EDI Trading Partner Maintenance

Exit

Click this button to close the EDI Trading Partner Maintenance window.

New

Click this button to create a new EDI trading partner.

Update

Click this button to update the selected EDI trading partner.

Delete

Click this button to delete the selected EDI trading partner.

OK

Click this button to accept an action. This button is only available after you click the New, Update or Delete button in the ribbon.

Cancel

Click this button to cancel an action. This button is only available after you click the New, Update or Delete button in the ribbon.

First

Click this button to display the first EDI trading partner.

Prev

Click this button to display the previous EDI trading partner.

Next

Click this button to display the next EDI trading partner.

Last

Click this button to display the last EDI trading partner.

Form Options

If the 754 form is selected in the Selected Forms grid on the Forms tab, click this button to display Routing Instructions Options, which allows you to set up routing instruction options for the trading partner.

If an invoice form (810, 880, 894, INVOIC, etc.) is selected in the Selected Forms grid on the Forms tab, click this button to display EDI Invoice Options, which allows you to set up EDI invoice options for the trading partner.

If the 846 or INVRPT form is selected in the Selected Forms grid on the Forms tab, click this button to display EDI Inventory Advice Options, which allows you to set up EDI inventory inquiry/advice options for the trading partner.

If the 850, 875 or ORDERS form is selected in the Selected Forms grid on the Forms tab, click this button to display Purchase Order Options, which allows you to set up EDI purchase order options for the trading partner.

If the 855 or ORDRSP form is selected in the Selected Forms grid on the Forms tab, click this button to display Order Acknowledgment Options, which allows you to set up order acknowledgment options for the trading partner.

If an outbound 856 or DESADV form is selected in the Selected Forms grid on the Forms tab, click this button to display Advanced Ship Notice Options, which allows you to set up ASN options for the trading partner.

If the 870 or OSTRPT form is selected in the Selected Forms grid on the Forms tab, click this button to display Form Options, which allows you to set up order status report options for the trading partner.

If the 944, 945, or DESADV-IN form is selected in the Selected Forms grid on the Forms tab, click this button to display Warehouse Advice Options, which allows you to set up warehouse shipping advice form options for the trading partner.

This button is only available if you click the Forms tab, and only enabled if you select the 846, 855, 870, 945, INVRPT, ORDRSP, OSTRPT, or DESADV-IN form in the Selected Forms grid.

Users To Notify

Click this button to display Users to Notify, which allows you to send custom reports to the selected users. This button is only available if the ETM Forms tab is displayed, and is only enabled when you select, create, or update an EDI inbound form record.

Trade ID

Enter the trading partner's unique trade ID, or click the Lookup button to select a trade ID. This code defines the link between the partner and the outside world to a customer or supplier defined in the software.

Note This is used to match with the partner’s EDI Code in Sterling Partner Definition (if using Sterling Commerce).

If the trading partner was automatically generated, the trade ID is prefixed with SYS. You should enter the trading partner's actual trade ID and name.

Trade ID Name

Enter the trade ID name, or click the Lookup button to select a trade ID name.

eBridge Connection

Click the Lookup button to select Amazon (Amazon Seller Central), or Shopify to create an ETM trading partner. To create an EDI gateway trading partner, select blank.

This field is only enabled if you have licensed ETM Lite (eBridge). With this license, you can only set up ETM trading partners for the available eBridge connectors.

Shipping Location

Enter a shipping location prefix or name for the trading partner, or click the Lookup buttons to select a shipping location prefix or name. These are used as the default for the trading partner’s orders. For more information on shipping locations, see Sales Location / Shipping Location.

Sales Location

Enter a sales location prefix or name for the trading partner, or click the Lookup buttons to select a sales location prefix or name. These are used as the default for the trading partner’s orders. For more information on sales locations, see Sales Location / Shipping Location.

Consignment Location

Enter a location prefix or name for the location to which received customer consignment orders are transferred, or click the Lookup button to select the location prefix or name. For more information, see Consignment Order Process Flow.

Shipper

Enter the default shipper for the trade ID, or click the Lookup button to select a shipper.

Order Class

Enter the default order class for the trade ID, or click the Lookup button to select an order class.

Consignment Order Class

Enter the default consignment order class used when a customer consignment order is received, or click the Lookup button to select the default consignment order class. For more information, see Consignment Order Process Flow.

Department Number

Enter a department number for the EDI partner. This information is generally passed from the inbound data to outbound documents. Some vendors prefer to see this information when the document is sent back (via 856 and 810).

Internal Vendor Number

Enter the internal vendor number for the EDI partner. This information is generally passed from the inbound data to outbound documents. Some vendors prefer to see this information when the document is sent back (via 856 and 810).

Import Comment As

Select whether comments are converted to notes or remarks during EDI import.

Pallet Label Format

Enter the name of the label template to use on pallets for this EDI partner.

Shipping Label Format

Enter the shipping label format to use for this EDI partner.

Application ID

Enter the application ID for the EDI partner. This information is generally passed from the inbound data to outbound documents. Some vendors prefer to see this information when the document is sent back (via 856 and 810).

Network

This field is disabled in this window. For existing ETM trading partners, this field displays the network ID entered in the Network ID field on the ETM Partner tab.

Sale Type

Enter the default sale type for the trading partner's orders (sometimes used for analytical reporting purposes), or click the Lookup button to select the sales type. This sale type is used as a default for imported EDI orders if the imported file does not indicate a sale type. This sale type is also used as a default for manually entered orders if no default sale type is set up for the user entering the order. For information on setting up sales types, see Sales Type Maintenance.

Log File Email Address

Enter an email address of a person who should receive log file errors from EDI processing. Errors are also emailed to members of the customer service team assigned to the trading partner and to the email address entered in EDI Control Maintenance.

Order Import Price Includes VAT

Select whether prices for imported orders include VAT for the trading partner. This setting is used as a default for importing sales orders, but can be overridden in the import file or for the customer.

EDI Invoice Unit Price Includes VAT

Select whether unit prices for exported EDI invoices include VAT for the trading partner.

Customer Service Team

Enter the customer service team assigned to the EDI trading partner, or click the Lookup button to select a customer service team. Members of the assigned customer service team will receive log file errors from EDI processing. Errors are also emailed to the email address entered in the Log File Email Address field and to the email address entered in EDI Control Maintenance.

For information on setting up customer service teams, see Customer Service Team Maintenance.

Default Required Date

Select one of the following values for calculating required dates for the trading partner:

• Customer Service Control Based - Select whether to enter a default required date for the trading partner during order entry based on the Default Required Date option in Customer Service Control Maintenance.

• No - Do not automatically enter a default required date for the trading partner during order entry.

• Yes - Automatically enter a default required date for the trading partner during order entry. If this option is selected, the required date is calculated based on the value in the Days from Order Date field.

This defaults to Customer Service Control Based.

Days From Order Date

Enter a number of business days past the current date to use to calculate a default required date for the trading partner's sales orders. The required date can still be manually changed for orders. This field is only enabled if you select Yes for the Default Required Date field.

Note The required date will not use this default if the shipper selected for an order is a fleet delivery shipper with a defined route/stop for the customer.

Pack List Form Option

Select one of the following options to generate pack list:

• Crystal - Select this option button to generate the pack list form using Crystal reports (.rpt file). This option button is selected by default.

• URL - Select this option button to generate the pack list form that is stored in a URL.

Time Zone

Click the Lookup button and select the time zone of the trading partner. If the time zones of the trading partner differs from that of the location, the system converts the date and time of the trading partner to that of the location while importing the EDI Order Date and Time using the Purchase Order Form.

Use Supplier Product Table

Select this check box if the product numbers used on the inbound and outbound maps are supplier product codes. If this check box is selected, you must enter supplier product codes in Supplier Product Maintenance. If you want to use your company's product codes, clear this check box.

Note If you select this check box, the Use Customer Product Table and Use Product UPC/GTIN Codes check boxes are automatically cleared. You can only select one of these product code cross-reference methods.

Use Customer Product Table

Select this check box if the product numbers used on the inbound and outbound maps are customer product codes. If this check box is selected, you must enter customer product codes in Customer Product Maintenance. If you want to use your company's product codes, clear this check box.

Note If you select this check box, the Use Supplier Product Table and Use Product UPC/GTIN Codes check boxes are automatically cleared. You can only select one of these product code cross-reference methods.

Use Product UPC/GTIN Codes

Select this check box if the product numbers used on the inbound and outbound maps are product UPC or GTIN codes. If you select this check box, all UPCs for products must be unique.

Note If you select this check box, the Use Supplier Product Table and Use Customer Product Table check boxes are automatically cleared. You can only select one of these product code cross-reference methods.

Override Product Description

Select this check box if the description from the inbound EDI transmission will override the Apprise product name.

NOTE If the product description is blank in an import file, it will not override the Apprise product name even if this check box is selected.

Override Customer Terms

Select this check box if you want the payment terms on inbound EDI orders to override the customer's default terms. If this check box is cleared, the customer’s default terms override the terms from the inbound EDI order. You may need to establish a cross-reference to the partner’s terms on the Cross Reference tab.

Import a Blank Shipper

Select this check box to allow a blank shipper on inbound EDI orders. If this check box is cleared, a shipper is required. The software uses the following hierarchy to determine the shipper:

• Inbound EDI order

• Customer ship-to address

• Customer

• Customer Service Control Maintenance

• EDI trading partner

Note The shipper ID is validated during EDI order imports even if this check box is selected.

Import a Blank UM

Select this check box if you want to ignore the product unit of measure in EDI order import files received from the trading partner, and instead use the default selling unit of measure for the ordered products. You should select this check box if the trading partner always sends EDI order files with invalid units of measure to avoid errors.

Import Duplicate PO Number

Select this check box to allow duplicate purchase order numbers when importing orders for the trading partner in Order Import or EDI Order Import.

Note If this check box is selected for an order class, customer, or trading partner, duplicate purchase order numbers are allowed.

Price Discrepancy Option

Select one of the following options to determine what occurs if the price on an inbound EDI order is different from the price calculated for the price matrix.

• Use Matrix Price - Use the price from the price matrix instead of the imported price.

• Use Imported Price - Use the imported price instead of the price from the price matrix.

NOTE If this option is selected, and a blank price is imported, the price matrix price is used.

• Use Higher Price - Compare the price from the price matrix and the imported price, and use the higher price.

• Fatal Error - Prevent the order from importing.

Price Warning Option

Select one of the following options to determine if a price warning is generated when the price calculated for a price matrix is different from the price on an inbound EDI order:

• Always - Generate a price warning if the price matrix price is higher or lower than the inbound EDI order price by a percentage equal to or greater than the percentage entered in the Price Warning Threshold % field.

• Never - Never generate a price warning if the prices are different.

• Higher Matrix Price - Generate a price warning if the price matrix price is higher than the inbound EDI order price by a percentage equal to or greater than the percentage entered in the Price Warning Threshold % field.

• Lower Matrix Price - Generate a price warning if the price matrix price is lower than the inbound EDI order price by a percentage equal to or greater than the percentage entered in the Price Warning Threshold % field.

Note These radio buttons are disabled if the Fatal Error radio button is selected in the Price Discrepancy Option radio set.

Price Warning Threshold %

Enter the percentage difference between the price on an inbound EDI order and the price matrix that will generate a price warning (based on the selected price warning option). The percentage is calculated as the matrix price being X percentage different from the import price, where X is the value entered in this field.

Example If you enter 25 in this field and the Always radio button is selected, a price warning is always generated if the matrix price is 25% greater than or less than the import price. If the import price is 8 and the matrix price is 10, a price warning is generated because 10 is 25% greater than 8. However, if the import price is 12 and the matrix price is 10, a price warning is not generated because 10 is 20% less than 12.

Note This field is disabled if the Never radio button is selected in the Price Warning Option radio set.  

EDI Hold/Review Option

Select one of the following options to determine what occurs for inbound EDI orders:

• All Orders - Place all incoming orders for the trading partner on EDI hold.

• Order with Warnings - Place incoming orders for the trading partner with warning messages on EDI hold.

• No Orders - Do not place orders on EDI hold for the trading partner.

Skip Tax Calculation

Select this check box to not calculate any tax (internal tax and AvaTax) on orders or invoices for the customers associated with the trading partner.

ETM Partner

Select this check box if the trading partner is an ETM trade partner. If you select this check box, the ETM Partner and ETM Forms tabs are enabled. This check box is only enabled if you have an ETM license.

Consolidate Drop Ship Orders

Select this check box to consolidate drop-ship purchase orders by distribution center for the trading partner. If you select this check box, the check box is selected in the Consolidate column for the trading partner's orders in the grid on the Results tab in Drop Ship and Special Order Create.

Create SDQ Records for EDI Purchase Orders

Select this check box to include SDQ records for EDI purchase orders for the trading partner.

Allow blank or invalid SCAC code

Select this check box to allow a blank or invalid Standard Carrier Alpha Code (SCAC) for the trading partner. If this check box is cleared, the SCAC is validated during bill of lading completion to prevent compliance errors for 856s and 810s.

Name

Enter a return address name for the trading partner.

Company

Enter a return address company name for the trading partner.

Address 1

Enter the first line of the return address for the trading partner.

Address 2

Enter the second line of the return address for the trading partner.

Address 3

Enter the third line of the return address for the trading partner.

City

Enter the city of the return address for the trading partner, or click the Lookup button to select the city.

State/Province

Enter the state or province of the return address for the trading partner, or click the Lookup button to select the state or province.

Postal Code

Enter the postal code of the return address for the trading partner, or click the Lookup button to select the postal code.

Country

Enter the country of the return address for the trading partner, or click the Lookup button to select the country.

Phone

Enter the phone number associated with the return address for the trading partner.

Related Customers

This grid displays customers associated with the selected trading partner. Double-click a customer to display Customer Maintenance, which allows you to view and modify detailed information for the customer.  If you are not authorized to use Customer Maintenance, Customer Inquiry appears instead, and allows you to view detailed information for the customer.

Related Suppliers

This grid displays suppliers associated with the selected trading partner.

Double-click a supplier to display Supplier Maintenance, which allows you to view and modify detailed information for the supplier. If you are not authorized to use Supplier Maintenance, Supplier Inquiry appears instead, and allows you to view detailed information for the supplier.

Available Forms

This grid displays all EDI forms that are not selected for the trade ID. For more information on EDI forms, see EDI Forms.

NOTE If the ETM Partner check box is cleared for the trading partner on the Main tab, only EDI Gateway supported forms are available in this grid. If the ETM Partner check box is selected for the trading partner, the available forms in this grid are based on the standard entered on the ETM Partner tab.

Click this button to add the selected form in the Available Forms grid to the Selected Forms grid.

Note If you add an outbound form to an existing trading partner, you should process all unprocessed transactions for the trading partner to clear out all the old transactions.

Click this button to add all EDI forms in the Available Forms grid to the Selected Forms grid.

Click this button to remove the selected EDI form from the Selected Forms grid.

Click this button to remove all EDI forms from the Selected Forms grid.

Selected Forms

This grid displays all EDI forms used for the trading partner. This grid includes the following columns:

• Type - This column displays the EDI form type to identify a form such as 850, which represents EDI purchase orders.

• Description - This column displays a description of each form type.

• Outbound Trade ID - Enter an outbound trade ID for each form to indicate a customer’s ship-to address the third-party EDI software will use for sending (856) and receiving (810). Each customer’s ship-to record contains a sequence number that keeps track of ship-to addresses. For the software to determine where outbound documents will be sent, it needs to link the trade ID to a customer’s ship-to sequence number.

Example Trade ID = 123 for Customer A. The customer’s ship-to record contains sequence numbers 001, 002,and 003 to suggest there are three different ship-to addresses for this customer. If you enter an outbound trade ID of 123-001, you are indicating that the software should use the first ship-to address.

• Outbound Origin Filter - Select the check box in this column to filter out non-EDI data (e.g., you do not want to send an ASN for a manually entered order). This applies only to outbound documents.

Note This setting does not apply to 940's.

• Auto Import - Select the check box in this column for forms you want to automatically import.

Xref Type

Click the Lookup button to select the cross-reference type that you will associate with the EDI partner’s code for the following codes:

• Cancelled reason

• FOB

• Freight term

• Order Entry additional charge

• Order class

• Payment term

• Return code

• Sales location

• Shipper

• Shipping location

• Tax code

• Unit of measure

Partner Code

Enter the EDI partner’s code that is equal to the internal code.

Valid Outbound

Select this check box to allow the selected cross-reference to be used for all outbound EDI transactions.

Example You create a cross-reference that is not associated with a specific form, and select this check box so you can use it for all outbound transactions, such as 753, 810, and 856 transactions.

Form Type

Enter the EDI form (e.g., 850), or click the Lookup button to select an EDI form.

Apprise Code

Enter the internal code that is equal to the partner code, or click the Lookup button to select the internal code.

Add

Click this button to add a cross-reference pair to the Related Cross References grid.

Delete

Click this button to delete the selected cross-reference pair in the Related Cross References grid.

Related Cross References

This grid displays cross-reference information for the selected trading partner. If you want to edit a cross-reference, double-click it, and the data for the cross-reference appears in the fields above the grid. Then, after updating the cross-reference, click the Add button to update the cross-reference in the grid.

New

Click this button to display EDI Distribution Center Maintenance, which allows you to create distribution centers for the selected trading partner.

Related Distribution Centers

This grid displays distribution center information for the selected trading partner.

TP Interchange ID

Enter the trading partner's interchange ID. This field is automatically changed to the value entered in the Interchange Receiver ID (ISA08) field on the ETM Partner Outbound Options tab.

Company Interchange ID

Enter the company's interchange ID. This field is automatically changed to the value entered in the Interchange Sender ID (ISA06) field on the ETM Partner Outbound Options tab.

Standard

Enter the EDI standard to use for the trading partner, or click the Lookup button to select a standard.

Element Separator

Enter an element separator.

TP Group ID

Enter the trading partner's group ID. This identifies the trading partner. This field is automatically changed to the value entered in the Group Receiver Code (GS03) field on the ETM Partner Outbound Options tab.

Company Group ID

Enter the company's group ID. This field is automatically changed to the value entered in the Group Sender ID (GS02) field on the ETM Partner Outbound Options tab.

Organization

Enter the organization.

Sub-Element Separator

Enter a sub-element separator.

Segment Terminator

Enter a segment terminator.

Network ID

Enter a network ID, or click the Lookup button to select a network ID. For information on setting up networks, see Network Maintenance.

Auto Create New Forms

Select this check box to automatically create new forms for the trading partner. This check box is cleared by default.

Check Sequential Control Numbers

Select this check box if the trading partner uses sequential control numbers for inbound documents, and you want the system to verify that no control numbers were skipped and report any skipped control numbers in EDI Exception Report. This check box is cleared by default.

Wait Time (hours)

Enter the functional acknowledgment wait time in hours. This defaults to 24 hours.

Level

Select whether the functional acknowledgment level is summary or group.

Interchange Send Control Number

Enter the interchange send control number.

Interchange Checking

Enter one of the following interchange checking characters:

• I - Incremental

• S - Sequential

• D - Disabled

Interchange Format

This field displays one of the following interchange format characters:

• S - Sequential

• L - Looping

• U - Ucs

Interchange Level

This field displays one of the following interchange level characters:

• P - Partner

• T- Transaction

Interchange Receive Control Number

Enter the interchange receive control number.

Group Send Control Number

Enter the group send control number.

Group Checking

Enter one of the following group checking characters:

• I - Incremental

• S - Sequential

• D - Disabled

Group Format

This field displays one of the following group format characters:

• S - Sequential

• L - Looping

• U - Ucs

Group Level

This field displays one of the following group level characters:

• P - Partner

• T- Transaction

Group Receive Control Number

Enter the group receive control number.

Transaction Send Control Number

Enter the transaction send control number.

Transaction Checking

Enter one of the following transaction checking characters:

• I - Incremental

• S - Sequential

• D - Disabled

Transaction Format

Enter one of the following transaction format characters:

• S - Sequential

• L - Looping

• U - Ucs

Transaction Level

Enter one of the following transaction level characters:

• P - Partner

• T- Transaction

Transaction Receive Control Number

Enter the transaction receive control number.

Authorization Qualifier (ISA01)

Enter the outbound ISA authorization qualifier. This field is only available if the trading partner uses the X12 or UCS standard.

Authorization Information (ISA02)

Enter the outbound ISA authorization information. This field is only available if the trading partner uses the X12 or UCS standard.

Security Qualifier (ISA03)

Enter the outbound ISA security qualifier. This field is only available if the trading partner uses the X12 or UCS standard.

Security Information (ISA04)

Enter the outbound ISA security information. This field is only available if the trading partner uses the X12 or UCS standard.

Sender ID Qualifier (ISA05)

Enter the outbound ISA sender ID qualifier. This field is only available if the trading partner uses the X12 or UCS standard.

Interchange Sender ID (ISA06)

Enter the outbound ISA interchange sender ID. This field is the same as the company interchange ID entered in the Company Interchange ID field on the ETM Partner tab. This field is only available if the trading partner uses the X12 or UCS standard, and is only enabled if EDI data has not been sent to the trading partner.

Interchange Receiver Qualifier (ISA07)

Enter the outbound ISA interchange receiver qualifier. This field is only available if the trading partner uses the X12 or UCS standard.

Interchange Receiver ID (ISA08)

Enter the outbound ISA interchange receiver ID. This field is the same as the trading partner interchange ID entered in the TP Interchange ID field on the ETM Partner tab. This field is only available if the trading partner uses the X12 or UCS standard, and is only enabled if EDI data has not been sent to the trading partner.

Interchange Date (ISA09)

Enter the outbound ISA interchange date. This field is only available if the trading partner uses the X12 or UCS standard, and is only enabled if EDI data has not been sent to the trading partner.

Interchange Time (ISA10)

Enter the outbound ISA interchange time. This field is only available if the trading partner uses the X12 or UCS standard, and is only enabled if EDI data has not been sent to the trading partner.

Interchange Standards ID (ISA11)

Enter the outbound ISA interchange standards ID. This field is only available if the trading partner uses the X12 or UCS standard.

Interchange Version ID (ISA12)

Enter the outbound ISA interchange version ID. This field is only available if the trading partner uses the X12 or UCS standard, and is only enabled if EDI data has not been sent to the trading partner.

Interchange Control Number (ISA13)

This field displays the outbound ISA interchange control number. This field is only available if the trading partner uses the X12 or UCS standard.

Acknowledgment Requested (ISA14)

Enter the outbound ISA acknowledgment requested. This field is only available if the trading partner uses the X12 or UCS standard.

Test Indicator (ISA15)

Enter the outbound ISA test indicator. This field is only available if the trading partner uses the X12 or UCS standard, and is only enabled if EDI data has not been sent to the trading partner.

Sub-Element Separator (ISA16)

This field displays the outbound ISA sub-element separator. This field is only available if the trading partner uses the X12 or UCS standard.

Functional ID (GS01)

Enter the outbound GS functional ID. This field is only available if the trading partner uses the X12 or UCS standard, and is only enabled if EDI data has not been sent to the trading partner.

Group Sender ID (GS02)

Enter the outbound GS group sender ID. This field is the same as the company group ID entered in the Company Group ID field on the ETM Partner tab. This field is only available if the trading partner uses the X12 or UCS standard, and is only enabled if EDI data has not been sent to the trading partner.

Group Receiver Code (GS03)

Enter the outbound GS group receiver code. This field is the same as the trading partner group ID entered in the TP Group ID field. This field is only available if the trading partner uses the X12 or UCS standard, and is only enabled if EDI data has not been sent to the trading partner.

Group Date (GS04)

Enter the outbound GS group date. This field is only available if the trading partner uses the X12 or UCS standard, and is only enabled if EDI data has not been sent to the trading partner.

Group Time (GS05)

Enter the outbound GS group time. This field is only available if the trading partner uses the X12 or UCS standard, and is only enabled if EDI data has not been sent to the trading partner.

Group Control Number (GS06)

This field displays the outbound GS group control number. This defaults to the group send control number entered on the ETM Partner tab. This field is only available if the trading partner uses the X12 or UCS standard.

Responsible Agency Code (GS07)

Enter the outbound GS agency code. This field is only available if the trading partner uses the X12 or UCS standard.

Group Version (GS08)

Enter the outbound GS group version. This field is only available if the trading partner uses the X12 or UCS standard, and is only enabled if EDI data has not been sent to the trading partner.

Envelope Structure

Select one of the following envelope structures for the trading partner:

• By Trading Partner - All form types are included in one interchange for one trading partner. If you process 10 invoices and 10 ASN's for the same trading partner, you will have one interchange.

• By Trading Partner/Form Type - Each trading partner and form type has its own interchange. If you process 10 invoices and 10 ASN's for the same trading partner, you will have two interchanges.

• By Trading Partner/Form Type/Sequence - Each transaction will be its own interchange. If you process 10 invoices and 10 ASN's for the same trading partner, you will have 20 interchanges.

One file per Envelope

Select this check box to generate a separate file for the trading partner for each envelope, based on the envelope structure selected for the Envelope Structure radio set. The file name of each file is based on the envelope structure (with the session ID). This check box is cleared by default.

Syntax Identifier (s001-0001)

Enter the outbound syntax identifier. This field is only available if the trading partner uses the EDIFACT standard.

Syntax Version Number (s001-0002)

Enter the outbound syntax version number. This field is only available if the trading partner uses the EDIFACT standard.

Interchange Sender ID (s002-0004)

This field displays the company's interchange sender ID. This field is only available if the trading partner uses the EDIFACT standard.

Sender ID Code Qualifier (s002-0007)

Enter the outbound sender ID code qualifier. This field is only available if the trading partner uses the EDIFACT standard.

Sender Routing (s002-0008)

Enter the outbound sender routing value. This field is only available if the trading partner uses the EDIFACT standard.

Interchange Receiver ID (s003-0010)

This field displays the trading partner interchange ID. This field is only available if the trading partner uses the EDIFACT standard.

Receiver ID Code Qualifier (s003-0007)

Enter the outbound receiver ID code qualifier. This field is only available if the trading partner uses the EDIFACT standard.

Receiver Routing (s003-0014)

Enter the outbound receiver routing value. This field is only available if the trading partner uses the EDIFACT standard.

Interchange DATE (s004-0017)

This field displays the outbound interchange date. This field is only available if the trading partner uses the EDIFACT standard.

Interchange TIME (s004-0019)

This field displays the outbound interchange time. This field is only available if the trading partner uses the EDIFACT standard.

Interchange Control Reference (s004-0020)

This field displays the outbound interchange control reference value. This field is only available if the trading partner uses the EDIFACT standard.

Recipient Reference/Password (s005-0022)

Enter the outbound recipient reference password. This field is only available if the trading partner uses the EDIFACT standard.

Recipient Reference/Password Qualifier (s005-0025)

Enter the outbound recipient reference password qualifier. This field is only available if the trading partner uses the EDIFACT standard.

Application Reference (s005-0026)

Enter the outbound application reference value. This field is only available if the trading partner uses the EDIFACT standard.

Processing Priority Code (s005-0029)

Enter the outbound processing priority code. This field is only available if the trading partner uses the EDIFACT standard.

Acknowledgment Request (s005-0031)

Enter the outbound acknowledgment request value. This field is only available if the trading partner uses the EDIFACT standard.

Communications Agreement Identification (s005-0032)

Enter the outbound communications agreement identification. This field is only available if the trading partner uses the EDIFACT standard.

Test Indicator (s005-0035)

This field displays the outbound test indicator. This field is only available if the trading partner uses the EDIFACT standard.

Functional Group Identification (0038)

This field displays the outbound EDIFACT functional group identification. This field is only available if the trading partner uses the EDIFACT standard.

Sender's Identification (s006-0040)

This field displays the company group ID. This field is only available if the trading partner uses the EDIFACT standard.

Sender ID Code Qualifier (s006-0007)

Enter the outbound EDIFACT group sender ID code qualifier. This field is only available if the trading partner uses the EDIFACT standard.

Recipient's Identification (s007-0044)

This field displays the trading partner group ID. This field is only available if the trading partner uses the EDIFACT standard.

Receiver ID Code Qualifier (s007-0007)

Enter the outbound EDIFACT group receiver ID code qualifier. This field is only available if the trading partner uses the EDIFACT standard.

Date of Preparation (s004-0017)

This field displays the date of preparation for the outbound EDIFACT group information. This field is only available if the trading partner uses the EDIFACT standard.

Time of Preparation (s004-0019)

This field displays the time of preparation for the outbound EDIFACT group information. This field is only available if the trading partner uses the EDIFACT standard.

Group Reference Number (0048)

This field displays the outbound group control reference value. This field is only available if the trading partner uses the EDIFACT standard.

Controlling Agency (0051)

Enter the outbound EDIFACT group controlling agency. This field is only available if the trading partner uses the EDIFACT standard.

Message Version Number (s008-0052)

Enter the outbound EDIFACT group message version number. This field is only available if the trading partner uses the EDIFACT standard.

Message Release Number (s008-0054)

Enter the outbound EDIFACT group message release number. This field is only available if the trading partner uses the EDIFACT standard.

Association Assigned Code (s008-0057)

Enter the outbound EDIFACT group association assigned code. This field is only available if the trading partner uses the EDIFACT standard.

Application Password (0058)

Enter the outbound EDIFACT group application password. This field is only available if the trading partner uses the EDIFACT standard.

Include UNG/UNE (functional group) in outbound transactions.

Select this check box to include UNG/UNE (functional groups) in outbound EDI transactions. This check box is only available if the trading partner uses the EDIFACT standard.

New

Click this button to create a new ETM form record for the trading partner.

Note This button is only enabled if you are updating a previously saved EDI trading partner.

Update

Click this button to update the selected ETM form record for the trading partner.

Delete

Click this button to delete the selected ETM form record for the trading partner.

OK

Click this button to accept an action. This button is only available after you click the New, Update or Delete button.

Cancel

Click this button to cancel an action. This button is only available after you click the New, Update or Delete button.

Standard

Enter the EDI standard for the ETM form record, or click the Lookup button to select a standard.

Version

Enter a form version, or click the Lookup button to select a version.

Transaction

Enter a transaction, or click the Lookup button to select a transaction.

Direction

Select whether the form is received or sent.

Map

Enter a map for the form, or click the Lookup button to select a map. For information on creating EDI maps, see EDI Mapper.

Functional ID (GS01)

Enter the outbound GS functional ID. This field is only available if the trading partner uses the X12 or UCS standard.

Group Sender ID (GS02)

This field displays the outbound GS group sender ID. This field is only available if the trading partner uses the X12 or UCS standard.

Group Receiver Code (GS03)

This field displays the outbound GS group receiver code. This field is only available if the trading partner uses the X12 or UCS standard.

Group Date (GS04)

Enter the outbound GS group date. This field is only available if the trading partner uses the X12 or UCS standard.

Group Time (GS05)

Enter the outbound GS group time. This field is only available if the trading partner uses the X12 or UCS standard.

Group Control Number (GS06)

This field displays the outbound GS group control number. This field is only available if the trading partner uses the X12 or UCS standard.

Responsible Agency Code (GS07)

Enter the outbound GS agency code. This field is only available if the trading partner uses the X12 or UCS standard.

Group Version (GS08)

Enter the outbound GS group version for the form. When you create a new form, this defaults to the version entered in the Version field. This field is only available if the trading partner uses the X12 or UCS standard.

Message type (s009-0065)

Enter the outbound EDIFACT message type. This field is only available if the trading partner uses the EDIFACT standard.

Message version number (s009-0052)

Enter the outbound EDIFACT message version number. This field is only available if the trading partner uses the EDIFACT standard.

Message release number (s009-0054)

Enter the outbound EDIFACT message release number. This field is only available if the trading partner uses the EDIFACT standard.

Controlling agency (s009-0051)

Enter the outbound EDIFACT controlling agency. This field is only available if the trading partner uses the EDIFACT standard.

Association assigned code (s009-0057)

Enter the outbound EDIFACT association assigned code. This field is only available if the trading partner uses the EDIFACT standard.

FA Required

Select this check box if a functional acknowledgment is required for the form. If you clear this check box for a form, outbound transactions for the form are assigned a status of skipped.

Note These transactions can be viewed in EDI Task Management, but they will not appear on the EDI Exception Report. Therefore, you should not clear this check box for forms if you want the associated transactions to appear on the EDI Exception Report.

Exclude from Exception Report

Select this check box to not list the transaction for the form record on output EDI exception reports. For information on EDI exception reports, see EDI Exception Report.

Update Raw EDI

Select this check box to allow the raw EDI data to be updated for the form in Data Viewer.

Note Usually, you should not edit raw EDI data. You can only edit raw data if the Allowed to Update Raw EDI check box is selected in User Profile Maintenance for your user ID.

Mode

Select whether the processing is in Test or Production mode.

Segment (ID 1-3)

Enter up to three key segments that you want to store for transaction ID's of the form.

The ID 1 segment/element/subelement values for each form should match the values to which the transaction ID is mapped in the associated EDI map. For example, the values should match the mapping for the pick demand (the transaction ID for INSDES/940), the shipment/bill of lading number (the transaction ID for 856/DESADV), or the invoice reference number (the transaction ID for INVOIC/810).

Qualifier (ID 1-3)

Enter up to three key qualifiers for the associated segments entered in the Segment fields. This allows you to specify a specific qualifier for segments that repeat.

Element (ID 1-3)

Enter up to three key elements for the associated elements entered in the Element fields.

The ID 1 segment/element/subelement values for each form should match the values to which the transaction ID is mapped in the associated EDI map. For example, the values should match the mapping for the pick demand (the transaction ID for INSDES/940), the shipment/bill of lading number (the transaction ID for 856/DESADV), or the invoice reference number (the transaction ID for INVOIC/810).

Subelement (ID 1-3)

Enter up to three subelements that you want to store for transaction ID's of the form.

The ID 1 segment/element/subelement values for each form should match the values to which the transaction ID is mapped in the associated EDI map. For example, the values should match the mapping for the pick demand (the transaction ID for INSDES/940), the shipment/bill of lading number (the transaction ID for 856/DESADV), or the invoice reference number (the transaction ID for INVOIC/810).

Interchange Receive/Sent Last Control Number

This field displays the last received or sent interchange control number for the trading partner.

Interchange Checking

Enter one of the following interchange checking characters:

• I - Incremental

• S - Sequential

• D - Disabled

Interchange Format

This field displays one of the following interchange format characters:

• S - Sequential

• L - Looping

• U - Ucs

Interchange Level

This field displays one of the following interchange level characters:

• P - Partner

• T- Transaction

Group Receive/Sent Last Control Number

This field displays the last received or sent group control number for the trading partner.

Group Checking

Enter one of the following group checking characters:

• I - Incremental

• S - Sequential

• D - Disabled

Group Format

This field displays one of the following group format characters:

• S - Sequential

• L - Looping

• U - Ucs

Group Level

This field displays one of the following group level characters:

• P - Partner

• T- Transaction

Transaction Receive/Sent Last Control Number

This field displays the last received or sent transaction control number for the trading partner.

Transaction Format

Enter one of the following transaction format characters:

• S - Sequential

• L - Looping

• U - Ucs

Transaction Level

Enter one of the following transaction level characters:

• P - Partner

• T- Transaction

Interchange Standards ID (ISA11)

Enter the outbound ISA interchange standards ID for the form. This field is only available if the trading partner uses the X12 or UCS standard.

EDI Payment Remittance Import File Prefix

Enter a prefix for the deposit and payment import files generated from imported EDI payment remittance forms from your customers. This field is only enabled for incoming 820 and REMADV forms.

EDI Payment Remittance Import File Path

Enter the folder path to which to export the deposit and payment import file generated from imported EDI payment remittance forms from your customers, or click the Lookup button to navigate to and select the folder. This field is only enabled for incoming 820 and REMADV forms.

Custom Report Form Name

Enter the name of the custom report form to use for generating a report after receiving EDI transactions, or click the Lookup button to select a custom report form.

Note The custom report form defined in this window takes precedence over the one defined in EDI Map Table Definition Maintenance. However, if this field is blank, the system uses the form defined in EDI Map Table Definition Maintenance.

Report Output Directory

Enter the directory to output the custom reports for the selected EDI Form (Received EDI Forms only).

ETM Forms

This grid displays information for ETM forms associated with the selected trading partner. Double-click a form to display information for it in the fields above the grid.

Bypass Pack List Required Fields Checking

Select this check box to allow the system to bypass checking of the pack list required fields for the trading partner.

Pack List Fields

This grid displays all the pack list fields for the selected trading partner. Select the check box in the Required column to mark the fields as mandatory for the pack list.

For more information about the hierarchy in which the system determines whether a pack list field is required, see Pack List Required Fields Hierarchy.