View source for Accounting Finance:Supplier Accounts-Setting up Supplier for EDI

==Overview==
By the end of this course, you will be able to:
*Set up suppliers to handle EDI transmissions

===EDI Ownership===

EDI Business Process Owner = John 
ASW Names File Administrator = Nancy
EDI Technical Owner = Pat

===Typical EDI/EFT Transaction Cycle===

:1. UWD sends a purchase order (EDI 850) 
:2. Supplier sends an acknowledgement notice (EDI 855)
:3. Supplier sends an advance shipping notice (EDI 856) 
:4. Supplier sends an electronic invoice (EDI 810) 
:5. UWD sends an Electronic Funds Transfer (EFT) 
:6. UWD sends a remittance advice (EDI 820)
<br />
*We may not receive all of the EDI transaction documents from every vendor
*EDI communication with vendors is handled by SPS Commerce

===Process===

*EDI vendors set up by Finance in the Names file
*Standard ASW functionality is used
*Use Production Notice from SPS Commerce to determine EDI documents that may be exchanged

==Setting up Supplier for EDI==

:1. Select '''Customer'''
:2. Select '''Work with names'''

[[File:EDISetup1.png|400px]]

:3. Highlight the applicable supplier
:4. Press '''Change'''

[[File:EDISetup2.png|400px]]

===Enabling 850 (Purchase Order)===

:1. Press '''Enter''' until the DI documents, all screen is displayed
:2. Double-click the line with:
::*Document = ORDERS
::*Document subtype = 1
::*Method = EDI/400
::*Method subtype=ANSI/X12

[[File:EDISetup3.png|400px]]

:3. Enter '''Y''' into the '''Send document''' field
:4. Press '''Enter'''

[[File:EDISetup4.png|400px]]

This screen applies only to Sales Orders
:5. Press '''Enter'''

[[File:EDISetup5.png|400px]]

===Enabling 855 (PO Acknowledgement)===

:1. Double-click the line with:
::*Document = ORDRSP
::*Document subtype = 1
::*Method = EDI/400
::*Method subtype = ANSI/X12

[[File:EDISetup6.png|400px]]

:2. Type '''Y''' into the '''Receive document''' field
:3. Press '''Enter''' when finished

[[File:EDISetup7.png|400px]]

===Enabling 856 (Advance Shipping Notice)===

:1. Double-click the line with:
::*Document = DESADV
::*Document subtype = 1
::*Method = EDI/400
::*Method subtype = ANSI/X12

[[File:EDISetup8.png|400px]]

:2. Type '''Y''' into the '''Receive document''' field
:3. Press '''Enter'''

[[File:EDISetup9.png|400px]]

:4. Enter values as shown (should be the defaults)
:5. Press '''Enter''' when finished

[[File:EDISetup10.png|400px]]

:6. Press '''F12''' to move back to previous panel

[[File:EDISetup11.png|400px]]

===Enabling 810 (Vendor Invoice)===

:1. Double-click the '''FINEDI''' method

[[File:EDISetup12.png|400px]]

:2. Type the vendor number into the '''Party identification''' field
:3. Press '''Enter'''

[[File:EDISetup13.png|400px]]

:4. Press '''Enter''' to move to next panel

[[File:EDISetup14.png|400px]]

:5. Double-click the line with:
::*Document = INVOIC
::*Document subtype = 1
::*Method = EDI/400
::*Method subtype = ANSI/X1

[[File:EDISetup15.png|400px]]

:6. Type '''Y''' into the '''Receive document''' field
:7. Type '''Y''' into the '''Paper copy''' field
:8. Press '''Enter'''

[[File:EDISetup16.png|400px]]

:9. Double-click the line with:
::*Document = INVOIC
::*Document subtype = 1
::*Method = FINEDI
::*Method subtype = blank

[[File:EDISetup17.png|400px]]

:10. Type '''Y''' into the '''Receive document''' field
:11. Press '''Enter'''

[[File:EDISetup18.png|400px]]

===Enabling 820 (Remittance Advice)===

:1. Double-click the line with:
::*Document = REMAD
::*Document subtype = 1
::*Method = EDI/400
::*Method subtype = ANSI/X12

[[File:EDISetup19.png|400px]]

:2. Type '''Y''' into the '''Send document''' field
:3. Press '''Enter''' when finished

[[File:EDISetup20.png|400px]]

===Enter Remittance Advice Email Address===
Click link below for instructions on how to set up a contact in CNS:
<br />
[[Finance:Supplier Accounts-Setting up Contacts in CNS]]

[[Category:Workflows-Finance]]
[[Category:Accounts Payable]]