Product: Sage 300

Article Link: http://help.truecommerce.com/en/articles/7992968-sage-300-importing-an-invoice

An Invoice (810) for EDI is created by importing either an A/R Invoice Entry or O/E Invoice Entry. Most customers generate their EDI Invoices from an O/E Invoice.

You'll need to have a Invoice Data Entry created within Sage 100 in order for Transaction Manager to have anything to generate the Invoice from.

Navigate: Transactions → Outbox → Import

If you're processing an Invoice that pertains to a Purchase Order (850) that was received previously by your Trading Partner you will most likely be creating an Order Entry (O/E) Invoice within Sage 300 which is most typically used to create the EDI Invoice (810)

Your Search Criteria will allow you to filter out which results are returned by Transaction Manager for selection. Below is the basic settings needed to most easily return an O/E Invoice.

When importing an O/E Invoice you can filter by the Invoice No.

Transaction Type: Invoice O/E

Document Number (Optional): Setting this to Contains allows you to search by Invoice #

Transaction Status (Optional): All Txns (All Transactions) if previously imported into TM

You can import an Accounts Receivable (A/R) Invoice Entry the same as you would an O/E Invoice Entry. Most often an A/R Invoice would be used in cases when an O/E Order was not present.

Your Search Criteria will allow you to filter out which results are returned by Transaction Manager for selection. Below is the basic settings needed to most easily return an A/R Invoice.

When import an A/R Invoice you can filter by the Document Number

Transaction Type: Invoice A/R

Document Number (Optional): Setting this to Contains allows you to search by Invoice #

Transaction Status (Optional): All Txns (All Transactions) if previously imported into TM

Once the search is complete - you can select your A/R Invoices or O/E Invoices to import.

rev 6/9/2023