Customer-Specific Setup

You can set up EDI variables for each customer from whom you plan to receive inbound transactions or to whom you plan to send outbound transactions. Setting up the variables includes specifying the EDI information in the following tabs:

• Additional Information
  • EDI Inbound
  • EDI Outbound

To setup EDI variables for a customer:

1. Open the Accounts (CUST) window using one of the following methods:
   • On the Sales Management tab. In the Master Data group, click Accounts.
   • Enter **Accounts (CUST)**in Navigation bar, click Enter.
2. Click Browse or Search and select the customer from the Browse for Accounts window.
3. On the Additional Information tab.
4. In the EDI Qualifier : ID field, type the customer’s EDI qualifier and associated identifier.

Note: The EDI Qualifier ID differs from the Made2Manage customer number and is provided by the customer. It identifies the customer for EDI purposes only.

5. On the EDI Inbound tab.

• In the Specific and EDI Qualifier : ID fields, type the customer’s transaction-specific EDI qualifier and identifier.

Note: These fields are optional and are used to identify the transactions received from or sent to customer departments.

• Click the EDI Group lookup reference button and select the group from the Lookup For window.
  • In On Create field, select the required option:
    • Create New Documents: Select this option to generate new documents for each transaction.
    • Append To ‘Started’ Documents: Select this option to add the transaction to existing documents that have already been started.
    • Depends On Customer: Select this option if the processing method depends on specific customer settings or requirements.

Note: The On Create field is available only for 840 - Request For Quotation and 850 - Purchase Order transactions. The Depends on Customer option is available only for 840 - Request For Quotation transaction.

• In the After Adding field, select the required option:
• Leave In ‘Started’ Status: Select this option to keep the transaction in the started status.
• Change Status To Open: Select this option to change the status of the transaction to open.
• Depends On Customer: Select this option if the status change depends on customer-specific settings or requirements.

Note: The After Adding field is available only for 840 - Request For Quotation and 850 - Purchase Order transactions. The Depends on Customer option is available only for 840 - Request For Quotation transaction.

• Select the Allow Zero Prices check box to permit a zero dollar unit price.

Note: The Allow Zero Prices checkbox is available only for 850 - Purchase Order transaction.

1. Click the EDI Outbound tab.

Outbound Transactions:

• In the Specific and EDI Qualifier : ID fields, type the customer’s transaction-specific EDI qualifier and identifier.

  Note: These fields are optional and are used to identify the transactions received from or sent to customer departments.

• Click the EDI Group lookup reference button and select the group from the Lookup For window.

Export Options:

• Select either Auto for automatic export or Manual for manual export.

  • In the Specific and EDI Qualifier : ID fields, type the customer’s transaction-specific EDI qualifier and identifier.

    Note: These fields are optional and are used to identify the transactions received from or sent to customer departments.

  • Click the EDI Group lookup reference button and select the group from the Lookup For window.

  • In the Container Type field, select the required option:

• Standard: Select this option for a single container that holds all items together without specific grouping.
• Pick & Pack: Select this option for containers that are used to pick items from inventory and pack them into specific groupings based on orders.

Note: The Container Type field is available only for 856 - Ship Notice/Manifest transaction.

• In the Standard Type field, select the required option:
• Select Implied to export item data that is inferred from other data in the document.
• Select Explicit to export item data that is explicitly specified in the document.

Note: The Standard Type field is available only for 856 - Ship Notice/Manifest transaction.