Automatically convert PO product quantities

  • 1
  • Question
  • Updated 6 months ago
Is there a way to have EDI convert products and quantities automatically? 

Example: a customer orders QTY 1 of product XYZ - and the system automatically converts it to QTY 24 of product ABC.
Photo of Katie Graham

Katie Graham

  • 80 Points 75 badge 2x thumb

Posted 6 months ago

  • 1
Photo of Adam Lund

Adam Lund, Employee

  • 1,190 Points 1k badge 2x thumb
Hello Katie!

If you are you using our Fulfillment platform to exchange EDI with your trading partners you have access to advanced document sourcing. Advanced document sourcing allows for you to create rules that can read data and alter it based on set criteria. These rules can be setup under the following location within Fulfillment: Preferences > Document Sourcing > Document Type > Advanced > Add a New Rule. You then can select from the preset criteria and create your custom rule. 

Please feel free to use your Fulfillment Messenger to chat our support team, located in the lower right-hand corner of your screen in Fulfillment, or give our support team a call at (888) 739-3232, option 1. Thank you for using Support Center!

Adam Lund
SPS Commerce Infinite Retail Power
(Edited)
Photo of Katie Graham

Katie Graham

  • 80 Points 75 badge 2x thumb
Great! Thank you. Is there a specific Document I need to add this rule to, to ensure it's set up correctly? EX: PO Acknowledgement or Advanced Ship Notice?

Preferences > Document Sourcing > Document Type > (what document do I click on in this step) >  Advanced > Add a New Rule. 
Photo of Adam Lund

Adam Lund, Employee

  • 1,190 Points 1k badge 2x thumb
Hello Katie,

You will have to add the advanced sourcing rules to the specific documents that you would like to alter. If you would like this to apply to multiple documents you will have to add it to each separate document. 

Thank you for using Support Center!

Adam Lund
SPS Commerce Infinite Retail Power