EDI Purchase Order Export

Menu Path: Electronic Data Interchange $Images\bluerarw.gif$ Outbound Processing $Images\bluerarw.gif$ EDI Purchase Order Export

Note You can also click the EDI button in the ribbon in Purchase Order Maintenance to access this window.

Purpose

Release EDI purchase orders.

Overview

Use EDI Purchase Order Export to release EDI purchase orders. You can also use it to put EDI purchase orders on hold, or to retransmit previously transmitted orders. For set up information, see EDI Purchase Order FAQ.

Note Only purchase and drop ship type purchase orders can be set up for EDI. Only purchase orders that have been ordered (the Ordered check box is selected for the orders in Purchase Order Maintenance) display on the Results tab in this window.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the EDI Purchase Order Export window.
Show Data	Click this button to display purchase orders on the Results tab based on the criteria selected on the Select tab.
Edit PO	Click this button to display Purchase Order Maintenance, which allows you to view and update the purchase order selected on the Results tab. Note If you are not authorized to use Purchase Order Maintenance, the Purchase Order Inquiry window appears instead, and allows you to view information for the purchase order.
Release	Click this button to release the selected purchase order in the Results grid. This button is only available if you select the On Hold radio button.
Release All	Click this button to release all purchase orders in the Results grid. This button is only available if you select the On Hold radio button.
Hold	Click this button to place the selected purchase order in the Results grid on hold. This button is only available if you select the To Be Transmitted radio button.
Hold All	Click this button to put all purchase orders in the Results grid on hold. This button is only available if you select the To Be Transmitted radio button.
Re-Transmit	Click this button to retransmit the selected purchase order in the Results grid. This button is only available if you select the Transmitted radio button.
Re-Transmit All	Click this button to retransmit all purchase orders in the Results grid. This button is only available if you select the Transmitted radio button.
PO Inquiry	Click this button to display Purchase Order Maintenance, which allows you to view and update the purchase order selected on the Results tab. Note If you are not authorized to use Purchase Order Maintenance, the Purchase Order Inquiry window appears instead, and allows you to view information for the purchase order.
EDI Extract	Click this button to display Transmit EDI Purchase Orders, which allows you to create files for EDI translation (for third parties, like Sterling, or for the Apprise EDI Manager). These files are output to the folder path entered in the Outbound Directory field in EDI Control Maintenance.

Select Tab Fields and Buttons

Field or Button	Description
All Purchase Orders	Select this check box to display all EDI purchase orders. This check box is selected by default.
From (Purchase Order)	Enter the first EDI purchase order number in a range of EDI purchase orders you want to display, or click the Lookup button to select an EDI purchase order number. This field is only enabled if you clear the All Purchase Orders check box.
To (Purchase Order)	Enter the last EDI purchase order number in a range of EDI purchase orders you want to display, or click the Lookup button to select an EDI purchase order number. This field is only enabled if you clear the All Purchase Orders check box.
All Suppliers	Select this check box to display EDI purchase orders ordered from all suppliers. This check box is selected by default.
From ID	Enter the first supplier code in a range of supplier codes for which to display EDI purchase orders, or click the Lookup button to select a supplier code. This field is only enabled if you clear the All Suppliers check box.
Name (From Supplier)	Enter the first supplier name in a range of supplier names for which to display EDI purchase orders, or click the Lookup button to select a supplier name. This field is only enabled if you clear the All Suppliers check box.
To ID	Enter the last supplier code in a range of supplier codes for which to display EDI purchase orders, or click the Lookup button to select a supplier code. This field is only enabled if you clear the All Suppliers check box.
Name (To Supplier)	Enter the last supplier name in a range of supplier names for which to display EDI purchase orders, or click the Lookup button to select a supplier name. This field is only enabled if you clear the All Suppliers check box.
All Ship-To Locations	Select this check box to display EDI purchase orders for all ship-to locations. This check box is selected by default.
From Prefix	Enter the first ship-to location prefix in a range of ship-to location prefixes for which to display EDI purchase orders, or click the Lookup button to select a ship-to location prefix. This field is only enabled if you clear the All Ship-To Locations check box.
Name (From Ship-To Location)	Enter the first ship-to location name in a range of ship-to location names for which to display EDI purchase orders, or click the Lookup button to select a ship-to location name. This field is only enabled if you clear the All Ship-To Locations check box.
To Prefix	Enter the last ship-to location prefix in a range of ship-to location prefixes for which to display EDI purchase orders, or click the Lookup button to select a ship-to location prefix. This field is only enabled if you clear the All Ship-To Locations check box.
Name (To Ship-To Location)	Enter the last ship-to location name in a range of ship-to location names for which to display EDI purchase orders, or click the Lookup button to select a ship-to location name. This field is only enabled if you clear the All Ship-To Locations check box.
All Purchase Order Dates	Select this check box to display EDI purchase orders for all purchase order dates. This check box is selected by default.
From (Purchase Order Date)	Enter the first purchase order date in a range of dates for which to display EDI purchase orders, or click the drop-down arrow to select a purchase order date. This field is only enabled if you clear the All Purchase Order Dates check box.
To (Purchase Order Date)	Enter the last purchase order date in a range of dates for which to display EDI purchase orders, or click the drop-down arrow to select a purchase order date. This field is only enabled if you clear the All Purchase Order Dates check box.
EDI Status Display	Select whether to display EDI purchase orders that are on hold, that have yet to be transmitted, or that have already been transmitted. When you select an option, the ribbon buttons change to allow you to release orders on hold, put released orders on hold, or retransmit previously transmitted orders.

Results Tab Fields and Buttons

Field or Button

Description

Results

This grid displays purchase order information based on the criteria selected on the Select tab. Double-click a purchase order to display Purchase Order Maintenance, which allows you to view and update the purchase order.

Note If you are not authorized to use Purchase Order Maintenance, the Purchase Order Inquiry window appears instead, and allows you to view information for the purchase order.