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Resend Invoices through Invoice Resend Dashboard

Distributor steps for resending EDI invoices (pre-delivery, ASN or post-delivery) to chains, iControl or Fintech using the Invoice Resend dashboard in Encompass. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 2201

Steps

How to Resend Invoices through Invoice Resend Dashboard

  1. Navigate to Invoice Resend (Replace EDI Manual Transmission) in the Universal Search Bar
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  2. Click the Time Updated column then after updating the date click Go button
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  3. Click any of the columns of the header to filter the invoices you would like to resend
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    ​Example: Filter Term to iControl or Fin-tech, or use the Chain to filter to invoices for a specific chain
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  4. Click EDI status then click Edit Column
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  5. Select the correct Resend Status depending on what type of Invoice you are resending: Resend Pre-Delivery, Resend ASN, or Resend Post-Delivery
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    ​Note: You can set this for individual invoices that you'd like to resend. Or, click the column header again and select Fill Down to set this status for all filtered invoices.
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  6. Click Save Changes

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