Build: 2_639, 9976.100
Build date: 31-Mar-17

Important United Hardware EDI enhancements

This feature is only for stores that use United Hardware EDI.

The United Hardware EDI system is introducing three new features:

  • You can both download and process EDI files inside Paladin Point of Sale.
  • You can use inventory finelines to control which items can receive supplier ratio updates during EDI processing.
  • You can set the update retail price method separately for invoice and maintenance/price-change files.

These features are described below.

Feature: Download and process EDI files inside Paladin Point of Sale

By the end of June, 2017, a Paladin Support technician will contact you and upgrade your system to download EDI files from inside Paladin Point of Sale. After this upgrade, the desktop icons used to download United EDI files will no longer work. Instead, you will both download and process EDI files in Paladin Point of Sale from the EDI Processing window.

How it works

  1. In the Inventory module, on the bottom ribbon, click EDI or press F9.
  2. In the EDI Processing window, click Download Files.
    • If United is your only EDI supplier, all files are automatically downloaded and processed.
    • If you use more than one EDI supplier, in the EDI Maintenance Processing window, select United, and then click OK to download and process all files.

      The files are processed in this order:

      • Maintenance
      • Invoice
      • Price Change
      • Promos
      • Anything else
  3. When EDI processing is complete, click Reporting to review reports about the processed EDI files. 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 Export to Excel to show the list of reports in Excel.
        Note:  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.

Feature: Use United Hardware finelines to determine which inventory items can receive supplier ratio updates

Paladin Support will set up this feature when they upgrade your store to download and process EDI files within Paladin Point of Sale.

You can define which United Hardware finelines can receive automatic supplier ratio updates during EDI processing.

United Hardware assigns finelines to items in the EDI file. During EDI processing, an item’s fineline is compared against a list of finelines you define to determine which items can receive supplier ratio updates.

EDI processing also uses and item’s fineline information to set the inventory item’s class and first subclass in Paladin Point of Sale.

Important: Item fineline assignments are maintained by United Hardware through EDI processing. You cannot remove or add an item to a fineline by changing its class information in Paladin Point of Sale.

Within any fineline, only items with the unit of measure BK can receive supplier ratio updates. United Hardware EDI files define an item’s unit of measure, and set this value in Paladin Point of Sale.

Important: An item’s unit of measure is maintained by United Hardware through EDI processing. You cannot prevent an item from receiving automatic supplier ratio updates by changing the unit of measure (U/M) value in Paladin Point of Sale.

How it works

When this feature is set up, in the Paladin Configuration window, in the Supplier tab, a list of finelines that can receive supplier ratio updates is defined. You can make changes to this list.

Important: If you make changes to the flineline list, you must contact Paladin Support, and ask them to generate a new United all-items catalog. If you do not do this, new items may have incorrect supplier ratios.

To change the finelines that can receive supplier ratio updates, follow these steps:

  1. On the File menu, click Setup.
  2. Click the Supplier
  3. In the text box above the Find button, enter this: United
  4. Click Find.
  5. Scroll down to the EDI Supplier Ratio Finelines pane, and view the list of finelines.
    • To remove a fineline, select it in the list, and then click Remove.
    • To add a fineline, in the box after the Add button, enter the fineline ID, and then click Add.
    • If you do not want any finelines to receive supplier ratio updates, remove all the fineline IDs from the list. Then, in the box after the Add button, enter 000000, and click Add. This special fineline value (six zeroes) is required to prevent all automatic supplier ratio updates.
  6. Click Save, and then click Close.

Feature: Set a retail price update method for invoice and maintenance/price-change files separately.

This feature is available in your store now.

You can set different retail price update methods for EDI invoice files and maintenance/price-change files. Previously, you could only set one retail price update method for all EDI files.

Update retails settings divided into invoice and non-invoice

The selected methods for both file types default to the previous setting for all EDI files. For example, if you previously selected Yes to allow all EDI files to update retail prices, then Yes will be selected as the method for both Invoice and Maintenance + Price Change files. You can change these settings.

How it works

To change the EDI retail price update method for Invoice and Maintenance + Price Change files, follow these steps:

  1. In the File menu, click Setup.
  2. Click the Supplier
  3. In Suppliers pane, in the text box above the Find button, enter this: United
  4. Click Find.
  5. In the Update Retails pane, for both Invoice and Maintenance + Price Change files, select the method for updating current inventory item retail prices to new EDI file prices:
    • Yes: An item’s retail price is always updated to the new EDI file price.
    • No: An item’s retail price is never updated.
    • Only if Higher: An item’s retail price is updated when the new EDI file price is higher.
    • Rounding: An item’s retail price is always updated to the new EDI file price, and the item’s rounding scheme is used on the new price.
    • Rounding Only if Higher: An item’s retail price is updated when the new EDI file price is higher, and the item’s rounding scheme is used on the new price.
  6. Click Save, and then click Close.