EDI Order Import

Menu Path: Electronic Data Interchange $Images\bluerarw.gif$ Inbound Processing $Images\bluerarw.gif$ EDI Order Import

Purpose

Import EDI orders from external files.

Overview

Use EDI Order Import to import EDI orders that are generated using third-party partner software. You can import orders from a single file, or a batch of files.

Note The shipper ID in the import file is validated, even if the Import a Blank Shipper check box is selected for the trading partner in EDI Trading Partner Maintenance.

For import format information, see EDI Order Import Format.

Importing EDI orders

To import EDI orders:

Select the Batch radio button if you want to import orders from multiple files in a batch. If you want to import orders from a single file, leave the Single radio button selected.
Select whether you want to validate and import a file, or only validate a file.
If you want the import log file to only include errors, select the Log Errors Only check box.
If you selected the Batch radio button in step 1, enter the location of the files in the Import Directory field, and continue to the next step. If you left the Single radio button selected in step 1, enter the path and file name of the import file in the Import File field, and skip to step 10.
If you want to email the import report, enter the email address in the Email field.
Enter the file extension of the import files in the Import Extension field.
Enter the path and folder to which to move import files that successfully import in the Success Archive Directory field.
Enter the path and folder to which to move import files that do not successfully import in the Error Archive Directory field.
Enter the path and folder to which to save the import log file in the Log Directory field.
If you want to prevent any orders from being imported from an import file that causes errors, select the Require Complete Order Validation check box. If you clear this check box, a file can be partially imported, and you can specify the location for the successfully and unsuccessfully imported orders in the Success Segment Directory and Error Segment Directory fields.
Click the Print Options tab, and select output options for the import report.
Click the Import or Validate button in the ribbon to start the import and/or validation process. The Importing dialog box appears. The import log is output based on the options you selected in step 11.

$Images\warning.gif$ For products set up with a minimum and/or multiple order quantity, Warn will kick out with fatal errors those orders below the minimum, or those orders not meeting the multiple requirement. Round Down will kick out with fatal errors those orders below the minimum, or round down those orders not meeting the multiple requirement.

Note The amount in the import log is amount of the Total Monetary Amount field in the import file. The amount is not calculated based on product prices.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the EDI Order Import window.
Validate	Click this button to start the validation process. This button is only available if you select the Validate Only radio button.
Import	Click this button to start the import process. This button is only available if you select the Import if all Data is Valid radio button.

Main Tab Fields and Buttons

Field or Button	Description
Import Type	Select one of the following options: Single - Import orders from a single file. If you select this option, enter the path and file name of the file in the Import File field. Batch - Import orders from a batch of files. If you select this option, enter the folder that contains the files in the Import Directory field.
Processing Options	Select one of the following processing options: Import if all Data is Valid - Verify the data in the selected file, and if all data is valid, load the data into the database. Validate Only - Verify the data in the selected file (without importing it).
Log Errors Only	Select this check box to create a log errors only file.
Import File	Enter the path and file name containing the data to be imported, or click the Lookup button to navigate to and select the file. This field is only enabled if you select the Single radio button.
Email	Enter an email address to which to send the import report, or click the Lookup button to select the email address. This field defaults to the email address entered in the Email field in EDI Control Maintenance. This field is only enabled if you select the Batch radio button, and only used if you select the Email radio button on the Print Options tab.
Import Directory	Enter the path and folder that contains the files you are importing, or click the Lookup button to navigate to and select the folder. This field defaults to the folder entered in the Inbound Directory field in EDI Control Maintenance. This field is only enabled if you select the Batch radio button.
Import Extension	Enter the file extension for the import files. This field defaults to the file extension entered in the Import Extension field in EDI Control Maintenance. This field is only enabled if you select the Batch radio button. Example txt
Success Archive Directory	Enter the path and folder into which to move import files that successfully import, or click the Lookup button to navigate to and select the folder. This field defaults to the folder entered in the Import Success Archive Directory field in EDI Control Maintenance. This field is only enabled if you select the Batch radio button.
Error Archive Directory	Enter the path and folder into which to move import files that do not successfully import, or click the Lookup button to navigate to and select the folder. This field defaults to the folder entered in the Import Error Archive Directory field in EDI Control Maintenance. This field is only enabled if you select the Batch radio button.
Log Directory	Enter the path and folder into which to save the import log file, or click the Lookup button to navigate to and select the folder. This field defaults to the folder entered in the Log Directory & Filename field in EDI Control Maintenance.
Success Segment Directory	Enter the path and folder into which to save part of import files that successfully import, or click the Lookup button to navigate to and select the folder. This field defaults to a subfolder called segment in the folder entered in the Import Success Archive Directory field in EDI Control Maintenance. This field is only enabled if you clear the Require Complete Order Validation check box.
Error Segment Directory	Enter the path and folder into which to save part of import files that do not successfully import, or click the Lookup button to navigate to and select the folder. This field defaults to a subfolder called segment in the folder entered in the Import Error Archive Directory field in EDI Control Maintenance. This field is only enabled if you clear the Require Complete Order Validation check box.
Require Complete Order Validation	Select this check box to only import EDI orders if there are no errors during the import process. If this check box is cleared, order import files can be partially imported with successfully imported order data saved to the folder entered in the Success Segment Directory field, and data for orders with errors saved to the folder entered in the Error Segment Directory field. Example An EDI order import file contains 600 orders. There are errors for 30 of the orders. If you select this check box, none of the orders are imported. If you clear this check box, 570 orders are imported and 30 are not imported. This check box is selected or cleared by default based on whether the Require Complete Order Validation check box is selected or cleared in EDI Control Maintenance.

Print Options Tab Fields and Buttons

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the report. File - Output to a PDF file to be stored for later use. If you select this option, specify the output file name and location in the Output File Name field. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file. Note If you select this option and are importing a batch of orders, you can enter the email address to which to send the import report in the Email field on the Main tab. If you do this, you are not prompted to select recipients. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information. Note If you select this option and are importing a batch of orders, you can enter the email address to which to send the import report in the Email field on the Main tab. If you do this, you are not prompted to select recipients.
Output File Name	Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. This field is only available if you select the File radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Add Additional Comments	This check box is only available if you select the Email radio button, and is disabled in this window.
Process	Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen.
Time	Enter the time to output or process, and select AM or PM. These fields are only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Date	Enter the date (or first date) to output or process. This field is only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Task Occurs	Select one of the following options: Once - Output or process at a specified date and time. Every - Output or process on a recurring basis. You can select to output/process at a specific time: every week on specified days after a specified number of days on the first or last day of each month after a specified number of minutes After - Output/process after a specified task is completed. These radio buttons are only enabled if you select the Schedule radio button.
Frequency	Select one of the following: Day of Week - Output or process every week on the selected days. Days - Output or process after a specified number of days, starting on a specified date. Month - Output or process on the first or last day of each month, starting on a specified date. Time - Output or process after a specified number of minutes, starting on a specified date. These radio buttons are only available if you select the Every radio button.
Day of Week	Select the day(s) of the week to output or process. These check boxes are only enabled if you select the Schedule radio button, and select the Every and Day of Week radio buttons.
Repeat Every X Days	Enter a number of days after which to output or process. This field is only available if you select the Days radio button.
Repeat On	Click the Lookup button and select whether to output or process on the first or last day of the month. This field is only available if you select the Month radio button.
Repeat Every X Minutes	Enter a number of minutes after which to output or process. This field is only available if you select the Time radio button.
Triggering Task Id	Click the Lookup button to select a task ID that will trigger the task. This field is only available if the After radio button is selected.
Triggering Task Name	This field displays the name of the triggering task. This field is only available if the After radio button is selected.
Triggering Task Description	This field displays the description of the triggering task. This field is only available if the After radio button is selected.
Task Description	Enter a description of the task. This can help users understand the purpose of a recurring task.
Scheduling Assistant Queue	Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue.
External Email	Select this check box to send an email (outside of Apprise, using SMTP) when the task is completed.
Screen Alert	Select this check box to display an alert when the task is completed.
Internal Email	Select this check box to send an internal Apprise email when the task is completed.
Report Files	This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns: Print - Select the check box in this column to output the report file. Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button. Report Description - This column displays the description of each report file. Report Filename - This column displays the .rpt file name for each report file. Report Name - This column displays the name of each report file.