Order EDI Setup

Field Name

Description

Validation

Default

Client Reference used for Inbound Order XML Interface

If the client sends Order data in a file, the file must contain a reference to identify where the file originated from. Input the reference in this field.

Mandatory

Blank

Load EDI Orders Into Hold Table

Determines if the Customer’s Orders will be loaded into a holding table via the XML interface or be updated directly into the order tables.

NOTE: The holding table is the EDI Order screen.

Mandatory

Customer Sends All Open Orders

Determines if the XML order file for the Customer will be the full file of open orders. All other orders/lines are closed or cancelled.

Mandatory

Blank

Allow update of Orders linked to Shipments/Jobs

Determines if the XML order file for the Customer continue to updates Orders where a Shipment or a Job exists that is linked to the Order.

Mandatory

No

Allow bulk update to live order

During the EDI Order load process this flag will set the EDI Order Confirmed flag to Yes if the Order passes validation.  This flag also makes the option ‘Make all validated order live’ available in the EDI Order screen.  This option will look for all confirmed EDI orders for this client that pass validation and make the EDI Orders live Orders.  

Mandatory

No

EDI Order Tracking Interface with Client?

Select whether client expects Order XML from Expedient to be sent to them. If yes, then enter in the interface details.

Optional

Blank

Email to send XML to

The email address the XML file should be sent too.

Optional

Blank

Email to send alerts to

The email address the alerts should be sent too.

Optional

Blank

File Directory path storing sent EDI Order Tracking Files

File Directory to store incoming EDI Order Tracking Files.

Optional

Blank