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EDI Settings

Introduction

The EDI Settings tab is where you define the EDI settings for transactions made with a trading partner. To open it, use the Harmony Portal menu to select EDI > Admin, add or select a trading partner, then select the EDI Settings tab:

EDI Settings

Click Save before changing tabs to save any entered values.

Preferred ID

The Preferred ID tab is where you set which company ID (GS ID) to use with each partner:

Preferred ID

  • Partner ID: Choose the partner's ID (GS ID).

  • Company ID: Choose the company ID (GS ID) to use with this partner.

  • Add New Partner ID: Enter a new partner ID, click Add , then select the new ID from the Partner ID list.

  • Add New Company ID: Enter a new company ID, click Add , then select the new ID from the Company ID list. (You cannot delete added company IDs.)

Address

The Address tab is where you enter a partner's details:

Address

  • Name

  • Code

  • Code Type

  • Type

  • Description

  • Additional Name 1

  • Additional Name 2

  • Street

  • Street Line 2

  • City

  • Province/State

  • Postal Code

  • Country

Terms

The Terms tab is where you enter the partner's terms of business:

Terms

  • Name: Enter the shipping company's name.

  • Description: Enter a description for the term.

  • Code Type: Enter the code identifying the type of payment terms. (See the partner's EDI implementation guide for specific values.)

  • Basis Date Code: Enter the code identifying the start of the term's period. (See the partner's EDI implementation guide for specific values.)

  • Discount Percent: Enter the percentage discount given to a purchaser for invoices paid on or before the discount due date. (See the partner's EDI implementation guide for specific values.)

  • Discount Days: Enter the number of days in the terms discount period for which payment is due (if a discount is applied). (See the partner's EDI implementation guide for specific values.)

  • Discount Due Date: Enter the date payment is due for a discount to be applied.

  • Net Days: Enter the number of days until the total invoice amount is due (discount not applicable). (See the partner's EDI implementation guide for specific values.)

  • Discount Amount: Enter the total amount of discount.

  • Net Due Date: Enter the date (in YYYYMMDD format) when the total invoice amount becomes due.

  • Payment Method Code: Enter the code identifying the type of payment procedure.

  • Percent: Enter the percentage discount expressed as a decimal.

  • Percent of Invoice Payable: Enter the percentage amount of invoice payable.

References

The References tab is where you define one or more partner reference items:

References

  • References: Enter the reference information as defined for a particular transaction set, or as specified by the reference identification qualifier. Enter text in the field to filter entries.

  • Code: The code qualifying the reference identification is automatically entered when References is set.

  • Description: Enter a description for the reference.

  • Value: Enter the value used to identify one or more reference numbers or identification numbers as specified by the reference qualifier.

  • Add : Add a reference item. When added, click Delete to delete an item.

Control Number

The Control Number tab is where you set the partner's control number:

Control number

  • Control Number: Enter the number used in the header of an EDI document to validate exchanged documents.

Envelope

The Envelope tab is where you define envelope settings for a partner:

Envelope

  • Acknowledgement Requested:

  • Element Separator: Enter the character used in segments to mark the start of a data element.

  • GS Version: Enter the GS version that indicates the beginning of a functional group for control information.

  • GS ID: Enter the GS identifier (usually identical to your ISA ID).

  • ISA Standard ID: Enter the ISA standard identifier.

  • Responsible Agency Code: Enter the responsible agency code. This is the code identifying the issuer of the standard. It is used in conjunction with Data Element 480 T (Transportation Data Coordinating Committee or X Accredited Standard Committee X12).

  • Segment Component: Enter the segment component.

  • Segment Separator: Enter the character that separates segments.

  • Test Indicator: Enter P for production data or T for test data.

Advanced

The Advanced tab contains one setting:

Advanced

  • Send 997: Enable to automatically send a functional acknowledgment (997) for every message received.