EDI True Commerce Document Type Setup
- Ben Silva
When importing EDI documents (850, 875) and exporting EDI documents (810, 855, 856) Aeros ERP uses document types to associate unique configurations by trading partner (customer).
To setup a document type navigate to Master > EDI > EDI Document Type
Once the EDI Document Type setup form is displayed, click the Add button then enter a Document Type Code and Description. Next set the Source Type and click the Save Button.
Once the EDI Document Type is created you can now assign the document type to the ERP Customer(s).
Navigate to the Customer setup form Master > Sales > Customer
Select the appropriate customer then set the EDI Document Type for Invoice and Order.
The EDI Document Type is then used for Exporting documents by the ERP EDI Transmission process
To begin an EDI Transmission navigate to Logistics > EDI Transmission
Once the EDI Outgoing Processing form is loaded select the Company, Division, Date Type, From Date, To Date and the Document Type.
Click the Retrieve button to view the data associated with the Document Type then click the Process button to queue the data to be exported.
Once the data has been queued the ERP Scheduler will create the extract data in the Export folder for True Commerce to retrieve.