Generating a Reverse Purchase Order (855) in EDI

Generating a Reverse Purchase Order (855) in EDI

Introduction

This wiki will show the user how to create a Reverse Purchase Order (transaction set # 855 -- a request generated by sellers in order to cancel a previous purchase order) in the EDI subsystem.

 

Instructions

Step 1: Create the reverse PO

Go to:

  • EDI
  • EDI Transaction Sets
  • 855 Reverse Purchase Order
  • Create New Reverse PO from EDI PO
In the EDI PO selection screen, check off the POs that need to be modified (under the 'b' column) before clicking on "OK"

Fill in the rest of the information as it is necessary for the PO that needs to be reversed, including:

  • When the PO was created (PO Date - defaulted to the current date)
  • When the PO was requested to be shipped (Requested Ship Date)
  • When the PO was to be cancelled (Cancel Date)

As well as:

  • For which department was the PO issued (Dept.)
  • For which shipping destination (Ship To)
  • For which billing location (Bill To).

Select an acknowledgement type to send for the reverse purchase order (Acknowledgement Type) -- Does the PO need to be changed completely? Does the PO need to have detail added in? Does the PO need to be rejected? (Det = Detail/Chg = Change)

Backordering items:

  • To back order certain quantities and the date that the items will be shipped, select the option "Back Order" and enter the backordered quantitity.
  • The requested quantity to automatically update to the units entered in the backordered quantity with a negative sign.

 

Note: If you enter a quantity less than the original quantity and do not insert a checkmark under "Back Order", the remaining quantity will be considered rejected by the Trading Partner.

When the necessary modifications have been made, click on "Update".

 

Step 2: Sending the reverse PO

Now, to send the reverse purchase order as an EDI transmission, go to:

  • EDI Transaction Sets
  • 855 Reverse Purchase Order
  • Generate EDI Reverse PO(855)

In the EDI Reverse PO selection screen, select the POs that need to be generated.

You will then be brought back to the main EDI menu.

 

Sending the file

After it has finished processing, proceed with a send mail to send the file to the Trading Partner.


    • Related Articles

    • Creating an 870 Order Status Report

      Table of Contents       1- Introduction       2- Creating the Order Status Report             a. Creating an Automatic 870             b. Creating a Manual 870       3- Generating the 870 Order Status Report Introduction The following wiki explains ...

    • Setting up Discounts in JAS from EDI PO's

      Introduction Some trading partners such as Walmart, requires that EDI invoices contain the same Discount Codes and Descriptions that were sent in on the EDI Purchase Orders.  These codes print on the EDI PO. Once the PO is processed in EDI, the ...

    • Validating the Price when Loading EDI Release POs

      Introduction When loading EDI POs into JAS and applying them to a bulk order, the program checks for style/colors available in the bulk orders in JAS. If any of  these items do not match with the the release orders being loaded, they will not be ...

    • Loading EDI discounts on JAS Orders

      Introduction The following wiki explains how to load the EDI discounts listed on the PO to be loaded into JAS. Setup In EDI, go to: Maintenance Browse/Update Mailbox Click on the appropriate mailbox number and select "Mailbox Variable Settings - 1" ...

    • New Customer Mailbox Creation in EDI

      Introduction If EDI mail comes in for a new trading partner, or an existing trading partner using a different ID#, this data will create a new, separate mailbox. When this happens, a screen will appear prompting the user to fill out the mailbox ...