How do I configure EDI Dimensions?
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 will allow Yellow Dog to determine which item size to pull into an invoice based off the vendor PN (Part Number) and EDI dimension.
You may need to set an EDI dimension because:
1. Your vendor has assigned the same Vendor PN for multiple item sizes.
2. The EDI integration requires this set up to function properly (Ex. Sysco Canada).
How to Assign an EDI Dimension
Prerequisite: Request an Order Guide from your vendor. Ensure that the item name, vendor PN (vendors may also refer to this as the SKU or item number) and the item size are contained in the document. You can also utilize invoices provided by your vendor as they will contain this information or find the necessary information on your vendor’s online portal.
1. On the Item Management\Inventory Items screen, highlight the item and select Edit Item.
2. Select the “Vendor Products” Tab.
*In
the screenshot, we can see that the Vendor PN is the same for the 750 ML and
Case size, which
requires an EDI dimension assignment
to help 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.
Managing EDI Dimensions in Bulk by Vendor
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 does not match exactly Yellow Dog will not be able to accurately match the Yellow Dog item to the item on the invoice. It is important to also verify that additional spaces are not accidentally 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 will be conveyed to your team during the initial setup of the integration. Most EDI integrations do not require EDI Dimensions to be set on all items.
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