Learning Center
EDI guides
Hands-on guides for the teams who run EDI every day, from reducing exceptions and onboarding partners to integrating EDI with your ERP.
Operational guides apply to any system. ERP guides show, for one ERP, which interface each EDI document uses and which record it becomes, with a diagram of the flow. Select a card to jump to its section, or a topic to open its guide.
Operational guides
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How to reduce EDI exceptions: a practical guide for EDI and operations teams
Where EDI exceptions come from, how to prevent the most common ones, and how to resolve the rest faster.
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EDI trading partner onboarding checklist
A complete, step-by-step checklist for onboarding a new EDI trading partner, from the first conversation to stable production.
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How to prevent retail EDI chargebacks
Why retail chargebacks happen and the practical steps suppliers can take to prevent them and recover what they can.
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EDI monitoring best practices: what to track and when to alert
What to monitor in an EDI program, how to design alerts people act on, and which metrics show whether operations are healthy.
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ERP migration and EDI: a checklist for keeping trading partners running
How to move EDI and trading partner integrations to a new ERP without disrupting orders, shipments and payments.
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Automating order-to-cash with EDI: a step-by-step guide
How each step of order-to-cash can be automated with EDI, the documents involved and the controls that keep it accurate.
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ERP-specific EDI guides
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SAP EDI integration guide: IDocs, partner profiles and best practices
How EDI connects to SAP ECC and S/4HANA through IDocs, the configuration involved and the practices that keep it reliable.
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NetSuite EDI integration guide: records, methods and best practices
How to connect NetSuite to EDI trading partners, which records are involved and the design choices that keep the integration reliable.
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Business Central EDI integration guide
How to connect Microsoft Dynamics 365 Business Central to EDI trading partners, from APIs and item references to shipments and invoices.
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JD Edwards EDI integration guide: interface tables, Orchestrator and best practices
How EDI connects to JD Edwards EnterpriseOne through its EDI interface tables and newer Orchestrator services, and how to run it reliably.
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Dynamics 365 Finance and Operations EDI integration guide
How to connect Dynamics 365 Finance and Operations (Supply Chain Management) to EDI trading partners, from data entities to packing slips and invoices.
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Epicor Kinetic EDI integration guide: Demand Management, APIs and best practices
How manufacturers connect Epicor Kinetic to EDI customers, from inbound orders and planning schedules to ship notices and invoices.
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Infor CloudSuite Industrial (SyteLine) EDI integration guide
How manufacturers connect Infor CloudSuite Industrial (SyteLine) to EDI customers and suppliers, from schedules and orders to ship notices and invoices.
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Oracle E-Business Suite EDI integration guide: e-Commerce Gateway and open interfaces
How Oracle E-Business Suite exchanges EDI documents through e-Commerce Gateway, open interface tables and newer XML and web service options.
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SAP Business One EDI integration guide: Service Layer, DI API and best practices
How small and midsize companies connect SAP Business One to EDI trading partners, from inbound orders to deliveries and invoices.
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Infor M3 EDI integration guide: M3 APIs, ION and Enterprise Collaborator
How manufacturers and distributors connect Infor M3 to EDI trading partners through M3 APIs, Infor ION and M3 Enterprise Collaborator.
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Epicor Prophet 21 EDI integration guide for distributors
How wholesale distributors connect Epicor Prophet 21 to EDI customers and suppliers, including drop-ship flows and price catalogs.
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QAD EDI integration guide: EDI eCommerce, schedules and shippers
How manufacturers on QAD Enterprise Applications and QAD Adaptive ERP exchange schedules, ship notices and invoices with their customers.
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Sage 300 EDI integration guide: Web API, views and best practices
How small and midsize companies connect Sage 300 to EDI trading partners, from order entry to shipments and invoices.
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Sage 500 EDI integration guide: staging, validation and future-proofing
How midsize companies connect Sage 500 ERP to EDI trading partners with staging and validation, and how to keep EDI ready for a future ERP move.
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