Commport Internet EDI EDI with Costco US

Transcription

1 Commport Internet EDI EDI with Costco US Purchase Order (850) Purchase Order Change Request (860) Advance Ship Notice (856) Payment Order / Remittance (820) Application Advice (824) Invoice (810) November, 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 Costco US. 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 Hub Profile Hub ID: 554 Transactions: Purchase Order (850), Purchase Order Change Request (860), Advance Ship Notice (856), Payment Order / Remittance Order (820), Application Advice (824), Invoice (810) Business Process Overview 1. Post PO 2. Apply 860 if you have received one 3. Create Shipment a. Pack Shipment b. Review Packing c. Complete Shipment d. Review and update Ship Date e. Complete ASN 4. Invoice from Shipment or Order a. To Invoice from Shipment b. Invoice will be available in the invoice tab once the shipment is completed c. Review and Confirm all Invoice detail d. Complete Invoice

3 3 Internet EDI Transaction Specific Documentation Purchase Order Change Request (860) Purchase Order Change Requests must be applied to the Purchase Order before you create a shipment The Purchase Order must be posted before you can apply the Purchase Order Change Request If you have already started a shipment, cancel the shipment which will turn it into an open order again. Then you can apply the Change Request and create the shipment off of the updated order. Advance Ship Notice (ASN, 856) Header Information 1. ASN Structure a. Only Cartons 2. Select a Ship From and Ship To location a. Name b. Location Number c. Address Line1 d. City e. Province / State f. Postal/Zip Code g. Country 3. Verify or enter Shipment Summary. a. My Order No b. ASN Purpose c. Requested Delivery Date d. BOL No e. PRO / BILL 4. Enter Carrier Details a. Payment Method b. Equipment Number c. Trans Service d. SCAC Code e. Trans Method f. Equipment Code g. Routing 5. Enter Load Details a. Lading QTY b. Total Weight and Unit of Measure c. Total Volume and Unit of Measure d. Packaging type e. Ship Status f. Special Handling

4 4 Items to be shipped Verify or edited items that will be shipped and quantities. Pack Shipment The Item Staging Area should indicate that Cartons will be used Pack cartons to match how you are shipping your goods. Finishing you Shipment Save the Shipment and Review Packing Print Labels Complete Shipment! Invoice (810) Invoicing from either a Shipment or Order will pre-populate the Invoice with all data that is available in the system. Header Information 1. Verify or enter the Ship To location information. a. Name b. Location Number c. Address Line1 d. City e. Province/State f. Postal/Zip Code g. Country 2. Verify or enter the Invoice Details. a. Invoice Date b. Po No c. Internal Order No d. Invoice No e. PO Date 3. Terms of Sale a. Type b. Basis Date c. Description d. Discount Amount e. Net Due Date f. Net Days Line Item Detail Information If you are invoicing from a Shipment or Sales Order the Line Item details will be pulled from the original document. Complete Invoice!

5 5 Payment Order / Remittance Advice (820) When a Payment Order is received in the Mailbox the status will show as Pending Double click on the Payment Order to view its contents. Once the Payment Order has been reviewed it will disappear from your mailbox, please note anything of importance as you will not be able to access it again once it is closed. Application Advice (824) Application Advice documents will be received in the mailbox as a report document. Double click on the document and review 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. 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)