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Resend An Invoice Through The Invoice Resend Dashboard

Distributor steps for resending an invoice by EDI (payment request, ASN, 894, or post-delivery 810) from the Invoice Resend Dashboard in Encompass. Needs the EDI permission and v21.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 21.01

Pre-Conditions

  • Required permission - EDI

Steps

How To Resend An Invoice Through EDI
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1. Navigate to the 'Invoice Resend Dashboard'
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2. At the bottom of the dashboard, use the column filters to search for the invoice to resend. By default, the Time Updated column will be filtered to invoices last updated on today's date.
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3. Hover over the EDI Status field and click the edit pencil.
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4. Select 'Resend payment Request' from the drop-down menu.
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5. Click 'Save Changes'
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6. The scheduled task, Generate_Outbound_EDI_PaymentRequest, will then run to resend the invoice.

Fields And Definitions

Resend EDI Statuses

  • Resend Pre-Delivery Notice: 894
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  • Resend ASN: 856
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  • Resend Post-Delivery: 810 Post-Delivery Invoice
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  • Resend Payment Request: PayLink 810, Fintech, iControl
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  • ACH Push Pay: NACHA (legacy PayLink), EFT
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Scheduled Tasks That Transmit The Files

  • Generate_Outbound_EDI_PaymentRequest: PayLink 810, Fintech, iControl, other 810 Payment Requests
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  • Generate_Outbound_EDI_Invoices: 810 Post-Delivery Invoice, 856 (ASN), 894
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  • Generate_Outbound_NACHA: NACHA (legacy PayLink), EFT

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