-Overview
EDI Order Update Console
To activate the EDI Order Update Console for a trading partner, go to their EDI Location record and check the ‘Use EDI Order Update Console’ checkbox. Note that you cannot have both ‘Auto-Accept Update 204’ checked and the ‘Use EDI Order Update Console.’
With that checkbox checked, any inbound update 204s that are received for this trading partner will be saved as new EDI Transaction records to the corresponding Load record they are associated with. The loads receiving those updates will have their “EDI Status” field flipped to ‘Update Pending from Customer’. The EDI Transaction saved to the Load will be in a ‘Pending’ status, indicating that it needs to be processed with the EDI Order Update Console.
Access the console by clicking the hyperlink to the EDI Transaction record itself from the EDI Transactions related list on the Load page:
Upon clicking the link to the EDI Transaction detail record, the console should render on the second tab of the page:
The console will attempt to match-up the Stops and Line Items between the inbound update 204 and the existing Revenova Load for comparison purposes according to a “fingerprint” as defined below. There are five columns for each section:
Field Name: This is the name of the field on the object being updated.
EDI Update Value: This is the value of the field that is present on the inbound 204 update.
Current Value: This is the value of the field that is present on the existing Revenova Load.
Save As Value: This is the value that will be saved as an update to the Load, Stop, Line Item, etc. when one of the Save buttons is clicked.
Undo/Redo: This is a column of undo and redo buttons, which allows for quick accept/decline of a specific field in the console.
By default, the ‘Save As Value’ is populated with the same value as the ‘EDI Update Value.’ If that value is different from the ‘Current Value,’ it is highlighted in yellow, indicating a difference between the inbound 204 update and the actual value on the Load in Revenova. Clicking the Undo button sets the ‘Save As Value’ back to the ‘Current Value,’ removing the highlight. Clicking the Redo button sets the ‘Save As Value’ to the ‘EDI Update Value,’ which again will be highlighted if there is a difference. Users may also type directly into the ‘Save As Value’ field as needed.
Each section representing the different objects that make up the load has an expand/collapse button on the right-hand side for ease of navigation.
There are four buttons across the top right and bottom of the console, which perform the following actions:
Accept & Save: Click this button to save all updates to the Load, Stops, Line Items and Customer Quote as indicated in the ‘Save As Value’ column. An EDI 990 Acceptance is sent, and the user is brought to the updated Load. The “EDI Status” field on the Load is flipped to ‘Accept.’
Decline & Save: Click this button to save all update to the Load, Stops, Line Items and Customer Quote as indicated in the ‘Save As Value’ column. An EDI 990 Rejection is sent, and the user is brought to the updated Load. The “EDI Status” field on the Load is flipped to ‘Decline.’
Show Updates Only/Show All Values: Click this button to show only the updates where the ‘Current Value’ is different than the ‘Save As Value’. Click the same button again to show all fields.
Reload Console Data: If during processing, the user wants to refresh the data and start the processing over, clicking this button will re-load the console back to its original state.
Each section of fields has an Undo and Redo button at the top of the ‘Save As Value’ column, which will Undo or Redo the updates of all fields in the section for faster processing.
When processing the Stops, there are Up and Down arrows in the ‘EDI Update Value’ column, which allow you to quickly shift the Stops on the inbound update 204 for ease of ordering stops and processing.
Note that the Stop-matching logic attempts to align the stops according to a “fingerprint,” which is defined as:
Location Name + Location Shipping Street + Location Shipping City + Location State + Location Postal Code
The Line Item-matching logic attempts to align the line items according to a “fingerprint” defined as:
Name + Description + Handling Units + Pickup Stop Number + Delivery Stop Number
There are several validations built into the console for when the user attempts to Accept or Decline and Save to prevent users from mistakenly editing 204s with invalid data. Four important items to be aware of are:
Each saved stop must have a Number, Location Name, Shipping Street, Shipping City, Shipping State/Province, Shipping Zip/Postal Code, Shipping Country, Appointment Required, and Expected Date.
To have a stop removed, each of the fields in #4 should be blank.
Each saved line item must have an Item Number, Item Description, Weight, Weight Units, Pickup Stop Number, and Delivery Stop Number.
To have a line item removed, each of the fields in #6 should be blank.
After making the appropriate edits and either accepting or declining the load tender using the buttons at the top or bottom of the console, the user will be brought back to the Load detail page. The EDI Transaction that was just processed will now be in a ‘Success’ status, and the “Transaction Payload After Console Update” field on the EDI Transaction will be populated with the XML as updated by the user with the console.
