EDI 3PL
EDI 3PL Setup on Trading partners
EDI 3PL Setup on Trading partners
This section provides a short overview of the required prequisites for setting up EDI for 3PL warehouses.
The Trading partner fields are used to describe how the prequisites setups are allocated to an EDI 3PL warehouse.
Users can access the form by navigating to EDI > Setup > Trading partners
3PL Trading Partner Setup - Quick Summary:
| Setup | Short description | Setup path |
|---|---|---|
| Options | ||
| Connection profile | Ability to override the default EDI connection profile on Trading partner level. If blank, default EDI connection will be used. Default EDI connection is determined by: • Outgoing documents: Connection profile setup on EDI > Setup > EDI parameters • Incoming documents: All active connection incoming paths as setup in Connections. |
EDI > Setup > Connection setup |
| Cleanup profile | Ability to override the default Cleanup profile (setup on Shared EDI parameters) on Trading partner level. If blank, default Cleanup profile will be used as setup on EDI > Setup > EDI shared parameters | EDI > Setup > Cleanup profile |
| Order | ||
| Inventory journal name mapping | Ability to specify 3PL’s mapped value for Movement journals. If not sent by 3PL, the default movement will be used | EDI > 3PL setup > Inventory journal name mapping |
| Inventory status Id mapping | Categorize inventory | EDI > 3PL setup > Inventory status Id mapping |
| Disposition code mapping | Specify how to process an item that is returned by a customer | EDI > 3PL setup > Disposition code mapping |
| Item arrival | Specify which arrival journal to use for trading partner | Inventory management > Setup > Journal names > Warehouse management |
| Transaction code mapping | Indicates inventory movement direction. With In the quantity is used as-is, Out is converted to a negative quantity | EDI > 3PL setup > Transaction direction mapping |
| EDI Document type | Each applicable outbound document type | EDI > Setup > Document types |
| Template | Document type template | Templates on EDI > Setup > Document types |
| Setting profile | Settings profile | Setting profiles on EDI > Setup > Document types |
| File name setup | Outbound file name | EDI > Setup > Document types |
| Connection profile | Ability to override the default EDI connection profile on document level. If blank, the trading partner’s Connection profile will be used. | EDI > Setup > Connection setup |
| Cleanup profile | Ability to override the default Cleanup profile on document level. If blank, the trading partner’s Cleanup profile will be used. If Trading partner’s Cleanup profile is blank, the default Cleanup profile on EDI shared parameters will be used. | EDI > Setup > Cleanup profile |
| Acknowledgement | An Inbound Functional Acknowledgement is required from the trading partner for the outgoing document. Note: Also required to setup the Functional acknowledgement inbound document under Incoming documents. | Y/N |
| Enabled | Ability to enable/disable document type for Trading partner | Y/N |
| Incoming documents | It brings the document template, mappings, settings profile, validation and filename mask together to enable the document for the trading partner | |
| EDI Document type | Each applicable inbound document type | EDI > Setup > Document types |
| Template | Document type templates defined for the document type | Templates on EDI > Setup > Document types |
| Setting profile | Settings profiles defined for the document type | Setting profiles on EDI > Setup > Document types |
| Validation profile | Validation profiles defined for the document type | EDI > Setup > Document types |
| Search mask | A file mask is used to match files in the document type’s defined directories | |
| Connection profile | Ability to override the default EDI connection profile on document level. If blank, the trading partner’s Connection profile will be used. | EDI > Setup > Document types |
| Cleanup profile | Ability to override the default Cleanup profile on document level. If blank, the trading partner’s Cleanup profile will be used. If Trading partner’s Cleanup profile is blank, the default Cleanup profile on EDI shared parameters will be used. | EDI > Setup > Cleanup profile |
| Acknowledgement | Trading partner requires an Outbound Functional Acknowledgement for the incoming document. Note: Also required to setup the Functional acknowledgement outbound document under Outgoing documents. | Y/N |
| Enabled | Ability to enable/disable document type for Trading partner | Y/N |