EDI Overview
Electronic Data Interchange (EDI) is the computer-to-computer
exchange of business documents in a standard electronic format between
different companies. Businesses enjoy major benefits such
as reduced cost, increased processing speed, and reduced errors by moving
from a paper-based exchange of business document to one that is electronic.
There are multiple EDI standards to communicate data
electronically. EBMS includes the ability to create documents
from an XML file. These files may originate from EBMS or from a
3rd party software.
Electronic Data Interchange or EDI allows sales orders, purchase orders,
and customer lists to be imported and exported from one company to another
using an XML file. The EDI process can be implemented in the following
manner:
- The Import and Export can be between EBMS Databases or third-party
systems able to work with XML data files. Contact a technical support
person to configure 3rd party EDI configurations. This EDI tool
within EBMS is designed to be flexible using script.
- A typical use for the standard EDI features is to create a document
such as a purchase order within EBMS in one company and importing
it as a sales order in another company running EBMS. Use the
following tools for When used in combination with the Task Scheduler
App and Batch Processing, purchase orders created in company A can
automatically be communicated within company B for fulfillment as
sales orders.
- Configure accounts in both companies: Review Configuring
EDI Between EBMS Companies for instructions to setup vendor
and customer accounts in both companies.
- Create purchase orders using one of the following methods:
- Create a PO from the purchasing screen: Review [Inventory]
Purchasing > Inventory Purchasing Dialog on steps to
create a purchase order based on stock levels.
- Create a PO from special orders within sales orders: Review
[Inventory]
Special Orders and Drop Shipments > Purchasing Special
Orders to create a purchase order from a sales order.
- Create a PO manually: Review [Financials]
Purchase Order Overview for purchase order creation details.
- Create the XML sales order within the purchasing company and
import the sales order into the sales company. Review
Processing EDI for details on
these steps.
- Configure Task Schedular App to automate the process. Review
Automate using
Task Scheduler App to configuration instructions.