eXchange

Use this form to set up EDI information for the supplier where the EDI module is in use.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Allow electronic document eXchange

Select this option to enable customer document types.

Originator Code

A default value (current company plus customer code) is entered when EDI is turned on. However, you can change this you need to validate a field in the incoming document to ensure the document is received from the correct partner.

The value in this field will be compared against the mapped field in the incoming document, and the process will reject the incoming document if they are not the same.

Inbound Documents

Select this option to enable sales order inbound documents for the customer/partner. Click Create to set up the initial profile. Once the initial profile is setup, click the Create button to maintain the profile.

Outbound Documents

Select this option to enable outbound AR invoice and/or AR credit note documents for the customer/partner. Click Create to set up the initial profile. Once the initial profile is setup. click the Create button to maintain the profile.

Global View

Click this button to view the current layout and status of your EDI operation.