Electronic Data Interchange (EDI) Integration
Electronic Data Interchange (EDI) is the computer-to-computer exchange of business data in standard formats. Using EDI, information is organized according to a specified format set by both parties, allowing an automated computer transaction that requires no human intervention or rekeying on either end. The information contained in an EDI transaction set is, for the most part, the same as on a conventionally printed document. EDI standards in the US are set and published by the ASC X12 committee of ANSI. International EDI standards are known as EDIFACT standards.
You can optionally choose to configure NetSuite WMS for use with EDI if you are working with a NetSuite EDI partner to send advance shipping notices (ASN) to customers after items are shipped.
NetSuite WMS creates custom records with the required shipping data.
This data is then read by the NetSuite EDI partner, who converts the data into an EDI document and sends the ASN to the customer. For more information, see Confirming Customer Shipments.
Configuring the EDI integration is a two-step process: you must first enable the EDI system rule and then identify which customers or orders require an ASN when orders are shipped.
Generating SSCC-18 Bar Codes
You can generate SSCC-18 bar codes in GS1 linear format for customers that require advanced shipment notices. To set up, define the format and provide your company prefix or DUNS. The generated bar codes appear on shipping labels after you pack items through NetSuite WMS.
For more information and setup instructions, see Defining a UCC Code Format.
Activating the EDI System Rule
To begin your EDI integration setup, activate the Generate EDI 856 outbound ASNs? Rule.
To activate the EDI system rule:
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Using the WMS Warehouse Manager role, go to WMS Configuration > Configure Warehouse > System Rules.
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On the WMS System Rules List, do one of the following:
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To activate the rule for all warehouse locations, next to the Generate EDI 856 outbound ASNs? rule, click Edit. Then, proceed to Step 3.
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To edit or activate the rule for a specific location, click New WMS System Rules. Then, set values in the following fields:
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Name – Enter Generate EDI 856 outbound ASNs?
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Location – Select a warehouse location to which you want to apply the rule.
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In the Rule Value field, enter Y.
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Check the Active box.
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Click Save.
Setting Up Customers to Receive Advanced Shipment Notices
On a customer record, you can specify whether a customer requires advanced shipment notices.
To identify which customers require ASNs:
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Using the WMS Warehouse Manager role, go to WMS Configuration > Configure ERP Records > Customers.
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Click Edit next to the customer that requires an ASN when an order is shipped.
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Check the ASN Required? box.
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Click Save.