Edi Info In Sidebar
| Document Version | v.1 |
|---|---|
| Document Last Updated | 4/20/2023 |
| Software Version Documented | v.9.8.40 |
EDI Info in Sidebar
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This document assumes you have EDI set up and use EDI for sending documents between businesses. We will use POs as an example for this document.
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For more information on EDI, pleases refer to the document called
“EDI - Process Doc” -
In a PO with EDI information, you can click on the folder icon at the top to open the Sidebar.
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Find and click on the EDI Info tab.
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Some information is called Header Info, and refers to the PO as a whole (like date, PO #, etc).
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A small bar on the left side of the info indicates that it is dependent on what line item you have selected, so click on different lines to see the info refresh for those lines.
Set Up
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In Admin > Administrator menu, there is a tab called EDI Info. This is where you can set up what shows in the sidebar.
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This shows all the EDI data points you can choose from to show up on the side bar.
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Varies depending on what EDI Document Type you choose.
- Below shows the 3 current mapped EDI Document Types Savance has so far.
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You can also give it a custom description. Just check mark the “show in sidebar” box of that data point and type in a custom description.
- If you don’t give a custom description, it will just use the element description.