EDI format for outbound documents

You must specify an EDI format for each outbound EDI document. You must specify EDI formats 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

At the trading partner level, you can select EDI or ION. At company level, you can select these EDI output formats:

• For ION output, select 5.
• For flat file output, select 1 for standard output or 2 for custom output.

If you generate ION BOD output only, select these values:

• Select EDI or ION for all documents at the trading partner level.
• Select EDI format 5 for ION output at the company level.

If you generate flat file output only, specify these values:

• Select EDI for all documents at the trading partner level.
• Select EDI format 1 or 2 for flat file output at the company level.

If Yes is selected for Print EDI Where Appropriate? when you run a report to generate EDI documents, the output format for the document is checked at the trading partner level. If ION is selected, then the document is sent in a BOD. 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.

You can also generate XML output format for Rebates (EDI 844) and Product Transfer/Resale (EDI 867) documents. You must select XML at the trading partner level. An XML value at company level is not available.

The Print Type field on the Information page of the report applies to the report only. It does not affect the output format of the EDI documents that are generated by the report.