Objective: This document explains the configuration in the Redsky for EDI attach documentation process through the file cabinet.
Condition to send EDI Attach from File Cabinet:
In any particular order, if EDI Partner code is available in the “BillTo” (which is defined in the system default), DA Shipment# is not blank and any document type uploaded from the file cabinet which is configured for the EDI attach (having flex8 value according to document codes shared by State Department) then the uploaded file is ready to send to the State Department.
Manage EDI Partner: System Default --> Default --> EDI Partner
In this section, users can add or update the EDI Partners.
Review the DA Shipment# (SO--> Status--> US Government): DA Shipment# shouldn’t be blank
Configure the Document Type:
In this section, the user will configure the document type so that it will be transferred as EDI attach file to State Department
(Reference--> Enter the Parameter Document--> view list--> Click on any document list)
In the Reference screen enter the “Document” in the parameter field and click on search:
Click on “view list” corresponding to Document and the list of Documents will open:
Click on any Document type and check the flex8 value, if the flex8 value is available (from 01 to 27) then it is mapped to the document code provided by State Department or you can add the document code to map the document type.
Below is the list of document codes provided by the State Department which can be mapped to Document Type available in the Redsky by adding the codes in the flex8:
Document Code
01 BOL
02 Cashier Receipt
03 Packing List
04 Other
05 CBP Declaration
06 OBL
07 Travel Orders
08 AWB
09 Passport
10 Shipping Instructions
11 Vehicle Title
12 EPA Form
13 Invoice
14 Photograph
15 Email
16 Delivery Receipt
17 Arrival Notice
18 Waiver
19 IMO/MSDS
20 Weight Certificate
21 Ariba Request
22 Quote
23 Work Order
24 ISF
25 Funding Docs
26 Condition Report
27 Status Update
EDI Status Column in File Cabinet
EDI Status is an additional column that can be added for the documents in the File cabinet. This column is available for the customers who send automated EDI report to the state department of the USA.
There is an email envelope icon that appears in the EDI Status column. This email icon indicates and confirms that the particular document has been sent to the state department.
Configuring EDI Status column
The column ‘EDI Status’ at File Cabinet can be configured by following and assuring below mentioned steps:
1. In User Default settings, set File Cabinet = Document Centre from 'My Account'.
2. Under the Billing tab in a service order, ‘Bill to Code’ value should match the value mentioned in next step no 3.
3. Bill to code should be the same as of EDI Partner value. EDI Partner is available at Security >> Default Settings >> Default.
