Prerequisites

Before setting up EDI interfaces:

• Set up document types for:

  • EDI customer orders.

  • EDI purchase orders.

  • EDI quotes.

• Set up next numbers for:

  • EDI batch numbers.

  • EDI document numbers.

• Set up order activity rules for:

  • EDI sales order transactions.

  • EDI purchasing transactions.

• Verify that all customer and supplier information has been added to the address book. This includes the global location number (GLN) if applicable.

• Verify that all items being sold or purchased have been entered in the system.

• Verify that all cost and pricing information has been added for items purchased and sold.