EDI 845 inbound data processing
We recommend that your run the EDI Entry Processing Contract Pricing Report in non-update mode to review and correct the inbound data before you run the report to create and update records.
You can run the report in non-update mode as many times as required. When you run the report in non-update mode, the .dat file remains in the EDI directory. If you select another mode when you run the report, the .dat file is converted to a .bak file. You must then create and update rebate records manually.
When you run the report in update mode, you can create PD Pricing Setup and PD Mass Maintenance Entry records. If a record contains an error, you must correct the error in the corresponding function. You must update the PD Mass Maintenance Entry records to create PD Pricing Setup records.
If you create PD Mass Maintenance Entry records, a set ID that you can use to access the records is created by the system. The format is [vendor#][YYYYMMDD]-[sequence number][rebate type]-845. The sequence number is used if data from the same vendor is included in the EDI Entry Processing Contract Pricing Report in the same run or at different times during the day.
The report can process these types of rebates, based on the rebates selected in SA Administrator Options-Products-Rebates:
- Level 1: Product
- Level 2: Rebate Type
- Level 3: Product Price Type
- Level 4: Product Line
- Level 5: Product Category
The report can process these rebate calculation types:
- Amount
- Percent
- Net
Vendor Price Group
If you use the Vendor Price Group to link a vendor group code to a vendor and a specific product price type, use this data to streamline the vendor groups used in the EDI 845 report. There are some benefits to using Vendor Product Group-Product Price Types setup for processing the data using the report, but not required to use the Price adjustment. We recommend you look at the setup of Vendor Product Group data to determine if you would like to duplicate the group codes.
Vendor Product Group
If an EDI845 document includes a group code, use Vendor Product Group functionality to cross reference the group code to data in Distribution SX.e. You can tie the vendor group code to these values:
- Product Category
- Product Line
- Product Rebate/Sub Rebate Type
- Product Price Type
You can also use the Vendor Product Group to associate a group with a stock pricing adjustment using an Operand and Modifier Amount. The matching logic validates data from the EDI 845 inbound at the product group level.