About Inbound Transactions

Demand Side Inbound Transactions

The EDI interface supports these inbound transactions from your customers:

• Purchase Orders (850/ORDERS): When posted to CloudSuite Industrial, these transactions create or update regular or blanket customer orders.
• Planning Orders (830/DELFOR): When posted to CloudSuite Industrial, these transactions create or update blanket customer order lines (forecasts of a customer's order) or blanket releases.
• Shipping Orders (862/DELJIT): When posted to CloudSuite Industrial, these transactions create or update blanket customer order lines (confirmations of a customer's order) or blanket releases.

The system loads transactions from the translator as formatted ASCII files.

Supply Side Inbound Transactions

The EDI interface supports the following inbound transactions from your vendors:

• Purchase Order Acknowledgments (855/ORDRSP): This transaction posts to CloudSuite Industrial as an EDI purchase order acknowledgment. AutoPost is available.
• Advance Ship Notice (856/DESADV): This transaction posts to CloudSuite Industrial as an EDI vendor ship notice, and may be used as input to the PO Receiving function.
• Invoices (810/INVOIC): This transaction posts to CloudSuite Industrial as an EDI vendor invoice, and may be used as input to the process of generating A/P Vouchers. AutoPost is available.

Loading Inbound Transactions

You can import EDI inbound transactions using the EDI Transaction Load Routine utility, or the system can load the inbound transactions as part of a background task you define.

CloudSuite Industrial loads the flat ASCII files output by the translator into the EDI database tables. Multiple lines in the ASCII file and multiple records in the EDI tables represent a single transaction. Minimal data validation occurs during this phase of the inbound process.

The files are named as listed below, where the XXX suffix for datafiles corresponds to the Trading Partner code from the EDI Parameters form (both supply and demand), and the HHMM.JJJ indicates the time and Julian date for the archive file.

This table describes the file names for each inbound transaction type:

Trans Type	Data Dir Filename	Archive Dir Filename
810	810_DTL.XXX	INV(HHMM.JJJ)
830 (Header)	RSEQ_HDR.XXX	RH(HHMM.JJJ)
830 (Detail)	RSEQ_DTL.XXX	RD(HHMM.JJJ)
850	850_EXP.XXX	PO(HHMM.JJJ)
855	855_DTL.XXX	ACK(HHMM.JJJ)
856	856_DTL.XXX	VSN(HHMM.JJJ)
862 (Header)	RSEQ_HDR.XXX	SH(HHMM.JJJ)
862 (Detail)	RSEQ_DTL.XXX	SD(HHMM.JJJ)

Validating Transactions

EDI validates inbound transactions according to a predefined set of rules for each transaction type. The two types of validation rules are interface errors and data errors.

Interface errors result from a conflict in the setup between the translator and CloudSuite Industrial. Data errors are errors in the content of the data.

The inbound posting process validates each incoming transaction. If the transaction passes the validation, it proceeds to the posting process. The system identifies transactions that fail the validation process. For demand-side transactions, you can view errors on the EDI Customer Orders form by selecting Actions > List Error Log. For supply-side transactions, each transaction has a corresponding report which you can run to review errors.

Posting Transactions to the ERP

To post inbound transactions to CloudSuite Industrial automatically, set the Auto-Post flag for the Trading Partner to Inbound or Both. When loading transactions into the EDI tables, the system checks this option to determine if it should post the transactions automatically. Posting moves the data from the EDI tables to the normal CloudSuite Industrial database tables.

The system validates all incoming transactions and posts to the system all transactions that have no errors. The program identifies any transactions that do not post because of an error and stores them in the EDI tables to be processed using the appropriate form.

If you set the Auto-Post flag to None, the system loads the transactions into the EDI tables with no further processing. You can then run reports to review the data before attempting to post the transactions into CloudSuite Industrial normal database tables.

Processing Errors

For demand-side transactions, you can update the field on the screen when an inbound data field contains an error. This allows the transaction to be posted to CloudSuite Industrial, but you must communicate this change to the trading partner. Some trading partners choose to delete the original transaction and retransmit it with the data corrected. Other trading partners require a Purchase Order Acknowledgment (855/ORDRSP), indicating the changes you have made to their order.

You can override some errors found in inbound data by turning off some of the validation for that trading partner. Examples of such errors include "Credit Limit Exceeded" or "Incorrect Unit Price."

For supply-side transactions (information is coming to you from your vendors), you cannot change data before posting. When errors occur, you can either override them in the CloudSuite Industrial system itself or request that the data be retransmitted to you.

See Errors That Stop Demand EDI CO Transaction Postingand Errors That Stop Supply EDI Transaction Posting.

Online Error Log and Error Reports

Error reports are available for each incoming transaction. These reports start the validation process on the transaction and report all errors found in the transaction.

The reports include summary information for transactions with and without errors. You can print all error reports for a range of trading partners. Additional selection criteria are available for each specific transaction type.