EDI NEW 860 WS process.pdf

EDI 860 PO Change Worksheet – Step-by-Step Instructions

Step 1 – Open the EDI 860 Work File

1. Go to the EDI Control Panel.
2. Click on 860 Work Files.
3. The Viewer window will open.
4. Select either:
   • A specific Retailer, or
   • All retailers to process.

Step 2 – Open the PO Change Worksheet

1. Navigate to:

   EDI → Incoming → EDI PO Change Worksheet.

2. Double-click on the customer you wish to process.

3. Enter a Worksheet Description using the format:

   Customer Code + PO #.

Step 3 – Select the Range of POs

1. You can use the selector to define a range of EDI POs to include.
2. Click OK.
3. Click Save.
   • This action populates the list of 860 transactions waiting to be processed for the selected customer.

Step 4 – Post the Worksheet

1. Review the Posting Status:
   • If it shows OKAY, click Post.