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Overview

Creating a connection using EDI

These connections are created using the Web API, so please ensure that the "Web API Test" form is working correctly within the required TrueERP database, before attempting anything to do with the EDI integration

• For this to work all remote IP AddressesMust be Fixed IP Addresses, however the Main Server can be Dynamic.
• All EDI set up is done on the Main Server, nothing has to be done at a Remote Location

Two Way Synchronisation works on a Push – Pull basis, meaning the Main Server Pushes All data out to a remote location and then Pulls All data back from this remote location. The disadvantage of this set up is that All of the data from both Databases needs to Synchronise which is extremely slow and in most cases not required.

One Way Synchronisation of only selected data is much faster as only relevant data is Pushed to a remote location eg Product/Inventory Data and then only the required data is Pulled back eg POS / Sales Transactions

Source vs Destination

• When setting up Site Config for POS the Source is the Remote Location and the Destination is the Main Server (Pulling Data)
• When setting up Site Config for Product it works in Reverse the Source is the Main Server and the Destination is the Remote Location (Pushing Data)

Site Integration

• From the Main Menu Select Utilities – Preferences
• SelectEDI and Integration and Scroll down to the Site Integration header
• Tick the Site Integration Enabled check box and the select the desired Logging Level

Site Integration Config

• Select theAdd button to set up a newIntegration Site Configuration

 Fill out the Source field with the following
URL – URL of your Source server eg https://202.168.123.322:446
Database – ERP database name that changes will be read from eg sample_company
User – ERP user name to log into database with eg webuser
Password – ERP user password to log into database with eg webuser

Fill out the Destination field with the following

URL – URL of your Destination server eg https://localhost:446
Database – ERP Database name that changes will be written to eg. sample_company
User – ERP user name to log into database with eg webuser
Password – ERP user password to log into database with eg webuser