EDI setup

EDI setups are the brackets around all the information that is important for the transmission of the EDI to the service provider. These are e.g. the EDI format, the EDI number range, the character set, the file name, the file extension, and the EDI connection.

• Keep in mind that for each active EDI connection, an EDI is generated, and transmitted to the service provider.
  An EDI connection is active if the Send or Send and log setting has been selected for EDI transmission (Carrier configurations – Accounts sheet – open the account – Carrier data generation field group – EDI transmission).

A service provider may require multiple EDI setups for different use cases. For the service provider "Dachser", for example, Carrier Connect offers you 6 EDI setups to choose from:

• A standard EDI setup for the classic pickup EDI (Dachser ASCII version 3.2.3)
• Four EDI setups for shipping order EDIs required within the scope of notifications (Dachser transport notification ASCII version 1.4)

How to configure a new carrier configuration

When setting up a carrier configuration for the first time, you will be offered all EDI setups that are included in the standard scope of Carrier Connect.

1. Open the overview of EDI setups via Master data – Carrier configurations – open the carrier configuration – Accounts – open the account – EDI setups sheet.
2. Delete the EDI setups that you do not need.
3. Open the respective EDI setup that you will use for EDI transmission and complete all details that have not yet been preconfigured. Mostly these are the EDI number range and the EDI connection, for details about the setup see Configuring the EDI connection for EDI upload.
4. Save and close the carrier configuration.

How to change an existing carrier configuration

The functional scope of the service providers in Carrier Connect is constantly being further developed. Therefore, you may need to add new EDI setups, delete, or modify existing ones.

Examples

• The service provider has switched to a different EDI format.
• The service provider requires special EDI formats for special services or additional services, such as for returns or notifications.

• In the release notes (service pack information) we inform you about new and further developments. Also follow this Help Center article to always stay up to date: Carrier Connect and Carrier Event Service – Release planning

1. Add the new EDI setup and configure it (Master data – Carrier configurations – open the carrier configuration – Accounts – open the account – EDI setups sheet – New).
2. If necessary, delete the old or existing EDI setup so that you do not accidentally send two EDIs.
   • For each active EDI connection, an EDI is generated and transmitted to the service provider.
     An EDI connection is active if the Send or Send and log setting has been selected for EDI transmission (Carrier configurations – Accounts sheet – open the account – Carrier data generation field group – EDI transmission).
3. Save and close the carrier configuration.