xTuple logo

xTuple Connect Guide
Attaching the EDI Profile to each Customer
Prev Entering the Required Customer Data Next
Attaching the EDI Profile to each Customer

The final configuration step is to attach the EDI Profile to each Customer. This ensures that the system finds the right EDI Profile and sends the right data in the right format whenever sending EDI for this Customer. Customers who do not have EDI Profiles defined will not receive any EDI (with the exception of Incident EDI if the CRM module is configured to send EDI for Incidents).

To attach the EDI Profile we created to a Customer, follow these steps:

  1. Follow this path: Sales > Customer > List

  2. Select one of the Customers you set the FTP Characteristics for from the list of Customers (e.g., TTOYS)

  3. Click on the "Transmission" tab

  4. Click the ATTACH button

  5. The "Attach EDI Profile" window will open

  6. Set the "Document Type" to "Invoice"

    Note

    The default behavior for the "Attach EDI Profile" window is to show only EDI Profiles that have an EDI Form for the selected Document Type. If you want to select a different EDI Profile, click on the SHOW ALL EDI PROFILES check box and select that from the list.

    Just remember that you will have to go back and add a new EDI Form to that EDI Profile for the selected Document Type or EDI will not get sent properly.

  7. Select "Sales_FTP_CSV" from the list

  8. Click the ATTACH button

  9. Repeat steps 4-8 for "Sales Order" and "Quote"

  10. Repeat steps 2-9 for another Customer

You're now done with your EDI configuration!

Prev Up Next
Defining Characteristic Values for each Customer Home Testing