Infor SyteLine3 min readNetray Engineering TeamUpdated March 4, 2025

How to Configure SyteLine EDI Trading Partners

Electronic Data Interchange (EDI) in SyteLine enables automated exchange of business documents such as purchase orders, invoices, and advance ship notices with trading partners. SyteLine supports common EDI standards including ANSI X12 and EDIFACT through its built-in EDI module. This guide covers trading partner setup, document mapping, and processing configuration for reliable EDI transactions.

Setting Up Trading Partner Profiles

Navigate to EDI > Trading Partners form in SyteLine to create new partner records. Each trading partner requires a unique partner ID, qualifier type (such as DUNS, ZZ, or 01), and interchange control settings. The SLEdiTradingPartners IDO stores all partner configuration data including communication protocols and document preferences. Define the partner's ISA and GS segment values that match their EDI envelope requirements for proper document routing and acknowledgment processing.

Enter the partner's ISA qualifier (typically ZZ for mutually defined or 01 for DUNS number) and ID in the Trading Partner form
Configure GS segment application sender and receiver codes matching your partner's EDI specification document
Set interchange control number sequences starting from 1 with auto-increment enabled for each partner
Define communication method as FTP, SFTP, AS2, or VAN with corresponding connection parameters and credentials

Mapping EDI Document Types and Transaction Sets

In the EDI > Document Types form, configure which transaction sets each trading partner supports. Common inbound documents include 850 (Purchase Order), 830 (Planning Schedule), and 862 (Shipping Schedule). Outbound documents typically include 810 (Invoice), 856 (ASN), and 997 (Functional Acknowledgment). Map each transaction set to the corresponding SyteLine forms and IDOs using the EDI > Document Mapping configuration. The EdiDocumentMap table links EDI segments to SyteLine database fields for automated data translation.

Map inbound 850 purchase order segments to SyteLine SLSalesOrders IDO fields for automatic sales order creation
Configure 856 ASN generation to trigger automatically from the SyteLine Shippers form upon shipment confirmation
Set up 810 invoice document mapping to pull data from SLInvoices IDO with line-level detail and tax calculations
Enable 997 functional acknowledgment auto-generation for all inbound documents to confirm receipt to trading partners

Automating EDI Processing and Error Handling

Configure SyteLine background tasks to automate EDI document processing. The EDI Inbound Processor task (SLEdiInboundProcess) checks the inbound folder at configurable intervals and processes received documents. The EDI Outbound Processor (SLEdiOutboundProcess) generates and transmits outbound documents based on trigger events. Set up the EDI Error Queue form to monitor failed transactions and configure automatic retry logic with escalation notifications for persistent failures.

Schedule SLEdiInboundProcess background task to run every 15-30 minutes for near real-time order processing
Configure outbound triggers in EDI > Process Rules to auto-generate documents on shipment, invoice, or order events
Set up EDI Error Queue email notifications to alert the EDI team when documents fail validation or mapping rules
Enable EDI audit logging in System > Audit Configuration to track all document exchanges with timestamps and status

Frequently Asked Questions

How many EDI trading partners can SyteLine support simultaneously?

SyteLine has no hard limit on the number of EDI trading partners. Production environments commonly manage 50-200 active trading partners. Each partner can support up to 25 different transaction set types. Performance depends on server resources and transaction volume, with typical systems handling 5,000-10,000 EDI documents per day across all partners.

Does SyteLine EDI require a third-party VAN provider?

SyteLine can work with or without a VAN (Value Added Network). Direct AS2 connections eliminate VAN fees but require managing individual connections. Most companies use VANs like OpenText, SPS Commerce, or TrueCommerce for simplified partner onboarding. VAN costs typically range from $0.02-0.15 per transaction depending on document volume and partner count.

Can SyteLine EDI handle international EDIFACT documents?

Yes, SyteLine supports both ANSI X12 (North American standard) and UN/EDIFACT (international standard) document formats. EDIFACT message types like ORDERS, DESADV, and INVOIC map to equivalent SyteLine forms. Configuration requires setting the partner profile to EDIFACT syntax version 4 and mapping UNH/UNT segments to the appropriate SyteLine IDO fields.

Key Takeaways

1Setting Up Trading Partner Profiles: Navigate to EDI > Trading Partners form in SyteLine to create new partner records. Each trading partner requires a unique partner ID, qualifier type (such as DUNS, ZZ, or 01), and interchange control settings.
2Mapping EDI Document Types and Transaction Sets: In the EDI > Document Types form, configure which transaction sets each trading partner supports. Common inbound documents include 850 (Purchase Order), 830 (Planning Schedule), and 862 (Shipping Schedule).
3Automating EDI Processing and Error Handling: Configure SyteLine background tasks to automate EDI document processing. The EDI Inbound Processor task (SLEdiInboundProcess) checks the inbound folder at configurable intervals and processes received documents.

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