Mod #1709 ToMarket Invoice Export

The ToMarket EDI interface enables the export of customer invoices and credit memos. The export process is accessed from the entrée Export Utility using the ToMarket EDI option. Once an invoice or credit memo has been exported no further edits to that document will be allowed. Exports can be done manually or through the TEA scheduling utility.

 

Configure the Export

 

1. Go to the Add-Ons ribbon menu and click Import/Export icon.

2. Select Export Data and the entrée Export dialog will open.

3. In Export the data To select ToMarket.

4. Click Configure to open the ToMarket Configuration dialog.

 

1. Enter your assigned Vendor ID.

2. Click FTP Settings to setup your FTP

3. Click "OK"

 

 

1. Enter Credentials (provided by ToMarket)

2. Enter the Export Directory:

    (provided by ToMarket

3. Click Apply/OK in the ToMarket  FTP Configuration dialog.

 

 

 

1. In the ToMarket Export dialog set your Export dates.

 

2. Check the box for Include Invoice data that has already been sent if needed.

 

3. Click Generate to run the export.

 

Files Exchanged

Transfer Type: FTP

Document

Import/Export

Naming convention

Send/Receive Frequency

Format (edi/flat/csv)

CSV Invoice

Export

VendorID_yyyymmddhhmmss.csv

Nightly or as needed

CSV

 

 

EDI Configuration/Setup

Property

Import / Export Both

Value

Notes

Vendor ID

Export

To Be Assigned

Populates the 1st field (Vendor) in the file

Populates the first field of the file name.

 

 

entrée configuration and settings

Utility

Section

Field

Value

Customer Maintenance

Miscellaneous Tab, in the Export Options section

ToMarket Customer

Check-Box option

Checked for ToMarket's customers