Do It Best - Drop Ship Order Confirmation

DIB (Do It Best) can create an order confirmation (or similar file) from orders placed with outside vendors. With this file, the POS (Point of Sale) system will create a PO (Purchase Order) and add the SKUs to the inventory.

The following steps will walk you through configuring Spruce EDI Auto Run Schedule for processing the Drop Ship Confirmation file using the nightly routines, as well as manually processing the order confirmation files.

Configuration Flow

1.From the Main Menu, select Maintenance and then Database > Parameters.

2.From the Parameters dialog window, navigate to the Setup > EDI > General tab. Select "DoItBest" from the Installed Wholesaler Tie-Ins section. Click on F12 to process the changes or press the F12 key on your keyboard.

EDI Automation Setup

1.From the Main Menu, select Maintenance and then Database > Branches.

2.Select your branch in the "Branch ID" field. Choose the EDI tab and select "DoItBest" in the "Settings for" drop-list. This action will immediately fill out the information in the fields below.

3.Click the blue button on the EDI tab and select "Automation".

4.From the Auto Run Schedule dialog window, select the "Drop Ship Confirmation" option in the Nightly Routine section. Click on the "Accept" button.

5.Click on F12 to process the changes or press the F12 key on your keyboard.

Now that the Drop Ship Confirmation is selected as a nightly routine, the system will automatically collect the DS_ORDCNMF_010.txt files from the FTP site and process them as part of the nightly EDI process. If a PO is created automatically, the system will send a message to the user selected in the Purchasing field in Maintenance > Parameters > Setup > UserID.

Manual Processing of Confirmation Files

The following steps will walk you through processing the Drop Ship Order confirmation file (DS_ORDCNMF_010.txt) manually.

1.From the Main Menu select Purchasing > Vendor EDI. From the Vendor EDI window, select "DoItBest" in the EDI Interface drop list and "DoItBest" in the Vendor drop list.

2.Click on the blue button and uncheck "Use Scripting" by selecting it.

3.Select "Extras" from the list of options, and choose "Drop Ship Order Confirmation" from the "Function" drop-down list. Click on F5 to Retrieve the files or press the F5 key on your keyboard.

4.From the "Open" dialog window, select the DS_ORDCNFM_010.txt file and click "Open".

5.Two different scenarios could happen when you click Open.

a.If the Drop Ship Confirmation file does not have a corresponding PO, the following will appear:

b.If the Drop Ship Order Confirmation does have a corresponding PO, the following will appear:

6.Select the file to process and click on F12 or press the F12 function key on your keyboard. If no PO exists for the order, the following warning will appear. Click on the Accept Warnings button to continue the process.

7.When the process is done, a "Processing complete" message will appear at the bottom of the dialog window. At this point, navigate to Purchasing > Order Entry. Look for the newly created PO in the PO# drop-down list.