EDI Supplier Setup – General Setup

Once EDI feature is enabled:

1. Click Purchasing| Suppliers

2. In Supplier window click EDI Setup

3. Select the format, either EDI or CSV. 

4. Indicate the extension of the file – this tells Optimum Control what kind of files to look for.  For

example if the file extension is .810 enter 810  if .csv  the enter csv

5. File Path - Enter the folder to download the EDI files to.  This EDI folder is the folder that FTP will download files to.  Make sure this folder exists and that you have rights to read and write to this folder.  If you are having EDI files mailed to you then save the files to the folder you selected.

6. Indicate FTP Server address as supplied by your supplier representative

7. User Name - as provided by your Supplier representative

8. Password - as provided by your Supplier Rep.

 

See also UOM Alias