This page is used to set up and maintain EDI connections.
Connection Id & Defaults
|
Field |
Description |
|
Connection Id |
A unique ID for this connection. |
|
Type |
The type of connection to use for communication. Options are AS2, FTP, and SFTP. |
|
Maximum send retry |
The number of times the system will attempt to resend a message if the initial send fails. |
|
Active |
Check this box if this connection is active. |
AS2
|
Field |
Description |
|
As2 Identifier |
The AS2 identifier for this connection. |
|
Log As2 warnings |
When checked, AS2 warnings will be logged. |
|
Send AS2 warnings |
When checked, AS2 warnings will be sent. |
|
URL |
The URL used to communicate with this connection. |
|
Ignore SSL Errors |
When checked, SSL errors will be ignored. |
|
Synchronous receipt |
Check this box to require a synchronous receipt. |
|
Receipt URL |
The URL used to receive receipts from this connection. Not normally needed. |
|
Sign message |
When checked, messages sent to this connection will be signed. |
|
Encrypt message |
When checked, messages sent to this connection will be encrypted. |
|
Require receipt |
When checked, a receipt is required from this connection. |
|
Require signed receipt |
When checked, a signed receipt is required from this connection. |
|
Hashing algorithm |
The hashing algorithm to use for this connection. |
|
Encryption algorithm |
The encryption algorithm to use for this connection. |
|
Public certificate |
The public certificate provided by this connection for encryption and verification purposes. |
FTP/SFTP
|
Field |
Description |
|
URL |
The URL for this FTP/SFTP site. |
|
Port |
The port to use for this connection. |
|
User name |
The username for this connection. |
|
Password |
The password for this connection. |
|
Password again |
Re-enter the password to confirm. |
|
Outgoing folder |
The folder path for outgoing messages to the EDI partner (e.g., |
|
Incoming folder |
The folder path for incoming messages from the EDI partner (e.g., |
|
override for 210 |
Enter custom file naming for 210 invoice files if required by this connection. |
|
override for 214 |
Enter custom file naming for 214 status files if required by this connection. |
|
override for 990 |
Enter custom file naming for 990 response files if required by this connection. |
|
override for 997 |
Enter custom file naming for 997 acknowledgment files if required by this connection. |
|
Directory parsing RegEx |
Used for FTP sites with lower security requirements. |
|
Use Active mode |
When checked, Active mode will be used for this FTP connection. |
|
Delete after download |
When checked, files will be deleted from the FTP site after they are downloaded. |
|
Require sequential access |
When checked, files will be uploaded in sequential order to the FTP/SFTP connection. |
FTP Root Folder: If the connection requires data to be uploaded or downloaded from the root folder, enter
/in the Incoming or Outgoing Folder field.
Troubleshooting Folder Paths: If you are experiencing connection issues, open the connection in FileZilla and copy the Remote Site path into the folder path field in the setup to verify the configuration is correct.
