Customization – EDI Export-Import for Vtiger
We completed a customization recently for a client in which we helped them do EDI Export and Import for VTiger. Here are some highlights of that we did:
- Add a button on the PO screen “Send PO via EDI” that will allow the user to send the EDI file for the PO to the correct Vendor in the correct format
- The PO is synced to Quickbooks
- Add a “Upload Invoice button will allow the user to import an EDI file
- For this client we created a PO (type = Bill) that synced to Quickbooks as a Bill linked to the correct PO. From there it is a payable just like any other.