Road Map: Order Import

Use the Order Import (EPI) program to import sales orders from an ASCII file, or optionally, automatically process from an EDI drop file directory. See Background for more information.

Before you run this program each time

You should run these programs:

  • (Optional) Cash Receipts Entry (RCE) to process a customer deposit and run the Cash Receipt Register.

  • (Optional) PO Print (VOP) to output a file for EPI import.

Before you run this program the first time

You should run these programs:

  • (Optional) System Options Maintenance (XM) (EDI Drop File Interface) to set up options to automatically process from a drop directory.

  • Numbering System Setup (XOC) to set up EDI/Sales Quote numbers.

  • Branch Maintenance (TBM) to set up branches.

  • Customer Maintenance (CM) to set up a record for each customer.

  • (Optional) Customer Ship-to Maintenance (CSM) to enter customer ship-to addresses that are different from the customer's remit-to address.

  • Enterprise Item Maintenance (IM) to set up items for your enterprise.

  • Branch Item Maintenance (IMB) to set up items for your branch.

  • Price-Contract Maintenance (PCM) to set up price, discount, contract, and surcharge records.

  • Output Device Maintenance (XDM) to set up the output devices you plan to use.

  • Date-Output Device Maintenance (ZE) to select your default output device and set whether you can override that device.

After you run this program

You will most likely run these programs in this sequence:

  1. EDI Order Log (EPILG) to print a log of orders.

  2. EDI/Sales Quote Maintenance (QOE) to correct errors in an imported order and remove it from hold.

  3. (Optional) Quote Acknowledgment Queue (QPSPM) to process the queue.

OR

Quote Acknowledgment Print (QPS) to print or reprint an EDI order or sales quote acknowledgment for a specific customer.

  1. Quote-to-Order Transfer (EPIB) to transfer the sales quote or imported order to a sales order.

  2. Sales Quote Purge Selection (EPIP) to purge transferred sales quotes.

  3. (Optional) Sales Order Maintenance (OE) to maintain the online order, obligate items ordered, and optionally create a shipment.

    OR

    One-Step Invoice Entry (RE) to maintain header and line fields, create a shipment, and confirm it, if you select the Process as a one-step order? Program option in the Quote-to-Order Transfer (EPIB) program.

You may also run these programs:

  • Sales Quote Inquiry (OSQQ) to display the status of imported sales orders, sales quotes, and orders created when you transfer a project or process a repetitive billing.

  • Sales Quote Line Inquiry (OQQ) to display a summarized imported sales order, sales quote, or order created when you transfer a project or process a repetitive billing.

  • EDI Import - Re-Process Files (EDRO) program to reprocess an EDI sequential file that previously included errors