Itasca’s CDS product outputs purchase orders to a flat file on a per-vendor basis.  This file has fixed fields and is comprised of header records and Detail line-item records.

 

Entree will be configured to Import this file format and use a similar format for Invoice Export back to the Itasca CDS system.

 

Imports/Exports can be manually executed as well as automated through the TEA Scheduling utility.

 

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 Itasca in the drop down menu.

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

 

 

 

 

 

 

 

5.Enter the FTP credentials supplied by Itasca 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.Export Directory: The name of the directory on the FTP site where the invoices will be exported to.

8.Click Apply

 

entrée Folders

•The import staging: necs_shared\01\Itasca\Import\

•The import archive: necs_shared\01\Itasca\Import\Archive\

•The export staging: necs_shared\01\Itasca\Export\

•The export archive: necs_shared\01\Itasca\Export\Archive\

•

•xx in the above paths is a place holder for the entrée company number

 

entrée Configuration and Settings

Utility

Section

Field

Value

Customer File Maintenance

 

Miscellaneous Tab, in the Export Options section

 

Itasca

 

Checkbox

Customer File Maintenance

 

Miscellaneous Tab, in the DEX Setup group

 

Store ID

Distributor Specific

Customer File Maintenance

 

Miscellaneous Tab, in the DEX Setup group

 

Dept ID

 

Distributor Specific

 

 

Files Exchanged

 

               Document

  Import/Export

            Naming convention

Send/Receive Frequency

 

Format (edi/flat/csv)

Purchase Order

Import

Po_***_877.dat

 

 

Configurable via Scheduling Utility entrée Import Task

csv

 

Invoice

 

Export

sss_ASN_mmddyyhhmmss_xxx_yyy_zzz.dat

 

Configurable via Scheduling Utility entrée Export Task

csv

 

 

sss = Itasca Store ID

xxx = Dist ID

yyy = PO Number

zzz = Itasca Department ID

 

 

Transfer Type

 

FTP

 

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 Itasca Import 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 Itasca Export from the drop down menu.

 

 

 

 4.  Click Generate once the entrée Export dialog opens

 5. Once set click "OK"

 6. .You can access the Distributor ID setting by clicking on       Configure.

 

 

 

 7. Select your invoice date range.

 8. Click Generate.

 

 

 

Updates

V4.6.2 Updated so that multiple Purchase Orders can be imported via the same file.

V4.6.1 Updated the Itasca Import process so that multiple files can be imported at the same time.

V4.6 Updated the Itasca Export form to add an Only send invoices with an Itasca Order Source checkbox option.

V4.5.4.1 Updated the Itasca Export to calculate the invoice total using extended Base Cost.

V4.5.4 Updated the Itasca EDI to allow for six-digit Itasca Store and Department numbers.