Differences

This shows you the differences between two versions of the page.

--- edi_electronic_data_interchange [2024/08/20 10:18] – cmorgan
+++ edi_electronic_data_interchange [2025/03/17 09:04] (current) – [Creating an EDI Account in Evergreen] cmorgan
@@ Line 3: / Line 3: @@
 Evergreen is capable of EDI ordering and invoicing with vendors who offer it. EDI is the transfer of data from one computer system to another by standardized message formatting. Consult with your vendor to see if they offer EDI and if it will work with Evergreen. Setup is required on both the vendor side and the Evergreen side.
-<note> :!: When setting up a new EDI account with a vendor be sure and keep NOBLE in the loop.  NOBLE can help when you are testing EDI with a new account.</note>
+<note> :!: When setting up a new EDI account with a vendor be sure and keep NOBLE in the loop.  NOBLE can help when you are testing and troubleshooting EDI with a new account.</note>
 ===== Creating an EDI Account in Evergreen =====
@@ Line 9: / Line 9: @@
-  - Retrieve or create a Provider record.
+  - Retrieve or [[create_edit_a_provider_record|create a Provider record]].
   - Click on the EDI tab in the provider record.{{ ::acq_edi_tab.png?direct |EDI Tab}}
   - Click the New EDI Account button.{{ ::acq_edi_new_acc.png?direct |New EDI Account Button}}
@@ Line 47: / Line 47: @@
   * **Vendor Account Number**: Your library SAN
   * **Vendor Assigned Code**: Your account suffix. All Baker and Taylor accounts MUST have a suffix even if you only have one EDI account for Baker and Taylor. If Baker and Taylor did not assign a suffix you will need to ask them for one.
-  * **EDI Attribute Set**: Baker & Taylor NonEnriched Accounts :!: New EDI accounts only
+  * **EDI Attribute Set**: Select **Baker & Taylor NonEnriched Accounts** from the dropdown.
-  * **Use EDI Attributes**: Checked :!: New EDI accounts only
+  * **Use EDI Attributes**: **Checked**
 ==== Ingram ====
@@ Line 66: / Line 66: @@
 ==== Midwest Tape ====
+[[https://mwt-public-pages.midwesttape.com/ediordering|Midwest Site: Electronic Ordering & Invoicing with EDIFACT/X12]]
   * **Label**: A unique name to identify the EDI account for the provider record.
@@ Line 77: / Line 79: @@
   * **Vendor Account Number**: Enter your account number
   * **Vendor Assigned Code**: Blank. This field should not be filled in.
-  * **EDI Attribute Set**: :!: New EDI accounts only. Contact NOBLE if you are setting up a new EDI account for Midwest.
+  * **EDI Attribute Set**: Select **Midwest Tape Default** from the dropdown.
-  * **Use EDI Attributes**: Checked :!: New EDI accounts only
+  * **Use EDI Attributes**: **Checked**
+==== Playaway ====
+  * **Label**: A unique name to identify the EDI account for the provider record.
+  * **Host**: ftp://ftp.playawaycentral.com
+  * **Username**: Supplied by Playaway
+  * **Password**: Supplied by Playaway
+  * **Account**: Blank
+  * **Owner**: The organizational unit who owns the EDI account.
+  * **Path**: /inbound
+  * **Incoming Directory**: /outbound
+  * **Vendor Account Number**: Blank
+  * **Vendor Assigned Code**: Blank
+  * **EDI Attribute Set**: Select **Playaway** from the dropdown.
+  * **Use EDI Attributes**: **Checked**
 ==== Proquest Oasis ====
@@ Line 94: / Line 111: @@
   * **Vendor Account Number**: Blank
   * **Vendor Assigned Code**: Blank
-  * **EDI Attribute Set**: Proquest Oasis
+  * **EDI Attribute Set**: Select **Proquest Oasis** from the dropdown.
-  * **Use EDI Attributes**: Checked
+  * **Use EDI Attributes**: **Checked**
-A vendor supplied code must be applied to each line item in the purchase order, either in batch or individually.
+<note>When cresting a purchase order for Oasis, a vendor supplied code must be applied to each line item in the purchase order, either in batch or individually.</note>