The EDI import function can be initiated upon opening a new PO. First you want to get the order in a spreadsheet format from your vendor, preferably in a csv file format ( make sure and change all other file formats to csv before importing). Then save you csv file to the C:\POR\EDI folder. Click tools, New PO set your vendor, the click EDI import (top of the screen). A new window will pop up for the import. Select your file from the box at the top left. If your first row is a header row, then check the box that says “First row contains header info”. Then match the columns from your file with the dropdown boxes in the import window. Finally, click import records, then select a GL account, or leave blank for no account. This will import your file into a new purchase order. The file willl now disappear from the list of files in EDI import so that you don’t accidentally import twice.
The vendor ‘s website needs to give an EDI file for the EDI import to work.