Receiving an EDI Purchase Order (850/ORDERS)

  1. Import data into SyteLine. To import the Purchase Order 850/ORDERS transaction from your customer, use the EDI Transaction Load Routine. When the data is imported, it creates EDI customer orders.
  2. You can review and update the order data before posting it to SyteLine, using these forms:
    • EDI Customer Orders
    • EDI Customer Order Lines
  3. Post the orders. You can post the orders manually or allow EDI to post them automatically, depending on how you set the Auto-Post option on the EDI Customer Profiles form:
    • If you set Auto-Post to Inbound or Both, EDI automatically validates and posts the orders to SyteLine.
    • If you set Auto-Post to Outbound or Neither, you must post the orders to SyteLine manually from  the EDI Customer Orders form's Actions menu. When posted, these orders create SyteLine customer orders.
      • Actions > Post Current: Posts the current EDI CO to SyteLine.
      • Actions > Post All: Posts all valid EDI COs to SyteLine at the same time.

If the system detects any errors during posting, you can do either of the following:

  • To view the errors for a specific newly-created order, go to the EDI Customer Orders form and select Actions > List Errors.
  • To view a list of all errors that occurred when SyteLine received the inbound EDI purchase orders, go to the Inbound Purchase Order Error Report.
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