Modules:EDI Integration/User Guide
This EDI Integration module will allow us to communicate to an EDI provider. To do so, a few configurations need to be done. In the following chapter we will go through the main steps to configure our EDI integration.
- EDI Configuration
- Organization configuration
- Business partners configuration
- Document types configuration
- Packaging configuration
- Process configuration
First we need to set up our EDI configuration. To do so, we go to the “EDI Configuration” screen. We need to create as many EDI configurations as clients/providers we will use it with.
Capture 1 - EDI Configuration
In the upper part of the screen we will indicate the information to connect to the EDI platform. I t is important to put in the “Organization” field the organisation that we will use to connect with the EDI provider. In the next point (Organization configuration) we will explain how to configure this organization. At the [Actions] tab will inform the documents we will share through EDI. In the case above, we will share Goods Shipments, Sales Invoices and Sales Orders. The [Organization Mapping] tab is used to inform if we will use different organizations to connect trhough EDI to different clients/vendors. Finaly, we can create alerts in the [Mail Alerts] tab.
To set up the EDI Integration, we need to configure the organization or organizations that will be integrated with EDI. In this example, we will configure one organization. When we open an organization in the form view, we can see a section named “EDI”. It is there where we will configure the EDI information we need.
Capture 2 - Organization Configuration
Business Partner Configuration
Some configurations need to be done on the “Business Partner” level. At the “Business Partner” screen, we select the business partner which will be using EDI and we fill the “EDI” section with all the information we need. Is in this section where we can configure if we want to enable Order, Statistics, Shipments or Invoices Exportations.
Capture 3 - Business Partner Configuration
It is important to fill the EDI section in the [Location/Address] tab.
Document Types Configuration
Once we are done with the Organization and Business Partner Configurations, we can move on to create the document types we will be using for Orders, Shipments and Invoices Integrated through EDI. To do so, we will go to the “Document Type” screen. We will create one document type for each one of the documents we want to integrate with EDI:
- Sales Order
While creating de document type we will configure the EDI information in the EDI section.
Capture 4 - Document Types Configuration
Note: It is important to create de document types within the organisation configured to be integrated to EDI.
It is important to fill the S.S.C.C. (Serial Shipping Container Code) to keep track of the packages and to be able to access to all the information of what that package contains. This can be found at the [Box] tab at the “Packing” screen.
Capture 5 - Packing Configuration
Process Request Configuration
Finally, we need to configure the processes, at “Process Request” screen, that will connect to the FTP, SFTP or Webservice and upload/download documents. To do so, it is important to create them with the same organisation that has been configured to be integrated to EDI.
Capture 6 - Process Request Configuration
We will need one process request for each document type.
The standard module is set up to integrate with EDICOM but there are modules to integrate with other EDI providers such as CARVAJAL or SERES.