iNet: Sending a Purchase Order

 

Use this job aid to send a purchase order (PO) to a vendor using iNet Vendor Direct.

This job aid assumes you have completed all the set up steps required to use iNet Vendor Direct to transmit EDI docments. For more information, refer to the iNet Vendor Direct Setup Guide. Additional information about iNet is available on the Epicor web site at www.activant.com.

 

1

Send PO immediately

  1. From Network Access, at the Function prompt, type BTC and press <Enter> to display the Transmission Controller (ATC/BTC) screen.

  2. At Transmission Control Stream, type one of the following:

  3. If you use async to transmit, type EDIPOA and press <Enter>.

  4. If you use FTP to transmit, type EDIPOF and press <Enter>.

  1. Fill in the fields on the screen. For field information, refer to the Field information section.

  2. Press <Save>. Your system will initiate a call to a data network and transmit your PO.

  3. Press <End> to exit the screen. After a few minutes, continue with section 3 to check the transmission status.

 

2

Queue PO to send later

  1. From Network Access, at the Function prompt, type EPO and press <Enter> to display the Electronic Purchase Orders (EPO) screen.

  2. At Transmission Control Stream, type one of the following:

  3. If you use async to transmit, type EDIPOA and press <Enter>.

  4. If you use FTP to transmit, type EDIPOF and press <Enter>.

  5. Fill in the fields on the screen. For field information, refer to the Field information section.

  6. Press <Save>. Your system will transmit the PO at the time you schedule it (based on how you set up the queue that includes EPO).

  7. After the PO has been transmitted, continue with section 3 to check the transmission status.

 

 

Field information

  • PO Number Range – Enter a range of PO numbers. Or use the next field to specify a list.

  • or List of PO's – Enter the specific PO numbers to transmit, POs can be from different stores. Or, use the previous field to enter a range.

  • Vendor Code – This is the vendor code on the PO.

  • Ship-To Store – If you are transmitting:

    • POs from one store to be delivered to that store, leave this field blank.

    • POs from one store to be delivered to another store, enter that store's number.

    • POs from several stores to be delivered to one store, enter the delivery store's number.

    • POs from various stores to be delivered to the various stores, leave this blank.

  • Send Cost – Type Y if you want to send your cost from Inventory Maintenance. The cost will then be included on the electronic PO that is transmitted to the vendor.

  • Send Desired GP% – Type Y if you want to send your desired gross profit percent from Inventory Maintenance. If the vendor supports this feature, the electronic invoice document (ERP) will then include retail prices.

  • Purchase Order Type – Enter the code that corresponds to the PO.

  • Shipping Code – Enter the code that corresponds to how the order should ship. If you select option 0 (ship at once), leave the next two fields blank (Ship Date and Cancel Date).

  • Ship Date – If the Shipping Code field is 1 through 6, enter a ship date.

  • Cancel Date – If the Shipping Code field is 6, then enter a cancel date.

  • PO Header Codes – (Optional) If you've entered codes on the Purchase Order Header screen, you can use this field to include or exclude POs based on the codes.

 

3

Check transmission status

  1. From Network Access, at the Function prompt, type ASYMSG and press <Enter> to display the Async Transmission Log.

  2. You may need to press <Next Item> to view the correct section of the log. Look for an entry that starts with EDIPOA or EDIPOF. Review the log to verify a successful transmission.

  3. Press <End> to exit the screen.

 

 

Troubleshooting

If you have problems transmitting EDI documents (POs, invoices, etc.), try the following:

  • Review the Async Transmission Log. Attempt to correct any of the error conditions.

  • Try the transmission again.

  • Make note of any error messages that display on the screen.

  • Check the transmission status in ASYMSG for error messages.

  • Call the Eagle Advice Line at 1(800) 322-3077 to help you solve the problem.