Clever EDI Setup

Some of our apps require a dependency, the installation of Clever EDI is one of these apps.

With the installation of Clever EDI, two other apps will be installed Clever Config and Inbound Documents will be installed at the same time.

NB: You should not uninstall Clever Config or Inbound Documents if you plan on using the Clever EDI app.

On install a Web Service is created to allow communication between Microsoft Dynamics 365 Business Central and your trading partners.

You can navigate to the Web Services screen using the search function on your role centre. There will be a newly created entry on the Web Services page. On this entry, click on the Publish tick-box to enable the service.

NB: You do not have to enable it if you prefer Technology Management can set this up for you instead.

A user and password must be provided in order to authenticate with the webservice these details are entered on the EDI Setup screen, you can find this using the search tool.

Once you’ve opened the page run the Get Default Configuration function from the Actions Tab.

Running this will create Document types, Data Exchange Definitions for mapping the file to fields on your Microsoft Dynamics 365 Business Central documents and the web service URL, all these bits of setup will be explained throughout the User Guide.

Now on the EDI Setup Page you can start to fill out all the fields which the Default Configuration hasn’t populated.

The other two functions on the EDI setup Page are Inbnd. Outbnd. Doc. Clearance and Apply Database Setting.

If you choose to run Inbound Outbnd Doc. Clearance, you will be prompted with a request page.

You will be asked to populate the field DateTime Processed Filter. Including whether you would like to clear all Inbound Documents or Outbound Documents within this specific period.

Pressing this action will remove all Pending, Accepted and Rejected documents within the date filter you apply and the option you select.

If you run Apply Database Settings, this will populate the Live EDI Server Database Name and the Live Company Name, mentioned in System FastTab section of the User Guide.

NB: If you have manually populated the database and company fields this information will be overwritten by running this function.