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    EDI
    • 24 Jul 2024
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    EDI

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    Article summary

    Electronic Data Interchange allows vendors to push transaction details directly into Restaurant365. The two supported transaction types that can be uploaded and imported in to Restaurant365 are AP invoices and AP credit memos. The upload process can be accomplished in one of three ways:

    1. FTP Site

      1. FTP Auto-import (EDI Files)

      2. Documents to Process (Files needing review)

    2. AP Automation (Auto-import via Email)

    3. Manual Upload


    Connecting Vendors with Specific Location Numbers / IDs

    For certain vendors, a unique ID or Vendor Number is required for EDI integrations. Vendor Numbers can be assigned to each specific R365 location (cost center) on the Location tab of the Vendor record. Clear the Available/Same All Locations checkbox and then manually add each location that has a required Vendor Number. The Vendor Location Number replaces the previously used Sysco Location Number that was found on the Location record. The Email field is used in the Purchase Orders Module for PO delivery.

    Any location that is not added to this table will not be able to select the vendor for AP invoices / AP credit memos. Please make sure that each location that will use this vendor (regardless of the Vendor Number) is also added to the Locations table on the Vendor record.


    Supported File Formats

    The majority of vendor-specific EDI integration files are .csv (comma separated values), with the lone exception being US Foods .inv file format.

    Attempting to import any .csv file will not guarantee a successful import. Invoice files must adhere to pre-built integration formats.


    Restaurant365 Multi-Invoice Template

    Restaurant365 has created a generic multi-invoice template that can be used by any vendor on any occasion for vendor invoice imports. Select the following link to download the R365 multi-invoice template with corresponding documentation: R365 Multi-Invoice Template.


    Vendor-Specific EDI Integrations

    See the Vendor Integrations List for a complete list of vendors that integrate with R365.


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