EDI Process Selection

(EDISelct.exe) This program allows the user to utilize the EDI process to Send Orders (850), Receive Confirmations (855), Receive Invoices (810), Receive ASN - Automatic Shipping Notices (856), Send FA - Financial Acknowledgements (997) and Receive Catalogs (832).

It can be set up to run either manually or automatic and is based on Vendors who have been set up for these processes in the EDI Master Table. If sending manually, select the process in the Transaction Set and then the Vendor and the list of purchase orders will appear below if available. Press the Transmit button to initiate the process for that vendor. If the user wishes to transmit to all vendors for a certain process (for example: 850’s only), check the Transmit All box and then press the Transmit button as a manual process. If the user wishes to set up as an automatic process, use the Run Automatic button. This will go through each process within the Transaction Set and if there is an EDI file to send or receive it will do so. When using the automatic process, there is a System Option, EDI Inactive Period, under the EDI/Fax module, which will allow a time period of deactivation to be set.

Clicking on Process on the Toolbar, allows the user to process EDI 810 Invoices, EDI855 Confirmations, EDI 832 Catalogs, EDI856 ASN, EDI Build 997, Separate Packets, or EDI850 Create PO only. If EDI 810 Invoices or EDI 855 Confirmations, a Confirmation screen appears and requests to enter Version 3010 or 4010, whichever is applicable, and then click OK.

If there is an 855 Note, it will appear in the grid with a blue C to alert the user to a memo.

There may be an ability to send vendor memo detail lines to the vendor. Please contact Electronic Healthcare Systems to have this set up upon request.

There is a System Option, EDI855 Add Days To Deliver Date, under the EDI/Fax module, which will allow the user to enter a value that will be incremented on the Deliver Date when the EDI program receives an 855 Confirmation.