The ToMarket EDI interface enables the export of customer invoices and credit memos. The export process is accessed from the entrée Export Utility using the ToMarket EDI option. Once an invoice or credit memo has been exported no further edits to that document will be allowed. Exports can be done manually or through the TEA scheduling utility.
Configure the Export
1. Go to the Add-Ons ribbon menu and click Import/Export icon. 2. Select Export Data and the entrée Export dialog will open. 3. In Export the data To select ToMarket. |
4. Click Configure to open the ToMarket Configuration dialog.
1. Enter your assigned Vendor ID. 2. Click FTP Settings to setup your FTP 3. Click "OK" |
1. Enter Credentials (provided by ToMarket) 2. Enter the Export Directory: (provided by ToMarket 3. Click Apply/OK in the ToMarket FTP Configuration dialog. |
1. In the ToMarket Export dialog set your Export dates.
2. Check the box for Include Invoice data that has already been sent if needed.
3. Click Generate to run the export. |
Files Exchanged
Transfer Type: FTP
Document |
Import/Export |
Naming convention |
Send/Receive Frequency |
Format (edi/flat/csv) |
---|---|---|---|---|
CSV Invoice |
Export |
VendorID_yyyymmddhhmmss.csv |
Nightly or as needed |
CSV |
EDI Configuration/Setup
Property |
Import / Export Both |
Value |
Notes |
---|---|---|---|
Vendor ID |
Export |
To Be Assigned |
Populates the 1st field (Vendor) in the file Populates the first field of the file name. |
entrée configuration and settings
Utility |
Section |
Field |
Value |
---|---|---|---|
Customer Maintenance |
Miscellaneous Tab, in the Export Options section |
ToMarket Customer |
Check-Box option Checked for ToMarket's customers |
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