Aleph Update: Loading EDI invoices into Aleph

• In order for invoice line items to be properly loaded, vendors must have Aleph Order Number 1 as the purchase order number in their records. It may be necessary for some order units to work with vendors to update order numbers for serials and standing orders established prior to Aleph implementation. Vendors can often facilitate this by providing spreadsheets which can be used to update batches of orders. Should the library request it, OIS can mediate this process.
• When an invoice line item matches an encumbered order, the line item is added with an object code of "EDI." These must be manually updated by the order unit. OIS is exploring methods for updating EDI object codes programmatically.
• Order Log entries related to an EDI invoice will have user name EDI.
• The EDI Load Log on the Administration Tab in the Acquisitions module will contain messages for successful transactions, warnings, and errors.