How To: Configure EDI Dimensions
End user · Yellow Dog Inventory 2026
Note: This article applies to clients on Yellow Dog Inventory version 376 and earlier. Clients on version 377 and later configure this in Retriever. |
WHY IT'S IMPORTANT
Setting EDI dimensions allows Yellow Dog to correctly assign inventory items when processing EDI imported invoices if (1) the vendor PN is used for multiple item sizes, or (2) your EDI integration requires this configuration.
What is an EDI Dimension?
An EDI Dimension refers to the vendor’s terminology for the item’s size. For example, your vendor may call the item size of a case “CA.”
Why would I need to set an EDI dimension?
If your company has an EDI (automatic vendor invoice importing) setting, the EDI Dimension allows Yellow Dog to determine which item size to pull into an invoice based on the vendor PN (Part Number) and EDI dimension.
You may need to set an EDI dimension because:
• Your vendor has assigned the same Vendor PN for multiple item sizes.
• The EDI integration requires this setup to function properly (for example, Sysco Canada).
PREREQUISITES
• Request an Order Guide from your vendor, or use an invoice provided by your vendor or your vendor’s online portal.
• Confirm the document includes the item name, vendor PN (also called the SKU or item number), and item size.
STEP BY STEP
Assign an EDI Dimension to an Item
1. On the Item Management > Inventory Items screen, highlight the item and select Edit Item.
2. Select the Vendor Products tab.
Figure: The Vendor PN is the same for the 750 ML and Case size, which requires an EDI dimension assignment to differentiate the item on EDI invoices.
3. Enter the EDI Dimension into the EDI Dimension field.
The EDI dimension entered must have the same spelling and case as your vendor.
Figure: The EDI Dimension field entered for each item size (BTL for 750 ML, CA for Case 24ct).
4. Click Save and Close to exit the editor.
Manage EDI Dimensions in Bulk by Vendor
1. Go to Common Setup > Vendors & Manufacturers, highlight the vendor, and select Edit Vendor.
2. Select the Vendor Products tab and scroll to the EDI Dimension column.
3. Enter the EDI Dimension in the cell next to each item, then click Save and Close when you have finished updating items.
EDI Dimensions Q&A
Why is it important to list the EDI Dimensions with the same spelling and case as the vendor?
If the spelling and case of the EDI Dimension doesn’t match exactly, Yellow Dog won’t be able to accurately match the Yellow Dog item to the item on the invoice. Also verify that no extra spaces are entered before or after the EDI Dimension.
If I have any questions or need assistance, how do I contact Yellow Dog?
You can reach out directly to the Support Team by submitting a ticket on the Customer Portal or calling the Support Hotline at 757-663-7514.
How will I know if my EDI integration requires the EDI Dimension to be set?
This information is conveyed to your team during the initial setup of the integration. Most EDI integrations don’t require EDI Dimensions to be set on all items.
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Last reviewed: July 2026 · Applies to: Yellow Dog Inventory (version 376 and earlier)
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