Set up the SFTP in Filezilla
- The ins and out
folders are backwards In is the folder that we are sending documents to them, out are the documents they are sending to us.
- SPS converts everything into
a standard XML file.
- Sync is where you create your
connections to the FTP
Actions are the different
file types.
Create new action
- Select document
types
- Directory path is the
folder location that we are either pulling from or pushing to. Example
/testout
Go to mappings > these are
created when we create the actions. Are needed to process actions
- Click Create
lines
- Click configure
- ONLY CLICK THESE ONCE. If
you click them again it deletes any mappings that you have done and sets everything back to stock!!!
- Mapping files can be trading
partner specific but there has to be at least one mapping that is blank,
if you assign a partner to all it will create a new one that is blank. Different venders will use different mappings.
Go into the customer and set
the trading partner ID on the contact.
Go to the EDIT
tab and set the different documents you want to do.
- When you set one
of these fields be careful because any record that has the edi status as
draft it will send all of those records. There is a server action to
change the EDI status of do this is mass.
Test
- When making a
modification make 1 change, save, and then refresh.