Auto sending EDI transactions

With Auto Send activated, EDI Transactions generated will automatically post to Orderful. If Auto Send is not activated, you will need to press the "Generate and Send" button on each EDI transaction to post them to Orderful.

1. Check the AUTO SEND box.
2. Select the consolidation method
   1. None: Send the EDI transaction immediately without waiting to consolidate related transactions
   2. Parent 850 Send the EDI transaction once all related transactions from the 850 have been processed
   3. Ship To Send the EDI transaction once all related transactions shipping to the same destinate have been processed.

When is consolidation needed?

Either consolidating by Parent 850 or Ship To is typically required when when using the Split Orders by Store Location option in the order management config section of the customer. This splits the 850 purchase order into many, smaller sales orders, one for each unique SDQ store location on the order.

In this case, we need to choose how to recognize which NetSuite transactions should be linked together to create the outbound EDI transactions.

810 Invoice Example

This applies to all NetSuite invoices originating from sales orders linked to the same 850 purchase order.

• Parent 850 The first NetSuite Invoice saved will generate the outbound EDI 810 record. The 810 will remain in pending until all sales orders linked to the source 850 have been billed. Each subsequent NetSuite Invoice billed will link to the corresponding EDI transaction. Once the final invoice is billed the EDI 810 will automatically consolidate all invoices and post a single EDI 810 to Orderful.
• Ship To The first NetSuite Invoice saved will generate the outbound EDI 810 record. If the next Invoice is shipping to the same destination, it will be linked to the same EDI 810 record. If the next Invoice is shipping to a different destination, it will create a new EDI 810 record. Once all sales orders shipping to the same destination have been billed, the EDI 810 for that destination will automatically consolidate all attached NetSuite Invoices and deliver to Orderful.
• None If your partner does not require consolidation, you may select None. This will immediately send the EDI 810 to Orderful as soon as the NetSuite Invoice is billed.

Manual Override and Resending

If at any point you want to override automation and force the EDI transaction to Orderful you can do so by pushing the Generate and Send button on the EDI Transaction record.

If you made changes to NetSuite transaction data and need to recreate the EDI payload, press the Generate and Send button. This will always recreate the EDI payload based on the current state of any linked NetSuite transactions.