The following checklist provides a quick reference for common tasks that should be completed by general users of SPS Cloud EDI.

For administrative maintenance, see Checklists for maintenance tasks.

Daily Tasks

These tasks should be completed on a daily basis to ensure documents are processed in a timely manner.

Daily User Tasks
Task Description

Review Open Sales Orders

Process open 850 Inbound PO EDI documents. See Open Sales Orders for more details.

Review Open Shipping Orders

Generate 940 Warehouse Shipping Order EDI documents.

Review Open Deliveries

Process SAP Business One Delivery documents, which can then be used to generate 856 Outbound ASN EDI documents. See Open Deliveries for more details.

Review Open Invoices

Manage 810 Outbound Invoice EDI documents based on SAP Business One Invoice documents. See Open Invoices for more details.