B2B Backbone EDI menu

B2B Backbone adapter/module

B2B Backbone EDI is placed under role center ”Sales Order Processor”:

Open

You can search for it no matter where you are placed in BC:

Open

In the B2B Backbone-adapter, you find the menus under Related. You can pin the action bar, so it’s shown default, when you enter the B2B Backbone menu:

In the following each submenu will be described.

Submenus

Get Documents

Showing all documents ready for exchange - All together or in different filtered views

Show Document

Inbound documents: Simple view of the document ready to load

Outbound documents: Showing the posted docuement in BC.

Approve Document

Only relevant submenu: Close no update

For moving a document from ”Afventer” to ”Bogførte dokumenter” in the B2B Backbone app – It will close the document without loading it to BC.

Enter/Run

Chose Run/enter marked

And afterwards “Exchange marked” or “Current only” (the line, the curser is placed on). NB! Because of the setup at B2B Backbone based on invoice journal numbers it’s not a good idea to pick individual documents for outbound exchange.

When the exchange has been done, a box with status shows up:

NB! When the exchange has been done, you need to leave the B2B menu, as the exchanged journal number is registered when activating the adapter.

Resend

Under Resend you can choose previously posted document to resend.

NB! Say Yes at following box, as it’s only a reload of the view of documents.

Afterwards choose the document type to resend:

And you get access to resend already posted documents to customers set up for EDI exchange.

When the file is chosen, it will be shown in the document view, and you can say Enter/Run

Edit Setup:

Under Edit Setup the EDI partners are setup.

The partner setup is in reality placed in the B2B Backbone backend, but can be edited in BC.