This page will go over the initial setup of the software to establish a connection between EDI and the ERP software.

LOGIN

The default username and password will ADMIN:ADMIN.  You can change this later or disable in the User Settings once logged in.  You will also need to select the Site ID in the drop down below to obtain information for only that Site NOTE: Selecting the Site ID only applies for Visual version 7.1.2 and above; Any version below 7.1.2 will not need to select a Site ID.

 

User Settings

To access the User Settings, Go to Settings>User Settings.

In this screen, you can add/edit/remove users from the dashboard.  This will also control user rights such as access to different documents and the ability to modify EDI moves and approving them into the ERP.  Once you have given access to different documents per user, it is best to restart the software to be able to see the allowed documents in the main form.

Customer Settings

This screen will control the customer setups with the EDI linked to the customers in the ERP.

First, you will need to click on the Trading Partner tab.  Add trading partners that you have received from the EDI Van.  These will be needed to link up the EDI files to the customers in the ERP. To add a Trading Partner, click New:

Enter in the known Trading Partner information and Select 'Save'. 

 For Test Indicator, enter a 'P' for production.

Once you've added the Trading Partner, click on the Customer tab.  Add a customer and make sure to select the corresponding Trading Partner that was setup as above.  

In the Documents tab, make sure to select the different document types that are associated with the customer that you have selected.  You can also control different settings associated with the document through the checkboxes or list of attributes per document. This example shows the 810, 850, 855, and 856 being setup:

Once you have saved these, the dashboard should be fully functional and ready to obtain EDI files and approve them into the ERP.