Adding EDI Partner Transactions

Note: Even though the system is supplied with a set of proprietary EDI formats that allow users to trade with other Net•Yield users via EDI, these transaction sets must be installed before use. Follow this same process when adding transaction sets for other trading partner specific formats.

1. Select the EDI Partner Transaction option from the menu.

2. Select the ADD option from the pop up window.

3. Use the Navigation window to locate the Net•Yieldfolder or other trading partner's transaction formats inside the EDI Trading Partners folder. This folder is installed in the Shared\NetYield\EDI Trading Partners\NetYield folder or trading partner folder.

4. Select the version of the transaction type format and click the OK button. An EDI Partner Transaction window will appear listing the following information for each file format:

• Tx – The transaction format
• Ver – The transaction version number
• Name – The transaction name.

The Net•Yield supplied transaction sets include folders. A similar set of folders will exist for the other specific trading partners:

• 000000 – Contains the XML formatted transactions for purchase orders, confirmations, and invoices. The system would read in a purchase order transaction, create a confirmation, and then create an invoice.
• 004010 – Contains the 4010 version of EDI formats 810 Invoice, 850 Purchase Order, 875 Grocery Products Purchase Order, 880 Grocery Products Invoice, 894 Delivery Return Base Invoice, and the 997 Acknowledgement.
• 004030 – Contains the 4030 version of EDI formats 810 Invoice, 850 Purchase Order, 875 Grocery Products Purchase Order, 880 Grocery Products Invoice, 894 Delivery Return Base Invoice, 997 Acknowledgement.
• 005010 – Contains the 5010 version of EDI formats 810 Invoice, 850 Purchase Order, 875 Grocery Products Purchase Order, 880 Grocery Products Invoice, 894 Delivery Return Base Invoice, and the 997 Acknowledgement.

5. Select the transactions format(s), or select ALL using the F9 key. Then, close the window using the F10 key. The transaction formats for Net•Yield or for the trading partner format will be created. If a trading partner format was added that does not have the corresponding Net•Yield format in the system, the Net•Yield format will also be added. In addition to creating the file formats for the trading partner, if the trading partner did not exist in the EDI Trading Partner table, the trading partner would also be added to system. See EDI Trading Partners for more information.

For more information on the EDI Partner Transactions option see EDI Partner Transactions.

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