Setup the Sender

Owned by Keith Mangold
Last updated: May 13, 2015

This article documents the steps required to setup the Sender to transmit Orders to the Receiver.

  1. Using Master Table - EDI - EDI Document Type, create a new Document Type:


     
  2. Using Mater Table - EDI - EDI Partner Code, create a new Partner Code:


     
  3. Using Mater Tables - Sales - Customer, specify the Order Partner Code and Order Type options as created above. This needs to be done to each Customer that needs to have its Orders sent to the other ERP client.


     

  4. Setup the ImportExportConnection table record within the ERP database:
    Note: This may have already been completed.

    ColumnValue
    [idImportExportConnection](Auto-Assigned)
    [ImportExportConnectionDesc]ERP
    [ImportExportConnectionString]Full Connection String
    [fkImportExportDatabaseType]2 (User Data)
    ColumnValue
    [idImportExportConnection](Auto-Assigned)
    [ImportExportConnectionDesc]Ext Database
    [ImportExportConnectionString]Full Connection String
    [fkImportExportDatabaseType]1 (External Data)

  5. Setup ImportExportJob table records within the _Ext database:

    ColumnValue
    idImportExportJob(Auto-Assigned)
    ImportExportJobDescERP EDI File Generation & Transfer
    ImportExportJobOrder(Desired Order)
    IsQueuedFalse

  6. Setup ImportExportStep table records within the _Ext database:
    Also, be sure to create the ImportExportMap records with each associated step.

    ColumnValue
    [idImportExportStep](Auto-Assigned)
    [ImportExportStepDesc]Extract Orders to File
    [fkImportExportJob]Auto-Assigned Value from ImportExportJob
    [fkImportExportDirection]2 (for Outgoing)
    [CommandOrder]1
    [SourceCommand]Write XML Statement
    [fkSourceCommandType]1 for Select Statement, 2 for Stored Procedure
    [fkSourceConnection]idImportExportConnection from ERP.dbo.ImportExportConnecton
    [DestinationCommand]NULL
    [fkDestinationCommandType]4 (for Internal Method)
    [fkDestinationConnection]NULL
    [InternalMethodDLL]Agrisoft.ERP.Process.dll
    [InternalMethod]CreateFile
    [InternalClass]Agrisoft.ERP.Process.BusinessObjects.ImportExport.ImportExportObject
    [ImportExportStepReferenceID]NULL
    [IsProcessOnEmptyRecordSet]False
    ColumnValue
    [idImportExportStep](Auto-Assigned)
    [ImportExportStepDesc]E-Mail File
    [fkImportExportJob]Auto-Assigned Value from ImportExportJob
    [fkImportExportDirection]2 (for Outgoing)
    [CommandOrder]2
    [SourceCommand]E-Mail File Statement
    [fkSourceCommandType]1 for Select Statement, 2 for Stored Procedure
    [fkSourceConnection]idImportExportConnection from ERP.dbo.ImportExportConnecton
    [DestinationCommand]NULL
    [fkDestinationCommandType]4 (for Internal Method)
    [fkDestinationConnection]NULL
    [InternalMethodDLL]Agrisoft.ERP.Process.dll
    [InternalMethod]SendEmail
    [InternalClass]Agrisoft.ERP.Process.BusinessObjects.ImportExport.ImportExportObject
    [ImportExportStepReferenceID]NULL
    [IsProcessOnEmptyRecordSet]False
     
    ColumnValue
    [idImportExportStep](Auto-Assigned)
    [ImportExportStepDesc]Move / Archive File
    [fkImportExportJob]Auto-Assigned Value from ImportExportJob
    [fkImportExportDirection]2 (for Outgoing)
    [CommandOrder]3
    [SourceCommand]Move Rename File Statement
    [fkSourceCommandType]1 for Select Statement, 2 for Stored Procedure
    [fkSourceConnection]idImportExportConnection from ERP.dbo.ImportExportConnecton
    [DestinationCommand]NULL
    [fkDestinationCommandType]4 (for Internal Method)
    [fkDestinationConnection]NULL
    [InternalMethodDLL]Agrisoft.ERP.Process.dll
    [InternalMethod]MoveRenameFile
    [InternalClass]Agrisoft.ERP.Process.BusinessObjects.ImportExport.ImportExportObject
    [ImportExportStepReferenceID]NULL
    [IsProcessOnEmptyRecordSet]False
     

    Note: Instead of doing a MoveRenameFile, a Delete File Statement option is also available.
     

  7. Setup the Schedule table record within the ERP database:
    Note: Part of this may have already been completed.

    ColumnValue
    [ScheduleID](Auto-Assigned)
    [TaskTypeID]4 (Queue Import/Export Job)
    [ScheduleDesc]Queue ERP EDI Transfer
    [ExecuteTime]1/1/2012
    [IntervalTypeID]1 = Minutes, 2 = Hours, 3 = Days, 4 = Weeks, 5 = Months
    [IntervalUnits]# of Minutes/Hours/Days/Weeks/Months
    [IsRecurring]True
    [IsDeleted]False
    [IsDisabled]False
    [RowCreateDate](Auto-Populated)
    [RowModifyDate](Auto-Populated)
    [RowVersion](Auto-Populated)
    [TaskID]Auto-Assigned Value from ImportExportJob

     

     

    ColumnValue
    [ScheduleID](Auto-Assigned)
    [TaskTypeID]2 (Process Queued Import/Export Jobs)
    [ScheduleDesc]Process Job Queue
    [ExecuteTime]1/1/2012
    [IntervalTypeID]1
    [IntervalUnits]1
    [IsRecurring]True
    [IsDeleted]False
    [IsDisabled]False
    [RowCreateDate](Auto-Populated)
    [RowModifyDate](Auto-Populated)
    [RowVersion](Auto-Populated)
    [TaskID]NULL