Vendor Setup: Electronic File Setup

This information is needed only if you will be sending orders electronically. This is accessed from the Vendor Setup: Purchase Order Address screen.

1. • Check Enable and click Configure Elec. File to open the Electronic File Setup.

   • You will see two tabs: Electronic File Setup and Vendor’s Customer Info. 

   

Electronic File Format tab

1. • Select Fixed Length, CSV, XML,US Food or SYSCO from the File Format section.  (US Food is a pre-defined format for US Foodservice. US Food users will also need to fill in the Vendor’s Customer Info tab.)

   • Click Browse to select the location where you want to save the file for the Export File Path.

   • Check the Export (Y/N) box next to each field that you want to export. If you select Customer/Contract ID, you will need to enter the Customer ID information on the Vendor’s Customer Info tab.

   • If you are using Fixed Length format, you will need to specify the lengths in the Field Length field.  CSV and XML formats do not require field length.

   • You can change the Field Sequence by highlighting a field and clicking the up and down arrows.

Vendor’s Customer Info tab

This tab is for entering the Customer Site IDs that the vendor uses to identify Meals Plus sites in their records.

You only need to fill in this information in if you selected Customer/Contract ID on the File Format tab OR if you are using the pre-defined US Food export format.

The vendor should provide you a list of Customer IDs, if they are required.

There can be two different customer ID’s per site:

1. • The Vendor’s Customer ID is used for regular Purchase Orders.

   • The Vendor’s Contract ID is only used for Contract Warehouse Orders. If you leave it blank, it will default to the same as the Customer ID.

   

    

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   INV Version 9, revised 07/2018