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EDI Assignment Instructions

This step is required to place POs via EDI

Additional Details:

An EDI integration with a supplier allows there to be a bridge between the products in Pulse and a supplier's product catalog so that POs placed in Pulse will also submit the order to the supplier! In order for the supplier's system to understand the products it's receiving in a PO, the products within Pulse must be assigned to the supplier's catalog. This is completed in the "Supplier Assignment" section. The assignment only needs to happen once for each product. Once complete, POs will automatically place orders with the supplier and there will be no need to complete a PO via the supplier's website! If 

Before you Begin

  • Any user can create an EDI assignment
  • EDI Integration has been confirmed by ElevateHT/Pulse 
    • If unsure, reach out to support@elevateht.com
    • Admin can also see if EDI integration is live by going to "Settings" and selecting "Supplier Integration Setup" 
  • Best to create per order instead of all in one-go

Time Allocation

  • An additional 5 minutes per PO until most/all products have been assigned

 

Instructions

1. Go to the "Inventory" tab and select "Supplier Assignment"
 
 
 
2. Filter the search to the supplier you have the EDI integration
 
 
3. Copy the Product Manufacturer Number (Man # Column) - you will need this in step 5 - and expand the item by selecting the down arrow. Click the "+" sign
 
 
4. In the new window, click the dropdown to select the EDI Supplier
 
 
 
5. Paste the manufacturer number in the "EDI Assignment" field and click search
 
 
 
6. In the results box, click the orange "select" button. In the new line, confirm that that UOM column matches the UOM you need - confirming UOM is critical to the success of the integration! Click "Assign" once confirmed.
 
 
 
7. EDI assignment for the product is complete! Can be confirmed by seeing a new line under the product's dropdown
 
 
  
 

 Troubleshoot

  • If you receive the following banner when you try to submit the PO, it's because one of the products in your order was not provided an EDI assignment. Complete the above steps and the error will disappear, allowing you to place the PO!

 
 
For additional help, please contact support@elevateht.com