EDI Management Setup
This chapter describes the setup you need to do to make use of the SmartTrade EDI Management module with it's default message types
EDI Setup
To be able to work with EDI messages a basic setup needs to be done. Via the Tell me what you do function searching for HB EDI Setup you will find this basic EDI setup.
As soon as the EDI Extension is activated you need to setup following fields:
- Company GTIN code
Your company EDI identification number. Also known as EAN code. - EDI Company No. (SSCC)
Company identifier for making use of SSCC labels - EDI Invoicemsg on posting
Indicates whether the system needs to create an EDI Invoice message during posting the sales invoice - EDI Order Archive Per
Indicates for which period new folders will be created archiving imported EDI mesages - EDI Shipmentmessage after posting
Indicates whether the system needs to create an EDI shipment message during posting the sales shipment
- EDI Import GTIN Code Required
Indicates whether item identification is only done based on GTIN codes when importing EDI Orders - EDI Test Modus
Sends an additional 'test' flag in every outgoing EDI message so receiving parties can identify these as non production data. - SSCC Pallet nos.
Enter a no. series for creating SSCC pallets - EDI Envelop nos.
Enter a no. series for all created EDI Envelops (headers)
Setup EDI Message Type
For each message type you like to process a record in the HB EDI Message Type table needs to be setup. Search for HB EDI Message Type via the Tell me what you want to do function.
For each incoming or outgoing message type a record needs to be created with following minimum requirements:
- Code
Unique identifier for this message type - Description
Short explanation for this message type - Type
Direction for this message type, Import / Export - File Location
UNC path for the exported files or path for importing incoming messages - EDI Document Type
Select which document type needs to be created (Import) of from which document the message data needs to be exported - Archive File Location
UNC path for archiving imported messages - No. Series
No serie for creating the EDI message records. With this you are able to identify different message types by the message number. - Error Location
UNC path for putting message files which could not be processed - Status
Released or Open. To change settings on a message type status needs to be open. To process messages status needs to be released.
EDI Profile
Customer
Each customer which wil be using EDI messages to communicate need to be setup with an EDI Profile.
Search for customers using the Tel me what you want to do function (Ctrl + Q) ad click related link. To setup the customers EDI profile go to Related > EDI Settings > EDI Profile.
In here you can indicate which party the customer represents (BY, DP, IV) and you can enter different Name and address information as well as the corresponding GTIN code.
On the customers card SmartTrade EDI tab you can enter additional GTIN numbers and indicate which messages the customer will be using
Location
Also location codes involved in the EDI messaging need to be setup with an EDI profile. Find the locations link using the Tell me what you want to do function.
On the Location card click EDI Profile under the Action menu item.
Additional EDI setup for this location code can be found on the SmartTrade EDI tab
Note
Links
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