EDI configurations

In this procedure you create 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. configurations. A configuration must consist of at least one channel with at least one linked behavior. A configuration can also consist of several different channels where each channel has one or several linked behaviors.

A configuration cannot consist of the same channel several times and the same channel cannot be linked to several different configurations.

Before you can start creating configurations, you must create channels and behaviors in the EDI channels and EDI behaviors procedures.

By using the button on the procedure's toolbar, you can reload data without having to close and restart the procedure. The purpose is to update if new channels or behaviors have been added since you opened the procedure.

A check is made to make sure that the channel added to a configuration is set as active in the EDI channels procedure. If you set the channel as active here, then a warning appears. In this case you cannot set the configuration as active.

Another check made here is to make sure the behaviors that are linked in the same channel configuration do not contain the same customer or supplier. Then a warning appears and the configuration cannot be set as active.

A check is also made to make sure the customer or supplier is not linked to the same transaction type (format) via another EDI configuration. If so, a warning appears . If you then try to set the EDI configuration as active, an error message is shown for the configuration as well as the conflicting configuration.

Until the EDI configuration is set as active, you cannot see or run the included active channels in the configuration in the EDI flow in the Manage EDI transactions procedure. If the active channels in the configuration are linked to a schedule, the EDI flow is run automatically according to schedule as soon as the configuration is set as active.