Defining Documents Exchanged with EDI Groups

Use the EDI Group Profile Maintenance screen to define the types of incoming and outgoing documents exchanged with EDI trading partner groups.

For each document you exchange with a trading partner group, you need to define the document type, whether it is incoming or outgoing, and the document version number you are using for this transaction set. The system uses this information to select a default mapper for the document.

The system provides generic mappers for several documents for no fee. Custom mappers are necessary when a required mapping routine is not available or modifications must be made to an existing mapping routine to meet trading partner requirements. Customization is subject to a custom programming charge for those clients who do not subscribe to EDI Platinum support. For those clients who subscribe to EDI Platinum support, most customized mappers are provided at no fee.

To process documents for which there is no mapper, use the EDI.PRINT.DOC subroutine, which sends a copy of the document to your Hold file. From there you can view or print the data.

Note: If you use Corcentric™ third party A/P processing, captures the vendor and invoice number necessary to contact the Corecentric website. Use the Corcentric option from the Inquiries menu in A/P Entry to view the information captures.

To define the documents exchanged with an EDI group:

Display a trading partner profile on the EDI Trading Partner Profile Maintenance screen.

Note: If prompted, log on to the character-based system.

Select a group ID and use the Group Profile Maintenance hot key to display the EDI Group Profile Maintenance screen.

The following information displays in the header of the screen:

Field	Description
Group#	Qualifier, interchange ID, and group ID, which identify this group to your network provider.
Name	Name of the trading partner group. The system populates this field with the name of the trading partner. Update the name, if necessary.
Active Information Tables	Indication whether any receive codes, send codes, or user-defined data have been entered for this group. Use the Edit Tables hot key to enter this information.

In the Doc field, enter the document type to send to or receive from this trading partner group. Press F10 to select from a list of document types.
In the In/Out field, enter I or O to designate whether this document is inbound or outbound.

Note: If you enter I for an 855 document, the system prompts you to specify the 855 Function Type.

Use the Add'l Doc Info hot key to display the EDI Add'l Doc Info screen, where you enter additional information required to process the document.
In the Ver/Rel field, enter the document version number you are using for this transaction set. Press F10 to select from a list of version numbers.

Note: You and the trading partner will agree upon the version number of the document before establishing the partnership.

The system populates the Mapper/Subroutine field with a generic mapper/subroutine name, if one exists. For example, in the Mapper/Subroutine name 850.003.020.O:

810 identifies the document as an invoice.
850 identifies the document as a PO.
003 represents the ANSI version number. (Numeric only)
020 represents the ANSI release number. (Numeric only)
O identifies the document as o

In the Mapper/Subroutine Name field, do one of the following:

Press Enter to accept the default mapper/subroutine name.
Press F10 and select a custom mapper.
Type EDI.PRINT.DOC in the Mapper/Subroutine Name field and press Enter.

In the 997 field, indicate how to use a 997 (Functional Acknowledgment) with the document. How you answer the question depends on whether the document is incoming or outgoing.

Documents	Option	Action
Incoming	Y	Sends a 997 to the trading partner to acknowledge that the incoming document has been received. We recommend using this option.
Incoming	N	Does not send a 997.
Outgoing	Y	Clears the document from the EDI Outgoing Status Queue right after it is sent, without waiting to receive a 997 acknowledgment from the trading partner.
Outgoing	N	Waits to clear the document from the EDI Outgoing Status Queue until the system receives a 997 acknowledgment from the trading partner to whom it was sent. We recommend using this option.

The number in the Control # field identifies the last transaction. The system assigns the number if the document is outgoing, or picks up the number from the trading partner's document if the document is incoming. Change this number only if you are using a different EDI package with this trading partner and need to synchronize control numbers to continue an existing sequence.
Repeat steps 3 through 9 for each document type you exchange with the designated trading partner group.

Note: To delete a document type, position the cursor on the type and press Alt-Delete. You can delete the last outbound 810 or outbound 857 from a trading partner group profile only if the Invoice Fax Copies field on the Customer Printing/Pricing screen is not set to E for EDI.

If necessary, use the Delete Profile hot key to delete all EDI document information for the displayed group. The system prompts you to confirm the deletion.
Press Esc to save the document information and return to the EDI Trading Partner Profile screen.