EDI for Supply Management User Guide

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About this guide
Introduction to EDI
Supported EDI transactions
OS Portal overview
Accessing FSM in Infor OS Portal
Planning your EDI implementation
Following EDI standards
Establishing trading partners
Legal issues
Setting up EDI
Communications protocols
Carriers
Setting up carriers
Setting up trading partners
Creating an inbound trading partner record from an existing outbound 850 record
Creating a trading partner record from an existing record
Item qualifiers
Global location number (GLN) records
Defining global location number usage
850 purchase order
Supplier account number mapping for outbound transactions
Include PO terms
SDQ creation
Enabling SDQ creation
SDQ03 lookup
Using a GLN for SDQ03
Using ship to location for SDQ03
Trading Partner specific SDQ03 location
Enabling SDQ03 location lookup
Using Vendor Purchase from location in SDQ creation
Setting default values for SDQ03
N102 mapping
N102 based on requesting location
N102 based on ship to location
N102 using <tpid>_O_DEPT
N1DA creation
GLN lookup records
Using purchase from GLN for ship to or bill to
GHX-specific records
850 purchase orders
N1 segment - ship to
N1 segment - debug ship to
N2 segment - requesting location name
N1 segment - company
N1 segment - seller
Always create SDQ
Removing characters from vendor item
855 acknowledgment
856 ship notices
Disabling vendor item mapping
Item type
Freight or shipping carrier
810 invoice
Disabling mapping item numbers
Map invoice terms
Summary tax as AOC
Using N1BT for cross reference
Triggers and jobs for EDI exchange
Creating process triggers for EDI data exchange
Creating job for the trigger
Jobs
Scheduling jobs
Scheduling by Frequency
Scheduling for specific times
EDI data substitution
Usage
Conventions in data substitution
Data substitution patterns
Setting up the substitution table
Data substitution configuration and mapping - Unit of measure
General generic UOM
Trading partner-specific UOM
Trading partner item-specific UOM
Inbound
Supplier account number mapping for inbound transactions
855 purchase order acknowledgment
856 advanced ship notice receiving
Enabling PO line number mapping
Disabling item description mapping
Disabling unit cost mapping in 856 transaction
Canceling backorder quantity using YNQ segment
Processing 810 invoices for service contracts
Data substitution mapping and configuration - 810 match invoice
Add on costs
Tax
Expense invoices
Service contract invoices
Invoices for interfaced external purchase orders
Outbound
Data substitution and mapping configuration - Outbound 850
PurchaseOrder to 850
Ship to segments
Purchasing vendor shipto account MAP_SHIPTO_ACCOUNT
Shipto account number lookup: <tpid>_O_SHIPTO
Shipto based on requesting location: <tpid>_O_N104_REQLOC
Shipto name (N1ST02) based on requesting location: <tpid>_O_N102_REQLOC
N1ST02 based on Shipto Location: <tpid>_O_N102_SHIPTO
Department Lookup: <tipd>_O_DEPT
Map N1ST02 to N1ST04: <tipd>_O_DEPT_SHIPTO
GHX SHIPTO: L1_O_DEBUG_SHIPTO
Shipping information
Include requester contact Information: MAP_REQUESTER
Include shipping address: INCLUDE_SHIPTO_ADDRESS
N2 segment based on requesting Location: <tpid>_O_N201
Billing information
Include N1BT: INCLUDE_BILLTO
Bill To Company: <tpid>_O_COMPANY
INCLUDE_BILLTO_ADDRESS
Vendor information
Include N1VN segment: CREATE_N1VN
N1VN04: <tpid>_O_VENDOR
GHX <tpid>_O_VENDOR
N1 qualifiers
Order information
Requested delivery: INCLUDE_SCH
Purchase order total: INCLUDE_AMT
Payment terms: CREATE_ITD
Delivery location: CREATE_N1_DA
INCLUDE_PO_RELEASE
Item qualifiers
Punchout ID: PUNCHOUTID_QUAL
GHX replace or remove characters from vendor items
L1_O_REQ_CHECK
L1_O_REQITEM
L1_O_VCITEM
SDQ creation
SDQ_CREATE
<tpid>_O_SDQ_ALWAYS
Enable SDQ location lookup: L1_O_LOOKUP_SDQ03
SDQ location lookup: <tpid> O_SDQ03
Use GLN in SDQ
SDQ_USE_GLN
SDQ_USE_SHIPTO
Use Purchase From Location: SDQ_USE_VENDOR_LOC
Default value for Purchase From SDQ: SDQ_DEFAULT
SDQ_USE_GLN
SDQ_USE_SHIPTO
Use Purchase From Location: SDQ_USE_VENDOR_LOC
Default value for Purchase From SDQ: SDQ_DEFAULT
Setting up trading partners for x12 832 price sales catalog
Data substitution
Contract group
Vendor and supplier
Manufacturer
832 processing
Processing 832 contract interface catalog
Executing EDI
Executing outbound processing
Executing inbound processing
Supply chain interfaces
Purchase order interface
PO acknowledgements interface
Interfacing receipts
Invoice match interface
Troubleshooting
Counting elements in a data file
Trading-partner-not-found errors
Determining the cause of trading-partner-not-found errors
Using GS1 identifiers in EDI Transactions
Global location number (GLN)
Global trade item number (GTIN)
Using GLNs in EDI transactions
Enabling GLN usage
GLN usage options
GLN substitutions setup
GLN usage process
Outbound
Inbound
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