Configure SO EDI Items

If you have enabled the Electronic Data Interchange (EDI) module, click the Sales Order EDI Items button in the Items tab of the Sales Orders (SO) page to configure the sales order (SO) EDI items. The labels appear in the Sales Order EDI Items window as set up in the EDI Setup (XEDI) window. You can add the SO EDI Item details only when you are creating an SO. You can modify the EDI item details when required.

To configure SO EDI items

1. Open the Sales Orders (SO) page.

   a. Select Sales Management > Sales Transactions > Sales Orders.

   Or

   b. Search for SO or Sales Orders in the Navigation box and then select Sales Orders.

   The Sales Orders (SO) page appears.

2. Add the SO:

   • To add a new SO, on the Toolbar, click New.

   • To create an SO from a quotation, another SO, current SO, RMA, or a job order, click the Copy dropdown, and then click the appropriate option. For more information, see Add a sales order based on a quotation, another sales order, or a job order

3. Add the required information in the Customer Info tab and the Items tab.

4. On the Toolbar, click More Actions.

5. Select More Actions > Actions > Sales Order EDI Items.

   The Sales Order EDI Items window displays the EDI Character, EDI Date, EDI Number, and Memo fields with the labels setup in the EDI Setup (XEDI) window.

6. Enter appropriate values in the fields.

7. On the Toolbar, click Save.