EDI Transaction Management

OBJECTIVE

The EDI Transaction Management option is used to create an XML transfer file for certain data transactions. This file can then be transferred electronically to the VAN responsible for the final transmission of the data.

VAN is in English acronym for Value Added Networks. It represents an intermediary that handles the XML file created by the issuer and sends it to the recipient making any necessary modifications to ensure the data complies with the expected format. You can also generate and transfer an EDI batch when you transfer a stock order from catalogue. This function can be configured in Supplier Management.

 

PREREQUISITEs

• Configure the communication interface between maestro* and the VAN.
• Click the Configuration icon to display the issuer's EDI code in the Codes section.
• Configure the batch directories by clicking the Configuration icon in the Folders section.
• One or more of the following modules:
  • Stock Order from Catalogue
  • Receipt of Goods
  • Purchase Order Invoicing – Purchasing and Procurement
  • Invoice Customer Orders – Customer Order

 

Steps

maestro* > Maintenance > Interface Maintenance > EDI > EDI Transaction Management

 

Generate a batch

1. Enter the required information:

Field	Description
VAN	EDI service provider. NOTES: The default VAN can be configured by clicking the Configuration icon in the Codes section. The VANs are configured by Maestro during installation of the EDI interface. Users cannot add or delete VANs.
Description	Description of the batch created.

2. Enter the required information in the Details tab:

Field	Description
Recipient	Available values: Customer Makes customers from Customer Management available. Supplier Makes suppliers from Supplier Management available.
Creation Date	Date the batch was created.
Date sent	Date the batch was shipped.
User	Name of the user who generated the batch.
File	Location and name of file created. NOTES: The location is determined based on the directories configured when you click the Configuration icon. This information is displayed automatically after the batch has been generated.
Transaction Type	Type of transaction available. NOTES: The list of available transactions is configured by Maestro during installation of the EDI interface. It depends on the VAN and transactions managed by it. Users cannot add or delete transaction types.
Reference	Reference number of the transaction to be included in the batch. NOTES: The references can be an order number, invoice number, etc. You can select multiple transactions at a time by pressing the CTRL or Shift buttons on the keyboard. One line is created for each reference.
Description	Entered by default when the Reference field is selected.
Comment	Comment associated with the line.

3. Entering the required information in the Comment tab enters a general comment about the generated batch.
4. Click Save.
5. Click Generate the Batch File.

 

See also

• Customer Management
• Supplier Management
• How to Using the EDI Interface

 

Last modification: December 20, 2024