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Investigate an EDI File In A Warning Status

Distributor steps for finding why an EDI exchange task is in Warning status in Encompass (often bad chain store, vendor or DUNS numbers), fixing it and resending. Needs 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 Investigate An EDI File In A Warning Status
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1. Navigate to the Exchange Tasks table
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2. Search for the Exchange Task in the Warning status and click the magnifying glass.
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3. Review the memo detailing the cause of the Warning.
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4. Once the cause of the warning is determined, make the necessary corrections and resend the invoice.

Fields And Definitions

  • Common causes of E D I Exchange Task warnings include incorrect Chain Store Numbers, Vendor Numbers or DUNS.

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