EDI behaviors

In this procedure you create different EDI EDI is the acronym of Electronic Data Interchange. EDI is about exchanging electronic business documents with your business partners, e.g. customers and suppliers. The EDI concept can be wide and a bit unclear, and can many times be used about all types of documents which are sent electronically, even if it might be PDF files sent via e-mail or publishing business documents on a website. What we refer to as EDI – and what is traditionally meant by EDI – is structured business documents following given standards, electronically sent or received and which are compiled and interpreted automatically and that is integrated with the customer's/supplier's ERP system. behaviors for the modules Sales and Purchase in Monitor ERP.

In a simplified way, you can say that EDI channels indicate where and when files should be imported/imported while EDI behaviors indicate how import and export transactions should be handled in relation to the business process.

Each EDI behavior is linked to a module in Monitor ERP. The module determines the rules and settings included in the behavior.

A behavior for Sales contains rules for the search order of customer identity and part identity. It also contains rules for import of orders. You link one or several customers to the behavior.

A behavior for Purchase contains rules for the search order of supplier identity and part identity. It also contains rules for import of order confirmations. You link one or several suppliers to the behavior.

EDI behaviors (how) are combined with EDI channels (where and when), and thereby form EDI configurations. These are created in the EDI channelsprocedure and EDI configurations procedure.

In the toolbar of the procedure there is a button that is used to reload data which can be useful.