Process EDI 940 and EDI 945
Overview
EDI 940 (Warehouse Shipping Order) and EDI 945 (Warehouse Shipping Advice) communicate Sales Order shipment requests to your 3PL warehouses and receive confirmation when the shipments are sent out.
Sending EDI 940s
After Warehouse Shipments (Whse. Shipments) are created from Sales Orders:
Navigate to the Open view of the Whse. Shipments.
Check the box labeled Ready to Send 940.
Your EDI Software Provider will:
Automatically read the Whse. Shipment object from GoldFinch.
Create and send EDI 940 documents to the 3PL Warehouse electronically.
Update the 940 EDI Generated field and enter today’s date in 940 EDI Generated Date.
EDI 940 Documents Include:
Customer Ship-to
Item
Unit of Measure
Quantity
Receiving EDI 945s
Once the 3PL warehouse picks and ships the inventory, EDI 945 documents are sent back to GoldFinch through your EDI Software Provider, confirming the shipments via the Import Shipment object.
EDI 945 Documents Include:
Customer Ship-to
Item
Unit of Measure
Lot Number
Quantity
Processing EDI 945s
To process the EDI 945 documents in GoldFinch:
Navigate to the GoldFinch Conversion app.
Click on the Import Shipments tab.
Select the Not Processed view.
Select all unprocessed records.
Click the Process Whse Shipments button.
The system will check for matching Customer Ship-to, Item, and Unit of Measure with the Whse. Shipment and perform the following actions:
Update the quantity to the actual shipped quantity (the shipped quantity cannot exceed the original quantity).
Populate Lot Numbers for Whse. Shipment Lines.
Delete Whse. Shipment Lines with 0 actual quantity shipped.
Errors will be displayed on the Import Shipment list and should be reviewed carefully.
Successful Updates:
945 EDI Generated will be checked on the Whse. Shipment.
945 EDI Generated Date will be updated with the processing date.
Shipping Agent will be updated from the Import Shipment object.
Actual Shipment Date will be populated from the Import Shipment object.
Posting Whse Shipments
After processing EDI 945 documents, you can post the Whse. Shipments:
Navigate to the GoldFinch Sales app.
Go to the Whse Shipments tab.
Select the Open 945 Shipments view.
Select all records.
Batch Post the Whse. Shipments where 945 EDI Generated = true.
Mass Create Invoices from the posted Whse. Shipments.
Note: Speak to a GoldFinch consultant if you would like to automate these steps.
