How is an EDI delivery note automatically sent to a debtor?

This document describes the settings that need to be done to automatically send an EDI packing slip message after creating a delivery on account.

The EDI packing slip is the result of a delivery on account. The delivery on account can be created in various ways, for example manually on the RetailVista website, but also via RetailVista POS, RetailEverywhere, etc.

Once the delivery on account has the status 'Printed', it is eligible to automatically send an EDI packing slip. The following conditions must be met:

- An EDI integration license and a RetailLink license must be present

- The customer associated with the debtor must have an EDI connection number specified

- The setting 'Send EDI packing slip only when invoice is sent' for the debtor must be set to 'No' (otherwise the EDI packing slip will only be sent when the invoice is sent)

- The delivery on account must not have already been exported (export date and time must be empty)

In the 'Outgoing messages' tab, you can see which messages have been sent to RetailLink. The receiving party will need to process the packing slip message when the goods arrive.