Expansion of Invoice EDI Export Functionality

 24.25.0 MEDI-576

Overview

JAIX EDI allows users to set up both Freight and WMS Invoice Exports at Debtor Account Contact level (EDI Export Options).  However, in prior versions the formats available were limited to date file only, with no access to forms as PDF or CSV.

Format selection has been expanded to now allow Invoice forms for both for Consignment Invoice and General Invoice (which is used for WMS Invoices).  General Invoice (WMS) has also been expanded to allow for Charge Report selection.  This provides the ability for a single customer to receive an unlimited number of Invoice formats or Charge reports.

These changes will not affect the standard Debtor level Invoice Export options.

Setup

JAIX Accounts > Debtors > Settings

Freight and WMS Invoice setup will still be respected and will generate for Email Exports.   There is no impact here.

Account Contacts enabled for that Invoice File Format will receive the Invoice Form selected.

Account Contact Setup

Setup of additional Account Contacts can be used to generate unique Invoice and Charge Reports for Debtor Contacts.

Functionality

When performing Invoice Print/Export functions to send out an Invoice or batch of Invoices:

• Debtor Email Exports will occur as normal based on Account Contacts setup to receive. 

• Additionally, Account Contacts setup to EDI export based on the Consignment or General Invoice (WMS) will also export in the required format