EDI format for outbound documents

You must specify an EDI format for each outbound EDI document at the company level and trading partner level. EDI formats at the company level are selected in SA Administrator Options. EDI formats at the trading partner level are selected in these functions:

• Customer Setup and Customer Ship To Setup
• Vendor Setup and Vendor Ship From Setup

Select these values:

• At the trading partner level, select ION or EDI.
• At the company level, select EDI format 5 for ION output.

If Yes is selected for the Print EDI Where Appropriate? option on a report that generates EDI documents, the output format for the document is checked at the trading partner level. If ION is selected, then the document is sent without checking the company level format. If EDI is selected, then the company level format is checked. The EDI document is then sent in the format that is selected in SA Administrative Options.