Using EDI Trading Partners

This is where you create your interchange ID, application code, bill-to and ship-to IDs. These are either your DUNS number (Duns and Bradstreet number) the UCC, UCC/EAN number, or a number assigned by your EDI Partner used to identify you with your trading partner. Your company profile must be code 00 and is the default created when you create the EDI Partner Transactions.

The Contact Info and Status Area

The information entered here comes from your system registration information.

1. Command options will appear:

• Chg – Select Chg to enter or edit your company profile.
• Ship to Loc – Select the Ship to Loc to make changes to an existing ship-to location for your company or add a ship-to location for your company.
• Update – Select Update to save changes.
• Exit – Select Exit to exit and return to the Select An Option window.

 

Select Chg.

 

2. At the Status (I/A) field, select A (A=active) to make your company active and turn on the EDI processing options in Net•Yield or I (I=inactive) to turn off the EDI options in Net•Yield.

3. Make any changes to your name, contact, address, phone, and fax information, if necessary. Use the Tab, Page Down, Enter, or arrow keys to move through remaining fields when done.

4. An Interchange Identifiers window will appear displaying the following information:

• Type – The interchange type
• Description – The interchange type description.
• ID – Your ID for each of the following interchange types required by your trading partners.

 

Enter your interchange IDs, which can be one or all of the following:

• 01 = DUNS
• 08 = UCC EDI Communications ID
• 12 = Telephone Number
• 14 = GLN
• ZZ = Partner Defined Code
• XX = XML Company Identifier

 

Scroll to the appropriate interchange ID and press Enter. Enter the appropriate ID. Press F10 when finished.

5. At the Application Code field, enter your application code (usually your DUNS number), if applicable.

6. Enter your Electronic Signature in the Electronic Signature field, if applicable.

7. At the next field, enter your GLN Number for your bill-to on your purchase order or remit-to address on your invoice, if applicable.

8. Enter the DUNS Number + 4 for your bill-to on your purchase order or remit-to address on your invoice, if applicable.

Note: PO Name Space/ IN Name Space/CN Name Space are the Net•Yield XML file format schema names used to translate the XML transactions form from trading partners. They cannot be changed and are displayed for information purposes only.

The Ship To Loc command option information:

If you have more than one ship-to location:

A. Select the Ship to Loc(ation) command option.

B. A Select An Option window appears with the following options:

• Select ADD to add a new location.
  • Enter the ship-to name.
  • Enter the ship-to contact.
  • Enter the ship-to address.
  • Enter the ship-to phone.
  • Enter the ship-to fax number.
  • Enter the ship-to ID on your purchase order – GLN number for the ship-to address, if applicable.
  • Enter the ship-to ID on your purchase order – DUNS number for the ship-to location, if applicable.
  • Enter the store ID on your purchase order, if applicable.
    • Command options will appear:
      • Add – Select the ADD button to add the new ship-to location.
      • Exit – Select Exit to exit without adding the new ship-to location.
    • Select Add. When you are finished adding ship-to locations exit to the Trading Partners screen.
• Select a location from the list and press Enter to confirm your selection. Command options will appear:
  • Change – Select Change to change the above information. When you are finished, use the Tab, Page Down, Enter, or arrow keys to move through the remaining fields. Command options will appear; select Update to save your changes or select Exit to exit without saving changes.
  • Delete – Select Delete to delete the above information.
  • Exit – Select Exit to return to the Select An Option window.

Select Change to change the above information. When you are finished, use the Tab, Page Down, Enter, or arrow keys to move through the remaining fields.

Command options will appear; select Update to save your changes or select Exit to exit without saving change. When finished adding ship-to locations, select Exit to exit back to the EDI Trading Partner screen.

Note: If you have more than one ship-to address you will need to create a ship-to profile for each ship-to address.

9. Select Update to save your changes.

Important: Your changes will not be saved unless you select Update.