Mod #1522 Vito's Pizza EDI

The Vito’s Pizza EDI imports purchase orders and exports invoices per specs provided by Posnet point of sale system. File transfer is via FTP.

 

The Import process is accessed from the entree Import utility using the “Vito’s Pizza EDI” option. This utility imports a consolidated Purchase Order file from Vito’s Pizza locations and converts it into entrée invoices. An Invoice file containing all items from printed invoices should be sent daily by 5:00am for the previous day’s invoices.  

 

The export process is accessed from the entree Export utility using the “Vito’s Pizza EDI” option.  Once the consolidated invoice file has been exported no further edits to those invoices will be allowed.  

 

 

entrée Folders

•The import staging: necs_shared\01\Vito's Pizza EDI\Import\

•The import archive: necs_shared\01\Vito's Pizza EDI\Import\Archive\

•The export staging: necs_shared\01\Vito's Pizza EDI\Export\

•The export archive: necs_shared\01\Vito's Pizza EDI\Export\Archive\

 

Where "01" is the entrée company number.

 

entrée Settings

 

Customer: Mark all the Vito's Pizza customers.

1.Go to the Customer ribbon menu click Customer.

2.Find the Vito's Pizza customer.

3.Go to the Miscellaneous Tab.

4.Enter in Type Code = VT.

5.Click Apply to save.

 

 

 

 

Files Exchanged

 

Document

Import/Export

Naming convention

Send/Receive Frequency

Format (edi/flat/csv)

Purchase Order

Import

Purchase_Order_Export_All__MM-DD-YY

Daily

Tab del. TXT

Invoice

Export

Vito-MM-DD

By 5:00am for previous days invoices

Tab del. TXT

 

 

 

 

Import/Export Configuration

 

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

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

3. Select Vito's Pizza in the drop down menu.

4.Click Configure to enter in your FTP connection settings.

 

 

 

 

 

 

5.Enter the FTP credentials supplied by Posnet when setting up your account.

6.Import Directory: Enter the name of the  directory on the FTP site where the     purchase orders will be imported from.

7.Import File Ext:    txt

8.Export Directory: The name of the directory on the FTP site where the invoices will be exported to.

9.Export File Ext:    txt

10.Click Apply

 

Import

 

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

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

3. Select Vito's Pizza from the drop down menu.

4. Click Generate.

 

Export

 

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

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

3.Select Vito's Pizza from the drop down menu.

4.Click Generate.

5.Select your invoice date range.

6.Click Generate.

 

Updates

 

V4.6.0.1 Updated the Vito's Pizza import process to prevent inactive items from being added to the invoice, and to note those items on the Import Errors log.