Now that your company has made the decision to use EDI, you need to set up your system for handling EDI transactions. This includes initiating the EDI process, and entering company, customer, and vendor EDI information into the system.
Before your system can send and receive EDI transactions, you must initiate the EDI process by subscribing to a value added network (VAN).
After subscribing to a VAN, FTP, or HTTP data transfer method, use the following programs on the EDI Maintenance menu to set up your company to use EDI:
EDI Setup Maintenance - Displays a centralized screen from which to view and edit the internal settings of your EDI parameters.
EDI Network Call Scheduling - Enables you to do the following:
Set up and change the network configuration.
Schedule network calls to your VAN, FTP, or HTTP partner to access your mailbox.
Make a direct network call to your VAN, FTP, or HTTP partner to access your mailbox.
your company is set up for EDI, you need to set up customers and vendors as EDI trading partners using the following program:
EDI Trading Partner Maintenance - Provides profile data screens used to set up trading partner information.
After the trading partner profile is defined, you can set up the following additional EDI functions:
Customer EDI Invoicing - Sets up customers to be invoiced through EDI.
Vendor EDI Transmission - Sets up Eclipse to transmit documents to the vendor through EDI.
Customer and Vendor Activity Triggers - Sets up customers to receive order confirmations and shipment notifications and vendors to receive purchase orders and remittance advice through EDI.
Vendor-Managed Inventory - Sets up vendors to manage your inventory by EDI.
From open orders, you can also:
Handle EDI Custom Data - View custom EDI information on incoming sales orders or enter custom EDI information on outgoing purchase orders.
See Also:
Electronic Data Interchange (EDI) Overview