Produmex Standard EDI Module

EDI is a communication protocol for electronic data interchange between business partners.

With the Produmex EDI module it is possible to:

• export files with the Notification Listener or the Interfacing tool,
  
• import files with the Interfacing tool and
  
• monitor the process on the Interface Monitor screen.

The standard file formats used for EDI messages are .xml and .csv.

Define the input and the output path for the EDI module on the Config tab of the Organization Structure.

1. In the Interface Monitor Input Archive Path field define the path where the system moves the file after processing it.
2. In the Interface Monitor Input Error Path field define the path where the file is moved if there is an error during the processing.
3. In the Interface Monitor Input Path field define the path to a folder from where the system imports the file.
4. In the Interface Monitor Output Archive Path field define the path where the third party software puts the file after processing it.
   Note: This path is not used by the Produmex Interfacing tool.
5. In the Interface Monitor Output Error Path field define the path where the third party software puts the file if there is an error while processing it.
   Note: This path is not used by the Produmex Interfacing tool.
6. In the Interface Monitor Output Path field define the path to the folder where the system exports the file. Set this folder as an input for the third party software.

Produmex offers standard controllers for the following documents:

The following documents have an interface, but they require custom controllers:

Configuration steps:
1. Select the controller for the necessary document type on the Extension Parameters tab of the Organization Structure.
2. Select the Property and the Extension.
3. Click OK.

The Notification Listener is a tool that monitors the record in the PMX_NOTQ table and performs custom actions when a certain type of data is adjusted. For information on the installation of the Notification Listener see:

• 3.2. Install components
• 3.3.3. Enable the Notification Listener stored procedure

To export documents proceed as follows:

1. Locate the configuration file of the Notification Listener tool.

The configuration file is called Produmex.Foundation.SboNotification.ServiceHost.exe.config and it is located in the installation folder of the tool, for example: C:\Program Files(x86)\Produmex\Produmex SB1 Notification Listener.

2. Open the file with a text editor (e.g. Notepad).

3. Locate the line of the transaction and uncomment it.

Example: Proof of delivery route export action defined for the Notification Listener

4. Save the file.

5. Run the Notification Listener tool.

• To run the Notification Listener tool in the background, start it from Windows\Control Panel\ Programs and Features\.
• To run the Notification Listener tool with an open console, launch the RunConsole.bat file from the installation folder of the tool, for example: C:\Program Files(x86)\Produmex\Produmex SB1 Notification Listener\.

<?xml version="1.0" encoding="UTF-8"?>
<Document>
<DocumentHeader>
	<ObjectType>17</ObjectType>
		<DocumentNumber>15</DocumentNumber>
		<DocumentDate>20120220</DocumentDate>
		<DocumentDueDate>20120220</DocumentDueDate>
		<NumAtCard>7927</NumAtCard>
		<CardCode>C1000</CardCode>
		<CardName>Card name</CardName>
		<BillTo>
			<Street>Lenteakker3</Street>
			<City>SPIJKENISSE</City>
			<ZipCode>3206TB</ZipCode>
			<CountryCode>NL</CountryCode>
			<GLN>5400150100004</GLN>
			<FederalTaxID/>
		</BillTo>
		<ShipTo>
			<Street>Lenteakker 3</Street>
			<City>SPIJKENISSE</City>
			<ZipCode>3206TB</ZipCode>
			<CountryCode>NL</CountryCode>
			<GLN>5400150100004</GLN>
			<FederalTaxID/>
		</ShipTo>
		<DocumentCurrency>EUR</DocumentCurrency>
		<TotalNetto>0</TotalNetto>
		<TotalDiscount>0</TotalDiscount>
		<TotalVAT>0</TotalVAT>
		<TotalBruto>0</TotalBruto>
		<Comments>Comment</Comments>
		<GLN/>
		<FederalTaxID>US25-987634</FederalTaxID>
	</DocumentHeader>
	<DocumentLineList>
		<DocumentLine>
			<BaseDocNum>215</BaseDocNum>
			<BaseLine>0</BaseLine>
			<BaseType>22</BaseType>
			<LineNumber>0</LineNumber>
			<ItemCode>CIA00092</ItemCode>
			<ItemDescription>CIMZIA 200MG/ML 2PFS AT/NL</ItemDescription>
			<Uom>Pcs</Uom>
			<Quantity>1</Quantity>
			<UnitPrice>0</UnitPrice>
			<DiscountPercent>0</DiscountPercent>
			<LineTotal>0</LineTotal>
			<VATCode>6</VATCode>
			<VATPercent>6</VATPercent>
			<LineVAT>0</LineVAT>
			<WarehouseCode>01</WarehouseCode>
			<PmxDocumentLineList>
				<PmxDocumentLine>
					<Quantity>1</Quantity>
					<Uom>Pcs</Uom>
					<QualityStatusCode>RELEASED</QualityStatusCode>
					<SSCC>123456789012345678</SSCC>
					<StorageLocationCode>A01</StorageLocationCode>
					<BatchNumber>BATCH1</BatchNumber>
					<BatchNumber2/>
					<ExpiryDate>20160908</ExpiryDate>
				</PmxDocumentLine>
				<PmxDocumentLine>
					<Quantity>1</Quantity>
					<Uom>Pcs</Uom>
					<QualityStatusCode>RELEASED</QualityStatusCode>
					<SSCC>123456789012345680</SSCC>
					<StorageLocationCode>PIC01</StorageLocationCode>
					<BatchNumber>BATCH1</BatchNumber>
					<BatchNumber2/>
					<ExpiryDate>20160908</ExpiryDate>
				</PmxDocumentLine>
			</PmxDocumentLineList>
		</DocumentLine>
	</DocumentLineList>
</Document>

R,202,This is the route description,20160724
J,D,10,C00001,Customer name 1,Address line 1,Address line 2,,,,,
I,S,10,000000000000092241
I,S,10,000000000000092395
I,S,10,000000000000092289
J,D,20,C00002,Customer name 2,Address line 1,Address line 2,Address line 3,Address line 4,,,
I,S,20,000000000000093699
I,S,20,000000000000093651

With the Interfacing tool certain documents can be imported to and exported from the system. This application is installed during the Produmex Tools installation (see 3.2. Install components).

The following table shows the prefixes, the extensions and the object types to be used while preparing documents for import. The table lists documents with standard controllers.

*See section 18.3.3.Templates for importing.

The tool is located in the installation folder of the Produmex Tools, for example: C:\Program Files\Produmex \Produmex Tools\ and the file name is Produmex.Sbo.Logex.Tools.InterfacingTool.exe.

Start the interfacing tool with startup parameters. The following command line parameters are supported:

• /cs: Contains the connection string that should be used. Default value: 'SboConnectionString'
• /t: Defines the type of the interface. Possible values:
  • salesorder
  • salesdelivery
  • salesinvoice
  • salescreditnote
  • salesreturn
  • purchaseorder
  • purchasedelivery
  • purchaseinvoice
  • purchasecreditnote
  • purchasereturn
  • productionissue
  • productionreceipt
  • advanceshippingnotice
  • itemmasterdata
  • incomingpayment
  • move
  • moveorder
  • stock
  • stockqschange
  • businesspartnermasterdata
  • warehouseautomation
  • POD
    Default value: ‘stock’
• /d: Defines the direction of the interface. Possible values:
  • import
  • export
    Default value: ‘export’.
• /rf: If added, the system reprocesses failed actions.

Example: Produmex.Sbo.Logex.Tools.InterfacingTool.exe /cs:SboConnectionString /t:move /d:import

Note: It is recommended to run the interfacing tool as a scheduled task.

1. For moves/move orders create a csv. file with the following fields:

• FromPmxWhsCode: the code of the source warehouse
• ToPmxWhsCode: the code of the destination warehouse
• ItemCode: the item code of the product
• Quantity: quantity to move or to make a move order from
• Serialnumber: If the item is managed by serial numbers, add the serial number here.
• SrcQualityStatusCode: the quality status of the stock that should be moved
• DestQualityStatusCode: the quality status that the stock should get after the move
• BatchNumber: If the item is managed by batches, add the batch number here.
• InternalBatchNumber: If the item has a second batch number, add it here.
• BestBeforeDate: If the item has a best before date, add it here.
• SrcStorLocCode: the code of the source storage location
• DestStorLocCode: the code of the destination storage location
• SrcLogUnitIdentKey: the source LUID
• DestLogUnitIdentKey: the destination LUID

Note: The field names are case sensitive.

2. Save the file as a .csv file.

Naming convention: Use the PMX_MO_ prefix for move order templates and the PMX_MV_ prefix for move templates. The system checks the file name to determine whether a move order or a move should be created.

Example:

• Move order: PMX_MO_07032012.csv
• Move: PMX_MV_07032012.csv

With the Interfacing Tool goods that are received against purchase orders or purchase invoices can be imported from CSV files to SAP B1. As a result of the import, the system generates open ASN lines, which you can use to create goods receipt PO documents.

To implement the import process, proceed as follows.

1. Prepare the CSV file with the 14 columns listed in the table below and provide the necessary data.
Make sure that you list all the 14 columns, keep the column names and the order of the columns as indicated in the table.

• Alternatively, the ASN template can be used, which is available in your installation folder (Templates > Import Templates folder).

• If you receive CSV files from your supplier and you define a CSV Custom Header, the order of the columns in the CSV file depends on the order you define in the CSV Customer Header field (see Interface for PMX advance shipping notice importer and exporter).

Example of a CSV file:

ObjType;DocNum;LineNum;ItemCode;Quantity;SSCC;MasterSSCC;Batch;Batch2;BBD;SerialNumber;UF1;UF2;UF3
22;123;0;ITEM01;10;123456789012345678;;BATCHA;;20200131;;User info 1;;
22;123;1;SERIAL01;1;123456789012345678;;BATCHA;;20200131;SER01;User info 1;;
22;123;1;SERIAL01;1;123456789012345678;;BATCHA;;20200131;SER02;User info 1;;

2. Save your CSV file to the folder defined in the Interface Monitor Input Path.

3. Run the Interfacing Tool.

4. You can check the imported data in SAP B1 by navigating to Produmex > Purchasing > ASN. The system displays the Open ASN Lines screen (see 6.3.2. Open ASN lines).

5. Now you can create goods receipt PO documents from the open ASN Lines (see 28.6. ASN Reception).

EDI messages can be monitored on the Interface Monitor screen. The function is available by navigating to Produmex > Interfacing > Interface Monitor.

The list of the interfacing messages can be monitored with the following filters:

• Type of message: the document type
• Status: the status of the entry
  • Possible values are: All, Error, New, Processed
• Text filter: Only those lines get listed which contain the text added to the field.
• From - To: The lines get listed based on the defined period.

Click on the Refresh button to apply the filters.

To see more information about a message, select its line.

Click on the Log button to see the log entry. If the status of an entry is Error, the error message can be seen here.

The Reprocess button is active if the status is Error.

The Show file button is active if the status is Error and the direction is Import.

To correct a failed import proceed as follows:

1. select the entry line,
2. click on the Show file button,
3. correct the file and save it,
4. click on the Reprocess button to process the file again.