Configuration

After installing the application, the FTP/SFTP syncing menu becomes accessible.

On this screen, enter the FTP credential details for server connection. Use the 'Check Connection' button to verify connectivity. Next, select the 'EDI ANSI Customer Records' store, specify the warehouse for order export, Receiver ID (Owner ID) which need to pass in export file, and define the server directory names for importing/exporting.

Once connected to FTP, click the 'Click to create automatic cron jobs' button to generate a cron job for importing bill and ASN. You can access the cron job via the smart button.

Set the Sender ID in Vendor.

EXPORT PURCHASE ORDER PROCESS

To export a Purchase Order (PO), you need to click the 'Confirm Order' button.

Upon confirmation, the PO is exported to FTP and attached to that record and you can see in chatter area.

The exported file can be viewed as an attachment.

In any case file not exported to FTP, the button will appear on transfer form view after validation names "Export PO (EDI)". You can re-export with help of that button.

IMPORT BILL PROCESS

Now time for import bill process, for import process scheduled actions we already created.

The created scheduled action will automatically generate a vendor bill for the PO.

The imported bill is synchronized with the corresponding PO.

The imported bill details display the FTP used for import and the bill reference number from FTP.

IMPORT ADVANCE SHIP NOTICE (ASN) PROCESS

Now time for import ASN process, for import process scheduled actions we already created.

The created scheduled action will automatically update few details in the receipt of PO.

When execution process completes, in the respective receipt of corresponding PO two things will update i.e. Quantity of products which fulfilled and tracking reference number in this incoming picking.

Log details, including successful and failed operations, can be found under the 'Log Details' menu in FTP/SFTP syncing.