Process EDI Invoices Workform

You can access the Process EDI Invoices workform by selecting EDI Services, Process EDI invoices from the Acquisitions menu, pressing Alt A +E or by clicking the EDI icon in the Acquisitions toolbar.

Use the Process EDI Invoices workform to display and process EDI invoices where the number of items sent is not equal to the number of items ordered.

Note:
Invoices appear on this workform only when the Hold partial receipt invoices checkbox is checked in the EDI Invoice Defaults profile. This setting prevents EDI invoices from being created automatically if any of the line items in the invoice has an number of copies that is not equal to the number of copies ordered. EDI invoices are generated automatically if the number of copies ordered and the number of copies received match for all titles on the invoice.

• Enter the search criteria for the invoices:
  • Enter the invoice number (maximum of 30 characters)
  • Enter the supplier’s SAN
  • Enter an invoice date range by selecting dates in the From and To boxes.
• Filter by organization - If you want to process only a specific organization’s invoices, select the organization. Set the organization filter to All to see all unprocessed partial EDI invoices.

• Find the partial EDI invoices - Click Go.

• Generate the invoices -Select an invoice, right click and select Generate invoice or click the toolbar icon.

The invoice is generated. If the Update linked PO line items checkbox is checked in the EDI Invoice Defaults profile in Polaris Administration, the linked purchase order line items are updated to Received, and any segments that could not be received are set to On-order. If the Update linked PO line items checkbox is not checked in the EDI Invoice Defaults profile, the purchase order line items remain unreceived. You can link to the purchase order and receive the line items, or you can receive from the invoice.