Maintain Customer Partners
This page is designed for EDI customer partner set up.
Set up
Field | Description | |
Partner Id | Here Enter the Id to use for this Partner. | |
Active | Check or uncheck this box if this partner is active. | |
Test | Check this box if this partner is being utilized for testing. | |
Default customer | Here choose which Ditat Customer this partner should be linked to. | |
Mapper | Here select which mapper should be used for this EDI Partner. | |
Configuration | Enter any configuration details here for this EDI Partner. | |
Overrides | Enter any Override details here for this EDI Partner. | |
Connection | Here select the EDI Connection to use for this EDI Partner. | |
ISA Id qualifier | Enter the ISA Id qualifier to use for this EDI Partner. | |
ISA Id | Enter the ISA Id to use for this EDI Partner. | |
GS Id | Enter the GS Id to use for this EDI Partner. | |
X12 EDI version | Select which X12 EDI Version to use for this ED Partner. | |
Acknowledge load tender (997) | Check the box if you should send Acknowledge load tenser (997) to this EDI Partner. | |
Freight details and invoice (210) | Check the box if you should send Freight details and invoice (210) to this EDI Partner. | |
Incoming load tenders (204) | Check the box if you will be accepting incoming invoice load tenders (204) from this EDI Partner. | |
Respond to load tenders (990) | Check the box if you should send Responses to load tenders (990) to this EDI Partner. | |
Shipment status messages (214) | Check the box if you should send Shipment status messages (214) to this EDI Partner. | |
Documents | Check this box if you should upload the invoice or supporting documents for this EDI Partner. |
The information buble next to the mapper will give you details about unique things related to the mapper selected. You can click on that image to open up the mapper descrition window.
Incoming load tenders (204)
Field | Description |
Connection | Select a connection to use if you need to override the main connection for receiving load tenders. |
ISA Id GS Id | Enter the ISA Id and GS ID to use if you need to override the main connection for receiving load tenders. |
Version | Select which version to use for this connection if you need to override the connection for receiving load tenders. |
Location | Press ‘+Add’ and select the Ditat Location to link to the EDI Partner's code to link EDI Codes to a Ditat location. |
Code | Here enter the Code to link to the Ditat location. |
Atomically accept load tenders | Check this box if received load tenders should automatically be accepted. |
Atomically accept load tender updates | Check this box if received load tender updates should automatically be accepted. |
Update shipment when load tender update is accepted | Check this box if accepted load tender updates should update the shipment when accepted. |
Automatically accept load tender cancellations | Check this box if load tender cancellations should automatically be accepted. |
Locations can also be mapped from the Locations tab in Ditat. Click here for information on that screen.
Respond to load tenders (990)
Field | Description |
Connection | Select a connection to use if you need to override the main connection for responding to load tenders. |
ISA Id GS Id | Enter the ISA Id and GS ID to use if you need to override the main connection for responding to load tenders. |
Version | Select which version to use for this connection if you need to override the connection for responding to load tenders. |
Code | If needed you can enter the code for declining load tenders here. Press ‘+Add’ |
Description | If needed you can enter the description for declining load tenders here. |
Send response on load tender updates | Check this box if a 990 should be sent for load tender update acceptances. |
Send response on load tender cancellations | Check this box if a 990 should be sent for load tender cancellation acceptances. |
990 files are required by most EDI Partners that send 204’s
Shipment status messages (214)
Field | Description |
Start sending updates after date | Enter the date to start sending updates to this EDI Partner. |
X6/X7 GPS updates | Choose which frequency to send X6 GPS updates to this EDI Partner. |
X6/ X7 Strict mode | Check this box to send GPS updated in Strict mode. |
Connection | Select a connection to use if you need to override the main connection for sending shipment statuses. |
ISA Id | Enter the ISA Id to use if you need to override the main connection for sending shipment statuses. |
GS Id | Enter the GS Id to use if you need to override the main connection for sending shipment statuses. |
Version | Select the version to use if you need to override the main connection for sending shipment statuses. |
Supported status/appointment codes | Here select which code should be used for status and check call updates. |
Supported late reason codes | Here select which code should be used for late check calls. Check the auto dispatch check box if this should be used for auto dispatch late check calls. |
Freight details and invoice (210)
Field | Description |
Start sending invoiced after date | Enter the date to start sending updates to this EDI Partner. |
Connection | Select a connection to use if you need to override the main connection for sending EDI Invoices. |
ISA Id | Enter the ISA Id to use if you need to override the main connection for sending EDI Invoices. |
GS Id | Enter the GS Id to use if you need to override the main connection for sending EDI Invoices. |
Version | Select the version to use if you need to override the main connection for sending EDI Invoices. |
Mapper | Select a different mapper, if needed, than the customer default to send 210’s. |
Payment type | Select the Ditat Payment type to link to an EDI Charge code and type, |
Charge type code | Enter the charge code to send for the selected Payment type. |
Rate type code | Enter the rate type code to send for the selected Payment type. |
Charge Codes are unique per EDI Parntner. Rate Types are pretty common amongst all partners they are commonly FR (Flat Rate) or PM (Per Mile).
Documents
Field | Description |
Mapper | Here select which mapper should be used for uploading documents for this EDI Partner.. |
Configuration | Enter all the configuration details here to upload Documents for this EDI Partner. |
Customers
Field | Description |
Customer | To link multiple customers to this partner, select the Ditat Customer here and enter the code for that customer.. |
Code | To link multiple customers to the partner enter the code here and select the Ditat Customer. |
Customers can be used to link multiple customers to 1 EDI Partner. This is used commonly by EDI Partners like UBER Freight (Transplace), E2Open (BluJay), BlueYonder etc. These codes will determine which customer the load tender is for.
File names
Field | Description |
Respond to load tenders (990) | If you need to rename file names for load tenders, you can enter the naming convention here. |
Functional acknowledgments (997) | If you need to rename file names for responses, you can enter the naming convention here. |
Shipment status messages (214) | If you need to rename file names for shipment statuses, you can enter the naming convention here. |
Freight details and invoice (210) | If you need to rename file names for invoicing, you can enter the naming convention here. |
Override defaults should be left blank, unless you need to change the settings from the defaults on the EDI partner for one specific type of file.
Custom naming for EDI files.
If nothing is specified the system will use the following format: {FunctionalIdentifierCode}_{InterchangeKey}.x12
You can use the following tags to rename the files.
Identifier code: {FunctionalIdentifierCode} - These are the Type codes FA (997), GF (990), QM (214), IM(210)
Interchange key: {InterchangeKey} - This will be a unique number.
Date Stamp: {yyyyMMddHHmmss}
Date Stamp option 2: {yyyyMMddHHmmssffffff}
Custom naming EDI Document files
If nothing is specified the system will generate a number to add here. Using supported tags and extensions is strongly recommended to make a string that works for the document receiver.
{ShipmentId} will add the full shipment number.pdf to the file name.
{InvoiceId} will add the Shipment number but will replace the SH- with IN- and add an -01 at that end.
{ProNumber} will add the Shipment number.pdf but this will remove the leading SH-0’s and only use the remainder of the number.
{CustomerCode3} will use the first 3 characters of the Customers Code from the Customers tab on the EDI Partner setup.
{ReferenceId1} will add reference number 1 from the shipment to the number.
{SCACCode} will enter the company SCAC Code.
{DocType} will add the kind of document being added. This document type will be added as “BOL, Confirmation, Invoice, or SupportingDocument”.
{DocTypeU3} will add the kind of document being added. This document type will be added as “BOL, CON, INV, OR SUP”
{yyyyMMddHHmm} will add a date stamp using a 4-digit year 2 digit month 2 digit day hour and minute format.
{yyyyMMddHHmmssffffff} will add a date stamp using a 4-digit year 2 digit month 2 digit day hour 2 digit minute format 2 digit second format and millisecond format.
{DocumentOrdinal} will number the documents if there is more than one from the same folder.