Infor Visual ERP EDI Integration
What is Infor Visual ERP EDI Integration?
Infor Visual ERP EDI Integration automatically converts inbound retailer purchase orders into native Sales Orders and Job/Work Order records — no re-keying, no swivel-chair entry. As your team picks, packs, and ships, it generates compliant 856 ASNs and 810 invoices from live Packing List and AR Invoice data. Every document is validated against your trading partner's rulebook before it ever reaches their EDI desk.
Zero-Touch EDI Reliability for Infor Visual
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Every inbound 850 passes schema and business-rule validation before it becomes a Sales Order in Infor Visual ERP.
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Work order status changes and warehouse movements sync outward, so partner systems always see accurate quantities and ship dates.
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Documents move over encrypted AS2 and SFTP, with REST Web Services and ODBC linking the integration to your Visual database.
Raw EDI in. Posted Infor Visual ERP Sales Orders and Jobs out.
Retailer 850s arrive on the partner's mandated AS2, SFTP, or VAN circuit and clear envelope integrity, partner-ID, and duplicate checks at the Cogential gateway before mapping starts. The mapper resolves every PO1 line against live Infor Visual data — part number, revision level, BOM structure, contract pricing, and customer ship-to records — never against static lookup files. Clean orders post through Visual's REST Web Services or ODBC staging tables into native Sales Order records in seconds, with Job demand generated for make-to-order lines. Every stage writes to a monitored pipeline log, so a rejected document lands in the exception queue with the failing segment and reason attached.
ALL TRAFFIC SIMULATED LOCALLY IN YOUR BROWSER · NO EXTERNAL CALLS · ANSI X12 004010 · INFOR VISUAL ERP SHOP FLOOR ODBC / REST
Bidirectional Pipeline & Native Architecture for Infor Visual ERP
Whiteboard-level breakdown of document intake, field defaults, cross-reference mapping, and runtime handshake constraints.
A retailer PO arrives over the partner's AS2, SFTP, or VAN transport, is validated against Infor Visual's part master, contract pricing, and ship-to records, then posts directly into a native Sales Order — with a Job attached for make-to-order lines — via REST Web Services or ODBC staging tables. Quantities, UOM multipliers, and delivery windows carry from the EDI segments into the order and job demand exactly as the buyer sent them, with no human re-entry.
Runtime Field Defaults
| ERP Field | Assignment Rule | Failure Prevented |
|---|---|---|
Default Plant and Warehouse Location on the Sales Order |
When the N1*ST ship-to code is missing or unmapped, the order defaults to the plant and warehouse location bound to that customer in the cross-reference table; an unmapped customer-and-DC combination diverts to exception review instead of guessing a facility. | Prevents make-to-order demand from planning against the wrong plant, which would release jobs and consume materials at a facility that never sees the shipment. |
Order Status & Credit Hold Flag |
Every EDI-created sales order enters a pending-approval status with the credit hold set, and stays there until the customer's credit limit and open-AR position check passes inside Visual. | Ensures credit check and material allocation complete before job release or pick tickets reach the warehouse floor. |
Fallback Customer & Account Entity |
Partner account numbers in the N1*BY loop resolve through a partner-ID-plus-account-code cross-reference to the exact Infor Visual customer record; an unmatched code halts the order in the exception queue rather than auto-creating an account. | Prevents high-volume retail orders from posting to a generic walk-in account or the wrong billing entity, which corrupts AR aging and order-level reporting. |
Data Cross-Reference & Resolution
| Mapping Type | Source EDI → Target ERP | Resolution Logic |
|---|---|---|
| Item SKU & Part Number Translation |
Partner UPC/GTIN (PO1-06 'UP', PO1-07 value) or Vendor Part # (PO1-06 'VN')
→
Infor Visual ERP Part Number and Revision Level (Item Master)
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Cogential resolves each line's UPC or vendor part number to the Visual part number and active revision level through a maintained cross-reference table, then explodes make-to-order demand through the native BOM so component requirements land on the Job, not the sales line. |
| Ship-To Store & DC Location Mapping |
Partner N1*ST Store or Distribution Center Identification Code
→
Infor Visual ERP Customer Ship-To Address and Warehouse Location
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Retailer DC codes translate directly into Visual ship-to address records plus the warehouse location that drives material planning, so the order ships from — and plans against — the facility the buyer actually specified. |
| Unit of Measure (UOM) Multiplier |
Retailer Ordering UOM (e.g., Case 'CA', Inner Pack 'IP')
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Infor Visual ERP Base Stocking UOM (Each 'EA')
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Case and inner-pack order UOMs convert to the base stocking UOM through per-part pack-size multipliers, so job material issues and inventory deductions consume the correct number of eaches from the warehouse location. |
Pre-Translation Validation Guards
Fingerprints the trading partner ID plus the PO number from the BIG segment and queries Infor Visual — via REST Web Services or a read-only ODBC pass — for matching open or closed Sales Orders and Jobs before insert.
Compares every PO1 line price and allowance against the customer-specific contract pricing held in Infor Visual, enforcing the agreed tolerance percentage before the order commits.
Validates the DTM delivery dates against current plant lead times and open work center capacity before the order is promised.
Posting a Packing List in Infor Visual fires the 856 build — real shipped lines, carrier SCAC, and GS1-128 SSCC-18 carton loops pulled straight from the shipment record — while AR Invoice creation triggers the 810 with SAC-coded freight and discounts. Cogential transmits both inside each retailer's compliance window and tracks the 997 acknowledgment so nothing ships on an unacknowledged ASN.
Fulfillment & Packaging Defaults
| Parameter | Fallback Rule | Failure Prevented |
|---|---|---|
Carrier SCAC & Routing Defaults |
When the Packing List carries no explicit carrier assignment, the pipeline falls back to the SCAC pre-assigned to that customer and ship-to in the routing cross-reference, matching the retailer's routing instructions. | Retailer receiving portals reject ASNs with missing or invalid SCAC codes, and a rejected ASN means cartons arrive unannounced. |
GS1-128 SSCC-18 Barcode Structure |
Each carton in the 856 packaging loop receives an 18-digit SSCC-18 built on the company's GS1 prefix, and the same serial renders on the GS1-128 carton label and the packing slip. | Guarantees globally unique, scannable carton identities so retail distribution centers receive against the ASN without manual keying. |
Outbound Normalization & Codes
| Mapping Type | Source ERP → Target EDI | Resolution Logic |
|---|---|---|
| ERP Shipping Method to Carrier SCAC |
Infor Visual ERP Ship Via / Carrier Code on the Packing List
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Trading Partner SCAC (e.g., UPSN, FDEG, ODFL)
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Maps the internal ship-via code written on the Packing List to the partner-recognized four-character SCAC — an internal 'UPS GRD' becomes UPSN — so the ASN matches what the retailer's routing guide authorized. |
| Tax & Allowance Charge Codes |
Infor Visual ERP AR Invoice Line Discount/Freight Details
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EDI SAC Segment Codes
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Pulls freight surcharges, trade discounts, and taxes from the AR Invoice lines and encodes them as the correct SAC allowance/charge codes so the 810 reconciles cleanly against the buyer's PO. |
Outbound Dispatch & Timing Guards
Reconciles shipped quantities on the Packing List against physical carton scans and the original PO line quantities, including case-to-each multiplier effects, before the 856 assembles.
Verifies the 856 transmitted and cleared its 997 acknowledgment before the carrier's estimated arrival at the retail distribution center, measured against each partner's compliance window.
Infor Visual's REST Web Services for transactional reads and writes, with Direct SQL ODBC and export staging tables for high-volume queries and bulk inserts — no file-drop middleman sits between the pipeline and the database.
A dedicated database service account governs ODBC and staging-table access, while REST Web Services calls authenticate with token-based authentication or Basic Auth as configured per environment.
Writes are micro-batched through scheduled polling windows and staged inserts sized to avoid database lock contention, so interactive Visual users and nightly MRP runs never block — or get blocked by — EDI traffic; high-volume reads run on read-only connections.
Every posted record carries a pipeline-assigned cross-reference key (partner ID plus PO or shipment number) so retries are idempotent — a dropped connection replays the same staged insert without duplicating orders or invoices. Failed documents park in the exception queue with segment-level diagnostics and replay automatically once the on-premise maintenance or patch window closes.
Why Enterprise Leaders Connect Infor Visual ERP with Cogential IT
Transform electronic document exchange into an automated competitive advantage with measurable operational ROI.
Zero Manual Keystrokes
Automated order-to-cash processing moves 850s, 856s, and 810s through Infor Visual ERP with zero manual entry.
Sub-Second Processing
No re-keying means no transcription errors — and no chargebacks from late or inaccurate ASNs.
Chargeback Elimination
Validated, encrypted transmission across AS2 and SFTP keeps every retail document compliant end to end.
Multi-Partner Scalability
Onboard new retail, warehouse, and logistics partners without modifying your underlying Infor Visual ERP code or custom scripts.
Essential Bidirectional EDI Documents for Infor Visual ERP
Seamlessly exchange orders, shipping notices, and invoices with major retail networks.
Inbound to Infor Visual ERP
Retailer → Cogential IT → Native ERP
Outbound from Infor Visual ERP
Native ERP → Cogential IT → Retailer
Pre-Connected Retail & Hub Partners for Infor Visual ERP
Cogential IT provides pre-tested, production-certified EDI translation maps connecting Infor Visual ERP directly to leading retail chains, distribution networks, and marketplaces.
Amazon
E-commerce
Costco
Retail
Home Depot Mexico
Construction & Building Materials
Kroger
Grocery
Lowes
Construction & Building Materials
Target V Comm
Retail
Walmart
Retail
Wayfair
E-commerce
Tailored Integration Workflows for Your Industry
Discover how businesses in distinct sectors leverage Infor Visual ERP EDI to meet stringent partner compliance mandates.
Manufacturing
Job shops and manufacturers selling into retail live and die by BOM accuracy — a kit order that explodes wrong at the component level means short-ships and chargebacks. The integration resolves every order line to the correct Part Number and Revision Level, explodes component BOMs into job material requirements, and ties each 856 to actual work order completion.
Where do Infor Visual ERP EDI connections usually break down in production?
Most EDI failures occur when business rules, custom ERP fields, and trading partner validation are not aligned in real time.
Every inbound document passes pre-translation validation against your item master before it reaches the ERP, so unmapped parts and bad revisions are quarantined with an alert instead of failing mid-post. Duplicate POs are rejected automatically. Scheduled polling batches then feed validated orders into Visual at a controlled pace, so volume spikes never lock your tables.
Work order status changes and packing events captured through database triggers or scheduled polling fire the ASN the moment each shipment closes — no waiting for a nightly batch. GS1-128 labels and the 856 are generated from the same Packing List data, so cartons, labels, and EDI always agree. That is what keeps Walmart and Home Depot chargebacks off your deduction report.
Before an invoice posts, the integration runs an automated three-way match across the 850 purchase order, shipped quantities on the 856, and your AR Invoice pricing. Unit price variances and tolerance breaches are flagged for review pre-transmission. You resolve the discrepancy inside Visual before the buyer's system can convert it into a deduction.
Why Fast-Growing Brands Trust Cogential IT for Infor Visual ERP EDI
We provide battle-tested, pre-mapped integrations engineered specifically for Infor Visual ERP's native data architecture.
Zero Native System Overhead
Direct ODBC, REST Web Services, and staging-table connectivity under a dedicated service account — no bloated bundles or custom scripts weighing down your Infor Visual ERP database.
Pre-Built Retail Partner Maps
Extensive library of pre-configured retail and distribution maps ready to deploy in days rather than months.
Smart Order & Price Guard
Automated checks reject duplicate purchase orders and flag unit price mismatches before they post to your ledger.
Automated ASN & Barcode Alignment
Work order status changes auto-generate GS1-128 pallet labels and transmit the 856 ASN the moment goods are packed.
24/7 Managed Error Resolution
Our EDI engineers actively monitor failed handshakes and translation errors so your internal team never troubleshoots raw EDI.
Scales Through Peak Surges
Asynchronous micro-batch queues absorb holiday order spikes through scheduled polling batches — no database locks, no blocked work order entry.
Ready to Automate Your Infor Visual ERP EDI Pipeline?
Let our integration engineers handle partner compliance while your team focuses on fulfillment and growth.
Fast-Track Trading Partner Compliance in Infor Visual ERP
Our battle-tested onboarding framework connects your Visual database to Walmart, Home Depot, and Amazon Vendor Central in weeks, not quarters.
Pre-Configured Partner Rulebooks
We validate end-to-end data flows before testing with trading partner EDI desks.
ERP Data Model Audit
Reviewing Infor Visual ERP part numbers, revision levels, BOM structures, and plant, work center, and warehouse locations.
Partner Specification Review
Aligning partner implementation guidelines with native ERP data structures.
Bidirectional Mapping
Configuring translation rules, unit conversions, and default values.
Simulated End-to-End Testing
Validating test PO ingestion, label generation, and ASN transmission.
Production Cutover & Go-Live
Deploying live AS2 connections with continuous 24/7 monitoring.
Get the Industry EDI Compliance Checklist
Use this checklist to prepare your Industry EDI workflow before onboarding.
Frequently Asked
Questions
Everything you need to know about trading with Infor Visual ERP via EDI � from document requirements to compliance details.
Every Infor Visual ERP document, precisely routed
Schedule-driven EDI requires every document to land in the right system at the right time. Cogential IT guarantees seamless X12 integration with Infor Visual ERP � from purchase orders to invoices, every transaction is validated, mapped, and delivered with precision.