Supplier Maintenance

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

For a new supplier, click the Create button on inbound and outbound documents to set up a profile. Once set up and saved, you can edit the profiles from this form.

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

A default value (current company and supplier code) displays in this field 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.

The value in this field is compared to the mapped field in the incoming document. Greentree Desktop rejects the incoming document if the values 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.

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

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

Mgmt Console

Click this button to view the EDI management console.