Sending Invoices Using EDI in Odoo

The EDI 810 outbound integration by Steersman enables businesses using Odoo to generate and transmit electronic invoices to their trading partners in compliance with EDI standards. The solution automates the creation, validation, and transmission of EDI 810 invoices, streamlining the invoicing process while ensuring accuracy and timely delivery.

How Steersman’s EDI 810 Outbound Integration Works

1. Automated Invoice Generation

   • Steersman’s integration automatically generates EDI 810 invoices from validated data in Odoo. The process includes:

     • Pulling sale order details, shipment data, and payment terms directly from Odoo modules.
     • Consolidating line-item information and invoice total into a structured invoice.
     • Ensuring all required fields (per EDI 810 standards) are populated.

2. Data Mapping and Formatting

   • Using advanced mapping tools, the integration converts invoice data from Odoo into the EDI 810 format

3. Validation and Error Handling

   • Before transmission, the EDI 810 is validated against:

     • Trading Partner Rules: Ensures compatibility with specific partner needs.
     • Data Accuracy: Verifies totals, line-item details, and references to orders and shipments.
     • Duplication Check: Prevents sending duplicate invoices.
   • Errors are flagged, and insight for corrections can be found in the EDI event logs.

4. EDI Gateway Transmission

   • Validated EDI 810 files are transmitted to EDI-linked trading partners via an EDI gateway. Invoices are transmitted once they have been reviewed and posted by an internal Odoo user.

5. Integration with Odoo Modules

   • The EDI 810 outbound integration interacts with various Odoo modules to streamline operations:

     • Sales Module: Pulls invoice data from completed orders.
     • Inventory Module: Links shipping and delivery details to invoices.
     • Accounting Module: Updates accounts receivable and tracks invoice status.

Common Fields Steersman’s EDI Integration Sends and Receives for 810 Documents

• Invoice number from the vendor
• Invoice Date
• Customer order number
• Purchase order number
• Buyer contact details (Name, phone #, email…)
• Buyer reference segments (vendor number, ID, etc.)
• Total invoice amount
• Debit/Credit indicator
• Payment terms (discounts, currency code, etc.)
• Shipping terms (carrier, routing, shipping payment, etc.)
• Shipment details (status, ship date, estimated delivery date, etc.)
• Ship to information (warehouse location code, address, contact details, etc.)
• Billing information
• Product identifiers (product code, SKU, part number, etc.)
• Product Description

Most trading partners have specific EDI requirements. Steersman offers other customizable fields to fulfill these requirements.