Release: Lotus, Hotfix 3
Updated: 2022-09-20
Added to Confluence: 2023-08-30
Resources:
Handshakes and workarounds
Description:
Steps for setting up the 3 profiles needed for EDI invoicing
FOLIO Modules Used:
Settings
Output:
Profiles to be used for EDI Invoicing
Staff Involved:
Acquisitions
Steps:
Settings → Data import → Field mapping profiles
Locate and double click on the default template from the list
Actions → Duplicate to make a copy for editing
Name: prefix and vendor information (for example, include subaccount name or number)
Description: edit as helpful and relevant
Under Invoice information:
Accept default Invoice date and Status
Be sure Payment due is left blank!
Enter Acquisitions unit, Bill to name, Batch group
Under Vendor information:
Enter Vendor name, using Organization look-up modal
Under Extended information:
Enter Payment method
Check Export to accounting, if using
Save as profile and close
Settings → Data import→ Action profiles
Actions → New action profile
Name - include prefix and vendor name
Under Details:
Action: Create
FOLIO record type: Invoice
Under Associated field mapping profile:
Select Link profile and select appropriate field mapping profile from the list
Save as profile & Close
Settings → Data import → Job profiles
Actions → New job profile
Name: Include prefix and vendor name
Accepted data type: Choose EDIFACT
Link to appropriate Action profile
Save as profile & Close
Notes:
Set up the 3 profiles (Field mapping, Action, Job) for each FOLIO Vendor with whom you use EDI Invoicing. For example, if you have separate Vendor records/Codes for EBSCO Subscription and EBSCOHost, you will set up profiles for each.