Product: Acumatica

Article Link: http://help.truecommerce.com/en/articles/9264077-acumatica-transactions-overview

If you're new to the Acumatica Integration with Transaction Manager it can be helpful to have a basic overview of which Transactions/Documents between Transaction Manager and Acumatica correspond to each other.

Since various Transactions within Transaction Manager can have different purposes with the same Document in Acumatica this article is a good place to start to understanding the processes.

A Sales Order within Acumatica represents an order placed by one of your Trading Partner requesting goods and services.

An inbound Purchase Order (850) or Grocery Products Purchase Order (875) represents an order for requesting the purchasing of goods and services from your Trading Partner.

These EDI Transactions can be used to automatically create Sales Orders (or Quotes) within Acumatica during an Export from Transaction Manager.

An outbound Purchase Order Acknowledgement (855) is a confirmation slip being sent back to your Trading Partner providing details on whether the original Purchase Order (855/875) was accepted or rejected.

This EDI Transaction is generated upon Importing the Sales Order from Acumatica back into Transaction Manager after it has been reviewed, and any adjustments may of been made to the original order request.

An outbound Warehouse Shipping Order (940) is a copy of the original Purchase Order sent by your Trading Partner that is passed along to your Warehouse or Third-Party Logistics (3PL) company so that they may fulfill the order on your behalf. Acting as a Carbon Copy of your original order.

This EDI Transaction is generated upon Importing a Sales Order from Acumatica that has a proper Warehouse Location configured within Transaction Manager

An Invoice acts as 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.

An outbound Invoice (810) or Grocery Products Invoice (880) represents a bill/charge for products sold to a particular Trading Partner.

This EDI Transaction is generated upon Importing an Invoice from Acumatica.

A Shipment is a document that records information regarding when the physical items of an order were sent out for delivery, providing key information regarding tracking, quantity, and estimated delivery dates.

An Advance Ship Notice (856) is the shipment record sent to your Trading Partner notifying them of delivery details, such as tracking #s, estimated delivery dates, quantities, and the structure in which that shipment was sent (such as SOI, SOPI, and SOTPI).

This EDI Transaction is generated upon Importing a Shipment from Acumatica

If a Shipment is generated prior to being sent to your Warehouse/3PL - it can be used to alternatively generate the Warehouse Shipping Order (940) instead of the more-typical generation from the Sales Order.

This EDI Transaction is generated upon Importing a Shipment when configured as an alternative option.

A Warehouse Shipping Advice (945) is similar to that of an Advance Ship Notice, however it's provided by your Warehouse/3PL to you rather than your Trading Partner providing you with the information on how they've provided the shipment on your behalf.

Exporting a Warehouse Shipping Advice from Transaction Manager will automatically either Create, or Update a Shipment within Acumatica as well as updating your Sales Order as needed.

A Quote is an alternative Sales Order type allowing for orders to be set aside to be reviewed prior to being committed.

An inbound Purchase Order (850) or Grocery Products Purchase Order (875) represents an order for requesting the purchasing of goods and services from your Trading Partner.

These EDI Transactions can be used to automatically create Quotes (or Sales Orders) within Acumatica during an Export from Transaction Manager.

Purchase Orders represent an order placed with one of your Trading Partners requesting them to send you goods and services that will be billed against your account.

An outbound Purchase Order (850) is sent to your Trading Partner requesting goods and services for purchase.

This EDI Transaction is generated upon Importing a Purchase Order from your Purchases section of Acumatica.

An inbound Purchase Order Acknowledgement (855) is sent by your Trading Partner to inform you of the acceptance/rejection of the goods and services requested on your Purchase Order based on availability.

Upon Exporting a Purchase Order Acknowledgement your Purchase Order within Acumatica will update to reflect the changes

A Bill is an active receipt requiring payment from your Trading Partner in relation to a Purchase Order you've sent

An inbound Invoice (810) is the bill sent from your Trading Partner in relation to a Purchase Order (850) request you sent them prior.

Upon Exporting the Invoice - a Bill will be created within Acumatica.

rev 4/30/2024