Electronic Data Interchange (EDI)

In this article
Product Information
Release Notes

Customer setup

This section provides a short overview of the required prequisites for setting up EDI for Customers.

Trading partner

The Trading partner fields are used to describe how the prequisites setups are allocated to an EDI customer.
Users can access the form by navigating to EDI > Setup > Trading partners

Customer Trading Partner Setup - Quick Summary:

Setup Short description Setup path
Options    
Connection profile Ability to override the default EDI connection profile on Trading partner level. If blank, default EDI connection will be used. Default EDI connection is determined by:
• Outgoing documents: Connection profile setup on EDI > Setup > EDI parameters
• Incoming documents: All active connection incoming paths as setup in Connections.		 EDI > Setup > Connection setup
Cleanup profile Ability to override the default Cleanup profile (setup on Shared EDI parameters) on Trading partner level. If blank, default Cleanup profile will be used as setup on EDI > Setup > EDI shared parameters EDI > Setup > Cleanup profile
Customer EDI order types Order type identifiers. Determines if the Customer purchase order record will create a Sales order, Agreement, or Release order EDI > Customer setup > Customer EDI order type group
Order purpose Order purpose identifiers. Determines if the order is original, confirmation, change or cancellation EDI > Customer setup > Order purpose group
Order line change type group Order line change type identifiers. Determines the update tolerance for each EDI order change type EDI > Customer setup > Order line change type group
POA response code group Status of information used in Purchase order acknowledgement EDI > Customer setup > POA response code group
No backorders Identify if the trading partner accepts backorders. Y/N
UOM Unit of measure mappings for in- and outbound documents EDI > Setup > UOM mapping
Outgoing documents It brings the document template, mappings, settings profile together to enable the document for the trading partner
 
EDI Document type Each applicable outbound document type EDI > Setup > Document types
Template Document type template Templates on EDI > Setup > Document types
Setting profile Settings profile Setting profiles on EDI > Setup > Document types
File name setup Outbound file name EDI > Setup > Document types
Connection profile Ability to override the default EDI connection profile on document level. If blank, the trading partner’s Connection profile will be used. EDI > Setup > Connection setup
Cleanup profile Ability to override the default Cleanup profile on document level. If blank, the trading partner’s Cleanup profile will be used. If Trading partner’s Cleanup profile is blank, the default Cleanup profile on EDI shared parameters will be used. EDI > Setup > Cleanup profile
Acknowledgement An Inbound Functional Acknowledgement is required from the trading partner for the outgoing document. Note: Also required to setup the Functional acknowledgement inbound document under Incoming documents. Y/N
Enabled Ability to enable/disable document type for Trading partner Y/N
Incoming documents It brings the document template, mappings, settings profile, validation and filename mask together to enable the document for the trading partner  
EDI Document type Each applicable inbound document type EDI > Setup > Document types
Template Document type templates defined for the document type Templates on EDI > Setup > Document types
Setting profile Settings profiles defined for the document type Setting profiles on EDI > Setup > Document types
Validation profile Validation profiles defined for the document type EDI > Setup > Document types
Search mask A file mask is used to match files in the document type’s defined directories  
Connection profile Ability to override the default EDI connection profile on document level. If blank, the trading partner’s Connection profile will be used. EDI > Setup > Document types
Cleanup profile Ability to override the default Cleanup profile on document level. If blank, the trading partner’s Cleanup profile will be used. If Trading partner’s Cleanup profile is blank, the default Cleanup profile on EDI shared parameters will be used. EDI > Setup > Cleanup profile
Acknowledgement Trading partner requires an Outbound Functional Acknowledgement for the incoming document. Note: Also required to setup the Functional acknowledgement outbound document under Outgoing documents. Y/N
Enabled Ability to enable/disable document type for Trading partner Y/N

Order hold codes

During the sales process for EDI orders, there are times when a sales order must be placed on hold. When a sales order is placed on hold, an order hold code is assigned to the sales order to indicate the reason for the hold.
The following Customer setup is required on EDI parameters.
Users can access the form by navigating to tab Hold codes on EDI > Setup > EDI parameters.

Setup Short description Setup path
Validation error hold code Specify the hold code to be used for validation errors Sales and marketing > Setup > Sales orders > Order hold codes
POA pending hold code Specify the hold code to be used for orders that require a POA must be sent Sales and marketing > Setup > Sales orders > Order hold codes
POC pending hold code Specify the hold code to be used for orders that require a PO confirmation (POC) must be received Sales and marketing > Setup > Sales orders > Order hold codes

Item pack sizes

Where the System pack and System inner is used to confirm pack sizes on the Customer purchase order acknowledgement, the following is required on each item:

  1. Unit conversion between Inner unit and Outer unit
  2. Inner unit
  3. Outer unit

See Setup item pack sizes for more details.

ASN line configuration

Where advanced shipping notice (ASN) will be sent to EDI customers it is required to assign ASN line configuration on the ‘Ship from’ warehouses. Determines what information will be used when creating the ASN: