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 EDI Home Dashboard
1. Using the Universal Search Bar, navigate to the EDI Home Dashboard.
2. Navigate between the Tabs on the EDI Home.
Upload Mailbox File
Upload invoices when the mailbox is identified in the dropdown menu.
Processes as an EDI file and sent to the "Import Routine" table for further investigation.
Exchange Tasks by Type
Shows the status of invoices, and where to find files.
EDI Warning and Errors appear here.
EDI Configurations
Lists all configurations the customer has set up with a trading partner.
Clicking the Exchange Map link will show the "rules" of how files are sent or received, and information on each field in the files.
Production: True shows configuration is on, False means it is off.
EDI Contacts
Email addresses for customers' contacts.
The Billing Type and Tiered Pricing Model can be found here.
Fields And Definitions
EDI (Electronic Data Interchange) - business-to-business exchange of essential organizational documents (Purchase Order, Remittance, etc...).
Exchange Configuration - stores all necessary information relevant to file transfer (Mailbox, ISA IDs, Functional Type, etc…).
Exchange Task:
a. A collection of invoices, pricing exports, etc., packaged into a single file, all of which is documented here
b. Shows the status of invoices, and where to find files
Examples: 850 Purchase Orders, 856 Pre Delivery Notices and ASNs, 894 Pre-Delivery Invoices 810 Payment Request
Best Practices
Keeping up with the Warnings and Errors widget located in the Exchange Tasks by Type tab. It is the biggest widget for good reason because it is the first line of defense in combating EDI-related issues.
The Message from Retailers Widget is a good resource for confirming 824s and 864s, and if files are being received by the Retailer.
Know that each file being traded has a corresponding number attached: 810 Invoices, 820 Remittances, 850 Purchase Orders, 856 PO Acknowledgments, etc…