EDI Sales Orders can be imported into Dimensions using Access Transaction Broker. They will be placed into the Sales Order batch ready for review and processing.

The invoices can then be exported to an EDI export file that can be imported in your EDI System.

EDI stands for Electronic Data Interchange and is strictly defined as "the exchange of business data from one organisation's computer application to the computer application of a trading partner". The messages exchanged are typically Orders and Invoices.

Repetitive manual tasks are often required to support a business relationship, EDI automates the processing of these tasks and removes the paperwork element. EDI increases accuracy by eliminating the re-keying of data and the quality of data is enhanced by agreeing product codes, prices and location codes in advance.

EDI may involve the use of secure private networks known as VANs (Value Added Networks), which securely and reliably deliver information between trading partners.

EDI messages may also be exchanged via the Internet using AS2 (Applicability Statement) an internationally agreed methodology for transacting secure and auditable business messages over the Internet.

EDI integration with Dimensions uses a combination of software solutions.

The Dimensions EDI Integration supports the import of Sales Orders and the export of Invoices and Credit notes.

Adjustments to-, and cancellations of sales orders within your EDI system are not imported to Dimensions.

Location codes and delivery addresses will be stored in both your EDI system and Dimensions as cross reference data.

When initially setting up the systems it is important to ensure that the delivery addresses held in your EDI System and those held in Dimensions are exactly the same.

When Sales Orders are written into Dimensions:

The following software is required to use the Dimensions EDI Integration system :

Please note that if your database is not set to 2 dp value configuration, you will need to modify your Invoice and Credit note layouts to 2 dp values in order for these to be compatible with the EDI invoices.

These rounding rules should be followed for the Invoice and Credit note modification:

Values ending in 4 should be rounded down.

Values ending in 5 should be rounded up.

Example: 2.644 should be rounded down to 2.64; 2.645 should be rounded up to 2.65.

Please link to the following pages for details of how to configure both Transaction Broker and Dimensions to integrate with EDI: