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Overview

The EDI module receives and sends documents between Greentree Desktop and your partners, suppliers, and customers.

When an outbound document is created within Greentree, the EDI process sends it to the specified partner using a scheduled task and the EDI polling feature. The EDI polling feature also checks for inbound documents and processes them through the business layer before accepting them into Greentree Desktop.

The partner's profile contains all the information required to convert Greentree Desktop outbound document details into a context the partner understands, and converts details in an inbound document into a context Greentree Desktop understands.

The profile also contains delivery method details and folder structures used for processing. You configure the delivery methods for outbound documents for each partner and include email, FTP, HTTP, and file copy.

A transaction log provides full details of all inbound and outbound documents, including any that fail the business layer.

Greentree supports these file formats: XML, CSV, and FLV.

EDI Documents

Documents available for EDI are:

Outbound

  • Purchase Order
  • AR Invoice
  • AR Credit Note

Inbound

  • Sales Order
  • AP Invoice
  • AP Credit Note

Components of the EDI Module

The EDI module consists of several components:

  • Partner
  • Profile
  • Document Type
  • Template
  • Document Type Definition (DTD)

These relationships apply:

  • A Partner (or supplier or customer) has one Profile.
  • A Profile can contain many Document Types (for example, Invoice In, Purchase Order Out, and the like).
  • A Document Type can contain many Templates (for example, Foodstuffs Invoice V1, Foodstuffs Invoice V2, Placemakers Invoice V1, and the like), only one of which can be selected as a Profile. The Profile also contains specific configuration information with regard to how to process a document (Polling, Delivery, Archiving, Notifications, and the like).
  • A Template contains the Document Type Definition (DTD), which represents the structure and mappings for a specific Document Type for the conversion of information between Greentree Desktop and the partner.

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