EDI Document Types

The table is accessed via the path Tables > Sales > EDI Document Types and is used to determine the properties of an EDI document.

It allows for the entry of new records or searching for existing ones to view, modify, or delete them.

The form consists of a filter area and a results area. Once all desired filters are set, simply click the Search button to display the results within the results grid.

To insert new records, you must click on the first empty row in the grid or press the New button.

Type: EDI type code.

Description: EDI type description.

Num. type: EDI numeration type associated with the EDI type.

Order type: sales order type for creating the EDI document.

Sales forecast type: automatically set to the weekly forecast for creating the EDI document.

Default: if set, marks the EDI type as the default for automatic creation of EDI documents.

Notes: notes related to the EDI type.

For everything not detailed in this document about the common functionality of forms, refer to the following link Custom features, buttons, and fields.