Processing EDI Invoices
You can manually process EDI invoices through a workform in Leap.
In some situations, the system does not automatically create EDI invoices. You can view and manage the unprocessed EDI invoices on the Process Invoices view of the EDI Processing workform. You can select one or more unprocessed invoices and generate a partial shipment invoice for it.
To access the Process Invoices view of the EDI Processing workform, you must have the Access Acquisitions: Allow and the Process EDI Invoices: Allow permissions in Polaris System Administration (web-based). For more information about acquisitions permissions, see Acquisitions Permissions Reference.
To generate an invoice for an EDI shipment
-
Select Utilities > EDI Processing.
The EDI Processing workform appears.
-
Select the Process Invoices view.
Leap displays a list of the unprocessed EDI invoices for your current branch. To find an unprocessed EDI invoice, do one or more of the following:
-
Select a branch from the Branch list to see only the unprocessed invoices for that branch.
-
Enter a date range to see only unprocessed invoices that were created during a particular time period.
-
Type in the Filter Invoices box to filter the list of unprocessed invoices by any value that appears in the Unprocessed Invoices table.
-
-
(Optional) To view the purchase order line items that are linked to an unprocessed EDI invoice, do the following:
-
Select an unprocessed invoice.
-
Select VIEW PO LINE ITEMS.
If the unprocessed invoice has only one linked purchase order line item, Leap displays it in the Purchase Order Line Item workform. If it has multiple linked purchase order line items, Leap prompts to you select a line item and then displays it in the Purchase Order Line Item workform.
-
-
Select the unprocessed invoices that you want to generate invoices for.
-
Select GENERATE INVOICE.
Leap prompts you to confirm that you want to generate invoices.
-
Select YES.
Leap generates the invoices and displays a success message.
