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[Lewis Rosenberg]

Is it possible to send a PO Acknowledgment (EDI 855) AFTER an order has been shipped and invoiced?

Is it possible to prevent a sales order from being either released or shipped if a PO Acknowledgement has not been sent?

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Lewis Rosenberg
IT Manager
Mars Fishcare
Chalfont PA
http://www.apifishcare.com
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BCUG/NAVUG All-Star
BCUG/NAVUG Board of Advisors, Chairperson
BCUG/NAVUG Programming Committee

Twitter: @RosenbergL
LinkedIn: https://www.linkedin.com/in/rosenbergl
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NAVUG/D365BC-User Group Focus
May 18-19, 2019
Denver, Colorado
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[Charlotte Kinney]

Lanham EDI offers two different types of Advanced PO Acks (855s) based on licensing; Standard 855 and Advanced 855.  By way of the question being asked, I am assuming this is the Advanced 855 setup using the “Navision Document” = E_ADVPOA.  That being the case, it is possible to send the 855 after the sales order has been posted (Ship/Invoice) BUT as far as the data being present, that depends on how it was mapped.  What I mean by this, is if the 855 mapping is pulling data from the Sales Header and Sales Lines, that data is no longer present and the E.D.I. Send Document would be created but have “Data Error” = TRUE since there is blank mandatory data and thereby not exported.  So might want to revisit the mapping.  Perhaps some of the mapping is pulling from Sales Header/Lines that may be pulled from Order Status Header/Lines instead.
Another suggestion or tip, since the return of the 855 might be under deadline, is to automate the Adv 855 to be sent shortly after Sale Order creation.  The 855 would reflect “IA” (item accepted) for all items for the 1st time it is sent (assuming this set as the “Default” E.D.I. Status Code).  Then when the CSR has time to review the Adv PO Ack page at a later time, they may make edits the Status Codes and re-send a 2nd 855 when complete.  If this option will work for Mars and their Trade Partners, the setup would be to enable the “Create Adv PO Ack on Receipt” = TRUE (this was probably already enabled) and “Auto Release Order Status” = TRUE on the E.D.I. Template page for the inbound 850 document.  Then setup the EDI-enabled Job Queue to run the E.D.I. Job Routine SENDADVPOACK in a timely manner.
Hope this helps you out Lewis!

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Charlotte Martinez
Sr. EDI Specialist
Lanham Associates
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[Wing Mak]

We face the same issue as BAK03, BAK04 & PO101 are not available in the Order Status Header/Line. I would like to know if we can enforce 855 sent before releasing orders.

For the time being, I just had to remind order process personnel to send the 855 before posting the sales invoices.

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Wing Mak
Director of IT
City of Industry CA
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[Charlotte Kinney]

Hi Wing!
Outside of automating the sending of the 855 upon Sales Order creation as described in my reply to Lewis, there is not functionality that ensures the Purchase Order Ack. has been sent prior to Sales Order Release.  I have added this request to our “EDI Requested” list that the EDI product developer reviews when it’s time to work on future releases.  In the meantime, perhaps this might be an option as well…

From the 855, these are the definitions of the fields listed above with issue:
BAK-03 = Customer PO #
BAK-04 = Document Date
PO1-01 = Assigned Line No.
?
In the mapping of the 850, create the following Conditionals:
~BEG-03 (Customer PO #) additional conditional mapped to the “E.D.I. Receive Doc. Hdr. Info.” ‘Text_Field_1’
~BEG-05 (Document Date) additional conditional mapped to the “E.D.I. Receive Doc. Hdr. Info.” ‘Date_Field_2’
~PO1-01 (Assigned Line No.) additional conditional mapped to the “E.D.I. Receive Doc. Line Info.” ‘Text_Field_1’

In the mapping of the 855, map the following Elements:
~BAK-03 (Customer PO #) mapped from the “E.D.I. Receive Doc. Hdr. Info.” ‘Text_Field_1’
~BAK-04 (Document Date) mapped from the “E.D.I. Receive Doc. Hdr. Info.” ‘Date_Field_2’
~PO1-01 (Assigned Line No.) mapped from the “E.D.I. Receive Doc. Line Info.” ‘Text_Field_1’

Try that and see if it works for you.  Let us know if you have any other questions.

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Charlotte Martinez
Sr. EDI Specialist
Lanham Associates
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[Lewis Rosenberg]

Thanks to Charlotte I now have my EDI Advanced PO Acknowledgements (EDI855) auto-creating and sending!

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Lewis Rosenberg
IT Manager
Mars Fishcare
Chalfont PA
http://www.apifishcare.com
————————————————————————
BCUG/NAVUG All-Star
BCUG/NAVUG Board of Advisors, Chairperson
BCUG/NAVUG Programming Committee

Twitter: @RosenbergL
LinkedIn: https://www.linkedin.com/in/rosenbergl
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NAVUG/D365BC-Community Summit: https://na.usergroupsummit.com/home
October 6-9, 2020
Nashville, TN
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