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      Why is the FTP EDI Folder Not Importing in Transactions?

      If after enabling an FTP folder for EDI the 850 Customer Purchase Order is not importing into Acctivate, follow the troubleshooting guides below.

      If you are unable to bring in the EDI transactions when enabling FTP, follow these steps to troubleshoot. You may receive a message to the one below. If you still have problems, contact Support. You can also review our FTP setup guide here. 

      Customer Purchase Order [Trading Partner ID]: Found no purchase orders with 1 error.

      Disable the FTP folder and enable a non-FTP folder to test with.

      1. Disable FTP for the <system> 
        1. Go to File > Configuration Settings > EDI > Trading Partner. Click the <system> on the left panel. 
        2. Click the "Show Advanced" button so that it says "Hide Advanced."
        3. Click on the FTP Options tab and uncheck the "FTP Enabled" button. This should be checked if you are using an FTP folder. 
          Note: If it is not checked, FTP is disabled and try checking the option, saving, and reimporting the EDI transactions. 
        4. Create a new transaction file location in a place accessible by Acctivate, like the AcctivateData folder. Name the Folder something like EDI and another folder inside that called Imports. Copy this directory to 
           \\ServerName\AcctivateData\Edi\Import
      2. Click on the EDI Trading Partner on the left panel. 
        1. Click the "Show Advanced" button so that it says "Hide Advanced."
        2. Click on the FTP Options tab and uncheck the "FTP Enabled" button. This should be checked if you are using an FTP folder. 
          Note: If it is not checked, FTP is disabled and try checking the option, saving, and reimporting the EDI transactions. 
        3. Verify that the Incoming Files are set to be the same directory you created earlier. 
      3. Save and retry the import. If the files come in, the FTP setup needs to be reviewed. If it does not, the EDI transaction files need to be reviewed. 

      Review the FTP setup and make sure it is set up correctly

      1. Go to File > Configuration Settings > EDI > Trading Partner. Click on <system> and then the FTP Options tab and check the "FTP Enable" box. 
      2. Click the Trading Partner on the left panel. Click the FTP Options tab and check the box "FTP Enabled". 
      3. Check to see if the credentials are entered correctly by clicking "Test Upload" and "Test Download". If files are in the folder for the trading partner, a popup message will say '"FileName.txt" successfully uploaded."
        Note: if the test fails, contact your VAN to get the correct credentials for the FTP folder. See this article more information. 
      4. Click the <system> on the left panel. 
      5. Click the "Show Advanced" button so that it says "Hide Advanced."
      6. Verify that the "FTP Server In" and "FTP Server Out" directory is accessible, has the transaction files in the location, and the path matches exactly the same. You can also use a File Manager like WinSCP.
        1. Copy the directory in the "FTP Server In" and paste it into File Explorer. You should be able to access the folder. If not, the directory is not accessible or is incorrect. 
        2. Open the File Directory for the FTP Folder by navigating to the folder, and not copy and paste the directory in Acctivate. You should be able to access the directory. If you cannot, the directory is either inaccessible or the directory is incorrect. Contact your VAN.
        3. If you can access the folder, check to make sure that the file directory Acctivate uses matches exactly as the file directory opened with the files in it. They should have the same data in the directory. Verify all characters including any slashes (/ or \) are exactly the same. Update Acctivate to match what your VAN uses as the FTP file directory. 
        4. Go to the Partner on the left panel and verify that the FTP tab shows the same directory as the <system> 
        5. Save Configuration Manager and retry the import. 

      Review the Transaction Files

      1. Make sure the file trying to import into Acctivate us a tab-delimited format (like txt). A comma-separated format (csv) format will not be readable to Acctivate. Acctivate uses the tabs to recognize the data in the transaction file. Commas won't separate the data for it to be correctly read. 
      2. Check to make sure the first column on the first row reads H. This is the Header Row. 
      3. Then make sure the next column on the first row is 850. 
      4. The Partner ID is on the 3rd position of the H row (first row) and should match the Partner ID exactly as Acctivate shows. If it does not, please contact Support.

        Acctivate looks for the 850 Customer Purchase Order EDI transaction file by first looking at the first 5 characters (H tab 850) and then matching the Partner ID in the file with Acctivate. If this format is not met, Acctivate will not recognize the 850 files.