| Purpose & Benefits |
|---|
| This function lets you add Delivery Note (D/N) details, Proof of Delivery (PoD) details and set Advance Shipping Note (ASN) shipping types to Invoices before they are exported.Before processing EDI Orders or EDI Invoices please review and set the EDI related settings in Maintain Central Information. |
If you have not already done so, please familiarise yourself with the EDI Setup Procedures.
Use this form to update certain details before exporting the invoices from MultiTAS to your EDI software. On opening this form, EDI Invoices are displayed in a grid. Use the five Filters at the top of the form to display the Invoices you wish to update.
Process the fields as follows:
| # | Field | Default | Entry | Action/Description |
|---|---|---|---|---|
| 1 | Invoice Number | n/a | No | The TASBooks Invoice Number |
| 2 | Customer Code | n/a | No | The TASBooks Customer Code |
| 4 | D/N Num(Delivery Note Number) | n/a | Yes | Enter the desired Delivery Note Number associated with the Invoice |
| 5 | Delivery Date | n/a | Yes | Enter the Delivery Date. |
| 6 | PoD Ref(Proof Of Delivery Reference) | Yes | Enter the Proof of Delivery reference. | |
| 7 | PoD Date(Proof Of Delivery Date) | Yes | Enter the Date the Proof of Delivery was received. | |
| 8 | ASN Ship Type(Advance Shipping Note Ship Type) | n/a | Yes | Choose the applicable shipping type for the order Box Cage Delivery Pallet Rail |
On completion you are ready to export the EDI Invoices via MultiTAS program 628
Note about EDI Delivery Note Numbers
There are three options for creating/adding Delivery Notes numbers to EDI Invoices. They are as follows:
- MultiTAS program 611: A legacy feature, MultiTAS will set the Delivery Note number to the description of that product if the product code ‘DN’ is found in the Order body lines. More information in the Appendix.
- MultiTAS program 624: Delivery Notes created in will automatically be associated with orders – thus they do not need to be added retrospectively in program 616
- MultiTAS program 616: Delivery Note Numbers can be added to invoices before they are exported.
Note about EDI Proof of Delivery Details
There are three options for creating/adding Proof of Delivery references to EDI Invoices. They are as follows:
- MultiTAS program 611: A legacy feature, MultiTAS will set the Proof of Delivery reference to the description of that product if the product code ‘POD’ is found in the Order body lines. More information in the Appendix.
- MultiTAS program 611: Alternatively, if enabled in Maintain Central Information, Proof of Delivery details can be entered at the time of the order by completing the appropriate fields, which appear in the central row of fields (beside Expected Ship Date etc).
- MultiTAS program 616: Proof of Delivery reference numbers (AND dates) can be added to invoices before they are exported.