SWS - EDI Interface

Background Information

POs for certain food item orders from Sysco and/or Shamrock can be processed electronically using an EDI interface. This involves accessing bid information directly from Sysco and/or Shamrock and processing it in SWS. This process occurs on the Friday of every week and is managed by the Purchasing Department. To utilize this interface, follow the steps below:

Purchase Order Entry Process

Verify for Errors

  1. Type PUEIR in Search Field / Command Prompt. Hit Enter on the keyboard.
  2. Search for the vendor by Vendor Name, Supplier#, Vendor#, or EDI.
    • Example: Enter 244 under Vendor# and hit Enter on the keyboard. This pulls up Shamrock.
  3. Select a vendor (Shamrock or Sysco).
  4. Select Apply.
  5. In the upper right corner, select Delete All.
  6. Select Delete.
  7. Repeat steps above for multiple vendors.

Process Bids

  1. Type PUEID in Search Field / Command Prompt. Hit Enter on the keyboard.
  2. Select a vendor line you want to process.
  3. On the far-right side of each bid line, there is a tool icon. Select the tool icon.
  4. Update Expiration Date if needed. Otherwise, select Save.
  5. On the bottom-right side of the screen, select Update Bid Specification.
  6. Repeat steps above for multiple bids.

 

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