Information Systems:Electronic Invoices
We can build a data file for stores to update their purchase orders on their POS system. The file contains order lines that were cancelled, partially shipped, and fully shipped.
Go to Unity / Start uniPharm Extensions / VA Company (PRODUCTION) / Work with UWD IT Tools / FTP Connections / Invoice FTP Configuration.
This calls DFU on file INVFTPP. This file is used when invoicing, to connect to the FTP server, and download a list of products shipped. Stores can use this to update the purchase orders and stock levels on their POS.
WORK WITH DATA IN A FILE Mode . . . . : CHANGE
Format . . . . : INVFTPR File . . . . : INVFTPP
Partner: 10789
Order Source: EDI-KROLL
Description: Pharmasave #255
FTP Server: ftp.unipharm.com
FTP User ID: ftporders
FTP Password: **********
FTP Directory: 10789/kinvoices
WORK WITH DATA IN A FILE Mode . . . . : CHANGE
Format . . . . : INVFTPR File . . . . : INVFTPP
Partner: 10789
Order Source: _________
Description: Pharmasave #255
FTP Server: ftp.unipharm.com
FTP User ID: ftporders
FTP Password: **********
FTP Directory: 10789/invoices
This file tells which stores want to receive invoice data, for which type of orders (blank means any), and where on our FTP server to put them. In the above example, Kroll orders are put into a different folder than all the others. This store has two different POS systems, each one needing to pick up its own invoices.
You can resend an invoice, or send an invoice that was created before the store was added to this file, by going into invoice inquiry, pressing F7=Create Invoice Copy, and keying in ‘Y’ for ‘FTP’.
Under special circumstances, for example opening a new store, they may want to get invoices for Web Orders to load into their point of sale system to update their inventory. Make sure there is an ‘invoice FTP Configuration’ record set up for them, with a blank order source (you may have to blank it out; if so make sure to put it back when this is complete). Go into invoice inquiry, and for each invoice, press F7=Create Invoice Copy, and key in ‘Y’ for ‘FTP’.