Send Outbound Invoices (EI62)

The Send Outbound Invoices (EI62) exports Invoices (810/880) to ProEDI and from ProEDI, the Invoices are transmitted to the Trading Partner.

  • To send the Invoices to the Trading Partner, the Invoice(s) must first be created through Enter Invoices/Direct Bills/Credit Notes (IN41) and Print Invoices/Credit Notes (IN42).

    • IN42 does all of the data preparation and auditing of EDI data. Each Trading Partner has unique audit program requirements, which are defined in Trading Partner Modules (EI03/Audit Program).

    • Any Invoices that fail the audit process due to invalid data will NOT be passed on to EI62, and thus to the Trading Partner. At the end of IN42, an EDI Audit Report is generated which defines details of the Invoices, i.e. which transactions passed, which transactions failed and the reason for the failure.

    • All corrections must be made in IN41 or in Enterprise (depending on the reason for failure - IM13, PO13, etc.) and then IN42 can be run again successfully.

  • The Invoice is then sent as an 810/880 to ProEDI via EI62 and are then transmitted to the Trading Partner via Download/Upload EDI Documents (EI20).

The following list defines the steps involved in running EI62:

  1. The Trading Partner screen opens. Double-click on a Trading Partner or highlight a Trading Partner and press Enter.

  2. The following message displays: "Do you want to start this update? Yes/No". Select Yes to start the Send Outbound Invoice process. Select No to cancel the request and close EI62.

  3. The outbound Invoices are exported to ProEDI and are ready to be transmitted through EI20.