Transmit EDI Purchase Orders

Menu Path: None

To use Transmit EDI Purchase Orders, perform one of the following:

In EDI Purchase Order Export, click the EDI Extract button in the ribbon.
In Purchase Order Maintenance or Purchase Order Inquiry, click the EDI button in the ribbon, and confirm that you want to transmit EDI data.

Purpose

Create EDI files for purchase orders.

Overview

Use Transmit EDI Purchase Orders to create EDI files for outgoing purchase orders to suppliers. For more information, see EDI Purchase Order Export and EDI Purchase Order Export Format.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Transmit EDI Purchase Orders window.
Print	Click this button to output the EDI files for purchase orders based on the selected criteria.

Select Tab Fields and Buttons

Field or Button	Description
All Ship-To Locations	Select this check box to output EDI files for all shipping locations. This check box is cleared by default.
Prefix	Enter a shipping location prefix for which to output EDI files, or click the Lookup button to select a shipping location prefix. This field is only enabled if you clear the All Ship-To Locations check box. For more information on shipping locations, see Sales Location / Shipping Location.
Name (Ship-To Location)	Enter a shipping location name for which to output EDI files, or click the Lookup button to select a shipping location name. This field is only enabled if you clear the All Ship-To Locations check box. For more information on shipping locations, see Sales Location / Shipping Location.
All Purchase Orders	Select this check box to output EDI files for all purchase orders. This check box is selected by default.
From (Purchase Order)	Enter the first purchase order in a range of purchase order numbers for which to output EDI files, or click the Lookup button to select a purchase order number. This field is only enabled if you clear the All Purchase Orders check box.
To (Purchase Order)	Enter the last purchase order number in a range of purchase order numbers for which to output EDI files, or click the Lookup button to select a 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 output EDI files, 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 output EDI files, 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 output EDI files, 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 output EDI files, or click the Lookup button to select a supplier name. This field is only enabled if you clear the All Suppliers 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 purchase order dates for which to output EDI files, 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 purchase order dates for which to output EDI files, 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.

Print Options Tab Fields and Buttons

Field or Button	Description
Process	Select whether the report is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the process occurs. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance.
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.