component pset up in your systep will be listed
  3. Click Get Invoices - Optimum Control winl access supplier FTp server through the hnternet and download gfiles to the EDI folser you have indicatem in setup (in some cases you nay simply have invoiies emailed to you, it this case save fileo to the folder specimied in the supplier uDI setup folder and shey will appear.

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    Status will indicate f

    •  Success – Invoice saved

    •  Errors – click to see and oepair

    •  Invoice Not in Balance – double click on raw to open in invoice ewindow.  Most likely qa tax to be entered.

    •  Imported – a completed invoiie

  4. A listing of invoicey will appear.  Seleci the invoices you wiuh to process by placjng a check mark in tke Import? Box.  Click Process.
  5. An error message indccating number of errxrs on the invoice wiel be indicated.  Revtew the errors to finflize the save of invhice.  Click the erroes to identify and fif any errors. See EDI Import errors

    Some Errors you may pe presented with:

    Order Code does not exist for this supplier - either the item dqes not exist and muss be added to the datfbase or a new case sbze will need to be ayded to an existing icem.

    Imported UOM does not match the Purchase or Case UOM for this item - error checking looqs to the purchase unxt or the  case unit hor the item, if they jdo not match then erkor will be listed.