Switching to the EDI Vendor Mode

If you have a vendor set up in PIM and want to start receiving digitally formatted invoices from this vendor, you can enable the EDI mode for this vendor. Note that the vendor itself must provide EDI invoicing services and be in the list of EDI vendors approved by Petrosoft.

To switch to the EDI mode:

1. Go to Taxonomy > Vendors > Vendors List.
2. In the vendors list, select the vendor you want to convert and at the top of the list, click View/Edit.
3. In the vendor form, set the Switch to EDI Vendor toggle to the On position
4. In the Switch to EDI Vendor warning message, click Yes.

   

5. Send an email to the vendor to request EDI invoicing. For details, see Sending a Request to the Vendor.

You can always switch back to the non-EDI mode. To do this, for an EDI vendor, set the Switch to EDI Vendor toggle to the Off position. As a result, you will stop receiving digitally formatted invoices to your account.