Counterparty Settings

After performing the steps described in the Service Configuration section, you can proceed with configuring the counterparty for document sending.

First, you need to fill in the EDM Email field on the customer card and activate the EDM Agreement field. To do this, follow these steps:

1. Click the button to open the Search function and enter Customers to navigate to the corresponding link.
2. On the page with the list of customers, use the button or the filter to find the customer card.
3. On the Address and Contacts tab, enter the customer's email address in the EDM Email field, to which the documents will be sent.
4. Go to the list of contracts using the Navigator tab on the customer card.
5. On the contract card that will be used for document exchange, activate the EDM Agreement field on the General tab.

To configure the specific documents for exchange, follow these steps:

1. Click the button to open the Search function and enter DocFlow Account Setup to navigate to the corresponding link.
2. Click the New button.
3. Fill in the respective fields:

Field	Description
Account Type	Select the type of counterparty for which the configuration is being created - customer or supplier.
Account No.	Enter the number of the customer or supplier.
ORDERSP	Activate it to send order confirmations (when issuing a sales order, an order confirmation will be sent to the customer).
DESADV	Activate it to send "Despatch Advice" messages when considering product shipment.
QUOTES	Activate it to send "Expanded Despatch Advice with Serial Numbers" at the time of product shipment posting.
INVOICE	Activate it to send an "Invoice" at the time of invoice posting for the order.
API Service Code	Select the service through which the documents will be sent.

For each configured record, go to the Template Assignment action strip and select the previously configured document templates for exchange.

Note:

When assigning a template, you can specify a filter based on the fields of the table that serves as the source for generating the document.

Note:

This filter takes precedence over a similar filter specified in the template itself. More about template creation.

See Also

System settings required for working with the service:

1. Service Settings
2. Automatic Document Loading and Updating Settings

Viewing and managing documents in the system:

1. List of Outgoing Documents
2. List of Incoming Documents
3. Process of Exchanging EDI Documents for Sales Order