Overview

EDI Locations

Navigate to TMS Admin → EDI Locations. View the EDI Location List Visualforce page and enter the EDI identifiers for each EDI trading partner.

Click the New EDI Location button to create a new EDI Location record.

There are two types of records in this object:

Trading Partner EDI Identifier records: the Trading Partner and Location fields are identical, and the Trading Partner Id flag is true.
Trading Partner location records: codes for specific locations, by trading partner, are identified.

This table "fills" automatically as EDI 204 Load Tenders are processed (if they contain location codes).

Trading partners for inbound EDI 204 tenders are the customers or customer bill to. Trading partners for outbound EDI 204 tenders are the Carriers.

Several account records can be associated with the same customer trading partner by populating the SCAC field. [Location Code + SCAC] must be unique. This allows for “division-specific” treatment of trading partners.

Location Matching for Inbound 204 Tenders

In order to avoid creating duplicate accounts, the TMS searches existing records to determine location information. There are two scenarios that determine how the TMS matches location information. One, a location code is provided in the XML. And two, when a location code is NOT provided in the XML. This location code is the companyId field in the XML examples provided. See the EDI Specification document for XML examples.

Location Code Provided

When a location code is provided with a Stop, the TMS searches for an EDI Location record that matches the location code in the XML (companyId). The matching EDI location record contains the Trading Partner lookup field. This Trading Partner lookup field must reference the Customer Account on the Load.

If the location code in the XML and the Trading Partner lookup field on the EDI Location record successfully match, several fields are compared:
- Account Name
- Shipping Street
- Shipping City
- Shipping State
- Shipping Postal Code
- Shipping Country
  If any of the fields differ, the Account record is updated with the values from the XML.
If the location code in the XML and the Trading Partner lookup field on the EDI Location record do not match, the TMS searches for a matching Account record. The search must exactly match the following fields received in the XML payload:
- Account Name
- Shipping Street
- Shipping City
- Shipping State
- Shipping Postal Code
  1. A match is found if all 5 fields match an Account record. The TMS then searches for a matching EDI Location. The EDI Location must reference the matching Account AND the Trading Partner lookup field must reference the Customer Account on the Load.
    1. If a matching EDI Location is found, a new Account record is created. A new EDI Location record is created that references the new Account and Location Code. Existing Account and EDI Location records are not changed. In this scenario, multiple Account records can be associated with multiple EDI Locations for the same Trading Partner that all refer to the same Account location with different Location codes.
    2. If a matching EDI Location is NOT found, a new EDI Location record is created for the matched Account record.
  2. When a matching Account record is NOT found, a new Account record is created and a new EDI Location record is created.

Location Code Not Provided

When a location code is not provided with a Stop, the TMS searches for an Account record exactly matching the following fields received in the XML payload:

Account Name
Shipping Street
Shipping City
Shipping State
Shipping Postal Codes

A match is found if all 5 fields match an Account record in the TMS. When matched, that Account is used to create a Stop on the Load. No EDI Location is created.
If no match is found, a new Account record is created. This new Account is used to create a Stop on the Load. No EDI Location is created.

“Divisional” EDI Tendering

Setting the SCAC field on a trading partner EDI Location record allows for “divisional” EDI tendering. The same Location Code can be used for multiple accounts and differentiate them by setting the SCAC field uniquely. Location Code + SCAC must be unique for each trading partner.

EDI Record Validation

From the EDI Location List Visualforce page, select the appropriate EDI Location records. Choose all of the EDI Location records by clicking the checkbox in the banner above the individual record lines.

Click the Validate button to open view the EDI Location Validation Visualforce page.

All lists on this page should be empty.

Notice in the screenshot below that two trading partners have the same Location Code.

Correct any record issues.

EDI Transaction Routing Overrides

EDI Location Child Objects

The following fields provide additional EDI functionality and should be set up for trading partner records (only) in the EDI Location object.

Trading Partner 210 Override
Trading Partner 214 Override
Trading Partner 990 Override

Override the EDI Provider and the Trading Partner for EDI 990, 214, and 210 transactions on an account-specific basis from a trading partner EDI Location record.

TMS 7.11 EDI Record Validation

Overview

EDI Record Validation