Commport Internet EDI EDI w ith Frontier Plumbing and Heating Supply. 810 Invoice 850 Purchase order

Transcription

1 Commport Internet EDI EDI w ith Frontier Plumbing and Heating Supply 810 Invoice 850 Purchase order May, 2017

2 2 General Information For general instructions on how to access Internet EDI, how to navigate the system or generate an invoice please visit the Help Section within Internet EDI or reference your Internet EDI User Guide. Within this Hub Guide are details regarding key pieces of information or steps that are required for the hub Frontier Supply Bold is used to list fields that will always need to be manually entered. Italics is used to list fields that have a special note. Fields that are typically pulled from the Shipment or Sales Order are listed with no emphasis. These will need to be manually entered if you are creating a manual Invoice Mandatory Fields are marked in yellow on the website, the below does not tell you mandatory fields. A document cannot be completed until the mandatory fields are filled out. Hub Profile HUB ID: 8163 Transactions: Invoice (810), Purchase order (850) Business Process Overview 1. Post PO 2. Invoice from Order a. To Invoice from Order i. View PO from Orders screen ii. Select Direct Invoice iii. Complete Invoice Internet EDI Transaction Specific Documentation Invoice (810) For invoicing Frontier Plumbing and Heating Supply using Internet EDI you may perform one of the following: 1. Create an Invoice from a Sales Order

3 3 Invoicing from an Order will pre-populate the Invoice with all data that is available in the system. Header Information 1. Verify or enter the Bill To, Remit To, Ship To, and Vendor a. Name b. Location Number c. Address Line1 d. City e. Province/Stat f. Postal/Zip Code g. Country 2. Verify or enter the Invoice Details. a. Invoice Date b. PO Number c. Invoice Number (Enter your unique Invoice Number) d. PO Date e. Transaction Type Code (Debt or Credit) (return goods authority number is mandatory for credit invoiced) f. Currency Code Must be CAD g. Invoice Notes h. Vendor Number i. Confirm your GST number is entered in the profile tab under Company Settings 3. Terms of Sale a. Terms type code - 01 = Basic - 03 = Fixed Date - 05 = Discount not Applicable - 12 = Month End - 14 = Previously Agreed Upon - ZZ = Mutually Defined b. Discount Percent c. Discount Due Date d. Net Due Date e. Discount Amount f. Description 4. Charges & Allowances (Mandatory for any freight charges or non-line item that contributes to the invoice total, otherwise it is optional) a. Allowance or Charge indicator

4 4 b. Type of service - D240 (Freight) - D500 (Handling) - Other codes accepted if accompanied by a description c. Description d. Amount 5. Verify or enter the Shipment Details (optional) a. Routing b. Standard Carrier Alpha Code (carrier) c. Bill of Lading field d. Carrier Reference Number Line Item Detail Information If you are invoicing from a Sales Order the Line Item details will be pulled from the original document. If you are creating a manual Invoice you must add the line items. Your product catalogue must be setup in the Administration section of the Internet EDI system. 6. Verify or enter Line Item Information a. Quantity b. Unit Price c. Vendor s Item Number d. Item Description e. Unit of Measure for line items must be EA (eaches) Complete Invoice!

5 Need Help? Check out our online Help available on any screen within Internet EDI. Look for the Help Button with the blue questions mark found on the top right hand corner of your screen. 5 There you will find our training videos, and specific details about each document and the business process embedded into Internet EDI. Please visit our website Internet EDI Q&A, support@commport.com, or call us any time at (905)