Infor EDI Exchange Online Help (Cloud)

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About this guide
Overview
Navigation
Checking the EDI Exchange services versions
Checking recent notifications
Transformation
Overview
Transformation terminology
Processing incoming messages
Transformation steps
Publishing messages
Transformation in practice
Supported message standards
Manage Messages
Reviewing the list of messages
Validating messages
Deleting messages
Manage Message Details
Reviewing the message details
Reviewing the print requests of a message
Checking the log entries of a message transformation
Downloading formatted EDI and XML data to a file
Setting the message status to Error
Checking the Application Advice of an ASN message
Import Messages
Import Message Details
Manually importing a message
Editing a manually imported message
Manually uploading files
Deleting messages
Importing custom XML and non-XML documents
Application Advice
Application Advice Details
Checking the list of Application Advice messages
Functional Acknowledgment
Functional Acknowledgment Details
Checking the list of Functional Acknowledgment messages
Configuration
Partner IDs
Reviewing the list of partner ID setups
Partner ID Details
Reviewing the details of a partner ID setup
Creating a partner ID setup
Editing a partner ID setup
Copying a partner ID setup
Deleting a partner ID setup
Configuring a unique number range of transmission reference numbers
Configuring the CustomAdditionalRoutings code list
Configuring the MessageTransformerConfiguration code list
Import Configurations
Importing configurations
Export Configurations
Exporting configurations
Transformation Rules
Reviewing the list of transformation rules
Time zone conversion
Transformation Rule Details
Reviewing the details of a transformation rule
Creating a transformation rule
Editing a transformation rule
Copying a transformation rule
Deleting a transformation rule
Printing Definitions
Reviewing the list of printing definitions
Printing Definition Details
Reviewing the details of a printing definition
Creating a printing definition
Editing a printing definition
Copying a printing definition
Deleting a printing definition
Format Files
Format File Details
Creating a Custom Format File
Editing a Custom Format File
Style Sheets
Style Sheet Details
Creating a modified style sheet
Editing a style sheet
Additional configuration options
Sequencing processes
Sending functional acknowledgment
Configuring the sending of functional acknowledgment
Shipping
Overview
Shipping terminology
Why use the Shipping functional area?
Understanding the Shipping functional area
The Shipping functional area in practice
Additional information
Supported documents
Generation of Shipping Paperwork
Shipping
Shippers
Searching shippers
Editing projected shipments
Editing shipper details
Adding notes
Understanding the AETC process
Adding multiple tracking IDs
Editing shipment details
ASN Cancellation
Canceling an ASN
ASN Replacement
Replacing an ASN
Editing shipment line details
Editing container details
Processing tasks
Aborting tasks
Reviewing log entries
Configuring and printing export-related documents
Configuring the workflow and item master data
Preparing the printing of export-related documents
Printing export-related documents
Reassigning shippers
Master Shipments
Creating a pool point
Configuring the Customers code list
Creating a master shipment-related workflow
Assigning shippers
Setting the master shipment status
Searching master shipments
ASN Cancellation and Replacement for Master Shipments
Canceling an ASN for Master Shipments
Replacing an ASN for Master Shipments
Invoices
Warehouse Containers
Searching containers
Editing warehouse containers
Container CUMs
Configuring container CUMs
Working with container CUMs
Reviewing the container CUM history
Inbound BODs
Reviewing the list of inbound BODs
Reprocessing inbound BODs
Deleting inbound BODs
Inbound BOD Details
Reviewing inbound BOD data
Reprocessing inbound BOD data
Deleting inbound BOD data
Understanding Workflow
Creating a workflow
Configuration
Configuring Ship From Information
Configuring Packaging Information
Configuring layer calculation
Configuring workflow information
Exporting configurations
Importing configurations
Configuring complex container structures
Configuring the FIAT Chrysler Automobiles Clause 92 process
Printing
Understanding label printing
Configuring label printing
Configuring GALIA waybill printing
Configuring the printing of multiple waybills
Configuring the NAFTA certificate of origin
Managing codes for Shipping area
Editing a customer
Configuring ASN cancellation and replacement
Configuring a customer for ASN cancellation and replacement
Printing
Overview
Print Jobs
Reviewing the list of print jobs
Reprinting a print job
Deleting a print job
Exporting print requests
Print Job Details
Reviewing the print job log entries
Reviewing the print job content
Client Configurations
Viewing the Client Configurations
Print Templates
Reviewing the list of custom print templates
Uploading custom print templates
Exporting a custom print template file
Deleting custom print templates
Print Template Details
Reviewing a custom print template file
Print Dispatchers
Reviewing the list of custom dispatcher print templates
Uploading custom dispatcher print templates
Exporting a custom dispatcher print template
Deleting custom dispatcher print templates
Print Dispatcher Details
Reviewing a custom dispatcher print template file
Print Translations
Reviewing the list of custom print translations
Uploading custom print translations
Exporting a custom print translation file
Deleting custom print translations
Print Translation Details
Reviewing a custom print translation file
Print Resources Zip
Exporting the print resources zip file
ION Connector
Overview
Inbound BODs
Creating an inbound BOD
Reviewing inbound BODs
Reprocessing inbound BODs
Deleting inbound BODs
Inbound BOD Details
Editing inbound BOD content
Downloading formatted BOD data to a file
Outbound BODs
Reviewing outbound BODs
Creating an outbound BOD
Reprocessing outbound BODs
Deleting outbound BODs
Outbound BOD Details
Creating an outbound BOD
Editing outbound BOD content
Downloading formatted BOD data to a file
Global
Overview
Transformation Style Sheets
Reviewing the list of transformation style sheets
Transformation Style Sheet Details
Reviewing the transformation style sheet content
Exporting the transformation style sheet
Print Templates
Reviewing the list of print templates
Print Template Details
Reviewing the print template content
Exporting the print template
Print Dispatchers
Reviewing the list of dispatcher print templates
Print Dispatcher Details
Reviewing the dispatcher print template content
Exporting the dispatcher print template
Print Template Zip
Exporting the print template zip file
Synchronizing the standard print resources files
Master Data
Overview
Code Lists
Reviewing the list of code lists
Code List Details
Reviewing the header information and the properties of a code list
Codes
Reviewing the list of code lines
Code Details
Reviewing the header information and the properties of a code line
Creating a code
Editing a code
Deleting a code
Exporting codes
Item Masters
Reviewing the list of item master data
Item Master Details
Creating item master data for packaging material
Editing item master data for packaging material
Editing item master data for sales items
Copying item master data for packaging material
Deleting item master data for packaging material
Customer Masters
Reviewing the list of customer master data
Customer Master Details
Creating customer master data
Editing customer master data
Copying customer master data
Deleting customer master data
Carrier Masters
Reviewing the list of carrier master data
Carrier Master Details
Creating carrier master data
Editing carrier master data
Copying carrier master data
Deleting carrier master data
Ship To Masters
Reviewing the list of Ship To master data
Ship To Master Details
Creating ship to master data
Editing ship to master data
Copying ship to master data
Deleting ship to master data
Contact Masters
Reviewing the list of contact master data
Contact Master Details
Creating contact master data
Editing contact master data
Copying contact master data
Deleting contact master data
Sequential Numbers
Sequential Number Details
Creating a sequential number definition
Editing a sequential number definition
Resetting the current number
Copying a sequential number definition
Deleting a sequential number definition
General Data Protection Regulation
Inbound BODs
Reviewing the list of inbound BODs
Reprocessing inbound BODs
Deleting inbound BODs
Inbound BOD Details
Reviewing inbound BOD data
Reprocessing inbound BOD data
Deleting inbound BOD data
Export Configurations
Exporting configurations
Import Configurations
Importing configurations
Register of customer code lists
Common
Shipping
Printing
Transformation
Communications
Overview
Inbound Files
Reviewing inbound files
Reprocessing inbound files
Deleting inbound files
Inbound File Details
Reviewing inbound file details
Reprocessing inbound files
Outbound Files
Reviewing outbound files
Reprocessing outbound files
Deleting outbound files
Outbound File Details
Reviewing outbound file details
Reprocessing outbound files
Communication Method
Reviewing communication methods
Creating communication methods
Deleting communication methods
Communication Method Details
Editing communication methods
On-premises Client Configuration
Viewing the on-premises client configuration
Alerts
Overview
Alerts
Reviewing alerts
Deleting alerts
Alert Details
Reviewing alert details
Reprocessing an alert
Alert Configurations
Reviewing alert configurations
Creating alert configurations
Copying alert configurations
Deleting alert configurations
Alert Configuration Details
Editing alert configurations
Setting up alerts in Infor Ming.le or Infor OS Portal
Glossary
accounting entity
advance ship notice
AES
air waybill
ASN
attention of name
automated export system
auxiliary packaging
backorder
barcode
bill of lading
BOD
business object document
carrier
carrier agent
certificate of origin
code number
combined nomenclature
combined plan
commodity code
commodity type
consignee
consolidation
container
container role
container structure
container type
country of origin
CPD carnet
CUM
cumulative quantity
customs number
customs office
customs office of exit
customs office of export
delivery terms
dock
drop zone
DUNS number
EDI
electronic data interchange
EORI number
Exchange Services
FFD
format file description (FFD)
freight container
freight matrix
inner packaging
location
logistics service provider
LSP
message standard
message type
NCTS
OAGIS
OEM
open applications group integration specification
original equipment manufacturer
outer packaging
pack
package
packaging
packaging structure
partner
partner hierarchy
partner ID
pick-up sheet
place of loading
print request
print template
pro forma invoice
PUS
SBI
self-billing invoice
ship from
ship from location
shipment
shipper
Shipping
ship to
ship to location
single plan
SOR
style sheet
system of record
tenant
THU
transport handling unit
type of packaging
UA-FI
unit of measure
unprocessed plan
UOM
VDA
waybill
X.400
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