Create New EDI File

To create a new EDI file, start by selecting the document type you need (e.g. Purchase Order, Freight Invoice) from the side menu. Then choose the partner, and the corresponding form will load if you have created an EDI definition for the partner.

In the loaded definition, icon represents a segment, and represents a loop. Each row shows the number of iterations and the ‘required’ flag of the loop/segment. You can click on the Add Segment Iteration or Add Loop Iteration button to add more iterations until the maximum number of iterations are reached. Search button in the right hand corner can be used to search data values within a loop/segment.

Add Segment

Once you click on a segment, it opens in a tabular view. Each row of the table represents an instance of the segment.

Add Loop

To add a loop, you can use the basic editor with a tabular view where each row represents an iteration of the loop. Basic editor will show a subset of segments and elements in a loop. To see all the segments and elements in a loop switch to the advanced editor. In the advanced editor you can view the loop in a hierarchical format or as a paginated list.

Once all the details are added, click Validate and Save button to check the EDI file for errors and save its content. If there are any validation errors you will be prompted to correct them first. Once all the validation errors are corrected, you can click Send to send the EDI file to your partner.