Set up EDI parameters to govern the operation View and edit the following parameters:
From the System > System Programming > EDI > EDI Maintenance menu, select EDI Setup Maintenance to display the EDI Setup Maintenance screen.
Note: If prompted, log on to the character-based system.
The following fields display EDI default parameters:
|
Field |
Description |
|
Default EDI A/P Batch |
Default A/P batch ID to be used any time an invoice is received via EDI, as determined by the Default EDI A/P Batch control maintenance record. You can leave this parameter blank. |
|
Default EDI Sales Source |
Default sales source for EDI sales, as determined by the Default EDI Sales Source control maintenance record. You can leave this parameter blank. |
|
Default Print Status To "E" For |
Default print status for purchase orders to EDI vendors, as determined by the Default Print Status To "E" For All EDI Vendors control maintenance record. |
|
EDI Default Product If Not Found |
Default EDI product for the product-not-found situation, as determined by the EDI Default Product If Not Found control maintenance record. This parameter is required. |
|
Include Default Shipping Instruc |
Indicates whether to include default shipping instructions on incoming EDI orders, as determined by the Include Default Shipping Instructions On EDI Orders control maintenance record. You can leave this parameter blank. |
Use the Defaults hot key to display a list of the EDI default control maintenance records.
Select the control maintenance record to change.
At the prompt, enter the new value.
Press Esc three times to save the information and return to the EDI Setup Maintenance screen.
From the System > System Programming > EDI > EDI Maintenance menu, select EDI Setup Maintenance to display the EDI Setup Maintenance screen.
Note: If prompted, log on to the character-based system.
The following fields display EDI archive parameters:
|
Field |
Description |
|
Archive EDI Inbound Documents After (Days) |
Number of days after which the EDI inbound documents are archived, as determined by the Archive EDI Inbound Documents After (Days) control maintenance record. |
|
Archive EDI Inbound Envelopes After (Days) |
Number of days after which the EDI inbound envelopes are archived, as determined by the Archive EDI Inbound Documents After (Days) control maintenance record. |
|
Archive EDI Outbound Envelopes After (Days) |
Number of days after which the EDI outbound envelopes are archived, as determined by the Archive EDI Inbound Documents After (Days) control maintenance record. |
|
Archive EDI Review Queue Documents After (Days) |
Number of days after which the EDI review queue documents are archived, as determined by the Archive EDI Inbound Documents After (Days) control maintenance record. |
Use the Archives hot key to display a list of the EDI archive control maintenance records.
Select the control maintenance record to change.
At the prompt, enter the new value.
Press Esc three times to save the information and return to the EDI Setup Maintenance screen.
From the System > System Programming > EDI > EDI Maintenance menu, select EDI Setup Maintenance to display the EDI Setup Maintenance screen.
Note: If prompted, log on to the character-based system.
To change the IDs displayed in the EDI.ADM Msg Grp column, do the following:
Use the Message Group hot key to display the Message Group Maintenance screen.
Change the IDs assigned to the EDI.ADM message group, as needed.
Press Esc to update the message group and return to the EDI Setup Maintenance screen.
Note: This is the only message group that can use a period. Do not assign this message group to trackers. The system sends important EDI information, such as error messages, to these users.
To change the interchange information assigned to a branch in the EDI Outgoing IDs column, do the following:
Use the Outgoing IDs hot key to display the EDI Outgoing ID control maintenance record.
Edit the record.
Press Esc to update the record and return to the EDI Setup Maintenance screen.
You must assign an outgoing ID to each branch that uses EDI. You and your VAN determine the outgoing ID for each branch.
To change a branch listed in the A/P branches column, do the following:
Use the A/P Brs hot key to display the Assign EDI Invoices To A/P Branch control maintenance record.
Edit the record.
Press Esc to update the record and return to the EDI Setup Maintenance screen.
The A/P Brs field displays the A/P branch where the system creates a payable record when the designated branch receives an EDI 810 invoice.
Press Esc to exit the screen and return to the EDI menu.
See Also: