EDI Integration
A partner gives a date for the next purchase order cycle and by then the invoice has to match what they actually sent, not whatever sits on the item record in Sage200. Finance teams find out the hard way that a sales order built from the stock card instead of the purchase order turns into a deduction on the remittance weeks later. On Sage200 the fix starts with what the sales order is priced against before the invoice ever runs.
Most deductions against a Sage200 account trace to timing or paperwork rather than the goods themselves. A late ASN or a non-compliant one costs money even when the stock arrived on the day it was meant to. Routing guide and labelling penalties sit alongside fill rate shortfalls, and all of them get checked against the partner's own rules, not Sage200's.
Getting a Sage200 account trading on EDI is a short list of commitments rather than a long project. Each point below has to hold before a single document crosses to the partner.
Every document here points back to the same sales order sitting in Sage200, so a mismatch at one stage shows up at the next.
In Sage200 this is raised from the sales order. If that sales order was built off the stock card rather than the terms the partner agreed, the invoice goes out priced wrong and nobody notices until the remittance is short.
This has to land against an actual sales order record before anyone treats it as a priced commitment. A PO parked loosely against a customer account with no matching sales order is how the wrong price gets in.
Built once dispatch is confirmed, this has to carry the quantities that actually left the warehouse, not the quantities the order was raised for.
A cut or a delay has to update the sales order already sitting in Sage200 before the invoice runs, not after.
This tells the account that a document actually reached the partner's system, which matters because a silent failure here is indistinguishable from a late one until the chargeback lands.
If the sales order carries the wrong price, every document after it inherits the error.
In an ERP account the invoice is what gets checked, and a Sage200 invoice priced off the item master instead of the purchase order a partner actually sent is the single most common reason a deduction appears on a remittance. It rarely gets caught at the point of invoicing because the sales order looked complete. It gets caught weeks later, when the remittance comes back short and someone has to work out why.
Cogent² AI sits across the Sage200 account watching for the specific gap this category produces: a sales order whose price does not match the purchase order behind it. Flagged exceptions go to a person, not a queue, before the invoice posts.
Every sales order is checked against the purchase order the partner sent before the invoice run picks it up, so a price pulled from the stock record gets caught rather than shipped.
ASN, acknowledgement and invoice timing are tracked against the partner's own cutoffs, so a late or missing document gets a person's attention before it becomes a chargeback.
Related
A copy of the partner's current rate agreement and confirmation of which sales order field is meant to carry it. Without that, there's no way to tell the invoice run where the correct price actually lives.
Cogent² makes the change. The partner's spec sits with us, not with whoever happens to be in Sage200 that week.
That depends on when dispatch is confirmed relative to the cutoff. It gets checked during onboarding, not assumed.
No. That matching is what Cogent² runs on the account's behalf, so your team isn't the one building the check.
No. The two accounts can run side by side, and nothing here changes what that provider is responsible for.
Talk to a Cogent2 operator who has actually delivered this work. We will help you scope, plan and ship — without the agency overhead.
We use essential cookies to keep this site secure and working. We do not run advertising or analytics tracking. You can accept optional cookies or keep only the essentials. See our Cookie Policy.
