EDI Setup (Demand Side)

  1. Use the Demand EDI Parameters - Interface Setup form to set up your logical folders for locating translator downloaded files.

    This logical folder information is for all EDI trading partners.

  2. Specify this information:
    • Trading Partner code
    • EDI and Ack prefixes
    • Inbound archive and data logical folders and filename
    • Outbound archive and data logical folders and filename
    • Log file logical folder
  3. Each customer may handle EDI data differently. To set up how each customer trading partner's specific data is handled, use the EDI Customer Profiles form.

    Specify this information for each customer:

    • Customer number, Ship To address, Trading Partner code, and Duns number
    • How to handle planned releases
    • Whether to generate and print invoices, ship notices, and acknowledgments
    • Whether to automatically post inbound or outbound transactions
    • How notes are processed.
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