Setting up carriers

You can set up carriers using these methods: File Transfer Protocol (FTP) and Secure File Transfer Protocol (SFTP.)

  1. Select Supply Management > Supply Management Setup > EDI > Carriers.
  2. Click Create.
  3. Specify this information:
    EDI Carrier
    Specify an EDI carrier. EDI carriers can have embedded spaces or special characters in the carrier field.
    EDI Method
    Select the communications protocol to use. The Provider plus the EDI Method is used to describe the protocol in which data is exchanged. Select either FTP (File Transfer Protocol) or SFTP (Secure File Transfer Protocol).
    Host
    Select addressing information for the carrier, for example, IP address or DNS Name.
    Enable Host Key Checking
    This field is available if EDI Method is SFTP. Select this check box to restrict client access only a certain host.
    Authentication Type
    This field is available if EDI Method is SFTP. Select either User And Password, or User And Private Key.
    User
    Specify an ID to access the host, if one is required.
    Sftp Password
    Specify the password to access the host, if one is required.
    Outbound Directory
    Specify the directory into which your FTP or SFTP site provider wants you to put files.
    Outbound File
    If this field contains a value, then when files are uploaded to the server this value is followed by a time stamp. For example, if this field contains ACME, then the file on the server could be named ACME.20171015102359.
    Inbound Directory
    This is the directory at your FTP or SFTP site provider from which you receive files..
    Move Directory
    This is a directory at your FTP or SFTP site provider. If your site provider prefers that you move files to a different directory after receiving them, specify a Move Directory.
    Transfer Type
    This field is available if EDI Method is FTP. Select either ASCII or Binary.
  4. Click Save.
    Note: After the carrier record is configured and saved, you can click Test Connection.