Encompass Technologies

Link list (no steps) with video for distributors on the EDI implementation life cycle in Encompass: EDI basics, configurations, implementation requests and checking Exchange Tasks. v26.01+.

EDI Implementation Life Cycle

Video only with link list for distributors and suppliers getting started with supplier EDI in Encompass: EDI basics, implementation service requests and the EDI lifecycle. Requires v26.01+.

Skills Kickstart: Supplier EDI

Link list (no steps): EDI specialist learning path in Encompass covering EDI webinars, configurations, exchange tasks and troubleshooting, and file types (810, 820, 832, 856, 894, VIPR pricing). Requires v25.01+.

Learning Path - EDI Specialist

Video only: keeping your EDI environment running smoothly (orders, remittances, ASNs), with links to 810, 820, 856/894 notices, EDI Home Dashboard, EDI Configurations and Exchange Tasks. Requires v24.01+.

Orders, Remittances & ASNs - Keeping your EDI Environment Operating Smoothly

Link list (no steps) plus video for distributors getting started with EDI in Encompass: links to EDI setup, the EDI Home dashboard, implementation requests and exchange tasks. Requires v25.01+.

EDI Basics

Link list (no steps) for distributors: an EDI implementation lifecycle video plus links to creating an EDI implementation service request, the EDI Home dashboard, EDI billing, and getting started. v25.01+.

EDI Implementation Lifecycle

Distributor overview of getting started with EDI in Encompass: product, customer and AR setup, resending 810/856/894 files, fixing exchange task warnings, and requesting a new EDI setup. v24.01+.

EDI Getting Started

Distributor steps for requesting a new EDI setup with a retailer or supplier trading partner via the EDI Implementation service request form on the Encompass Customer Portal, with field definitions.…

Create a New EDI Implementation Service Request

Distributor explanation of how Encompass sends sales and inventory data to SRS automatically and how the SRS team handles resends; no distributor action needed. Needs supplier SRS setup; v23.01+.

Sending or re-sending information to SRS

Distributor steps for manually uploading an inbound EDI or import file to a mailbox in Encompass via Supplier Communications > BudNet tab, and checking the Exchange Task. Requires v22.01+.

Upload Mailbox File

Distributor steps for proving an EDI Exchange Task file was sent in Encompass by downloading the MDN (proof of transmission) receipt from the Exchange Tasks table. Requires v22.01+.

Verify the Transmission of an Exchange Task

Distributor overview of the EDI Contacts dashboard in Encompass, where you store and look up trading partner contacts for each EDI document type. Requires an existing EDI connection and v22.01+.

EDI Contacts

Distributor steps for the Exchange Configurations tab on the EDI Home dashboard: view EDI configurations, ISA qualifiers/IDs, Exchange Maps and Exchange Tasks, plus an EDI glossary. Requires v22.01+.

EDI Configurations

Distributor tour of the EDI Home dashboard in Encompass: upload mailbox files, check exchange task status and EDI warnings/errors, review trading partner configurations and contacts. Requires v22.01+.

EDI Home Dashboard Overview

Distributor guide to the Exchange Tasks by Type dashboard in Encompass: find EDI warnings and errors by document type (850, 856, 832, 820, 864) and view the file. Needs an…

Exchange Tasks by Type

Distributor overview of the EDI Billing dashboard in Encompass: see EDI document counts, per-document fees, estimated bill and billing date by trading partner. Requires v22.01+.

EDI Billing

Bailey Naas-Thornton

Distributor E-Commerce

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