Vendor EDI Settings

Use this screen to create and maintain the EDI vendor records you use to transmit EDI data to a network service provider. To use this feature, EDI must be active on your system.

Certain fields on this screen must be maintained by STORIS, for example the codes supplied by the service provider. Once you properly set up a vendor EDI record, you can enter it into the Vendor EDI Code field on the Shipments tab in the Vendor Settings. In this way, you activate EDI processing for the selected vendor.

You can use the Delete button to remove unused Vendor EDI records, provided they are not referenced by any vendor.

Use this field to associate a payables company with an EDI vendor. Enter a company code in this field or click the Search button to select a code from the list. To indicate the payables company for specific receiving locations, click the Action button and access the Enter Payables Company by Location screen.

The company you indicate here is used to generate AP Bills from EDI 810 Invoices received from this EDI Vendor when no payables company has been specified on the Enter Payables Company by Location screen for the receiving location. The hierarchy for determining the payables company to be used for AP Bills created from 810 invoices is:

Vendor EDI/Receiving Location combination - Access the Payables Company by Location screen via the Action button at this field.
Vendor EDI - Vendor EDI Settings, Payables Company field
*EDI Control Settings

*The EDI Control Settings in the hierarchy above determines whether to use the Receipt Warehouse Location’s Payables Company or a Specific Company based on the existing setup.

This field is used (along with the vendor In Transit Days) to update the scheduled delivery date for EDI 315 documents when the purchase order line references more than one container. The updates are performed only automatically via EDI updates when 856 and 315 documents are received. Enter the additional days to be added to the Status Date received from the EDI 315 Status Documents when received from this EDI vendor.

The scheduled delivery date of the purchase order line is only updated if the calculated delivery date (EDI Status Date + In Transit Days + Additional In Transit Days) is further in the future than the currently assigned scheduled delivery date.

Use this field to specify your preference for applying date changes on acknowledgements for the selected EDI vendor. This field applies date changes to the EDI-855 (PO Acknowledgement), EDI-856 (Advance Ship Notice), and EDI-865 (PO Change Request Acknowledgement). You have the following options:

Use Default - use the default setting from the EDI Control Settings.
Never - never accept the vendor's changed dates.
Always - always accept the vendor's changed dates.

Use this field to specify your preference for applying cost changes on acknowledgements for the selected EDI vendor. You have the following options:

Use Default - use the default setting from the EDI Control Settings.
Never - never accept the vendor's changed costs
Only When Lower - only accept the vendor's changed costs if they are lower than the purchase order costs.
Always - always accept the vendor's changed costs

Use this field to specify your preference for applying cost changes on vendor billings for the selected EDI vendor. You have the following options:

Never - never accept the vendor's changed costs.
Only When Lower - only accept the vendor's changed costs if they are lower than the purchase order costs.
Always - always accept the vendor's changed costs.

Update Quantity for Acknowledged PO

The following settings indicate how quantity changes transmitted by a specific vendor on an 855 or 865 transaction are handled on the purchase order. You have the option to set these settings globally via the EDI Control Settings.

Check the box at this field to indicate that purchase order quantities are updated for decreases in the acknowledged quantity. A decrease allows the purchase order quantity to be brought down to zero. If you do not want to allow decreases, leave this box blank.

Check the box at this field to indicate that purchase order quantities are updated for increases less than or equal to the maximum amount indicated in the Maximum Quantity Increase field. If you do not want to allow increases, leave this box blank.

If you have checked the box at the Increases Within the Maximum field, entry in this field is mandatory. Enter a number greater than zero. This is the maximum quantity that a purchase order quantity can be increased.

The default for this field is the box is checked.

To use the settings established in the EDI Control Settings for the vendor specified, leave this box checked. If you would like to establish settings on an individual basis, uncheck this box.

Check this box to indicate that the selected vendor is actively using EDI. This box is unchecked for new vendor records.

This field affects the way you transmit purchase orders to EDI vendors. If you check this box, the system prompts you at the end of Purchase Order Entry to indicate if you want to fax a copy of the PO to the EDI vendor. If you leave this box blank, the prompt to fax the PO does not appear.

For purchase orders being transmitted to EDI vendors, the system first prompts you to transmit the PO via the EDI. If you answer Yes to that prompt, the system does not prompt you to transmit by PO, regardless of your response to Allow Fax of POs prompt.