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EDI Approval

Visibility

EDI follows the standard policy of Microbizz regarding visibility.


The concept of owner

Where other objects in Microbizz usually have a user field indicating who owns the object, the concept of owner on an EDI is more complex. An EDI can be owned by several users and exactly who owns the EDI is determined by the EDI phase.


Pending, handled and rejected

EDI's in this phase are always owned by all of the users noted in the appropriate phase on the EDI settings page.


Additional about pending

In addition to the rules above, a field “Handled by” will also appear on the EDI during the pending phase. If a user is filled into this field, then that user is also considered an owner of the invoice.


Approval

An EDI under approval is owned by the user(s) configured in the appropriate approval step, as configured under the “Approval phases” button on the EDI settings page. This can both be the responsible of a task, a user from another custom field on the task, the EDI handler as mentioned above or an explicit named user (or any combination of these).


The concept of team

The team of an EDI is the same team as the associated task. If an EDI haven't been assigned, it doesn't belong to a team. In this case only the owner can see it, in regards to phase.


Matching tasks

An EDI will try to automatically match a task, by looking at the buyersorderid field and match it to a task number.

The standard strategy for doing this, is to split buyerorderid into words (split at spaces) and compare each individual word to the task number, where a match will assign the EDI to the task.

Using EDI settings it is possible to adjust this strategy as follows:

Strategy
Only 7 first digitsWith this strategy only the first 7 characters of each word is considered when matching.