eFactoryPro Wiki

6.29 How can I search for EDI Suppliers?

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A number of search options have been added to the Supplier Record to make it quick and easy for you to determine whether or not a Supplier is an EDI Vendor.

Steps in the screenshots correspond to the numbers in the headings.

1. From the Main Menu, go to Inventory > Purchasing > Supplier.

Remember that the Tabs in the search field all work in combination with each other.  They have a cumulative effect.

2. Expand the red chevron in the search field.

4. Click on the drop-down arrow next to the Purchasing EDI field.  There are three options:  Mat (Parts), GNS (Goods and Services) and Both.

For the original EDI Release, we chose only to deal with Materials.  In the future, it is likely that we will have vendors who will process Goods and Services through EDI.  So, in the future state, you could see Vendors that were Material only, GNS only, or both.

The remaining three boxes default to shaded.  A shaded box means that it will pull back ALL results.  

5. EDI Process Changes is for Vendors that will send an 855 document acknowledging the requested changes.  To see only Vendors who do, toggle through until you see a checkmark in the checkbox.  To see only vendors who don't, the checkbox should be blank.

6. EDI Send Shipping is for Vendors who send the 856 Advance Shipping Notice. To see only Vendors who do, toggle through until you see a checkmark in the checkbox.  To see only vendors who don't, the checkbox should be blank.

7. Quoting EDI will be used in a future phase.  To see only Vendors are able to Quote through EDI, toggle through until you see a checkmark in the checkbox.  To see only vendors who don't, the checkbox should be blank.

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