EDI Interface Setup

2025/12/03 • 3 min. to read

In this topic

GeneralFields
Web ApprovalFields
EDI MappingFields
SettingsFields

The EDI interface is used for export and import as a setup. In this setup, the endpoints for export and import are defined. It also allows configuration for tolerances and processing logic.

For the EDI import and the EDI export, a separate record is created. The records differ in their URL and the tolerance settings:

The endpoint specifies where the XML data is stored or retrieved. In the Web Approval tab, the correct credentials for the web service (user + password) must be entered. This function is provided by the app "Web Utility Library". The data exchange definition is specified in the EDI Mapping tab and is used to generate the XML file (see table of contents page "Data Exchange Definition"):

Currently, the EDI mapping is mandatory only for the "EDI Export" record. For the import, additional settings are used to control the processing of the data:

Each field in the setup includes an individual tooltip to help understand its purpose.

GeneralFields
Code	Specifies the code of the interface.
Description	Specifies the description.
Active	Specifies whether the interface is activated.
Type	Specifies the type of the interface.

Web ApprovalFields
Endpoint URL	Specifies the endpoint URL where the data is stored or retrieved.
Type	Specifies the type of web service authentication.
Username	Specifies the username of the web service.
Password	Specifies the password of the web service.

EDI MappingFields
Code	Specifies the code of the EDI mapping.
Data Exchange Definition Code	Specifies the code of the data exchange definition.
Direction	Indicates whether the direction is outgoing or incoming.
Document Type	Specifies which document type is used.

SettingsFields
Quantity Tolerance (%)	Specifies the quantity tolerance used for imported data.
Price Tolerance (%)	Specifies the price tolerance used for imported data.
Date Tolerance (Days)	Specifies the date tolerance used for imported data.
Auto-apply Data	Specifies whether the data should be automatically applied to the respective documents during import.
Auto-trigger Shipment	Specifies whether the order should be automatically shipped after data import.
Auto-post Invoice	Specifies whether the invoice should be automatically posted after data import.
Job Queue Codeunit	Specifies the job queue that processes or triggers this EDI interface.