Web-EDI system manual. Platform provided by Infinite IT Solutions

Transcription

1 Web-EDI system manual Platform provided by Infinite IT Solutions

2 Table of Contents Table of Contents... 2 Logging in... 3 First logging in... 3 Password recovery procedure... 5 Edinet start screen... 6 Orders tab... 8 Displaying an order History of operations on the document Exporting documents Receiving documents LPO processed to ERP Collective downloading of LPOs as PDF files Contact details... 13

3 Logging in Open your Internet browser and enter in the address field. The browser will load a login page. In the centre of the page, there is contact data which you can use in case of any problems with logging in the Edinet system and a link to information about maintenance works on the Edinet website. In the top right-hand part, there is a language selection button. When you select the language, the browser will reload the web page and the Edinet system will be displayed in the language you have selected. In the right-hand part of the window, there are fields to enter a login and password. First logging in In the User field, enter your user ID and in the Password field enter your temporary password received from first.login@infinite-b2b.com Click Log in.

4 A new window will be displayed. In this window, provide all necessary details such as: first name, surname, telephone number and address. Then, enter your old password and repeat your new password twice. To your address, an with an activation link will be sent. Click the link.

5 Having activated your account, log in the Edinet system. Password recovery procedure If you lose/forget your password, click I Forgot Password. A new web page will be displayed. Give your user ID and which was given/assigned to the user during the first login process. Then, write a text from a picture and click Next. An with a link enabling to restart your password will be sent to the indicated address.

6 Enter all necessary data and click Change: Your password will be changed. Edinet start screen In the top right-hand corner, when you press a button with a little man, your user data will be displayed. Login data will be presented below. In the left-hand side, there are links to documents. You may also move to the list of available documents by using buttons in the top of the screen.

7 Here, you can change your password. Give your old password and repeat your new password twice.

8 Below the user data, there is also a language change button. Next to the user data, there is a contact data button. Orders tab In the top, there is a search panel. Below the panel, there is a list of documents you filtered. In the left-hand part of the search panel, you may search documents by period: from the last X days, a specific period or month. In the centre of the panel, you may search documents by payer or delivery place. If you want to search by delivery place, first select a payer.

9 When you click Search, documents will be filtered. If you want to display the list of all documents, click Reset. Then, you may search documents by status. The last part of the panel allows for searching documents by a document number. Enter a number of a document you want to find and click Search. The document will be filtered. You may search documents by the whole or a part of a document number.

10 Displaying an order To display a list of items, click the button. The list of items of an order will be displayed. To display the whole order, click a Printer button in the right-hand part of the window. The order will be displayed in a new window. You may print the order by clicking Print. History of operations on the document Click the second button to display the history of operations on the document. The history shows, for example, who and when received/displayed a document.

11 Exporting documents Another icon is document export. You may download an original order file or export a document to Excel. Receiving documents When you expand the list of items or print a document with Processing status, then the following window will be displayed: Document will be set as received. If you click OK, the document status will be changed to Received.

12 LPO processed to ERP In order to improve the level of internal communication, we have introduced a new feature which allows system users to mark LPOs processed manually. Click on the Check icon and you will be redirected to a new window. In the new window, click the Processed to ERP button, then click Approve and the status of your purchase order will be changed.

13 You can reverse this action. Click the Check icon, next click Not processed to ERP and, finally, Approve. Collective downloading of LPOs as PDF files In order to download multiple LPOs in PDF format, select documents you wish to get and click PDF button in the lower left corner. Selected files will be exported to browser default downloads folder as compressed packages. Contact details phone: