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In order to work with the “simple-EDI” app in day-to-day business, you must complete the customer master data setup. Customers in your Business Central instance are identified via the GLN and the corresponding master data such as addresses are pulled from your Business Central instance based on the GLN code.

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Customer GLN Setup

1

Open customer card

On the customer card, you must fill in the GLN field in the “Invoicing” section.Customer GLN Setup
2

Setup shipping addresses

You also need to ensure that all relevant shipping addresses for this customer exist and that the GLN field is populated with the correct identifiers.Shipping Address GLN

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Configure Business Relationships

To set up the basic functionality, you need to identify the customers (and their shipping addresses) whose sales transactions should be processed via EDI.
1

Open Business Relationships page

To do this, open the “simpleEDI - Business relationships” page.Business Relationships Page
2

Sync GLN information

If you have previously entered GLNs into customer cards and/or shipping addresses, you can sync this information into the list used for this module.Sync GLN Information
3

Enable Procuros relationship

Select the “Business relationship with Procuros” checkbox to enable the possibility of exchanging data via Procuros. For each customer, you also have to decide which type of document you want to send via Procuros.Enable Procuros Relationship
4

Configure pricing options

In the context of the customer, you also need to decide whether the submitted prices should be included in the order or (if this is not desired) whether the standard BC rules for prices and discounts of an item should be included in the order.Configure Pricing Options
If you have different shipping addresses for a customer, make sure you have entered a GLN and that you have enabled these addresses for transfer via Procuros. If the case arises that not all delivery addresses (and/or customers) should be sent via Procuros, you can deactivate the checkbox.
After you have installed/published the simple|EDI module and synchronized your existing customers as described, you can also maintain the GLN on the customer card or on the delivery address card if you want. However, we recommend that you do this on our “simpleEDI - Business relationships” page, as you can activate and edit the individual entries more quickly here.

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Master Data Checklist

Use this checklist to ensure that all necessary master data is correctly stored:
  • GLN stored for each trading partner
  • GLN stored for different billing and delivery addresses
  • Business relationship with Procuros enabled for relevant customers
  • Document types configured for each customer (orders, invoices, etc.)
  • Pricing options configured (submitted prices vs. standard BC rules)
  • All relevant shipping addresses enabled for Procuros transfer