Purchase – Dispatch advice

In this list you see EDIClosed EDI is the acronym of Electronic Data Interchange. EDI is about exchanging electronic business documents with your business partners, e.g. customers and suppliers. The EDI concept can be wide and a bit unclear, and can many times be used about all types of documents which are sent electronically, even if it might be PDF files sent via e-mail or publishing business documents on a website. What we refer to as EDI – and what is traditionally meant by EDI – is structured business documents following given standards, electronically sent or received and which are compiled and interpreted automatically and that is integrated with the customer's/supplier's ERP system. business transactions of the type dispatch advice (purchase). These transactions come from imports of dispatch advice messages from supplier via EDI file. The information in the list and the buttons on the function menu also exist under the List tab. If a transaction is finished, this is shown in the Status column as Finished . Here you can also see row status for the dispatch advice rows in each transaction. The row status shows errors and warnings if this should occur a dispatch advice row. If all order dispatch advice rows are OK, nothing is shown.

In the Dispatch advice information and Rows boxes you see data for the business transaction marked in the list. In these boxes you adjust the business transaction if errors occur. If there are any errors an error symbol appears. When you hover over the symbol, a tooltip displays the error in text form.

You can unpin the box Rows and use it as a floating window. This way the box will be larger and you get a better overview.

When you have adjusted a business transaction, the transaction status is set to Corrected . You can then run the transaction again by using the button Start transaction .

Match and fit

In certain cases, the advice may not specify order number not row number, and it is assumed that the advice will apply for as many purchase order rows that "fits" in the adviced quantity. This means that a single row from the received advice can be matched and fitted to one or multiple purchase orders and purchase order rows in Monitor ERP. We call this scenario "match and fit".

When Monitor ERP is searching for orders to match and fit, the following criteria will be taken into account:

  • The supplier is matched.
  • If the EDI behavior is configured to limit the search to specific order types, Monitor ERP makes sure that the order that match are of these types.
  • Having a matching partial delivery number.
  • The purchase order row must have the final delivery made (that is, the remaining quantity should be > 0).
  • The already dispatched/advised quantity on the order row < Remaining quantity on the order (unless it has not already been fully advised). The order row is not fully advised, i.e. there is a quantity that has not been advised on the order row.
  • If the optional setting in the EDI behavior is used to limit the search to specific warehouses, Monitor ERP will make sure that the warehouse on the order is the same as what is entered in the EDI behavior.
  • The delivery date on the order row will be taken into consideration and the oldest open row is matched first, then the second oldest, and so on.