EDI Control Maintenance

Menu Path: Electronic Data Interchange $Images\bluerarw.gif$ Module Setup $Images\bluerarw.gif$ EDI Control Maintenance

Purpose

Set up inbound and outbound EDI paths.
Set up EDI Transaction Management.

Overview

Use EDI Control Maintenance to set up default settings and folders for inbound and outbound EDI files. For more information, see Using EDI Gateway and/or Using EDI Transaction Management.

Setting Up Default Electronic Data Interchange Settings

To set up default settings for the Electronic Data Interchange module:

Click the Update button in the ribbon.
Select default settings.
Click the OK button in the ribbon. The module settings are updated.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the EDI Control Maintenance window.
Update	Click this button to update EDI options.
OK	Click this button to accept changes to EDI options. This button is only available after you click the Update button in the ribbon. When you click this button, the entered EDI folder paths are validated. If any invalid paths are found, the Question dialog box appears and asks you whether you want to correct the invalid folders. If you want to leave the invalid folders, click the No button. If you want to change the invalid folders and output the Directory Status Report that lists the folders, click the Yes button.
Cancel	Click this button to reject changes to EDI options. This button is only available after you click the Update button in the ribbon.

Gateway Tab Fields and Buttons

Field or Button	Description
Inbound Directory	Enter the default folder for importing batches of EDI orders, or click the Lookup button to navigate to and select the folder. This folder is entered by default in the Import Directory field in EDI Order Import.
Inbound History Directory	This field is slated for functionality in a future release.
Outbound Directory	Enter the default folder for exporting EDI form 856 and 810 data, or click the Lookup button to navigate to and select the folder. NOTE This folder is not used for ETM trading partners. Instead, the software uses the flat file export folder entered for the trading partner's network in Network Maintenance.
Output Filename Prefix	Enter a prefix that will be attached to each outbound document.
Log Directory & Filename	Enter the default folder path and file name of the EDI order and product activity log file that includes import status information, or click the Lookup button to navigate to and select the folder and file name. For information on importing EDI order data, see EDI Order Import. For information on importing EDI product activity data, see EDI Product Activity Import.
Import Error Archive Directory	Enter the default folder into which to save EDI order import data for orders with errors.
Import Success Archive Directory	Enter the default folder into which to save EDI order import data for orders that are successfully imported.
Email	Enter the default email address to which to send the log for imported batches of EDI order files, or click the Lookup button to select the email address. This email address is entered by default in the Email field in EDI Order Import.
Import Extension	Enter the default file extension for imported batches of EDI order files. This file extension is entered by default in the Import Extension field in EDI Order Import. Example txt
Allocate Inventory for Imported EDI Orders	Select this check box to allocate inventory when EDI orders are imported. Clear this check box if you want EDI orders to only be imported, and you want to allocate inventory only after orders are released from EDI hold. Note Even if this check box is selected, you must release imported orders from EDI hold before you can generate pick demands for the orders.
Require Complete Order Validation	Select this check box to only import EDI orders if there are no errors during the import process. If this check box is cleared, order import files can be partially imported with successfully imported order data saved to the folder entered in the Import Success Archive Directory field, and data for orders with errors saved to the folder entered in the Import Error Archive Directory field. Example An EDI order import file contains 600 orders. There are errors for 30 of the orders. If you select this check box, none of the orders are imported. If you clear this check box, 570 orders are imported and 30 are not imported. You can override this setting in EDI Order Import.

EDI Transaction Management Tab Fields and Buttons

Note This tab is only enabled if you have an EDI Transaction Management license. The system supports UNC path for ETM folders. For more information, refer to Apprise ETM Installation and Configuration Guide.

Field or Button	Description
Interchange ID	Enter the interchange ID.
Qualifier	Enter the qualifier.
Group ID	Enter the group ID.
Session ID	Enter a session ID for the next EDI processing session. Each time EDI files are sent, received, or processed, a session ID folder is created in the Store folder within the EDI system folder. If a folder already exists for the session ID entered in this field, the software increments the session ID to the next available number.
Default FA Wait Time (hrs)	Enter the default number of hours to wait for functional acknowledgments.
Default Partner Processing Mode	Select whether the processing is in Test or Production mode.
Auto Import Directory	Enter the default folder name and path on the application server for automatically imported files, or click the Lookup button to navigate to and select the folder.
Auto Import Batch Program	Enter the folder name and path on the application server and the file name of the automatic import batch program, or click the Lookup button to navigate to and select the program.
Log File Email Address	Enter an email address to which EDI Transaction Manager sends log files. You can enter an alias to a distribution list to send the log files to multiple recipients. You can also enter multiple email addresses with each address separated by a caret (^) character.
System Directory	Enter the EDI Transaction Management system folder name and path on the application server, or click the Lookup button to navigate to and select the folder.
Host Directory	Enter the EDI Transaction Management host folder name and path on the application server, or click the Lookup button to navigate to and select the folder.
Compliance Temp Directory	Enter the EDI Transaction Management compliance temporary folder name and path on the application server, or click the Lookup button to navigate to and select the folder.
Application Import Directory	Enter the application import folder name and path on the application server, or click the Lookup button to navigate to and select the folder.
ETM Store Directory	Enter the EDI Transaction Management store folder name and path on the application server, or click the Lookup button to navigate to and select the folder. This folder stores a separate folder for each session. Each time a send or receive session is performed one or two session ID’s are created. One is created if there are no transactions to send or receive, otherwise two session ID’s are created.
Network Store Folder Path	Enter the mapped network location of the EDI Transaction Management store folder, or click the Lookup button to navigate to and select the folder. This folder path is used when a user clicks the Store Folder button in the ribbon in EDI Task Management.
ETM Pre-com Directory	Enter the EDI Transaction Management pre-com folder name and path on the application server, or click the Lookup button to navigate to and select the folder.
ETM Maps Directory	Enter the folder name and path on the application server in which to store EDI maps for EDI Transaction Management, or click the Lookup button to navigate to and select the folder.
Scheduling Assistant Queue	Enter an active Scheduling Assistant queue for unattended EDI tasks, or click the Lookup button to select a Scheduling Assistant queue. If this field is blank, the Default queue is used. This queue is not used for all EDI processes. It is only used for EDI processes for which a queue cannot be selected by the user.
Auto Import Inbound Documents	Select this check box to automatically import inbound EDI documents.
Auto Create New Trading Partner	Select this check box to automatically create new trading partners when you receive EDI data for trading partners that you have not yet set up. These trading partners are created with a trade ID with a SYS prefix. You should update the trade ID and name for these trading partners in EDI Trading Partner Maintenance. Note If you receive EDI data with ISA05, ISA06, ISA07, ISA08, GS02, and GS03 values that match an existing trading partner, that trading partner is used, and no new trading partner is created.
Auto Create New Forms	Select this check box to automatically create new forms. This setting can be overridden for specific trading partners in EDI Trading Partner Maintenance.
Allow initial 997s for system generated trading partners	Select this check box to generate 997s for new trading partners that are automatically created (SYS trading partners that you have not yet set up).
Do not allow receiving EDI data older than X Days	Enter a number of days to indicate that EDI data that is older than that number of days should not be received. Files that are older than the specified number of days fail the EDI compliance check.

Print Options Tab Fields and Buttons

Note This tab is only used when outputting the Directory Status Report. This report lists invalid folders that you have set up in EDI Control Maintenance, and is output if you click the OK button in the ribbon, and then the Yes button.

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the report. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information.
Save Report File	Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Save Access Database File	Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Output File Type	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.
Output Directory	Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.
Output File Name	Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
Format Maintenance	Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.
Save As Type	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Subject	Enter a subject for the report email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the report title.
Report File Prefix	Enter a prefix for the report file name. This field is only available if you select the Email radio button.
Add Additional Comments	Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button.
Print Full Heading on All Pages	Select this check box to include the entire heading from the first page of the report on all pages of the report. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.
Print Title Line on All Pages	Select this check box to include the report title, page number, and printed date/time on all pages of the report. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.
Report Language 1	Enter the first language for the report, or click the Lookup button to select a language.
Report Language 2	Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report is printed in this language and the language entered in the Report Language 1 field.
Horizontal Shading	Select this check box to include horizontal shading on alternate lines of the report to make it easier to read report data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.
Collate	Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.
Horizontal Shading Color	Click the Lookup button to select the color of horizontal shading on the report. This Lookup button is only enabled if you select the Horizontal Shading check box.
Number of Copies	Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.
Process	These radio buttons are disabled in this window.
Task Occurs	These radio buttons are disabled in this window.
Time	These fields and radio buttons are disabled in this window.
Date	This field is disabled in this window.
Task Description	This field is disabled in this window.
Scheduling Assistant Queue	This field is disabled in this window.
External Email	This check box is disabled in this window.
Screen Alert	This check box is disabled in this window.
Internal Email	This check box is disabled in this window.
Report Files	This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns: Print - Select the check box in this column to output the report file. Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button. Report Description - This column displays the description of each report file. Report Filename - This column displays the .rpt file name for each report file. Report Name - This column displays the name of each report file.