To set up the general parameters for EDI:

1. From the Module Menu select Maintenance, Acquisitions and then General Parameters.
2. On the General tab, set up the parameters you want (see below for details).
3. Click Save or Save & Close.

Allow long filenames for FTP

This specifies whether long filenames — i.e. those longer than 8 characters — will be truncated when files are being transferred using FTP.

Auto complete receipts

This specifies whether the complete flag on receipts is automatically set to yes when EDI order responses are processed. Setting this to yes also means that the item records are updated to show that they have been received and accessioned, so that items can immediately be put intransit to a branch or added to the stock at a branch without further processing.

Setting this to no means that the receipts will remain as unconfirmed, and staff will need to open each receipt record in Acquisitions and click OK to set the completion flag to yes and update the items.

E-mail address for EDI transactions

The library’s e-mail address for EDI transactions.

SAN for EDI transactions

The library’s Standard Address Number. You’ll need a SAN to be able to send and receive EDI transactions. The SAN is also called the GLN (Global Local Number) in some countries.