- Any EDI invoice that has been edited will be flagged to be re-sent.
- Corrections to things such as Customer details on the customer tab (phone number, VIN and other Auto info) can be done with an Edit. Also Item descriptions on the Estimate tab.
- On those occasions where a partner tells the shop to just resend it. Make some innocuous edit on the customer tab and print/save.
- If the edit needs to be made in the EDI Requited fields. Do the same thing as B. and then on Print/Save the EDI fields will pop up again and you can make the necessary edit there. Don’t try to edit from View EDI Information button.
- Anything that will effect pricing, totals, item changes will require a credit/rebill.
Structuring EDI Invoices for Authorized Items Not In the NAGS Catalog.
- First of all, the items need to be authorized. Have the user read from the dispatch paperwork, if something is lacking (such as NAGS hrs.) they need to call the insurance company (really the trading partner) and find out/negotiate a number.
- EDI Sold Item Number – If you can get close by using the NAGS catalog to select a slightly different part and really just need the part number to be different, use the EDI Sold Item Number field located in the Edit Line screen of the item in question. Here you can also edit the description too.
- Otherwise, order is important and it needs to go as follows.
- Labor (NAGS labor)
- Extra Labor (non-nags, like AUTH-MISC-LABOR)
- Upper = Parent + child parts. “We need it to be on the same line”
- Lower = Molding (sometimes), Hardware, Misc., Extra Labor “we need this on a separate line”
NON-OEM basically means ‘not an upper line item’. We most often use it for AUTH-MISC-LABOR because it will always need to go last. This does the opposite of OEM. This will intentionally break the parent + child relationship and create a separate line item when being sent over EDI. Note that AUTH-MISC-LABOR needs to be created in the product catalog by the user as an Auto Labor item.
Note that the word NON-OEM will need be preceded by a space, just like OEM from above.