Process EDI 832 Catalogs

(EDI832.exe) This program will process an 832 catalog for a specified vendor and allow the user to effect selected changes to the Inventory Master File or the Contract Master File. The catalog must first be accessed via the 832 Receive Catalog in the EDI Process Selection program or by using Import on the Toolbar, which will open an Update Files selection. The user can select the file to import and enter the Vendor ID, then import the catalog. Filename should not have any spaces in it. When importing, on the File Import screen the user may choose to match on the Vendor Catalog or Manufacturer Catalog if the Material Code is not supplied. Under Tools on the File Import screen a Create Template File may be created in the EHS/edi folder with Column Headers for importing 832 files, named EhsImport832Template.csv. The correct format for the file is to list the columns as follows, and the Column Headers must be included with the exact spelling: VENDOR_CATALOG, MFG_CATALOG, DESCRIPTION1, UNIT_PURCHASE, PURCHASE_CONVERSION, PURCHASE_COST, MAT_CODE, MFG_NAME, UNSPSC_SEGMENT, UNSPSC_FAMILY, UNSPSC_CLASS, UNSPSC_COMMODITY. When selections are complete press the Process button.

When the catalog is available, select the Vendor using the drop down. An Information box appears alerting the user of the last date the catalog for this vendor was downloaded. Press OK to process the catalog. The user has a choice of how the catalog is viewed based on the 8 tabs at the bottom of the screen (ItemVend Differences, VC Differences, Description Differences, Manufacturer Differences, Contract Differences, Contract VC Differences, Conversion Differences, UNSPSC). On each tab the New columns will appear with a yellow background. Mark the lines you want to change in the X, Unit or Price column by clicking in that column. If you want to select all lines click on the blue box with the X, Unit or Price inside below the toolbar To de-select all click on the empty blue box next to it. User may Multi Select for either by clicking in the X column and pressing the CTRL key and the line which will then mark the line appropriately. After finishing all tabs, click the Red exclamation point to update the Inventory Master File or Contract Master File. There is a check box, No Mid Term Price Change, in the Contract Master File which will prohibit a price change using this program.

The user may delete lines on any of the tabs by clicking on the line and pressing the Delete key on their keyboard. If the user wishes to delete all lines on all tabs for a specific Vendor, select Tools and then Delete All Data For This Vendor, a screen appears to confirm your selection, then press the Yes button.

Tools menu will access E-mail or ALT+M, which will access user’s E-mail and allows the user to create a new message. There is also the ability to Create Contracts from 832 Data. There is a System Option, Can Import 832 Contract, in the EDI/Fax module that must be set to Y (Yes). When utilizing the user must first choose a Vendor and then select the process. A screen appears, Build Contract, enter the Contract number, and then choose to build with the Description, Vendor Number, Mfg (Manufacturer) Catalog and Mfg Name information from either the 832 or the Item Master File using the radio button to select. When completed, press the Create Contract button. A screen will appear to notify that the contract has been created, answer OK. When adding items the user will need to Re-Execute the contract in the Contract Master File by selecting the contract and going to Tools and then Re-Execute or pressing CTRL + F12 to update the ItemVend tab of Inventory Master File.

The user may export the information from the grid to an Excel format, by selecting Export Grid under File in the Applications menu. There is a System Option, Combine Contract Info On Import, in the EDI/Fax module, if set To Y (Yes), will allow the Contract information (either Contract Differences or Contract Vendor Catalog Differences) to be added to the spreadsheet. The user is asked via a Warning box that appears after selecting Export Grid, and must answer Yes to include the Contract information.

Under View, the user may elect to view Only Active Records, Only Items With Same Units, or By Buyer. If By Buyer is chosen a drop down field displays for selection.

The user also may update pricing from a vendor that is not listed in the Vendor group. See Using the Process 832 to Load Pricing.