Table of Contents
In this chapter we will explore the following aspects of EDI configuration:
Sharing EDI Profiles between multiple document types
Sharing EDI Profiles between multiple recipients
Sending Delimited Text EDI
Using FTP as the delivery method
All of the instructions in this chapter assume you have already completed the installation steps and that the Batch Manager is running and configured properly to work with a functioning email account. We also assume familiarity with xTuple ERP basic business process flows.
Some of the information provided in this section is technical in nature. If you have trouble following the steps described here, please contact your system administrator for assistance.
We'll start with the desire to send quotes, sales order acknowledgements, and invoices electronically in CSV files to two different Customers. CSV stands for "comma-separated values". This is a standard text format that can be opened by a number of different programs, including most spreadsheet applications and xTuple's CSVImp program.
To accomplish this goal we need to go through the following steps:
Write queries to collect the data we want to send
Create an EDI Profile that can be used for multiple customers and all three document types
Enter the required Customer data and attach the EDI Profile