EDI Set up & Delivery Codes
As well as the below EDI set up, you must also configure the Prima Administration to send Electronic Orders. This can be found in the Administration at General>EDI Setup
To configure the EDI set up and add in the Delivery Codes, you need to do so from within the Company record of each Vendor individually.
Open the Company record and click on the Supplier Details tab
Click on the EDI button to open the account settings for the EDI vendor. Define the:
Connection Type - choose the vendor EDI type
Connection User Name - account code/name with Vendor
Connection Password - password with Vendor
Suppliers Code for Buyer - replicate the account code/name
Accounts
In the Accounts button, you need to set up each account number for this vendor and the type of account it is, ie Standard, Bulk (Full Carton) or PACT (for specific customers only)
Delivery Codes
The default delivery codes should be already in the supplier tab for your vendor, if they are not, please contact Customer Care.
Click the Add button below the Delivery Code field to generate the Delivery Codes for any additional accounts.
For PACT Deliveries you must have the relevant PACT Delivery Codes saved against the Vendor record and then against each customer that uses this PACT account in the Contract/PACT button in their company record
Note - Delivery Codes are essential for EDI trading. Defining the type and delivery method in the code determines how the order is processed by your vendor both for how the goods are delivered and the pricing on the order (PACT items).