FAQ

In addition to the required setup, what are the prerequisites for sending and receiving EDI files using the EDI module?
You need to:
• Activate the EDIX3 – Paperless document exchange activity code.
• Have the Functional authorizations.
• Assign an EDI ID to the site, company and BP (using the Associations functions).

 

Where can I find the names of the files to send?

The names of the files to send are specified in the Sequential files or XML files screens.

 

Where do you define the directory paths for files to be sent and received files?

These paths refer to the Sage X3 storage space. They are entered in the Protocol function.

 

Can you send and receive duplicate files?
Yes, but this depends on:
• The Category setup

• The processing launch parameters

 

Where do you define the filters available when launching outbound message processes?

These filters are defined at Category level.

 

Can you prohibit or authorize exceptions when sending out and receiving invoice duplicates?

Yes, with two new general parameters defined by legislation (TC chapter, EDI group).

 

Can you use the BP’s SIREN code as an EDI ID?

Yes, using the ID type in the EDI partners by BP function.

 

Can users who receive an EDI order also send out an EDI invoice?

Yes, it is possible to differentiate authorizations by document category using the function code defined in the Category setup and based on each user's functional authorizations.

 

Can you send an EDI invoice or view the EDI history from the invoice management function?

Yes, with the EDI History and Sending actions. Users can directly send invoices, depending on their functional authorizations.
These features are also available from the other sales documents.