Sending an INVOIC/810
How to send an INVOIC/810 to an EDI retailer.
Overview
After sending an ASN/856, the next step is usually to send an INVOIC/810 (if applicable) to the retailer.
Requirements to Send
The following conditions must be met before you can send an INVOIC/810 for an order:
- The order status must be Fully Dispatched.
- The order must have an Invoice Date.
- There must be Payment Terms allocated to the order.
Sending an INVOIC/810
To send an INVOIC/810:
- In the Sales Order module, select the order(s) for which you would like to send a INVOIC/810.
- Hover over Actions and select Bulk Update.
This will also select all orders linked by the same Customer PO Number.
- Under EDI Status, change the status to Transfer Invoice Now.
If the validation criteria is not met, an alert will display.
- Select Save.
Next, you will need to export these from the module for the retailer:
- From the left navigation, select Integrations and then the retailer.
- Select Export All.
The INVOIC/810 will now be sent to the retailer.