Connections
- Release notes
Core extensions
- Release notes
- Introduction
- Company colors
- Exchange rate import
- Reciprocal exchange rate
- User security audit detail report
- General and inventory journal import
- Business process links
- Import budgets
- DMF Toolbox
- Print Management
- Data Anonymization
  - Data Anonymization
  - FAQ
- Other
  - Data-entities
  - Security-configuration
- FAQ
  - FAQ
  - Coming Soon
Electronic Data Interchange (EDI)
- Release notes
- Introduction
- FAQ
- Core module
  - Introduction
  - Process overview
  - Trading partner and documents
  - Setup
  - Processing
    - Functional acknowledgement outbound
    - Functional acknowledgement inbound
  - Managing files
  - Workspaces
    - EDI Document maintenance workspace
  - Inquiries
    - Functional acknowledgement received
    - Trading partner documents
  - Other
  - Technical guide
    - Web API
    - Technical FAQ
- Customer module
- Vendor module
- 3PL module
- Freight forwarder for Landed cost module
  - Introduction
  - Process overview
  - FAQ
  - Setup
  - Processing
  - Workspaces
    - Landed cost processing workspace
  - Other
    - Data entities
    - Security configuration
- Integration systems module
  - Introduction
  - Setup
    - Integration systems
    - Trading partners
  - Processing
    - Customer
    - Customer group
- Roadmap and release schedule
- Definitions and Acronyms
Finance utilities
- Release notes
- Introduction
- Setup
  - Cash and bank management
  - Accounts payable
  - Accounts receivable
  - ABN and IRD validation
    - ABN lookup and validation
    - IRD number validation
  - Budgeting
    - Budget import
  - Encryption/decryption
    - Encryption/decryption
  - Electronic reporting export
- Processing
  - Cash and bank management
  - Accounts payable
  - Accounts receivable
    - Customer remittance import
  - ABN and IRD validation
    - ABN lookup and validation
    - IRD number validation
  - Budgeting
    - Budget import
    - Example file format
  - Electronic reporting export
    - Export electronic reporting file
- Other
  - Data entities
- Technical guide
  - Web API Endpoint
- Roadmap and release schedule
- FAQ
Forex contract
- Release notes
- Introduction
- Setup
  - Forex contract parameters
  - Forex over allocation
- Processing
- Other
  - Data entities
  - Security configuration
- Roadmap
Insights for D365 FO
- Release notes
- Introduction
- Setup
- Periodic monitoring
  - Periodic monitoring configuration
  - Number sequence monitoring
- BatchJob monitoring
- Review and set up monitored data
- Azure Application Insights
  - Dashboards
  - Alerts on Azure Azure Application Insights
- Limitations
- Security configuration
- FAQ
- Definitions and Acronyms
Item creation wizard
- Release notes
- Introduction
- FAQ
- Setup
  - Item creation parameters
  - Item creation workflows
  - Item creation
  - Item setup
    - Item status
    - Item creation workflows
  - File management
    - File management
- Processing
- Periodic tasks
  - Update item status
  - Item creation
    - Creation import files
    - Item import
  - Item status
    - Automatic status update
- Inquiries
  - Creation import sessions
- Other
License manager
Product Lifecycle Management (PLM)
- Release notes
Security Insights for D365 FO
Smart Business Form Email Manager (Smart Send)
- Release notes
- Introduction
- FAQ
- Setup
- Processing
  - Email processing
  - Electronic Reporting
- Other
- Roadmap
Solutions for DocuSign and Dynamics 365
- Release notes
- Introduction
- FAQ
- Setup
- Inquiries
  - Documents
  - Exceptions
- Other

Frequently asked questions

Where can I find contact information for support?

Support contact details can be located on the Contact tab at Organization admininstration > Workspaces > Product support

Where can I identify the installed version of the EDI module?

Navigate to Help & support > About.
A list of installed models will be displayed on the Version tab. Search for Sable 37 EDI. The version information will be displayed on the right (i.e. DXC EDI 10.0.34.202306151 (isv))

Dependency and Security Information

EDI uses the following for import and export of files within FinOps:

File transfer protocol library (FTP)
Microsoft Azure Blob Storage libaries
SAB_EDISFTPClient custom library - This library uses the following to support SFTP file transfer capabilities in EDI
- SSH.NET library
- SFTP Client library

Number sequences are not available to setup

To load all new number sequence references, select Reset on Organization administration > Number sequences > Number sequences > Manual cleanup

Can I resend a document

Yes, an outbound staging record can be created again. Use the Reset flag and Send to EDI buttons on the source transaction.

Refresh module

After each deployment, refresh module via EDI parameters.
This will flush EDI caches and refresh EDI module metadata such as EDI document types, XML structures, field names etc.

If you receive:

XSD validation error ‘The ‘minOccurs’ attribute cannot be present.’: use Reset structure on your XML templates to fix XSD validation error.
SQL errors: Run a db sync

Download document type’s header and lines fields

Quick method to download header and line fields for a document type:

Navigate to EDI > Setup > Document types.
Select the applicable document type.
In FastTab Staging metadata select Field upload.
Select the Template button and then Download.

Data refresh - Connections

By design, data refresh doesn’t copy passwords for connections. When opening the connection, user will receive a ‘Encryption error occured with exception’.
If the connection is to be used in this environment, update the details (for example different paths for UAT) and update the password.

No document setting specified

Posting some transactions require an EDI document setting specified.
If you receive error ‘Update has been cancelled. No document setting specified.’ please check if you have a ‘Setting profile’ assigned for the trading partner’s document.
Example:
EDI Trading partners

Module FAQ

The module specific FAQ can be found below.
FAQ includes example errors and methods to fix.