Setting Up EDI Services

 

Summary:
The EDI Setup screen covers the setup for EDI status and invoicing services. It also displays the status of EDI point usage for the current month.

Accessing The Screen:

  • Select Data Setup -> EDI Setup

EDI Setup Basics:

EDI status and invoicing services are setup, updated, and disabled all from the EDI Service Setup screen. Status services are in one table and invoice services are in another. No matter the type of EDI service, the steps for setup are the same.

Setting Up A Service:

  1. When a new EDI service is to be setup, Crown Data Systems must send a request to the forwarder. Once approved, the service can be enabled in Crown Express.
  2. To enable a new service, check SHOW ALL AVAILABLE STATUS SERVICES or SHOW ALL AVAILABLE INVOICING SERVICES.
  3. Click EDIT on the service the be enabled.
  4. Enter all of the requested information.
  5. Click the SAVE button
  6. Once the service is setup, it can be selected on the customer.

For a list of available services and related status information click here.

Updating A Service:

  1. Click EDIT on the service the be updated.
  2. Update the relevant information.
  3. Click the SAVE button

Disabling A Service:

  1. Click REMOVE on the service the be disabled.
  2. Click YES when asked to confirm.