Manage upstream order routes (EDI vs non-EDI)

Summary

Upstream Routes shows, per customer, how orders flow upstream to suppliers — including the customer's Non-EDI and EDI account numbers, order/invoice counts, order totals, days since last activity, status, and route type. Use it to confirm a customer is routed correctly and to spot stalled accounts.

Before you start

• Required role: Admin

Steps

1. Go to Upstream Routes (/route.cfm?route_view=1). _(Columns: Customer, Non-EDI Acct, EDI Acct, Orders, Invoice, Order Total, Days Since, Status, Type, Actions)_
2. Find the customer and check the Type (EDI vs non-EDI) and Status.
3. Use the row Actions to edit the customer's route or account numbers.
4. Watch Days Since to catch customers whose upstream flow has gone quiet.

What success looks like

Each active customer shows the correct EDI/non-EDI account and a recent "Days Since" value, confirming orders are reaching the supplier.

Gotchas / troubleshooting

• A high "Days Since" with open orders can indicate a broken EDI route — cross-check the EDI document funnel.
• A customer with only a Non-EDI account won't transmit EDI documents even if the supplier supports them.

Related

• Manage suppliers and their account connections
• View the EDI document funnel