To set up the EDI parameters for a vendor:

1. From the Module Menu select Maintenance, Acquisitions and then Vendors.
2. Do one of the following.
   • Type the Code for the vendor you want, and press Tab.
   • Click Search, find the vendor you want, and click Select Record.
3. Click the EDI Information tab.
4. Set the parameters (see below for details).
5. Click Save or Save & Close.

EDI information

In the SAN/GLN field type the vendor's Standard Address Number or Global Location Number. Most vendors have both numbers so check with the vendor for the correct one to use.

In the Email field specify the vendor's email address for EDI transactions.

EDI FTP transmittal settings

Specify the vendor FTP information here. Spydus will use this information to transmit information (e.g. purchase orders) if the delivery method chosen is FTP.

EDI FTP retrieval settings

Specify the vendor FTP information here. Spydus will use this information to connect to the vendor’s FTP site to download EDI files, e.g. quotes messages.

Cancellation delivery method

Nominate the cancellation delivery method — either EDI email or EDI FTP.

Require unique copy ID

If you are sending EDI order messages with a separate GIR line for each copy, then select this checkbox to include a unique copy ID.

Auto process EDI

This option must be checked to allow automated FTP retrieval of EDI files from the vendor.

Material discounts and service charges

The vendor defaults set up on the Materials and Services tab will be used in EDI quotes if the LVT (service charge) or LST (material type) elements are present in the quote without an amount.

If there is a vendor discount or service charge listed in the EDI quote itself when the quote is loaded into Acquisitions, Spydus will load the amount that’s in the quotes file.

EDI Transmission and Retrieval

EDI transmission will be performed ad-hoc/on demand when dispatching Purchase Orders. By default, the configured vendor details will determine the method of transmission (FTP or email) but this can be manually overridden by editing the Purchase Order before Dispatch.

To automatically retrieve EDI files from vendors, a scheduled task must be configured to run on the Spydus server.

Please contact Civica Support for assistance as commissioning is required.