This article documents how to setup EDI Partner Code for outgoing documents for both invoice and order.

Pre-requisites

1. Create EDI Document Type
2. Create EDI Partner Code
3. Create Customers
   
   
   

Navigate to the Orders > Maintenance > Customer or Master > Sales > Customer.

EDI Settings are information required for EDI Outgoing processes.

1. Invoice Partner Code - this field will identify who the EDI partner/client is.
   
   
2. Invoice Type - Select type of document. These document types are setup here Create EDI Document Type
   
   
   For example: 
   
   . 810 = Invoice
   
   . 880 = Invoice
   
   
   
   
   
   
   
   
3. Order Partner Code - this field will identify who the EDI partner/client is, where the orders will be delivered.
   
   

4. Order Type - Select type of document for Outbound such as customer orders or advance notices.

   For example: 

   . 850 = Purchase Order

   . 856 = Advance Ship Notice 

   . 894 = Direct Store Delivery

Navigate from Customer master > Profile > Locations

EDI Division and Store number are required information for EDI Incoming/Outgoing processes to receive/sent EDI orders and create ERP customer orders.

      5. EDI Division - Specify a division. This is a required field in order to create customer orders.

      6. Store No.: Specify a store number - customer cross reference code - this will be a DUNS number and/or store number. This is a required field in order to create outbound document and specify where the orders will be delivered to.