Processing EDI

The Electronic Data Interchange (EDI) process of exporting, importing, or doing both functions between two EBMS companies or between EBMS and a 3rd party company can save data entry time and improve data intregrity.  Proper configuration and scheduling can automate the EDI process of communicating purchase orders and other forms to suppliers and importing sales orders from customers.

EBMS contains the following options to process EDI:

  1. Launch process from EBMS documents

  2. Configure and schedule process using the Task Scheduler App

Continue with the following instructions if the customer and vendor configuration within each company data set that is communicating using the EDI tool.   Review EDI Overview for vendor and customer configuration instructions.

A.  Launch Process from EBMS Documents

  1. Open an existing purchase order or create a new order using one of the following methods:
    1. Create a PO from the purchasing screen:  Review [Inventory] Purchasing > Inventory Purchasing Dialog on steps to create a purchase order based on stock levels.
    2. 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.
    3. Create a PO manually:  Review [Financials] Purchase Order Overview for purchase order creation details.
  2. Select Process > Export to EDI and Send option from the purchase order menu as shown below:
  3. The XML file will be created, converted to a sales order, and saved within the Path of staging folder saved within the vendor record associated with this purchase order.
  4. Close the purchase order dialog.
  5. Open EBMS with the purchase company data set and select Sales > New Sales Order from the main EBMS menu.
  6. Enter the Customer ID for the new order.
  7. Right click on the Customer ID and select Import from EDI from the context menu as shown below:
  8. XML files are copied to subdirectories based on the success of the import.

B. Configure and Schedule Process using the Task Scheduler App

Scheduling the EDI imports or exports is a powerful to in creating a seamless process to communicate data from one company to another.    Use the following URL settings within the Task Scheduler App.


URL Format:  ebms:dbscript?UserName=administrator&Password=&DataPath=C:\\Shared\\MyDataset&ShowUI=true&command=ExportDocToEdi&p1=doc_type=S&p2=doc_id=12345


doc_id: the key field value for the document such as an invoice number


URL Format:  ebms:dbscript?UserName=administrator&Password=&DataPath=C:\\Shared\\MyDataset&ShowUI=true&command=ImportFromEdi&p1=doc_type=S&p2=id=BUSAME&p3=action=2


ID: EBMS vendor or customer id


Review Automate using Task Scheduler App for instructions to schedule the activation of either URL using the Windows scheduler.