Customer Maintenance

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

For a new customer, click the Create button on the inbound and outbound documents to set up the EDI initial profile. Once set up and saved, you can edit the profiles from this form or the EDI Management Console.

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 + customer code) is entered when EDI is enabled.

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 Desktop compares the value in this field with the mapped field in the incoming document, and the process rejects the incoming document if they are not the same.

Inbound Documents

Select this option to enable sales order inbound documents for the customer or 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 or partner. Click Create to set up the initial profile.

Once the initial profile is setup, click the Create button to maintain the profile.

Mgmt Console

Click this button to view the management console.