EDI: United Hardware: How to send and receive files

Note:  If Paladin Support has set up EDI for United, you can follow these procedures to send and receive EDI files for your store.

This article includes the following procedures:

• How to send files
• How to receive files

How to send files

1. Open Paladin Point of Sale.
2. On the top ribbon, click the PO  module.
3. In the Purchase Order tab, in the Supplier list, select United, and then select, recall, and confirm the purchase order.
4. On the bottom ribbon, click Mode PO or press F5.
5. On the bottom ribbon, click Buy or press F1.
6. In the PO  Number window, in the PO  Number box, enter a preferred number or leave it blank to accept the default number, and then click Next.
7. In the PO Complete window, click Done.

How to receive files

1. Open Paladin Point of Sale.
2. On the top ribbon, click the Inventory module.
3. On the bottom ribbon, click EDI or press F9.
4. In the EDI Processing window, click Download Files.

   Notes:

   • If United is the only EDI supplier, it will download and process all files.
   • If the store has more than one EDI supplier, in the EDI Maintenance Processing window, select United, and then click OK to download and process all files.
   • Status messages will appear in the EDI Processing window.  Files are processed in this order:
   • Maintenance
     • Invoice
     • Price Change
     • Promo
     • Anything else

5. When EDI processing is completed, click Reporting to review reports about the processed EDI files.
6. To create reports in the EDI Reporting window, follow these steps:
   1. Select a Start Date and End Date.
   2. Optional:  In the third unlabeled list, select the record types (EDI file types) 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, and then click the magnifying glass.
      • Highlight a row, and 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 show updates made to inventory items when the files were processed.
        • To create this report, you must have Microsoft Office 2007 or later.