EDI Gateway allows you to import and export data for your EDI trading partners. For information on the forms you can use with EDI Gateway, see EDI Forms.
To set up EDI Gateway:
In EDI Control Maintenance, set up all options on the Gateway tab. Select the Allocate Inventory for Imported EDI Orders check box if you want to allocate inventory as soon as orders are imported.
In EDI Trading Partner Maintenance, set up trade ID's for each trading partner with which you will exchange EDI data. For each trade ID, verify the ETM Partner check box is cleared. On the Forms tab, select the inbound and outbound forms for the trading partner. If your trading partners send EDI data, such as payment or freight terms, that is equivalent to Apprise data, set up cross references on the Cross Reference tab.
In Customer Maintenance, assign the appropriate trade ID and store ID for each EDI customer. If the customer or specific customer ship-to addresses should not receive ASN's, select the Do Not Send EDI ASN check box. If a customer should not receive EDI invoices, select the Do Not Send EDI Invoice check box. If you want to send EDI invoices to the customer, select EDI for the Invoice Method field on the A/R tab.
In Supplier Maintenance, assign the appropriate trade ID for each EDI supplier (if applicable).
If you will be shipping orders to your customer's distribution centers, in EDI Distribution Center Maintenance enter data for each distribution center.
If customer trading partners use their own product codes for your products, set up their product codes in Customer Product Maintenance. For each customer product code, you can set up cross references for units of measure codes that your customers use. For example, if the customer uses EA to order a single unit of a product that you track in the unit of measure EACH, you can set up a cross reference to equate the two unit of measure codes.
If supplier trading partners use their own product codes for your products, set up their product codes in Supplier Product Maintenance.
You can now process EDI data. Processing for the most commonly received and sent forms are described in the following sections.
To process received EDI sales order data:
In EDI Order Import, import sales order data from your trading partners. You can import orders in a single file at a time or in batches of files. The orders must be translated from raw EDI data to the Apprise import format. For details on the import format, see EDI Order Import Format.
In EDI Order Release Management, review imported sales orders and release orders from EDI hold. You can now process the orders using the standard sales order process flow.
Note If necessary, you can set up specific trading partners to skip the EDI hold process.
To process outgoing EDI shipment and invoice data:
Complete bills of lading for orders that are shipping. When you complete a bill of lading, an ASN is output to the folder entered in the Outbound Directory field in EDI Control Maintenance to inform your trading partner of the contents of shipped packages. Use your third-party translation software to convert the ASN's to the raw EDI data required for your trading partners.
In EDI Invoice Export, export invoices to the folder entered in the Outbound Directory field in EDI Control Maintenance. Use third-party translation software to convert the invoices to the raw EDI data required for your trading partners. Invoices are often exported once at the end of each day.