Creating an EDI Invoice (Outbound 810/INVOIC)

On the EDI Customer Profiles form, if the Generate Invoices check box is selected for a customer, an EDI invoice is automatically generated when you use the Order Invoicing/Credit Memo form to generate an invoice for that customer. After you create the invoice, you can electronically send this information as an Outbound Invoice 810/INVOIC transaction to the customer.

  1. In the Order Invoicing/Credit Memo form's Invoices or Credit Memos field, select Invoice.
  2. Enter new values for the rest of the fields on the form, if needed.
  3. Select Print Order/Invoicing Credit Memo.
  4. Click Process.
  5. To view the current invoice information that is ready to be transmitted, use the Outbound EDI Invoice Report.
  6. To export your invoice(s) to the customer, use the EDI Transaction Unload Routine.

The outbound invoice flat file contains the trading partner code of the ship-to customer in both the header and detail records.

Related topics
Electronic Data Interchange (EDI) Overview
EDI Steps
Errors That Stop Demand EDI CO Transaction Posting