Process EDI 940 and EDI 945
Overview
EDI 940 (Warehouse Shipping Order) and EDI 945 (Warehouse Shipping Advice) are used to transmit Sales Order shipment requests to your 3PL warehouses and receive confirmation from your 3PL warehouse when the shipments are sent out.
Sending 940s
After Whse. Shipments are created from Sales Orders, navigate to Open view of the Whse. Shipments and check the box named Ready to Send 940.
Your EDI Software Provider will automatically read the Whse. Shipment object from GoldFinch, create EDI 940 documents and electronically send the documents to the 3PL Warehouse. Your EDI Software Provider will also check 940 EDI Generated, and enter today’s date to 940 EDI Generated Date.
These EDI 940 documents include:
Customer Ship-to
Item
Unit of Measure
Quantity
Receiving 945s
After the 3PL warehouse picks and ships the inventory, EDI 945 documents are sent back through your EDI Software Provider to GoldFinch’s Import Shipment object, confirming the shipments.
These EDI 945 documents include:
Customer Ship-to
Item
Unit of Measure
Lot Number
Quantity
Processing 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.
Click in the top left corner to select all records that have not been processed.
Click the Process Whse Shipments button.
The routine checks that the Customer Ship-to, Item and Unit of Measure match with the Whse. Shipment.
It also performs these actions:
Updates the Quantity to the quantity that was actually shipped (the actual quantity shipped cannot be greater than the original quantity).
Populates Lot Numbers for the Whse. Shipment Lines.
Deletes Whse. Shipment Lines that have 0 actual quantity shipped.
Errors will be indicated on the Import Shipment list. Each of the errors must be reviewed carefully.
If a Whse. Shipment is updated successfully, the following fields are updated:
945 EDI Generated on the Whse. Shipment will be checked.
945 EDI Generated Date on the Whse. Shipment will be populated with the processing date.
Shipping Agent on the Whse. Shipment will be updated with the Shipping Agent from the Import Shipment object.
Actual Shipment Date on Whse. Shipment will be populated with Shipment Date from Import Shipment object.
Posting Whse Shipments
After processing the EDI 945 documents, you can go to the Whse. Shipment object in GoldFinch to 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 with 945 EDI Generated = true.
Mass Create Invoices from the posted Whse. Shipments.
Note: Talk to a GoldFinch consultant if you would like to automate these steps
