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6.4.1. Building a General EDI Profile
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6.4.1. Building a General EDI Profile

  1. Follow this path: System > Setup > Master Information > EDI Profiles

  2. Click the NEW button

  3. In the "Name" field, enter "Sales_FTP_CSV"

  4. Leave the "EDI Type" set to "FTP"

  5. Check the "Review Before Sending" box

  6. In the "Server" field, enter </ftpserver>

  7. In the "Login Name" field, enter </ftplogin>

  8. In the "Password" field, enter </ftppassword>

  9. In the "Directory" field, enter </ftpdirectory>

  10. Create an EDI Form for Invoices

  11. In the "Query" field, enter the following text to retrieve the FTP connection information required to send an Invoice:

    SELECT (SELECT charass_value
        FROM charass JOIN char ON (charass_char_id=char_id)
        WHERE charass_target_type='C'
          AND charass_target_id=cust_id
          AND char_name = 'ftpserver') AS ftpserver,
       (SELECT charass_value
        FROM charass JOIN char ON (charass_char_id=char_id)
        WHERE charass_target_type='C'
          AND charass_target_id=cust_id
          AND char_name = 'ftplogin') AS ftplogin,
       (SELECT charass_value
        FROM charass JOIN char ON (charass_char_id=char_id)
        WHERE charass_target_type='C'
          AND charass_target_id=cust_id
          AND char_name = 'ftppassword') AS ftppassword,
       (SELECT charass_value
        FROM charass JOIN char ON (charass_char_id=char_id)
        WHERE charass_target_type='C'
          AND charass_target_id=cust_id
          AND char_name = 'ftpdirectory') AS ftpdirectory
FROM invchead JOIN custinfo ON (invchead_cust_id=cust_id)
WHERE (invchead_id=<? value("docid") ?>);

  12. Click SAVE to save the EDI Form

  13. Click SAVE to save the EDI Profile

One alternative to using Customer Characteristics, one that would address the security concerns, is to write a small xTuple Extension package with a table to hold the FTP data and associate these data with particular Customers. Then the server, login, and password information could be stored in encrypted form.

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6.4. An Example Home 6.4.2. Entering the Required Customer Data