Use the EDI sales order staging journal to monitor the EDI sales orders.

If you use staging in your EDI process for sales orders, the sales orders that you receive with the 'Sales - XML to EDI order' message are stored in the EDI sales order journal.
If you monitor EDI sales orders, the statuses are important. For more information on these statuses, refer to 'EDI staging journal statuses'.


Standard procedure

1. Go to EDI > Common > EDI sales order.
2. By default, only the EDI sales orders with errors or warnings are shown.
  To show all EDI sales orders, clear the Show errors check box.
3. To view the details of an EDI sales order, in the list, find the desired record and click the link.
4. Sub-task: View line information.
  4.1 You can view the EDI sales order 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 sales order line, you can view these inventory dimensions on the Inventory Dimensions tab of the Line details section.
  Click the Inventory dimensions tab.
  4.4 You can include charges in the import of a sales order line to the EDI sales order staging journal.
If the imported sales order 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 sales order staging journal, are stored in a separate table: BisEdiSalesMarkupTrans.

  4.5 If on importing the sales order 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.
  4.6 If journal validations are applied to the imported sales 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 sales order.
  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 sales order.
  Expand the Order information section.
  5.3 In the Addresses section, you can view the addresses of the EDI sales order.
  5.4 You can include charges in the import of a sales order to the EDI sales order staging journal.
If the imported sales order has charges defined, you can view these charges in the EDI charges section of the EDI sales order header.
  Expand the EDI Charges section.
 

Note: The charges, as imported to an EDI sales order staging journal, are stored in a separate table: BisEdiSalesMarkupTrans.

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 sales order page, on the Action Pane, on the EDI order tab, click Split journal.

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