Product: Sage 300
If you're new to the Sage 300 integration it can be helpful to simply get a basic overview of which documents/transactions between Sage 300 and Transaction Manager represent what.
Various documents with Sage 300 can either be created by receiving an EDI Transaction, or used to generate one. It's helpful to know which document corresponds to which Transaction for this reason.
Table of Content
O/E (Order Entry) Order Entry
A O/E Order Entry, or Sales Order; is used to represent an Order that was received by one of your Trading Partners requesting goods to be purchased from your business.
Purchase Order (850 - Inbound)
An inbound Purchase Order (850) will be received by your Trading Partner within Transaction Manager (showing up in either the Inbox or Received folder).
Upon Exporting the document from Transaction Manager it will create a O/E Order Entry within Sage 300
Purchase Order Acknowledgement (855 - Outbound)
An outbound Purchase Order Acknowledgement (855) is an acknowledgment slip that you either accepted or rejected a Purchase Order sent from your Trading Partner.
This document is generated upon Importing an O/E Order Entry from Sage 300 into Transaction Manager.
Warehouse Shipping Order (940 - Outbound)
An outbound Warehouse Shipping Order (940) is a copy of the original Purchase Order sent by your Trading Partner that is being sent to your Warehouse or 3PL instead so that they may fulfill the order on your behalf. It's essentially a Carbon Copy of your original order.
This document is generated upon Importing an O/E Order Entry from Sage 300 into Transaction Manager.
O/E (Order Entry) Invoice Entry
An O/E Invoice Entry, or Invoice; is the official bill you will be sending to your Trading Partner in response to accepting the original Purchase Order listing out the final price for the items sold.
Invoice (810 - Outbound)
An outbound Invoice (810) is your bill sent to the Trading Partner. This document is generated upon Importing a O/E Invoice Entry from Sage 300 into Transaction Manager
Warehouse Shipping Advice (945 - Inbound)
An inbound Warehouse Shipping Advice (945) is a response from a Warehouse Shipping Order sent by your Warehouse/3PL that holds details on items fulfilled by them.
Upon Exporting from Transaction Manager an O/E Invoice Entry will be automatically created for you using the data the transaction.
O/E (Order Entry) Shipment Entry
An O/E Shipment Entry, or Shipment; holds all the information regarding how the items sold from a Purchase Order were physically shipped to your Trading Partner.
Advance Ship Notice (856 - Outbound)
An Advance Ship Notice (856) is the EDI version of a Shipment that typically holds information about specifically how the shipment was packaged, whether it was put on a pallet, which boxes have which items, and how many fit per packaging setup.
This document will be generated upon Importing an O/E Shipment Entry from Sage 300
Warehouse Shipping Advice (945 - Inbound)
An inbound Warehouse Shipping Advice (945) is a response from a Warehouse Shipping Order sent by your Warehouse/#PL that holds details on items fulfilled by them.
Upon Exporting from Transaction Manager a O/E Shipment Entry will automatically be created for you using the data from the transaction
P/O (Requisition Entry) Purchase Order Entry
A P/O Purchase Order Entry, or Purchase Order; is a request to a Vendor to purchase supplies from them to be shipped out to your business.
Purchase Order (850 - Outbound)
An outbound Purchase Order (850) is the EDI version of this document that will be sent to your Vendor showing up in your Outbox/Sent folder of Transaction Manager.
This document will generate an outbound Purchase Order upon Importing a Purchase Order Entry from Sage 300
P/O (Requisition Entry) Invoice Entry
A P/O Invoice Entry, or Bill/Receipt; represents the Billed Invoice that you've received from your Vendor in response to sending them a Purchase Order requesting goods.
Invoice (810 - Inbound)
A received Invoice (810) represents the items that were billed from your Vendor to fulfill a Purchase order
Upon Exporting this document out of Transaction Manager it will automatically create a Receipt of Invoice Entry within Sage 300 for your records.
I/C (Inventory Control) Items
Your Item Maintenance represents each Item in your Inventory that you may trade a Trading Partner with, or purchase from a Vendor depending on your needs. These items are tracked within your system and will automatically be added/subtracted as you deal with various EDI Transactions
Inventory Inquiry/Report (846 - Outbound)
An outbound Inventory Inquiry/Report (846) is a reported count of various quantities, whether as a total, or broken down per warehouse/location to be sent to your Trading Partner to inform them of your available stock.
The Inventory Report is generated by pulling information from your Inventory Control module within Sage 300.
Your Item Maintenance entries will be pulled and counted each time you Import it into Transaction Manager.
Additional Resources
rev 6/6/2023