How to use the EDI integration | ParagonERP

How to use the EDI integration

With the EDI integration to Covalentworks, you're able to receive POs (850) from your trading partners and send them ASNs (856) and invoices (810). As per the integration, Paragon will generate standard files that will be sent to Covalent who will in turn convert the files into compliant transactions and will send them to the trading partners.

In this document we'll explain how to exchange these documents with them using the Paragon EDI integration.

For more information on how to setup the EDI integration, click here.


Import PO

In order to import your trading partner's purchase order, you will have to import the PO (850) file.


To do so, go to the EDI add-on page and select the trading partner.



Open the synchronization screen from the action button.



Under Import PO (850) you'll have the option to import the files.  Hit the accept button to proceed.



At the end of the process, the system will tell you which POs were loaded and the new Paragon order number.


Request labels

Before you can send out the ASN to your trading partner, you will have to request labels for each box that is part of your shipment. Before you proceed, you should first pack all the boxes on the shipment(s) from the pack module in Paragon. 


Once you create your shipment in Paragon, be sure that the ASN number has been generated and was added to the MORE tab of your transaction.



Batch request your labels

Go to the EDI add-on page and select the trading partner.



Open the synchronization screen from the action button.



Under the request ASN labels tab you'll have the option to import the label files. Select all the ASNs for which you wish to request labels and then request the labels by hitting the accept button.



Requesting labels for one ASN from the pack transaction

Alternatively, you can also request labels for a specific packing list. On the pack itself, click the action button and hit the option get EDI labels so that label files are generated as a PDF document.



Each box will have a label URL, that will allow you to view, download and/or print the label(s) in PDF format.  Once the labels are generated and returned, the labels will be available from the attachments link at the bottom of the pack summary page. Each URL will contain up to 100 labels.



Send ASN

Once you have received the shipping labels and your shipment is ready to be sent out of the door, you can send an advanced shipping notice (ASN) to your trading partner.


Sending multiple ASNs

Go to the EDI add-on page and select the trading partner.



Open the synchronization screen from the action button.



Under send ASN (856) you'll have the possibility to select the ASNs you wish to send. Once you've selected all the transactions, hit the accept button to send the shipping notices.



Sending one ASN from the transaction

Alternatively, you can send the ASN for a specific shipment. On the shipment itself, click the action button and hit the option to send ASN so that the 856 is generated and sent out to the trading partner.



Send Invoices

Finally, once you've sent out your ASNs to the trading partner and the shipment is on its way, you're now ready to invoice your customer and send out an 810.

Sending multiple invoices

Go to the EDI add-on page and select the trading partner.



Open the synchronization screen from the action button.



Under send invoice (810) you'll have the possibility to select all the invoices you wish to send out. Once you've selected all the files to send, hit the accept button to send out the invoice files.



Sending one invoice from the transaction

Alternatively, you can send an 810 for a specific invoice. On the invoice itself, click the action button and hit the option to send invoice so that the 810 file is generated and sent out to your trading partner.



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