Additional EDI Features

M2M offers the following functionality for use with the Electronic Data Interchange Infrastructure (EDII):

• Import and store customer information required for export. For more information, refer to the Customer Address EDI Key Setup section.
• Store packing information for export. For more information, refer to the EDI Shipping Containers Setup section.
• Indicate if Special Allowance or Charge (SAC) codes are applicable to items in the Item Master. For more information, refer to the Item Master EDI Setup section.

Customer Address EDI Key Setup

Trading partners often use identification codes for stores, docks, and other locations that exceed M2M’s six-character address key limit. To address this, EDI will create a cross-reference for the trading partner address keys. M2M will store this cross-reference in the Customer Address (CRMADDR) window, specifically in the EDI Address Key field, and will automatically use it during import or export.

To store the trading partner’s EDI address key:

1. Open the Customer Address (CRMADDR) window using one of the following methods:
   • On the Sales Management tab. From the Master Data group, click Customer Address.
   • Enter Account Address (CRMADDR) in Navigation bar, and click Enter.
2. Click Browse and select the company address for which you want to store the EDI address key from the Browse for Customer Address window.
3. In the EDI Address Key field, type the trading partner’s EDI address key.
4. Click Save.

EDI Shipping Containers Setup

M2M provides the capability to store packing information for Advanced Ship Notice/Manifest (856) documents. For documents requiring packing details, M2M EDI provides functionality to include this information.

M2M treats all levels of packing information as containers. Use the EDI Shipping Containers (XCNTNR) window to store information about these containers.

To setup EDI Shipping Containers:

1. Open the EDI Shipping Containers (XCNTNR) window using one of the following methods:

   • On the Electronic Data Interchange tab. In the General Information group, click Master Data > EDI Shipping Containers.
   • Enter EDI Shipping Containers(XCNTNR) in Navigation bar, and click Enter.

2. Click New.

3. In the ID field, type a unique identifier for the container.

4. In the Name field, type the container name.

5. In the Container tab, specify the required container details:

   Note: Although it is not mandatory to specify any of the following fields, it is recommended to specify values for as many fields as possible.

• In the Color field, type the color of the container.
  • In the Length field, specify the length, and from the adjoining list, select the unit of measure used.
  • In the Width field, specify the width, and from the adjoining list, select the unit of measure used.
  • In the Height field, specify the height, and from the adjoining list, select the unit of measure used.
  • In the Volume field, specify the volume, and from the adjoining list, select the unit of measure used.
  • In the Weight field, specify the weight, and from the adjoining list, select the unit of measure used.
  • In the Description field, type the description.

6. In the User Defined tab, specify any other details if required.
7. Click Save.

You can add this container in the Containers tab of the Shipping (SHIP) window.

Click New, then click the Container Type Lookup button and select the container from the Lookup for Container Type window.

On the grid toolbar, click:

• New to add a new container.
• Copy to duplicate a container.

For more information on adding a sub-container or an item to a container, refer to the Online Help.

Item Master EDI Setup

Adding the Special Allowance or Charge (SAC) codes used by EDI trading partners to the Item Master is essential, in addition to the shippable line item parts. These codes include D240 – Freight and I170 – Trade Discount. To distinguish the SAC codes from actual ship items, the EDI SAC checkbox has been added to the Item Master. An invoice or shipper line item with the EDI SAC checkbox selected is exported by the 810 and 856 documents as a SAC element using the M2M format.

To specify the SAC codes:

1. Open the Item Master (INV) window using one of the following methods:
   • On the Production Management tab. In the Master Data group, click Master Data > Item Master.
   • Enter Item Master(INV) in Navigation bar, and click Enter.
2. Click Browse or Search and select the item from the Browse for Item Master window.
3. Click the Additional Information tab.
4. Select the EDI SAC check box.
5. Choose how you want to apply the SAC code:
   • Select Charge if you want to apply the SAC code to the charge.
   • Select Allowance if you want to apply the SAC code to the allowance.
   • Select None if you do not want to apply the SAC code.
6. Click Save.