Deacom EDI 101

Common Documents

These are the EDI names and numbers for common transaction sets, or documents.

  • 997 – Functional acknowledgement
    • Acknowledgement of the receipt of the document
    • Can be received inbound or sent outbound for every or any document
    • If using a VAN, the 997 is handled by them
  • 850 – Purchase Order (PO)
    • Commonly imported into DEACOM as a DEACOM Sales Order
  • 860 – Purchase Order Change Request
  • 855 – Purchase Order Acknowledgement
    • Acknowledgement for the content of the Purchase Order and PO only
  • 856 – Advanced Ship Notice (ASN)
  • 810 – Invoice
  • 846 – Inventory Advice

EDI Basics in Deacom

  • EDI Folder file structure
    • Inbound
      • 850 (or transaction set number)
        • Failure
        • Sample
        • Source
        • Success
    • Outbound
      • 855
      • 856
      • 810
    • Maps
      • Use in the Production DEACOM location
      • Stores all maps for both inbound (EDI Import) and outbound (Trigger) documents
      • May also store profiles, specifications, and other relevant documents
  • INBOUND documents will be imported with the DEACOM EDI Imports
    • System > Maintenance > EDI Imports
    • During testing and manual setup, EDI import will import inbound documents from the local Source file location
    • Once automated and FTP is configured, EDI Imports will import documents directly through download from the FTP
  • OUTBOUND documents will be generated with the DEACOM Triggers
    • System > Maintenance > Triggers
    • During testing and manual setup, triggers write outbound documents to a specified destination filepath
    • Once automated and FTP is configured, triggers upload the outbound documents through the FTP

Import EDI Steps

  • Tools > Import EDI > Clear all > Set only relevant Import to Yes > Run
    • This is a MANUAL import of EDI documents from the Source location
    • AUTOMATED import is configured with FTP and frequency
  • Review any errors in EDI Import history
  • Review Imported Sales Order
    • Sales > Order Reporting > Order Type to Internet Sale & Check Date > View

855 Trigger Steps

  • Open Sales Order
  • Review Sales Order for accuracy and make any changes as needed
  • Update Order Type from Internet Sale to Sales Order > Save

856 Trigger Steps

  • Sales > Order Reporting > View > Modify correct sales order
  • Order Type changed to Sales Order; review order as needed > Save
  • Select Backorder Items
    • Mass Backorder (top menu) for multiple items
    • Select items you are not backordering so only backorder items are left in the right menu
  • Ship Items
    • If Lot is required, double click to Edit Quantity and ensure Ship Quantity is correct
    • Click Select Lots to open Apply Inventory
    • In Apply Inventory: Select the lot and double click to edit > Select Quantity screen > Enter quantity from lot > Save > Repeat if necessary
    • Click Apply when finished selecting lots for that item > Close
    • Move to next item that requires lot selection
  • Click Ship Order - Backorder Sales Order is created and order is shipped
  • Ensure Trigger Worked: System > View History/Performance > Type: Trigger > View

810 Trigger Steps

  • Print Outs > Invoices > Select Sales Order > View
  • Review > Print