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View EDI purchase order confirmations
Business Integration Solutions task

Use the EDI purchase order confirmation staging journal to monitor the EDI purchase order confirmations.
The purchase order confirmations that you receive with the 'Purchase - XML to EDI confirmation' message are stored in the EDI purchase order confirmation journal.
If you monitor EDI purchase order confirmations, the statuses are important. For more information on these statuses, refer to 'EDI staging journal statuses'.


Standard procedure

1. Go to EDI > Common > EDI Purchase confirmation.
2. By default, only the EDI purchase order confirmations with errors or warnings are shown.
  To show all EDI purchase order confirmations, clear the Show errors check box.
3. To view the details of an EDI purchase order confirmation, in the list, find the desired record and click the link.
4. Sub-task: View line information.
  4.1 You can view the EDI purchase order confirmation lines and related information.
  In the Lines section, find and select the desired record. Review the line information.
  4.2 You can view the staging journal line detailed information on the General tab of the Line details section.
  Expand the Line details section.
  4.3 If inventory dimensions are included in the import of a purchase order confirmation line, you can view these inventory dimensions on the Inventory Dimensions tab of the Line details section.
  Click the Inventory dimensions tab.
  4.4 If delivery confirmation information is included in the import of a purchase order confirmation line, you can view this delivery information on the Inventory Dimensions tab of the Line details section.
  Click the Delivery lines tab.
 

Note: The delivery confirmations, as imported to an EDI purchase order confirmation staging journal, are stored in a separate table: BisEdiPurchaseTransDelivery.
  4.5 If purchase order line information is included in EDI purchase order confirmation line, you can view this delivery information on the Inventory Dimensions tab of the Line details section.
You can, for example, use the purchase order line information to compare the original values with the confirmed values.
  Click the Purchase order line tab.
 

Note: The purchase order line information, as imported to an EDI purchase order confirmation staging journal, are stored in a separate table: BisEdiPurchaseTrans.
  4.6 You can include charges in the import of a purchase order confirmation line to the EDI purchase order confirmation staging journal.
If the imported purchase order confirmation line has charges defined, you can view these charges on the EDI charges tab of the Line details section.
  Click the EDI Charges tab.
 

Note: The charges, as imported to an EDI purchase order confirmation staging journal, are stored in a separate table: BisEdiPurchaseMarkupTrans.
  4.7 If on importing the purchase order confirmation line integration-related errors occurred, you can view these errors on the Business integration errors tab of the Line details section.
  Click the Business integration error tab.
  4.8 If journal validations are applied to the imported purchase order confirmation line, and a validation rule is not met, you can view the validation error or warning on the Journal validations tab of the Line details section.
  Click the Journal validations tab.
5. Sub-task: View header information.
  5.1 You can view the header information of an EDI purchase order confirmation.
  In the Lines or header field, enter 'Header'. In the General section, review the main header information.
  5.2 In the Order information section, you can view detailed order information of the EDI purchase order confirmation.
  Expand the Order information section.
  5.3 You can include charges in the import of a purchase order confirmation to the EDI purchase order confirmation staging journal.
If the imported purchase order confirmation has charges defined, you can view these charges on the EDI charges tab of the Line details section.
  Expand the EDI Charges section.
 

Note: The charges, as imported to an EDI purchase order confirmation staging journal, are stored in a separate table: BisEdiPurchaseMarkupTrans.
6. Close the page.
7. Close the page.

Notes

On the staging document (the document that is used to create the staging journal), you can indicate that a staging journal is split if lines are rejected. To do so, on the document header, set the 'Split on error' field to 'Yes' and fill in 'Split percentage' field.

On creation of an EDI staging journal, when line validations are not met, the staging journal can be split into two staging journals. If the staging journal is split, separate staging journals are created with the:
  • Approved lines. So, these lines can be processed further.
  • Rejected lines.
Whether a staging journal is split, depends on the defined split percentage and the number of rejected lines. If the percentage of rejected lines is:
  • Lower than the split percentage, the staging journal is split into a staging journal with approved lines and a staging journal with rejected lines.
  • Higher than the 'split percentage', the staging journal is not split. So, only one staging journal is created with the journal status 'Rejected'.
You can also manually split a staging journal with approved and rejected lines. As a result, an additional staging journal is created to which the rejected lines are moved. To do so, on the EDI purchase confirmation page, on the Action Pane, on the EDI order tab, click Split journal.

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