From 6bb8ea5599d39d41d623d1891b3c509c4e439178 Mon Sep 17 00:00:00 2001 From: Jane Sandberg Date: Tue, 19 May 2015 17:13:05 -0400 Subject: [PATCH] Docs: General improvements to EDI docs Signed-off-by: Remington Steed --- docs/admin/acquisitions_admin.txt | 30 +++++++++++++++++++++++++----- 1 file changed, 25 insertions(+), 5 deletions(-) diff --git a/docs/admin/acquisitions_admin.txt b/docs/admin/acquisitions_admin.txt index c18f6866df..89b066918a 100644 --- a/docs/admin/acquisitions_admin.txt +++ b/docs/admin/acquisitions_admin.txt @@ -353,7 +353,8 @@ image::media/create-edi-accounts-2.png[Create EDI Account] . Fill in the following fields: * In the _Label_ field, enter a name for the EDI account. -* In the _Host_ field, enter the requisite FTP or SCP information supplied by your provider. +* In the _Host_ field, enter the requisite FTP or SCP information supplied by +your provider. Be sure to include the protocol (e.g. `ftp://ftp.vendorname.com`) * In the _Username_ field, enter the username supplied by your provider. * In the _Password_ field, enter the password supplied by your provider. * Select your library as the _Owner_ from the drop down menu. Multi-branch libraries should select their top level organizational @@ -362,9 +363,24 @@ image::media/create-edi-accounts-2.png[Create EDI Account] * In the _Provider_ field, enter the code used in Evergreen for your provider. * In the _Path_ field, enter the path supplied by your provider. The path indicates a directory on the provider's server where Evergreen will deposit its outgoing order files. ++ +[TIP] +If your vendor requests a specific file extension for EDI purchase orders, +such as `.ord`, enter the name of the directory, followed by a slash, +followed by an asterisk, followed by a period, followed by the extension. +For example, if the vendor requests that EDI purchase orders be sent to +a directory called `in` with the file extension `.ord`, your path would +be `in/*.ord`. ++ * In the _Incoming Directory_ field, enter the incoming directory supplied by your provider. This indicates the directory on the vendor’s server where Evergreen will retrieve incoming order responses and invoices. - ++ +[NOTE] +Don't worry if your incoming directory is named `out` or `outgoing`. +From your vendor's perspective, this directory is outgoing, because +it contains files that the vendor is sending to Evergreen. However, +from Evergreen's perspective, these files are incoming. ++ image::media/create-edi-accounts-3.png[Create EDI Account] . Click _Save_. @@ -378,15 +394,19 @@ image::media/create-edi-accounts-5.png[Create EDI Account] . Click _Save_. -EDI messages +EDI Messages ^^^^^^^^^^^^ indexterm:[EDI,messages] indexterm:[acquisitions,EDI,messages] -The EDI messages screen displays all incoming and outgoing messages between the -library and the vendor. +The EDI Messages screen displays all incoming and outgoing messages between the +library and its providers. To see details of a particular EDI message, +including the raw EDIFACT message, double click on a message entry. To find a +specific EDI message, the Filter options can be useful. Outside the Admin +interface, EDI messages that pertain to a specific purchase order can be +viewed from the purchase order interface (See _Acquisitions -> Purchase Orders_). Exchange Rates ~~~~~~~~~~~~~~ -- 2.43.2