EDI Test Purchase Orders (Using Test and Production Modes) – MedclickProclick Vendor Setup
EDI Test Purchase Orders can be created and sent once you have EDI configured for your organization. Creating EDI Test Purchase Orders follows the same process as creating any other purchase order, with some additional recommendations about the purchase order number.
On Figure below, notice that Vendor and Customer Qualifiers and Interchange IDs can be specified for transactions as production, test, or direct delivery. You select the EDI 850 Transaction Mode – Production, Production Test, or Test – on the Edit Vendor/Customer Relationship panel.
For Production, the system does the following:
- Sets a production indicator (in the ISA15 field).
- Uses the production ISA values.
- Sends purchase orders to the vendor’s production system.
For Production Test, the system does the following:
- Sets a test indicator.
- Uses the test ISA values.
- sends purchase orders to the vendor’s production system.
For Test, the system does the following:
- Sets a test indicator.
- Uses the test ISA values.
- Sends purchase orders to the vendors test system.
Direct Delivery EDI purchase orders use the Direct Delivery ISA values and are sent to the vendor’s production system. Direct delivery EDI purchase orders are also discussed in Using Hospital Account Numbers for a Department, Asset Location, or PO Line.
When you authorize your purchase order, you can view its status to see how the status changes. You can also open the EDI 850 document and view the code, if you need to troubleshoot. After you create and send some EDI Test Purchase Orders, when they are no longer needed, you will want to delete them. Before you can delete a sent EDI PO, you must unauthorize the PO, and then delete it. Your user profile authority “Allow Unauthorization of Sent EDI PO” must be set as well. You can view EDI documents that have been transmitted to vendors (e.g., EDI 850 purchase orders) and received from vendors.