An EDI group profile identifies the customer or vendor records in your system associated with the group ID and the EDI documents your company exchanges with that group.
The following guidelines apply to linking customers and vendors to group IDs:
Any customer or vendor in the system can only link to one group ID.
Multiple customer accounts or vendor accounts can link to the same group ID.
Every EDI trading partner is assigned one or more group IDs. Typically, a trading partner has just one group, and the trading partner and group IDs are the same number. If a company has multiple divisions, there may be multiple group numbers associated with the trading partner ID. For example, a corporation may have separate lighting and wiring divisions, and each division is assigned its own group ID.
To create a group profile:
Display a trading partner profile on the EDI Trading Partner Profile Maintenance screen.
Note: If prompted, log on to the character-based system.
When you create a new trading partner profile, the system populates the Group ID column with the trading partner profile number.
To enter a new group ID, position the cursor on a blank line in the Group ID column and enter the ID.
Enter additional EDI document information, as needed.
When you finish entering document information, the system returns to the EDI Trading Partner Profile Maintenance screen. To the right of the Group ID field, Customer Name or Vendor Name displays, depending on the account you assign to the group.
Use the View hot key to toggle the customer or vendor field name, if necessary.
If the entity associated with this group ID is a customer, enter their name in the Customer Name field.
The system populates the remaining fields on this line as follows:
Field | Descriptions |
BT | Asterisk (*) identifies a bill-to customer. |
ST | Asterisk (*) identifies a ship-to customer. |
Customer Acct# | Customer account number. |
Note: To assign multiple customer accounts to the group ID, use the Multiple Bill-To Accounts hot key.
If the entity associated with this group ID is a vendor, enter their name in the Vendor Name field.
The system populates the remaining fields on this line as follows:
Field | Descriptions |
PT | Asterisk (*) identifies a pay-to vendor. |
SF | Asterisk (*) identifies a ship-from vendor. |
Vendor Acct# | Vendor account number. |
Note: To assign multiple vendor accounts to the group ID, use the Multiple Ship-From Accounts hot key.
For each group profile, enter additional information, as needed, in the following group profile information tables:
Receive Code - Codes used by all inbound 850 mappers, which direct documents coming into this group to the proper bill-to and ship-to accounts.
Send Code - Codes used by a customized mapper, which identify outgoing documents from this group with specific pay-to or ship-from account.
User Defined - Additional information used by custom mappers at the group level.
Change the group profile global defaults, if needed.
Press Esc to save the updated group profile and return to the Trading Partner Profile Maintenance screen.
See Also: