Check the SFTP folder
Every 10 minutes the workflow lists the SFTP folder where trading partners drop EDI files. Folders are skipped and each file is downloaded for processing.
About this template
What This Workflow Does
Trading partners drop X12 850 purchase orders on an SFTP server, and someone has to read each file and key it into Epicor Kinetic by hand. This template checks the SFTP folder every 10 minutes, validates each 850, creates the Epicor Kinetic sales order with every line's part number and quantity, and files a 997 acknowledgment as ACCEPTED or REJECTED.
Key benefits
- Hands free order entry — Each 850 becomes an Epicor Kinetic sales order with the customer PO number, ship to customer and requested delivery date.
- Validation on every file — Control numbers, segment counts, line counts and quantity totals are checked on every document.
- 997 for every PO — A functional acknowledgment is built for each processed PO, marked accepted or rejected with error codes.
- Clear audit trail — Acknowledgments land in ACCEPTED and REJECTED folders, named with the partner ID, PO number and timestamp.
Inside the flow
How the template works
Every 10 minutes the template lists the SFTP folder, downloads new files and decodes each X12 document into structured data. 850 purchase orders become Epicor Kinetic sales orders line by line, and a 997 is filed back to SFTP under ACCEPTED or REJECTED based on the validation result.
Decode the X12 document
Each file is converted into structured data. This covers the PO number and date, requested delivery date, ship to and bill to parties, and every line with its quantity, unit of measure and buyer part number.
Validate the document
Envelope, group and transaction control numbers must match, and segment counts, line counts and quantity totals must reconcile. The PO number and each line's part number and quantity must be present, and a unique reference built from the partner, PO number and interchange number travels with the document.
Keep 850 purchase orders only
Only 850 purchase orders continue. Any other document type is set aside and creates no order.
Create the Epicor Kinetic sales order
A sales order is created with the customer PO number, ship to customer, company reference and requested delivery date. Each PO line is then added with its part number and ordered quantity.
File the 997 acknowledgment
A 997 is generated, marked accepted when validation passed or rejected with error codes when it did not, with sender and receiver swapped and new control numbers. It is uploaded to an ACCEPTED or REJECTED subfolder, named with the partner ID, PO number and timestamp.
Business Benefits
Turn trading partner POs into Epicor Kinetic orders without manual keying
01
Hands free order entry
Purchase orders arrive as EDI files and become Epicor Kinetic sales orders automatically, so your team stops rereading and rekeying POs.
02
Fewer keying errors
Header details and every line's part number and quantity move straight from the PO into the order, removing typing mistakes that cause short ships and wrong invoices.
03
Consistent EDI validation
Control numbers, segment counts, line counts and quantity totals are checked on every document, so malformed files are flagged without relying on a clerk to spot them.
04
Automatic partner acknowledgments
A 997 goes back for every processed PO, so trading partners get timely confirmation and your side meets a common EDI requirement.
05
Organized audit trail
Acknowledgments are filed into ACCEPTED and REJECTED folders with the partner, PO number and timestamp in each file name, which makes it quick to confirm a PO was received and acknowledged.
01
Hands free order entry
Purchase orders arrive as EDI files and become Epicor Kinetic sales orders automatically, so your team stops rereading and rekeying POs.
02
Fewer keying errors
Header details and every line's part number and quantity move straight from the PO into the order, removing typing mistakes that cause short ships and wrong invoices.
03
Consistent EDI validation
Control numbers, segment counts, line counts and quantity totals are checked on every document, so malformed files are flagged without relying on a clerk to spot them.
04
Automatic partner acknowledgments
A 997 goes back for every processed PO, so trading partners get timely confirmation and your side meets a common EDI requirement.
05
Organized audit trail
Acknowledgments are filed into ACCEPTED and REJECTED folders with the partner, PO number and timestamp in each file name, which makes it quick to confirm a PO was received and acknowledged.
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Build Your Own Version of This Workflow
Every trigger and action this template uses is available in the appse ai builder, so the same flow can be rebuilt with your own routing, thresholds and destinations.
No triggers for FTP/SFTP.
Questions & answers
Frequently asked questions
Everything you need to know about this template before you deploy it.
How does EDI 850 to Epicor Kinetic sales orders work?
Every 10 minutes appse ai downloads new files from your SFTP folder, decodes each X12 850 and validates it. It creates the Epicor Kinetic sales order with every line's part number and quantity, then uploads a 997 acknowledgment to an ACCEPTED or REJECTED subfolder.
Which EDI document types does the template process?
What does the validation step check?
What does the 997 acknowledgment contain?
What needs to be in place before it runs?
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Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Founder and CEO
Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Founder and CEO
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Renegade Brewery
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Renegade Brewery
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