After you have created an EDI trading partner profile for a customer or vendor, you can set up some EDI activities to be automatically triggered by events in the system using the following procedures:
You can set up the system to send order confirmations and shipment notifications to customers as EDI transactions.
From the Maintenance menu, select Customer to display the Customer Maintenance window.
In the Customer field, enter the name of the customer for whom to set up EDI activity triggers.
From the Additional menu, select Activity Trigger to display the Activity Trigger Maintenance window.
To trigger order confirmations for this customer to be sent by EDI, do the following:
In the Trigger Description field, select EDI Order Entry.
In the Activity Description field, select EDI Sales Document.
From the File menu, select Activity Properties and at the EDI Document Type prompt enter 856.
To trigger shipment notifications for this customer to be sent by EDI, do the following:
In the Trigger Description field, select Shipment Notification.
In the Activity Description field, select one of the following options:
EDI Adv Shipping Notification - Sends one 856 per shipped generation.
EDI Single Adv Shipping Not - Sends one 856 per ship-to address on the truck when a shipping manifest is closed. This option requires a customized mapper.
From the File menu, select Activity Properties and at the EDI Document Type prompt enter one of the following options:
856 - Advance Ship Notice.
857 - Shipment and Billing Notice.
810 - Invoice.
You can set up the system to send vendors purchase orders and remittance advice through EDI.
From the Maintenance menu, select Vendor to display the Vendor Maintenance window.
In the Vendor field, enter the name of the vendor for whom to set up EDI activity triggers.
From the Additional menu, select Activity Trigger to display the Activity Trigger Maintenance window.
To trigger a purchase order for this vendor to be sent by EDI, do the following:
In the Trigger Description field, select New Purchase Order.
In the Activity Description field, select EDI Purchasing Document.
From the File menu, select Activity Properties and at the EDI Document Type prompt enter 850.
To trigger a direct purchase order for this vendor to be sent by EDI, do the following:
In the Trigger Description field, select New Direct Order.
In the Activity Description field, select EDI Purchasing Document.
From the File menu, select Activity Properties and at the EDI Document Type prompt enter 850.
To trigger a remittance advice for this vendor to be sent by EDI, do the following:
In the Trigger Description field, select EFT Remittance Advice.
In the Activity Description field, select EDI doc for Remit Advice.
From the File menu, select Activity Properties and at the EDI Document Type prompt enter 820.
See Also:
EDI Setup Overview