This release provides improvements to the EDI Order Tracking module:
- Provides more EDI Order Tracking configuration to improve load and update rules
- Expands the ability to cancel EDI Orders and EDI Order Lines
- Improves consolidated Confirmation emails to Customers
- Provides an option to Make Live multiple validated EDI Orders
- Improve the EDI Order Tracking interface for receiving and processing files
The following screens have been updated
Suppliers Invoice
The zoom in the P.O. Number column has been improved to show all parts on Orders linked to the Job. Use the Re-Query button to view all the Parts linked to the Job on different Orders. The zoom will show the Client Part Number (hidden by default), the Part Description and the Balance on the Order Line. If a P.O. Number, or P.O. Number Line is entered in the Supplier Invoice and Expedient doesn’t recognised the Order as linked to the Job the User will be warned but Expedient will let the User continue to complete the Supplier Invoice line.
Customer Parameters
This screen has been updated with two new configuration fields
- Allow update of Orders linked to Shipments/Jobs. This field allows EDI Orders and manual updates to Orders even if Shipments and Jobs have been linked to the Order. This flag is set Customer by Customer and defaults to No for new Order Tracking Customers
- Allow bulk update to live order. This flag provides the option in the EDI Orders screen to find all confirmed EDI Orders for the Customer and, provided validation is passed, set all the EDI Orders to live orders in one click. Any EDI Orders that do not pass validation will remain in the EDI Orders screen. This flag will set all EDI Orders to ‘Confirmed’ if they pass validation during the load.
Order Line Posting Errors
Part Number has been better labelled as Supplier Part No.
Order Line Posting – new screen
This screen, available from Order Tracking > Order Line Posting Menu > Order Line Posting shows how Order Lines have been updated
EDI Orders
- Notes have been relabelled as ‘Comments’ in this screen.
- Orders and Order Lines that are loaded by EDI and have the action ‘DELETE’ will show CANCELLED rather than deleted where the Order Status has moved past NEW or LREQ.
- A new option has been added ‘Make all validated orders live’. This option is available where the flag in the Customer Parameters screen ‘Allow bulk update to live order’ is set to ‘Yes’. This option will find all EDI Orders for the Customer on the screen where the Confirmed flag is set to Yes and that pass validation and make them all live orders in one click. Expedient will advise how many EDI Orders were set live.
The Order Load Process has been updated with some new features
- It will check the new flag and will update Orders already linked to Shipments and Jobs if permitted for the Customer.
- One email with an XLS attachment reporting the Orders processed including any warnings or errors will be sent to the Customer rather than multiple separate messages at the end of the load process
- Orders will be validated as they are loaded and, if they pass validation, the Confirm flag will be set to Yes.
A new CSV file load option is available to load Additional References for Order Lines. The format of the CSV file is provided in the Order Tracking manual.