EDI | Restaurant365 Customer Center

EDI Vendor Integration: Overview

Electronic Data Interchange allows Vendors to push transaction details directly in to Restaurant365. The two supported transaction types that can be uploaded and imported in to Restaurant365 are AP Invoice and AP Credit Memo. The upload process can be accomplished in one of three ways: 1) FTP Upload 2) AP Automation (email import) 3) Manual Upload 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. Note: attempting to import any .csv file will not guarantee a successful import. Invoice files must adhere to pre-built integration … Continued

EDI Vendor Integration: US Foods

Overview US Foods invoices are delivered via FTP to a dedicated US Foods FTP site hosted by Restaurant365. From this site, the invoices are routed to the destination FTP site (specific to the customer) and ultimately imported in to Restaurant365. As US Foods has a dedicated FTP Site, Customer-Specific FTP credentials do not need to be provided to US Foods. This article will outline the required steps to initiate EDI between US Foods and Restaurant365 Vendor Website https://www.usfoods.com/ Sample Invoice File Click here to download a Sample US Foods Invoice EDI Process Step 1 – Contact US Foods Sales Representative … Continued

Troubleshooting Imports

The following errors may occur when importing data in to Restaurant365. Click here for an Overview of EDI Vendor Integrations. Review error types for troubleshooting tips and steps to error resolution Revision Date: 3/9/2017 [ps2id id=’closed-period’ target=”/] Closed Period Cause: Journal Entries cannot be imported in to a Closed Period. If the date of the Journal Entry falls in a Closed Period for the Legal Entity (by way of the Location), the system will not allow the Journal Entry to be posted in the Closed Period. Click here for more information on Closed Periods Resolution: If the date on the Journal Entry falls … Continued

Split U of M

Split U of Ms exist on the Vendor Item Record for the purpose of EDI integrations. In the event of Split Cases on non-EDI Vendors, the correct U of M could be manually selected on the AP Invoice screen. When a Vendor Invoice is imported via EDI and the Vendor file has a Split Indicator, the EDI process can read and detect that the line item is a ‘Split’ case. This capability exists for the following Vendors: Sysco US Food Service R365 Multi-Invoice Fintech (coming soon) The Vendor will prepare the invoice file with the split indicators in place. To … Continued