Check the inbound folder
A scheduled run lists the configured FTP/SFTP directory and keeps only EDI purchase order files.
About this template
What This Workflow Does
Inbound EDI 850 purchase orders sit in an FTP/SFTP folder until someone checks, keys them into Sage X3 and sends an acknowledgment. On a schedule, this template downloads each EDI 850, validates it, creates the Sage X3 sales order and uploads an EDI 997, or uploads a rejection 997 and alerts Microsoft Teams if validation fails.
Key benefits
- Hands-free order intake — EDI 850 files are listed, downloaded and processed on a schedule.
- Validated before entry — Each file is checked before any Sage X3 sales order is created.
- Automatic 997 response — Partners get an acceptance or rejection 997 from the same run.
- Clear exception alerts — Failed files trigger a Microsoft Teams message to the EDI team.
Inside the flow
How the template works
On a schedule, the flow lists the FTP/SFTP folder, downloads EDI 850 files and validates each one. Valid orders become Sage X3 sales orders with an accepted 997; invalid ones get a rejection 997 and a Microsoft Teams alert.
Download each EDI 850
Each matching file is downloaded for processing.
Validate the purchase order
The EDI 850 is checked for structural validity before anything reaches Sage X3.
Create the Sage X3 sales order
Valid purchase orders are used to create the matching sales order in Sage X3.
Return an accepted 997
OpenAI prepares the response, it is converted to an EDI 997 and uploaded to the outbound folder.
Reject and alert on failure
Invalid files get a rejection 997 upload and a Microsoft Teams message, and no sales order is created.
Business Benefits
Turn partner purchase orders into Sage X3 sales orders without manual entry.
01
Automated order intake
EDI 850 files move from FTP/SFTP into Sage X3 without folder checks or rekeying.
02
Faster acknowledgments
The EDI 997 is built and uploaded in the same run that processes the order.
03
Fewer invalid orders
Validation runs before Sage X3, so malformed files never become sales orders.
04
Consistent processing
Every file follows the same detect, validate, create and acknowledge path.
05
Quicker exception handling
Rejected files reach the EDI team through a Microsoft Teams alert.
01
Automated order intake
EDI 850 files move from FTP/SFTP into Sage X3 without folder checks or rekeying.
02
Faster acknowledgments
The EDI 997 is built and uploaded in the same run that processes the order.
03
Fewer invalid orders
Validation runs before Sage X3, so malformed files never become sales orders.
04
Consistent processing
Every file follows the same detect, validate, create and acknowledge path.
05
Quicker exception handling
Rejected files reach the EDI team through a Microsoft Teams alert.
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Customize the flow
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 sage x3 sales order with 997 work?
A scheduled run downloads EDI 850 files from FTP/SFTP, validates them, creates Sage X3 sales orders and uploads an EDI 997 for each file.
What happens when an EDI 850 fails validation?
What is an EDI 997?
How often does the flow check for new files?
What needs to be in place before it runs?
Why businesses love appse ai
Discover how appse ai has helped businesses automate processes and achieve growth through our users' success stories.
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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