Sign up to save your podcasts
Or
Share S6 EP3: EDI - 810 Invoice Transactions and EDI 820 Payment Order Remittance with Shawn Sissenwein
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
S6 EP3: EDI - 810 Invoice Transactions and EDI 820 Payment Order Remittance with Shawn Sissenwein
It is essential to catch and address price discrepancies on the EDI documents to save us time and potential headaches. Without this proactive approach, we may find ourselves on the wrong side of a credit memo or short pay when the trading partner bases their payment on the invoice they sent.Β
βοΈ The 810 document is essential in order to process the sale of an invoice. By creating this document, you gain access to important information from both sides of the transaction.Β
In this new episode of ππ²π π¬πΌππΏ π‘π²π π©πΆπ²π, join our experts Kerry Peters and Shawn Sissenwein cover how to keep your eyes peeled for numbers that will help you make fewer mistakes in associating the invoice with the original purchase order.Β
βοΈ The EDI 820, or the payment remittance, is extremely beneficial because it can save time and effort. Bringing the data in eliminates the need to input the payment information manually, thus allowing you to focus your energy on crucial tasks such as a review.Β
βοΈ Having problems regarding the sales order or invoice shouldn't be left unresolved. The best course of action would be to identify the source of the issue. It is beneficial for everyone involved to get the warehouse and customer service teams, as well as trading partners, to analyze the information needed to resolve the problem.Β
Communication within the department is paramount to locate the source and take preventative measures such as avoiding chargebacks and short pay.Β
Learn more in this new episode of ππ²π π¬πΌππΏ π‘π²π π©πΆπ²π βΆ EDI 810 Invoice Transactions & EDI 820 Payment Order RemittanceΒ
Essential points covered in this episode:
[00:00:14]Β Introduction: EDI 810 Invoice Transactions & EDI 820 Payment Order RemittanceΒ
[00:00:46] The purpose of the 810 and where we are in the process of generating this documentΒ
[02:41] Where most chargebacks happen
[05:22] Sales orders/invoices and accumulating issues
[06:19] What is the EDI 820 or the payment remittanceΒ
[07:13] Get a glimpse of the magic of EDI documents in the raw form.
Free downloads at ππ» getyournewview.com
#NewViewStrategies #BusinessCentral #Dynamics #Microsoft #ERP #ASN #EDI #ShippingLabels #PurchaseOrder #SupplyChainManagement #EfficientLogistics #DistributionManagement #AutomaticLabeling #InventoryTracking
βββββββββββββ
Shawn Sissenwein has been helping companies for 20+ years improve their business processes with Dynamics Business Central / NAV. She eagerly greets each project as a powerful chance to make a real difference for the organization and its employees. Shawn has a special talent and boundless drive for extracting hidden value from a clientβs use of the system to improve their processes and provide enhanced service, regardless of how long theyβve been using the system. From her experience as a former Inventory Control Manager and a Systems Administrator, she truly βgetsβ what a company needs from their BC / NAV system and what frustrates a typical user just trying to get their job done. Layered on top are roughly 50 implementations across every industry, helping companies grow through expansion and mergers, and she cannot wait to unpack the power of BC / NAV for you.
βββββββββββββ
About Kerry Peters & New View Strategies:
Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!Β
Let the experts help you tap into the true power of your BC / NAV system.Β
You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there β as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.Β
β Why Choose New View?
With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.
Contact us today: https://getyournewview.com/services/
View all episodes
By Kerry Peters
5
22 ratings
It is essential to catch and address price discrepancies on the EDI documents to save us time and potential headaches. Without this proactive approach, we may find ourselves on the wrong side of a credit memo or short pay when the trading partner bases their payment on the invoice they sent.Β
βοΈ The 810 document is essential in order to process the sale of an invoice. By creating this document, you gain access to important information from both sides of the transaction.Β
In this new episode of ππ²π π¬πΌππΏ π‘π²π π©πΆπ²π, join our experts Kerry Peters and Shawn Sissenwein cover how to keep your eyes peeled for numbers that will help you make fewer mistakes in associating the invoice with the original purchase order.Β
βοΈ The EDI 820, or the payment remittance, is extremely beneficial because it can save time and effort. Bringing the data in eliminates the need to input the payment information manually, thus allowing you to focus your energy on crucial tasks such as a review.Β
βοΈ Having problems regarding the sales order or invoice shouldn't be left unresolved. The best course of action would be to identify the source of the issue. It is beneficial for everyone involved to get the warehouse and customer service teams, as well as trading partners, to analyze the information needed to resolve the problem.Β
Communication within the department is paramount to locate the source and take preventative measures such as avoiding chargebacks and short pay.Β
Learn more in this new episode of ππ²π π¬πΌππΏ π‘π²π π©πΆπ²π βΆ EDI 810 Invoice Transactions & EDI 820 Payment Order RemittanceΒ
Essential points covered in this episode:
[00:00:14]Β Introduction: EDI 810 Invoice Transactions & EDI 820 Payment Order RemittanceΒ
[00:00:46] The purpose of the 810 and where we are in the process of generating this documentΒ
[02:41] Where most chargebacks happen
[05:22] Sales orders/invoices and accumulating issues
[06:19] What is the EDI 820 or the payment remittanceΒ
[07:13] Get a glimpse of the magic of EDI documents in the raw form.
Free downloads at ππ» getyournewview.com
#NewViewStrategies #BusinessCentral #Dynamics #Microsoft #ERP #ASN #EDI #ShippingLabels #PurchaseOrder #SupplyChainManagement #EfficientLogistics #DistributionManagement #AutomaticLabeling #InventoryTracking
βββββββββββββ
Shawn Sissenwein has been helping companies for 20+ years improve their business processes with Dynamics Business Central / NAV. She eagerly greets each project as a powerful chance to make a real difference for the organization and its employees. Shawn has a special talent and boundless drive for extracting hidden value from a clientβs use of the system to improve their processes and provide enhanced service, regardless of how long theyβve been using the system. From her experience as a former Inventory Control Manager and a Systems Administrator, she truly βgetsβ what a company needs from their BC / NAV system and what frustrates a typical user just trying to get their job done. Layered on top are roughly 50 implementations across every industry, helping companies grow through expansion and mergers, and she cannot wait to unpack the power of BC / NAV for you.
βββββββββββββ
About Kerry Peters & New View Strategies:
Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!Β
Let the experts help you tap into the true power of your BC / NAV system.Β
You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there β as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.Β
β Why Choose New View?
With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.
Contact us today: https://getyournewview.com/services/