Setting up ION Process Invoice settings to receive the EDI 810 inbound

This setup is required for cloud implementations only.

  1. Select System Administrator > Administration > Administrator Options > Integrations > ION Interface Options.
  2. Select AP Inbound Invoice Processing (810).
  3. Click Save.
  4. Select Vendor > Setup > Vendor.
  5. Select the vendor record, and then click Edit.
  6. Click eCommerce.
  7. In the ION Process Invoice Settings section, specify the group name for the vendor that was set up in Vendor Invoice Group Entry. If this field is left blank, invoices are received in the APEI810 default group.
  8. Optionally, select these options:
    Use EDI/PO/APSV Terms Hierarchy

    Use this option to determine which terms to use for processing. Leave this option blank to use the terms from the Vendor Setup-General record. Select this option to use this hierarchy to determine the terms type:

    1. The EDI term code contained in the BOD if the EDI term code is specified on a valid SA Table Code Value Setup record for a term.
    2. The terms type on the purchase order header record if the purchase order number is included in the BOD.
    3. The terms value from the Vendor Setup record.

    If the EDI document includes a due date, discount due date, discount amount, discount percent, or discount days, these values supersede the values determined from the terms type if the terms record has both.

    Allow Invoices Without Purchase Orders

    Select this option to process expense invoices that are not associated with a purchase order. If this option is not selected and an invoice does not contain a valid purchase order number, then a Vendor Invoice Center Entry record is not created and a Confirm BOD is sent back to ION with a detail of this fatal error.

    Apply Over Receipt to Last Suffix

    Select this option to assign the over-received quantity to the last available suffix. Leave this option blank to assign the over-received quantity to a fake PO suffix in Vendor Invoice Center Entry.

    Set Print Flag For Notes

    Select this option to select the Print Note flag for notes created when invoice header notes are contained in the BOD. The Secured flag for notes is not selected.

  9. Click Save.
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