Webinar: EDI Processing in Acctivate 10

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Take a look at how to process EDI transactions in Acctivate version 10.0 or later. We’ve moved EDI Manager into the Acctivate desktop app for more streamlined processing of your EDI transactions. During the presentation, we cover everything from creating a new Trading Partner to exporting the Invoices back to the solution provider. We also go over questions asked during the presentation by customers.

Acctivate Webinar: EDI Processing in Acctivate 10
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Webinar Outline

  • What is EDI (0:39)
  • Acctivate and SPS Partnership Information (3:16)
  • EDI in Acctivate 10 (6:56)
  • EDI Transaction Files and Process Flow (8:52)
  • Setting up an EDI trading partner (10:50)
  • Add Transactions to trading partner (14:49)
  • Advanced Options for trading partner (15:17)
  • Options for trading partner (15:39)
  • Add Item to trading partner (16:38)
  • Customer Purchase Order (17:28)
  • Customer Advance Ship Notice (18:20)
  • Customer Invoice (18:48)
  • Transactions (19:50)
  • Advanced Options (20:03)
  • Add Warehouses (20:23)
  • Warehouse Order (20:46)
  • Warehouse Shipment (21:43)
  • Status of file based on dot color (22:35)
  • How to troubleshoot issues (22:55)
  • Refresh EDI tool for validation (25:40)
  • Process EDI transactions (26:08)
  • Refresh to check for new transaction files (26:27)
  • Copy to Clipboard function (26:40)
  • Taking a look at newly created SO (27:08)
  • Set a customer to default to a warehouse for EDI (27:38)
  • Distribution center assignments (28:00)
  • Process Warehouse Order (28:18)
    • Check EDI Outbox (28:45)
    • Customer changes order already sent to 3PL (29:04)
  • Save Results function (29:53)
  • Receive Warehouse Shipment (30:15)
    • Packages tab on Sales Order (31:18)
  • Customer Advance Ship Notice (32:35)
  • Create and send EDI Invoices (33:15)
  • Re-submit an EDI document (34:46)
  • FTP with our Trading Partners – Any Issues or changes?
  • Any plans to allow transactions to run on a schedule? (36:55)
  • Plans to send exception reports on a schedule without having human intervention? (38:45)
  • Are 832 and 870 documents supported? (40:19)
  • Will we need to setup existing trading partners when updating to version 10 or will they be there already? (41:35)
  • Will we still get email notifications for EDI transactions? (42:21)
  • EDI Manager is no longer needed in version 10? (42:44)
  • How are you notified when there are errors? (44:03)
  • Receipts for your 3PL? (45:37)
  • What needs to be verified after updating to version 10? (46:02)
  • Would we still need to use Transaction Manager? (46:47)
  • How can we get in touch with SPS? (47:50)