Home
Login
Sign Up
 
 

Forum | Message

Wed, March, 23rd 2022
Message Link »
9
View »
James Polis Infor FSM
BC:

Forum Question/Topic:

Article:

Does anyone have a CloudSuite EDI 810 Credit Memo touchless process

Categorized as:

CloudSuite
Procure to Pay

CloudSuite
Procure to Pay
Delivered Read
9
DJ Weisenberger
RPI just did a killer training for another customer and told them how they can get credits to come through EDI successfully! The credits need to be sent by the vendor with the appropriate Handling Code (Expense Invoice, not Match) and Invoice Type of C for Credit, and they need an ED40.1 record setup to accept Credits from all vendors like below:

ED40.1 Form: List Name Field: L1_I_INVOICE_Type, Lawson Value Field: C, External Value Field: CR


Hope this helps!
Loring Kaveney
Thank you for answering this question!
James Polis
Thank you so much DJ - could you please confirm this is for CloudSuite, not Lawson, since you had referenced Lawson in your response. Really appreciate it! Jim
DJ Weisenberger
I can have the answer to you on Monday, sorry for the delay
James Polis
Appreciate it DJ - Have a nice weekend.
DJ Weisenberger
Good Morning James....the process I provided to you was for v10 but it should also work for CloudSuite as well. A few things have changed with ED40 set ups, but the basic functionality is the same.
James Polis
Good morning DJ - Appreciate the help - Have a great day! Jim
James Polis
Hello DJ - Thanks again for your EDI 810 CM process help. Discovered the CloudSuite's current version EDI CM processing only processes qty overage Credit memos, not any other type of credit memo i.e. damaged goods, incorrectly order goods, etc. Do you know how organizations are processing those type of EDI 810 CM's? Appreciate it! Jim
Lynette Thibeau
Is there any special setup for credits for Service items? Also, since these are EXP invoices, how does the Distribution default in? Do they have to be worked in MA54?

Online