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EDI Configurations

Distributor steps for the Exchange Configurations tab on the EDI Home dashboard: view EDI configurations, ISA qualifiers/IDs, Exchange Maps and Exchange Tasks, plus an EDI glossary. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Pre-Conditions

  • The following document assumes the trading partner already has an EDI connection setup with their customers

Steps

How to navigate the Exchange Configurations Dashboard
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  1. Once at EDI Home dashboard, navigate to the third tab Exchange Configurations below the navigating search bar
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  2. Arrowing into the configuration will do the same as adding columns to the table and will provide more information such as Routing Method, Import Routine, Trading Partner, etc
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  3. ISA Qualifier/IDs are defined during EDI setups and both parties must identify the same specifications upon setup
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    - Configurations can only successfully transmit files if both EDI providers use the same ISA qualifier/IDs
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  4. Click View Exchange Configurations to view the table view of the configurations
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    - Sub-table Exchange Task will make the Exchange Tasks under this configuration appear. Exchange Tasks pass through configurations and they are assigned a unique Exchange Task ID

Fields And Definitions

  • Exchange Configuration - stores all necessary information relevant to file transfer (Mailbox, ISA IDs, Functional Type, etc.)
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  • Exchange Map - a roadmap for positions of fields in a file

General EDI terms

  • Acknowledgement: In the global data synchronization process, this is an Extensible Markup Language response to a command returned to the originator
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  • ACH: Automated Clearing House
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  • Advance Ship Notice (ASN): An electronic version of a printed packing slip that tells a buyer that goods have been shipped, how they have been packed items and the estimated arrival time. Also referred to as a Delivery Notice or Dispatch Advice
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  • ANSI ASC X12: American National Standards Institute, Accredited Standards Committee X12, which comprises government and industry members who create EDI standards for submission to ANSI for approval and dissemination
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  • DUNS: Dun & Bradstreet number, type of company identifier
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  • EDI: Electronic Data Interchange. The computer-to-computer transfer of business transaction information using standard, industry-accepted message formats.
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  • EDIFACT: Electronic Data Interchange For Administration, Commerce and Transport. The international EDI Standard as developed through the United Nations
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  • EFT (Electronic funds transfer): Electronic payment in which funds are transferred between bank accounts at different financial institutions
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  • FTP: File Transfer Protocol. A standard method of transmitting files from one computer to another over the internet
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  • GLN: A Global Location Number (GLN) is a unique number that is assigned to locations to enable them to be identified uniquely worldwide. These global location numbers can be used to identify any legal, physical and functional locations.
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  • GS1: A worldwide network of standards bodies and service providers which develops global supply chain standards and solutions used by over one million companies for bar coding, electronic business messaging, data synchronization and through the EPCglobal Network, radio frequency identification
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  • GTIN: Global Trade Item Number. A unique identifier for each product. UPC is a type of GTIN
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  • PurchaseOrder: A document issued by a buyer to a seller that details the terms of sale under which the buyer will purchase the seller’s goods.
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  • SFTP: Secure File Transfer Protocol. A network protocol that provides file transfer and manipulation functionality over any reliable data stream. It is typically used with the SSH-2 protocol to provide secure file transfer.
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  • Translator: A program used to convert information from flat file to EDI format, or from EDI format to flat file.
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  • UCS: A subset of the ANSI X12 EDI standard.
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  • Value-Added Network (VAN): Often abbreviated as VAN and today called an EDI Network Services Provider, a third-party entity which handles the electronic exchange of information between subscribers to its services. Services provided by VANs include electronic mailboxing of EDI transmissions, protocol and speed conversion, and EDI record keeping for audit tracking.

Best Practices

  • Filtering in this order works best to find the right configuration: Exchange Map (*star search trading partner's name, EDI provider, or Encompass map), Functional Type, then (if necessary) Sender or Receiver ISA ID
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  • Configurations are set to a specific Exchange Map
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  • Production = True shows the configuration is off; if this is set to False, the Configuration is turned off (available for testing here)

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