Setup of EDI Partner Transaction
You can only use COSMO EDI to transfer data from your partner or transfer data from Microsoft Dynamics 365 Business Central to the partner if you have set up the partner as a a communication partner.
After setting up your communication partners as EDI partners, the next step is to assign the transactions you want to carry out with them. Navigate to EDI Partners within COSMO EDI. Then choose Partners > Transactions to assign the transaction types to the EDI partner.
The Transactions page can also be accessed using the Tell Me feature. Choose the 
icon, enter EDI Partner Transaction List, and then select the related link.
You create a separate data record here for each transaction to be carried out with the partner. Enter or select the transaction code in the Transaction Type field and turn on the Active toggle to activate this transaction with the partner.
The relevant fields on the EDI Partner Transaction Card are described in the following table.
| Field | Description |
|---|---|
| Partner No. | Specifies the EDI partner that serves as the communication partner and with whom the transaction is to be carried out. This field is automatically filled with the current partner. |
| Transaction Type | Enter the code of the transaction you want to carry out with the partner. Press F6 to get an overview of all possible transactions. These constant transactions were automatically created by the initialization run of COSMO EDI. |
| Active | If this checkbox is activated, the transaction with the partner can be carried out in COSMO EDI. If selected, this transaction is active for the EDI partner. |
For each transaction you want to carry out with your partner, make an entry in the EDI Partner Transaction Type and turn on the Active toggle to activate this transaction. Only after you have completed this setup, you can carry out the desired transaction in the partner.
The other fields in the EDI Partner Transaction table are transaction-specific and are therefore described in detail in the relevant topics for each transaction.
EDI Automatic Mode
In COSMO EDI you can use the job queue or individual functions in Microsoft Dynamics 365 Business Central to automate the application and transfer of data to or from your partner. To do this, you must first activate automatic mode in the required EDI Partner Transaction Types and then select the EDI Journals that are to be filled and, if necessary, posted automatically.
The EDI Partner Card page is accessed using the Tell Me feature. Afterward, choose Partners > Transactions to select the transaction for which you want to activate automatic mode and enable automatic execution.
Choose the icon, enter EDI Partners, and then select the related link.
On the Automatic FastTab, you can now activate automatic mode by defining the period between two automatic runs.
The fields for activating the automatic mode on the EDI Partner Transaction Card are described in the following table.
| Field | Description |
|---|---|
| Unit of Measure | Defines the unit in which the period between two automatic runs should be. The options are: - not active - This option specifies that this transaction is not performed automatically for the partner. - Second - The period is specified in seconds. - Minute - The period is specified in minutes. - Hour - The period is specified in hours. - Day - The period is specified in days. - Week - The period is specified in weeks. - Month - The period is specified in months. |
| Time Between Check | Enter the number for the time period defined in the Unit field that should be between two runs. |
| Next Check Date | In this field, COSMO EDI automatically writes the date of the next automatic run after the current automatic run. This field is calculated by adding the time of the current automatic run and the specified time between checks, considering the unit. |
| Next Check Time | In this field, COSMO EDI automatically writes the time of the next automatic run after the current automatic run. This field is calculated by adding the time of the current automatic run and the specified time between checks, considering the unit. |
| Document Timerange | In this field, you can enter a date formula in whose period all documents should be considered for automatic mode. If you enter 1W, for example, all documents from the previous week are included in the current automatic run. |
Below are some examples of how setting up the automatic mode affects the execution of the automatic processing if we assume that the current run will start on 2024/10/10 at 2 pm and how COSMO EDI sets the date and time for the next automatic run.
| Unit | Time Between Check | Next Check Date | Next Check Time | Document Date Timerange | Description |
|---|---|---|---|---|---|
| Not Active | No check | No check | There is no check, because the automatic is not active. | ||
| Hour | 2 | 10.10.2024 | 16.00 | The next check for automatic operation will take place in 2 hours. | |
| Day | 7 | 10.10.2024 | 14.00 | The next check for automatic operation will take place in 7 days. | |
| Week | 2 | 24.10.2024 | 12.00 | 2W | The next check will take place on 24.10.2024 and will include all documents of the last 2 weeks. |
After you have selected automatic in the Partner Transaction Setup, you must select the journals to which COSMO EDI should transfer the data found during the automatic run.
Switch to the EDI Journal that you want to automatically fill and post, if necessary. Note that the automatic mode will only fill and post the journals that have been marked accordingly.
The EDI Journals page is accessed using the Tell Me feature. Choose the icon, enter EDI Journals, and then select the related link.
The automatic filling of journals is carried out by calling the Codeunit 5309947 - EDI Batch - Start Import and the automatic posting of journals by calling the Codeunit 5309948 - EDI Batch - Start Posting.
Define these code units in the job queue or your individual function for the periodic processing of tasks in Microsoft Dynamics 365 Business Central, so that the automatic filling and posting of journals is carried out.
The fields for setting up the automatic mode in the EDI Journal are described in the following table.
| Field | Description |
|---|---|
| Fill Automatically | Select this checkbox if you want to use the automatic mode of COSMO EDI to fill this journal automatically. |
| Post Automatically | Select this checkbox if you want to use the automatic mode of COSMO EDI to post this journal automatically. |
| Debugger Mode | This field is intended for a developer who wants to look at the individual steps of the program code when processing COSMO EDI and needs further information on this. For daily use and automatic mode in particular, this field is not relevant and is therefore not described further. |
| Autom. Update Execution | If data is transferred to an EDI journal, COSMO EDI performs the plausibility check and error management. For this purpose, all lines in the EDI journal are checked. Before processing the data, that is, transferring it to Microsoft Dynamics 365 Business Central documents (import) or transferring it to external files (export), this check is carried out again, since there may be a certain period of time between transferring it to the EDI journal and processing it, during which new errors have been added or existing errors have been removed. These checks can take a long time and may be inappropriate for transactions involving a large number of documents. The Autom. Update Execution field has the following options: - Always - As described above, plausibility checks and error management take place both when transferring to and from the EDI journal. - After create Proposal - The plausibility check and error management are only carried out when documents are transferred to the EDI journal. - Before Post - The plausibility check and error management are only performed before posting (processing) from the EDI journal. |
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