Adding a 3rd Party Service to an EDI transfer

Before you Begin

• Ensure you have access to Scheduler. If you don't see Scheduler in your available Elda (Chrome) shortcuts, you may need to request access to it. Please see our article on how to Request access to an Elda Application.
• You have the right permissions to perform the below steps.

Steps to take

1. Open Scheduler

2. Double-click the selected schedule the EDI is being raised for.

   

    

3. Right click and Select EDI Transfer from the schedule drop down list.

   

    

4. Choose the applicable vendor who is providing the 3rd party service.

   

    

5. Click Create PO from selected.

   

    

6. Click the drop down arrow to add to the selected order.

   

    

7. Choose the additional service the vendor is supplying from the chosen list.

   

    

8. Select the line item the service is being added to.

   

    

9. Click Add to add the selected item to the purchase order

   

    

10. You can add as many services as required ie Galvanising and cut bar.

    

     

11. Update the tonnage required to be ordered.

    

     

12. Tick the confirm same waste pick up date.

    

     

13. Open the transfer format dropdown menu and select your chosen format for the PO to be sent in. 

    

     

14. Select Attach copy to Schedule.

    

     

15. Nominate the delivery time.

    

     

16. Update any delivery instructions required.

    

     

17. Click Commit.

    

     

18. Click ok on the pop to confirm transfer complete.

    

     

19. An email will then be generated with the PO attachment to send to your supplier.

    

    Review Attachment

20. Open the Attachments tab.

    

21. Your PO will be automatically saved.