EDI Frequently Asked QuestionsHow do I request new EDI vendors?
In order to implement EDI both the state of Ohio and the vendor must agree on the terms of EDI. Things such of the following must be discussed:How do I process an EDI invoice in OAKS?What document types will be exchanged? Who will pay for these transfers? How will transactions be mapped? What form of communication will be used? Dates to begin.
The discussions are very technical in nature. It is not necessary for agency officials to understand all aspects of EDI. However, agency officials should contact vendors to determine if they are interested in implementing EDI and who will be the primary contact for the EDI implementation. If an agency has a vendor who is interested in implementing EDI contact Greg Miller at (614) 338-4741 or email@example.com with the vendor name, phone number, & OAKS vendor number.
How do I process an EDI credit?
EDI invoices are loaded to OAKS as a recycled voucher. These invoices have a default account code of 540000, which requires agencies to enter the correct account code and distribution information. The 'Processing EDI Vouchers' Document will show you how to locate a recycled voucher.
How do I reference a Purchase Order on an EDI invoice in OAKS?
EDI credit invoices are used for goods only. These invoices are used to correct previously sent invoices that are in error. EDI credit invoices are not used for utility vendors. Utility vendors will correct minor billing problems on subsequent bills.
How do I add a new account for an EDI vendor?
The document 'Referencing a PO on an EDI invoice' details the process.
I have not received an expected EDI invoice?
Coordinate with the EDI vendor to be sure they have established your account so agencies may order from them. Once the account number has been assigned and established by the vendor. Please coordinate with your agency EDI administrator to obtain your appropriate Origin Code, and submit your request to Greg Miller at (614) 338-4741 or e-mail at firstname.lastname@example.org
How do I look up my account numbers and/or Origin Codes on the ECAC table?
First point of resolution is to call Greg Miller at (614) 338-4741 or e-mail at email@example.com. Greg will work with you to troubleshoot the problem. Several failures in the EDI loop can cause an invoice to be misdirected or lost. This does not happen often, however, it does occur. OBM has access to the appropriate systems to identify the problem and to determine an appropriate course of action.
The document 'EDI ECAC Query' details the process.EDI ECAC Query