To provide fast data access and intelligent analysis, EDI report data (available in the EDI Reporting window) is presented as an Excel workbook with individual Excel worksheets for each EDI report section.

Clearly-labeled worksheet tabs and columns identify the data and match the labels from the prior PDF versions of the report. Report details are found on the first worksheet tab.

EDI Reporting- Excel report

The power of Excel makes it easy to organize, sort, and analyze the data on each spreadsheet. You can also print or share all or part of the report data with others.

The following pictures show examples of Excel report organization for invoice and maintenance files. The worksheet column and tab names may be different for your EDI supplier.

EDI invoice file Excel report (example)

EDI invoice report in Excel

EDI Maintenance file Excel report (example)

EDI Maintenance file Excel report


While most worksheet categories are intuitive, the following categories may need additional clarification.

Items on this worksheet 

Did not allow EDI updates to these inventory values because the values are locked 

EDI Lock Pricing Levels Group

Pricing tab > Pricing Levels pane values

EDI Lock Order QTY and/or Supplier Ratio

Order Control tab > Stock Information pane >  Order Qty value

Order Control tab > Suppliers pane > Sup. Ratio value

EDI Lock Item Cost Group

Pricing tab > Item Cost pane values

To access any EDI Report in Excel, in the EDI Reporting window, search for the EDI process report that you want to view. When it appears in the search results, click its magnifying glass or highlight it, and then click Generate Report.

Open the Excel report from the EDI reporting window

The Excel EDI report format is created by default. If you prefer to receive this information as a PDF, follow the steps below.

How to set up EDI reports to use the PDF format

  1. On the File menu, click Setup.
  2. Click the Company
  3. In the EDI pane, select Revert to PDF Reporting.
  4. Click Save, and then click Close.

If you have questions or suggestions about this information, contact

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 6/29/22