Product: Sage 300

Article Link: http://help.truecommerce.com/en/articles/7987285-sage-300-transactions-overview

A Sales Order Process is one in which you receive Purchase Orders (850s) from a Trading Partner and in return send an Invoice (810), Purchase Order Acknowledgement (855), and an Advance Ship Notice (856).

While there are other documents that you may send and receive - these are the most typical for Sales Order Process.

When you receive a new Purchase Order (850) from your Trading Partner they'll show up in the Inbox of Transaction Manager ready to be exported. From here you can open the transaction within Transaction Manager and view the data provided by your Trading Partner.

You'll want to make sure that this particular order has its Partner Setup, Ship To Code, as well as all of its Item Translations configured.

Once successfully Exported the Purchase Order will be moved into the Received folder within Transaction Manager and an Order Entry within Sage 300's O/E (Order Entry) Transactions module will be created.

Navigate: Order Entry → O/E Transactions → Order Entry

Select: Order Number (magnifying glass)

Invoices to be sent to your Trading Partner are created by Importing an O/E Invoice Entry from Sage 300 - these Invoice Entries are typically automatically created from an O/E Shipment Entry (see below) within Sage 300.

You'll need to create a Invoice Entry in order to import it into Transaction Manager as an EDI Invoice (810). This is typically done by creating a new O/E Invoice Entry and setting the Shipment Number to a previously created Shipping Entry

Navigate: Order Entry → O/E Transactions → Invoice Entry

To create the EDI Invoice (810) you simply need to Import into your Transaction Manager's Outbox the Sage 300 Invoice Data Entry - setting your Transaction Type in the import search to Invoice O/E

Navigate: Outbox → Import

Set: Transaction Type to Invoice O/E

Search

Select: (Desired Invoices) → Import

Purchase Order Acknowledgements are generated just by pulling data from your O/E Order Entry within Sage 300 - no additional work is needed other than adjusting your Item's quantities (such as backordered) if need be.

In order to import a Purchase Order Acknowledgement into Transaction Manager you'll need to run an Import within the Outbox - and set your Transaction Type setting to Order O/E: Purchase Order Acknowledgement

In order to send a Trading Partner an Advance Ship Notice you'll need to create an O/E Shipment Entry within the O/E Transactions module of Sage 300 and then properly Packed within the TrueCommerce Edit EDI Shipments view

You'll need to create the Shipment Entry first before you can generate EDI Packaging details for it. To do this you'll want to generate a new Shipment by leaving the Shipment Number to ** NEW **, setting the Customer No. to your EDI Customer, and then setting the Order Number to an EDI Order that was previously received.

Navigate: Order Entry → O/E Transactions → Shipment Entry

Set: Customer No.

Set: Order Number

Save/Post: Save/Post Entry.

You'll need to Package your items before your Shipment Entry is considered ready for Transaction Manager to import - you can do this by going into the TrueCommerce's custom module Edit EDI Shipment and selecting the Run AutoPack button.

Once complete - you'll need to enter any additional information including Tracking Numbers, Bill of Lading, and Delivery Dates.

In order to import a Advance Ship Notice into Transaction Manager you'll need to run an Import within the Outbox - and set your Transaction Type setting to Shipment O/E: Advance Ship Notice

Once imported - you will have an Invoice/Purchase Order Acknowledgement/Advance Ship Notice sitting within your Outbox ready to be sent. You can open the Transaction to modify any fields manually that may need edited, otherwise you can select the Send button to send it to your Trading Partner.

rev 6/8/2023