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Table of Contents
Chapter 1 — Introduction .............................................................................................. 1
1.1
About This Guide.................................................................................................................................1
1.2
Performance EDI Overview ..................................................................................................................1
Chapter 2 — Getting Started ......................................................................................... 2
2.1
Install the Performance EDI Software .................................................................................................2
2.2
Pre-loaded Files....................................................................................................................................3
2.2.1
Edit Company Information Files .............................................................................................................................. 3
2.2.2
Edit Trading Partner Files.......................................................................................................................................... 3
2.2.3
Edit Trading Partner Document Files..................................................................................................................... 4
Chapter 3 — Check for New Mail ................................................................................. 5
3.1
Inbound Mail.........................................................................................................................................5
3.1.1
Check for New Inbound EDI Mail........................................................................................................................... 5
3.1.2
Process New Inbound EDI Mail............................................................................................................................... 6
3.2
Outbound Mail .....................................................................................................................................6
3.2.1
Check for New Outbound EDI Mail ...................................................................................................................... 6
3.2.2
Send New Outbound EDI Mail ................................................................................................................................ 7
Chapter 4 — The Mail Outbox...................................................................................... 8
4.1
Common Mail Outbox Tasks..............................................................................................................8
4.1.1
View Documents in the Outbox ............................................................................................................................. 8
4.1.2
Re-send Documents in the Outbox ....................................................................................................................... 9
4.1.3
View Outbox Document Details............................................................................................................................. 9
Chapter 5 — Invoices.................................................................................................... 10
5.1
Create and Send EDI Invoices ..........................................................................................................10
5.1.1
Create an EDI Invoice.............................................................................................................................................. 10
5.1.2
Send an EDI Invoice.................................................................................................................................................. 11
5.2
Consolidated Invoices........................................................................................................................11
5.2.1
Create a Consolidated Invoice .............................................................................................................................. 12
Chapter 6 – Features of Performance EDI .................................................................. 15
6.1
Additional Features of Performance EDI ..........................................................................................15
6.1.1
Receive Blanket Purchase Orders......................................................................................................................... 15
6.1.2
Add New Items to the Item File............................................................................................................................ 16
6.1.3
Add New Trading Partner Locations to the Location File .............................................................................. 17
6.1.4
Add New Locations and Edit Sales Order Ship-To ID’s .................................................................................. 18
6.1.5
Enter a New Sales Order........................................................................................................................................ 19
6.1.6
Invoice with Factor ‘Remit-to’ Information ........................................................................................................ 21
6.1.7
Reprint a Single Purchase Order ........................................................................................................................... 22
6.1.8
Export Purchase Orders to Another Application ............................................................................................. 23
6.1.9
Move Performance EDI to Another Workstation............................................................................................... 23
Performance EDI User’s Manual
Introduction