QuickBooks Inventory Management Software | Acctivate

QuickBooks Inventory Management Software

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Processing EDI Transactions

Acctivate supports omnichannel order fulfillment including the ability to send and receive EDI transaction files for Sales (850 Customer PO, 856 ASN, 810 Invoice) and Third-Party Warehousing (940 WH Shipping Order / 945 WH Shipping Advice).
IN THIS ARTICLE
 •  Process New EDI Transaction Files
 •  Use Filter to Send New/Resubmit EDI Files

Once configured, opening the Process EDI window prompts Acctivate to check both the incoming file paths (exported from the EDI Provider) and any new outgoing files needing to be sent back to the trading partners. Users can choose to send and receive all or specific documents based on selections within the tool. A resubmit option also exists for documents created within Acctivate.

Process EDI transactions

Process New EDI Transaction Files

  1. Go to EDI > Process EDI or click Process EDI on the Icon Bar.
  2. The Process EDI window opens with all documents selected to process. If any warnings or errors received, expand the row to see the full message to correct any issues.
    1. Any rows with green dots are ready to process without issue.
    2. Rows with yellow dots have warnings which need to be verified. These will still be processed.
      • A common warning is products listed on the 850 which cannot be found in the database. Either update an existing or create a new product based on said warning. If nothing is fixed, the order will import with N lines for any product not found in the database.
    3. Red dots mean there are errors in the file to be resolved. These will be blocked from processing.
  3. Uncheck documents to de-select from processing or make any necessary changes based on warnings/errors received.
    1. If changes were made to the files or within Acctivate, click Refresh at the bottom left corner to recheck the files.
  4. Click Process to send/receive the selected files.
  5. The user will see Acctivate process each file with result information. These can be saved as a txt file when clicking Save Results.
  6. Close window when finished or run through the process again by clicking Refresh.


Display warnings and errors for EDI processing

Use Filter to Send New or Resubmit EDI Files

  1. Open the Process EDI window from the EDI menu or the icon bar.
  2. Select a specific document type row for one trading partner
  3. Toggle Use Filter check box at the bottom of the window.
  4. Choose from the following options for resubmission:
    1. New, created on – Select new shipments created on a specific date
    2. Re-submit date – Resubmit shipments submitted to the EDI directory on a specific date.
    3. Re-submit range – Resubmit shipments submitted to the EDI directory between two shipment numbers.
  5. Proceed with steps 4-6 in the section above.

Resubmit EDI files


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Catch Weight Pricing on Quotes & Orders 

 •  Overview

General

 •  Getting Started

 •  Windows & Features

 •  Create & Modify Filters on Lists

 •  Synchronize with QuickBooks

Business Activities

 •  Activities List

 •  Relate Activities to Documents & Transactions

 •  Business Activity Review

 •  Overview

Product Basics

 •  Product List

 •  Create a New Product

 •  Product Prices

Product Management

 •  Import Products

 •  Manage Product Components

 •  Manage Alternate Units of Measure on Products

 •  Setup Catch Weight/Variable Pricing

 •  Overview

Create a Purchase Order

 •  Create a PO Manually

 •  Reorder Inventory Based on Demand

 •  Purchase Order Statuses

Receive & Invoice a Purchase Order

 •  Purchase Order Receipt

 •  Purchase Invoice

 •  Allocate Other Amounts on Vendor Bill via Landed Cost

Additional Processes

 •  Vendor Returns

 •  Purchase with Catch Weights

 •  Overview

Sales Basics

 •  Sales List

 •  Customer Price Check Utility

Quotes

 •  Create a Sales Quote

 •  Print & Email a Quote

 •  Manage Quotes

 •  Convert Quote to Order

Order Entry

 •  Create a Sales Order

 •  Import Online Orders via Webstore Sync

 •  Import Sales Quotes & Orders

 •  Mobile Order Entry

Order Processing Basics

 •  Approve Credit Holds

 •  Send Order Acknowledgment

 •  Rescheduling Sales Orders

 •  Kitting on Sales Orders

Service Orders

 •  Add Time & Materials to Business Activities

 •  Create Service Orders

 •  Service Scheduling

 •  Service Billing

Advanced Order Processing

 •  Drop Shipments

 •  Special Orders

 •  Process EDI Transactions

 •  Catch Weight Pricing on Sales Quotes & Orders

 •  Create/Edit Existing Sales Order Import Template

Order Picking

 •  Pick Ticket

 •  Create a Pick List

 •  Select Bin Locations on Orders

 •  Select Lot or Serial Numbers on Orders

 •  Mobile Order Picking

 •  Mobile Pick Lists

Order Packaging

 •  Packing Slips

 •  Packaging Management

 •  Create a Shipment in Packaging Manager

 •  Packaging Shipment in Packaging Manager

Order Shipping

 •  Process Shipments via Shipping Workstation Integration

 •  Shipping with Packaging Manager

Payment Entry

 •  Enter Customer Payments

Order Invoicing

 •  Create Invoices from a Sales Order

 •  Batch Invoices

Credit Memos

 •  Create a Credit Memo

 •  Invoice a Credit Memo

 •  Overview

Edit Customer Window Overview

 •  Update Basic Customer Information

 •  Manage Customer Ship To Locations

 •  Customer Contact Management

 •  Customer Credit Specifications

 •  Product Invoice History for Customer

 •  Customer Orders

 •  Customer Specific Product IDs

 •  Invoice & Payment History for Customer

 •  Sales History, Marketing Information & Webstore Customer ID

 •  Emails Sent from Customer Window

 •  Customer Pricing Rules

 •  Business Activities Related to Customer

Customer List & Credit Management

 •  Customer List

 •  Credit & Collection Features

Create Customers

 •  Create New Customer Manually

 •  Import Customers

 •  Create Customer Jobs

 •  Overview

Receipts

 •  Purchase Order Receipt

 •  Mobile Receiving

 •  Inventory Receipt for Lot Number Split/Product Breakdown

Adjustments

 •  Inventory Adjustment

 •  Inventory Balance Adjustment

 •  Inventory Issue

 •  Inventory Count

 •  Mobile Inventory Counts

Transfers

 •  Inventory Transfer

 •  Mobile Inventory Transfers

Assemblies

 •  Inventory Assembly

 •  Mobile Inventory Assemblies

 •  Assembly Workflow Status Configuration

Landed Cost

 •  Vendor Bill Allocation to Inventory Cost

Track & Trace

 •  Track & Trace Inventory Movement for Lot/Serial Items

Void Transactions

 •  Void Inventory Sessions

 

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