Applying EDI filters

To help you quickly find the information you need, you can filter the entire application by partner or apply filters to specific screens to find the orders, shipments, invoices or reports you need. 

Filtering by partner

1. To filter by partner, select the Partner drop-down menu at the top-right of any screen, then select a partner (e.g., Amazon).
   
   The filter is applied and all the screens in the application will only display the selected partner.

Filtering orders

1. If you want to filter orders by status, from the Orders screen, select the drop-down menu at the top of the screen, then select one of the following statuses:
   
   
   • Activity: Displays partners that have recent orders.
   • Pending: Display orders that are pending acknowledgement.
   • Cancelled: Displays orders that have been cancelled.
   • Unprinted: Displays orders that have not been printed.
   • Unshipped: Displays orders that have not yet been shipped.
   • Today: Displays orders with an order date of the current day. 
2. If you want to filter by order or ship date, select a beginning and, if needed, an end date, then select the Apply button. 
   
3. If you want to filter by purchase order number:
   • Select the PO number drop-down menu, then choose a filter option (e.g., Begins).
     
   • Enter a full or partial PO number aligned with the filter option you chose, then select the Apply button. 
     

The list of orders filters based on the filter selections you choose.

Filtering shipments

1. If you want to filter shipments by status, select the Status drop-down menu, then select one of the following statuses:
   
   
   • Packing: Displays shipments that are being packed and are still being edited.
   • Shipping: Displays orders that have shipped but are pending acknowledgement by partner.
   • Acknowledged: Displays shipments for which the recipient has acknowledged receipt of the shipment notice.
   • EDI Error: Displays shipments for which an issue occurred with the electronic data exchange process.
2. If you want to filter by ship date range, from the Ship Date drop-down menus, select a beginning and, if needed, an end date, then select the Apply button. 
   

Filtering invoices

1. If you want to filter invoices by status, select the Status drop-down menu, then select one of the following statuses:
   
   
   • Preparing: Displays invoices that are being prepared, but are not yet ready to send.
   • Ready: Displays invoices that are ready and have been sent. 
   • Acknowledged: Displays invoices that have been acknowledged by the recipient. 
   • EDI Error: Displays invoices for which an issue occurred with the electronic data exchange process.
2. If you want to filter by invoice date range, select a beginning and, if needed, an end date, then select the Apply button. 
   
3. If you want to filter by invoice number, in the Invoice No. field, enter a full or the beginning of an invoice number.  
   

Filtering reports

If you want to filter by report date, from the Report Date drop-down menus, select a beginning and, if needed, an end date, then select the Apply button.