Revised:  04/03/2024

EDI FAQs

How do I process an PO/Non-PO EDI invoice in OAKS?

EDI invoices are loaded to OAKS as a recycled voucher. These invoices have a default account code of 540000, which requires agencies to enter the correct account code and distribution information. Reference the Correcting Recycled Vouchers topic for information on processing EDI invoices.

How do I process an EDI credit?

EDI credit invoices are used for goods only. These invoices are used to correct previously sent invoices that are in error. EDI credit invoices are not used for utility Payee. Utility Payee will correct minor billing problems on subsequent bills.

I have not received an expected EDI invoice?

Coordinate with the EDI Payee to be sure they have established your account so agencies may order from them. Once the account number has been assigned and established by the Payee. Please coordinate with your agency EDI administrator to obtain your appropriate Origin Code, and submit your request to Brent Wentzel at Brent.wentzel@obm.ohio.gov.