eXchange

Use this tab to set up EDI information for the supplier.

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 supplier document types.

Originator Code

Enter a default value (current company plus supplier code) when EDI is in use. You can change this if you must validate a field in the incoming document to ensure the document is received from the correct partner.

Greentree compares the value in this field with the mapped field in the incoming document, and rejects the incoming document if the fields are not the same.

Outbound Documents

Select this option to enable purchase order outbound documents for the supplier or partner. Click Create to set up the initial profile. When you've set up the initial profile, click Create to maintain the profile.

Inbound Documents

Select this option to enable inbound AP invoice and/or AP credit note documents for the supplier or partner. Click Create to set up the initial profile. When you've set up the initial profile, you can click Create to edit the profile.

Global View

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