ACQUISITIONS

Chapter 9. REPORTS

   

 

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EDI Doc Report

The EDI Doc Report generates a listing that summarizes EDI messages sent from or received by the Acquisitions system during a specified time period. Separate reports may be generated for each EDI message type.

To generate an EDI Doc Report:

1. From the Acquisitions menu, select Run Reports – EDI Report.
   • The EDI Report screen displays.

2. Use the EDI Document Type radio buttons to select the document type for which you wish to generate a report; 850 PO, 855 PO Ack or 810 Invoice.
3. Specify the desired Start Date and End Date.
   • Enter the desired Start Date and End Date using the format MM/DD/YYYY, i.e., "03/15/2014".

     NOTE: Be sure to include the slashes “/” when entering the Start Date and End Date. Do not include alphabetic characters when entering the Start Date and End Date.

     • You may also click the Date Entry Calendar icon next to the Start Date and End Date text boxes to select a date using the Date Entry Calendar (see the System Basic User Guide for details).
4. Click the Submit button to submit the report request.
   • A summary of EDI messages for the specified report period displays in an additional browser window.

To view the EDI Doc Report:

NOTE: The content of the EDI Doc Report depends on the type of report generated; 850 PO, 855 PO Ack (Acknowledge) or 810 Invoice.

The 850 PO report provides the following information:

• The File Name of the EDI message
• The Purchase Order Number (PO Number) with which the message is associated
• The name of the vendor to which the message was sent (Vendor Name)
• The date and time at which the message was created (Create Date)
• The date and time at which the message was sent (Sent Date)
• Click a View EDI Log link to view the associated message

The 855 PO Ack report provides the following information:

• The File Name of the EDI message
• The Purchase Order Number (PO Number) with which the message is associated
• The name of the vendor from which the acknowledgement was received (Vendor Name)
• The date and time at which the message was created (Create Date)
• The date and time at which the message was sent (Sent Date)
• Click a View EDI Log link to view the associated message

The 810 Invoice report provides the following information:

• The File Name of the EDI message
• The Invoice Number with which the message is associated
• The name of the vendor from which the invoice was received (Vendor Name)
• The date and time at which the invoice was received (Receive Date)
• Click a View EDI Log link to view the associated message

 

 

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