Blish-Mize EDI

This article provides instruction and information on the following:

• How to send files
• How to receive files

Note: After successfully downloading EDI, follow the steps in the following KBA to generate your bin tags or shelf tags: Batch and print EDI price changes on full sheet bin tags or shelf tags

How to send files

1. In Paladin, on the top ribbon, select the PO module.
2. In the Purchase Order tab, in the Supplier list, select Blish-Mize, then add the items to the purchase order.
3. On the bottom ribbon of the module, click F8 Confirm PO.
4. On the bottom ribbon of the module, click F1 Buy.
5. In the PO Number window, in the PO Number box, enter a preferred number, or leave it blank to accept the default number, then click Next.
6. In the PO Complete window, click Done. If a confirmation window opens, purchase orders will be automatically uploaded.
7. Check your email account for a confirmation message from Blish-Mize.

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How to receive files

1. In Paladin, on the top ribbon, select the Inventory module.
2. On the bottom ribbon of the module, click F9 EDI.
3. In the EDI Processing window, click Download Files.
   • If there is only one EDI supplier, all files will download and process automatically.
   • If the store has more than one EDI supplier, in the EDI Maintenance Processing window, select your supplier name, then click OK to download and process all files.

Note: Files will be processed in the following order:

• • • Maintenance
    • Invoice
    • Price Change
    • Promos
    • Anything else

• • •  
  • When the EDI files have been downloaded and processed, the Find PO window automatically opens.

Note: Paladin closes all filled POs; therefore, only open POs appear in the Matching Purchase Orders pane of the Find PO window.

4. In the Find PO window, in the Matching Purchase Orders pane, in the Selected column, select the checkboxes for open purchase order(s) that were received in full during EDI processing, then click Close POs. The Find PO window closes, and you are automatically returned to the EDI Processing window.
5. In the EDI Processing window, click Reporting to review reports about the processed EDI files.
6. When the EDI files have been downloaded, close the open purchase order.
7. Click Reporting to review reports about the processed EDI files.
8. To create reports in the EDI Reporting window:

1. 1. Select a Start Date and End Date.
   2. Optional: In the third unlabeled list, select the record types (EDI file type) that you want to review.
   3. Click Get EDI Records.
   4. In the list of results, you can review reports in the following ways:

• • • • Highlight a row, then click the magnifying glass.
      • Highlight a row, then click Generate Report.
      • Click View List in Excel to show the list of reports in Excel.
        • This option only shows a history list of processed EDI files for the selected record type; it will not provide details about individual EDI files.
        • To create this report, you must have Microsoft Office 2007 or later.

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