EDI (EI) Typical Cycles

This topic outlines the typical execution sequence of programs that are required to process EDI transactions. For individual program details, please see the help text associated with each program.

Setting Up Trading Partner Information

Setting up trading partners is done when EDI is set up at your site and is not part of the typical cycle. We mention this for reference purposes. If changes are required, we recommend that you consult your TECSYS Professional Services representative.

1. EDI Trading Partners (EI01)
   • Used to link Trading Partner codes to PFE paying office codes and networks.
   • Set up is typically done by a TECSYS Professional Services representative as the parameters must match third-party configurations.

2. EDI Trading Partner Modules (EI03)
   • Used to assign specific transaction criteria to the Trading Partners set up in EI01.
   • Set up is typically done by TECSYS Professional Services representative as the parameters must match third-party configurations.
   • Used to flag Trading Partners that use EI33.

EDI Batch Process (EI33)

The EDI Batch Process (EI33) handles most of the EDI day-to-day functions in a batch process. The documents that are processed by EI33 can also be processed individually from the menu system, however you cannot run any individual programs when EI33 is running.

• EI33, like other PFE batch processors, should be left running.

• A log is created and should be reviewed regularly. You must address any issues identified in the log.

• You configure the EI33 parameters in Company Control Initialization (CC00/EDI Processing), and you identify the trading partners that use EI33 in EDI Trading Partner Modules (EI03).

EI33 processes the following programs in each batch:

1. Document Upload & Download (EI20)
   • Communications/Import/Export

2. Inbound Report Generation (EI49)
   • 812i, 816i, 830i, 820i, 824i, 852i, 860i, 864i

3. Inbound SO Import (EI22)

4. Inbound SO Print (EI23)

5. EDI SO Generation (EI25)

6. EDI SO Register (EI26)
   • 850i

7. EDI Documents to Export (EI60)
   • 850o, 810o, 940o

8. PO Ack & Reverse PO Generation (EI34)

9. PO Ack & Reverse PO Print (EI36)

10. PO Ack & Reverse PO Transmission (EI37)
    • 855o

11. Warehouse Ship Advice Import (EI70)

12. Warehouse Ship Advice Print (EI71)
    • 945i

 
If you are not using EI33 or if the transaction that you wish to process is not included in EI33, then the following processes must be run individually:

Download / Upload EDI Documents:

1. Download / Upload EDI Documents (EI20)
   • Run as needed; usually at beginning of the day as a minimum.
   • The EI20 imports and exports EDI files.

Sales Order (SO) Process (850):

1. Inbound SO Import (EI22)

2. Inbound SO Print (EI23)

3. EDI SO Generation (EI25)

4. EDI SO Register (EI26)

Outbound PO Acknowledgment Process (855/865):

1. PO Ack & Reverse PO Generation (EI34)

2. PO Ack & Reverse PO Entry/Edit (EI35)

3. PO Ack & Reverse PO Print (EI36)

4. PO Ack & Reverse PO Transmission (EI37)

EDI Reports:

1. Inbound Report Generation (EI49)
   • (852 – Product Activity)
   • (820 – Remittance Advice)
   • (816 – Organizational Relationship)
   • (864 – Text Message)
   • (830 – Forecast / Planning Schedule)
   • (824 – Application Advice)
   • (812 – Credit/Debit Adjustment)
   • (860 – PO Changes)

2. PRO_EDI Acknowledgements Report (EI64)
   • This report is generated by ProEDI.
   • EI64 verifies that outbound documents have been received and acknowledged by the trading partners.

Outbound PO (850):

1. EDI Documents to Export (EI60)
   • PO data is generated during printing in PO42.

Outbound Invoice (810):

1. EDI Documents to Export (EI60)
   • Invoice data is generated during printing in IN42.

Outbound 3PL Warehouse Process (940):

1. Warehouse Shipping Request (EI60)
   • Warehouse Shipping Request data is generated during printing in OE34.

Inbound 3PL Warehouse Process (945):

1. Warehouse Shipping Advice Import (EI70)

2. Warehouse Shipping Advice Print (EI71)
   • Invoices are generated from 945 data.
   • ASN tables are populated as required based on 945 data.

Warehouse Shipping Process (856)

1. MH-10 Label Reprint (EI52)

2. One-Step ASN Processing (EI57)

3. ASN Generation (EI58)

4. ASN Report (EI59)

Inbound PO Acknowledgement (855):

1. Inbound PO Ack. Import (EI82)

2. Inbound PO Ack. Print (EI83)

3. Inbound PO Ack. Update (EI84)

4. Inbound PO Ack. Register (EI85)

Outbound Sales Catalog (832):

Note: This option is rarely used.

1. Outbound Sales Catalog Export (EI66)

EDI Document Export

1. EDI Documents to Export (EI60)
   • Sends 810, 850, 940 documents.