Order and document channels

EDI with trading partners

Exchange purchase orders, acknowledgments, ship notices and invoices with trading partners over EDI, connected to your ERP by our team.

PremiumIncluded in Cloud and Enterprise.

01 / Workflows

What you can automate.

EDI is set up by our team during implementation rather than configured from a built-in agent. For each trading partner, we work from the partner's document specs and test files, map documents to and from your ERP inside the workflow, and validate every document before anything is written.

  1. Receive customer purchase orders (850) and create ERP sales orders.
  2. Send order acknowledgments (855), ship notices (856) and invoices (810) from ERP data.
  3. Receive supplier documents and match them to open purchase orders.

02 / Capabilities

What it covers.

The full reference, with connection types, is in the EDI with trading partners docs.

Capabilities

  • Partner-specific document mapping
  • Validation against your ERP before anything is written
  • Exceptions held for a person
  • Each document kept with its run record

Data handled

  • Purchase orders
  • Order acknowledgments
  • Ship notices
  • Invoices

03 / Availability

A premium integration.

EDI with trading partners is a premium integration: included in Cloud and Enterprise, and not part of the open-source engine. Compare plans

  • Open-source engineAGPL-3.0, run and operate it yourself.Not included
  • CloudWe host and manage your instance.Included
  • EnterpriseYour cloud or on-premises, supported by our team.Included

04 / Questions

Common questions.

Is EDI with trading partners included in my plan?

Yes, on Cloud and Enterprise. EDI with trading partners is a premium integration, so it is not part of the open-source engine.

How is it set up?

Our team sets up each trading partner during implementation, from the partner's specs and test files. Those specs are on the access checklist that starts the two-week clock.

Can a person approve before anything is written?

Yes. A workflow holds an exception for approval and continues only after the person decides. The run keeps the source, the decision, who made it, and the response together.

More in Order and document channels

Put EDI with trading partners to work.

Start with a paid pilot of one real process. Our team builds and runs it, live in two weeks once access is in place.

Discuss your process

All product names, logos and brands are the property of their respective owners and are used here in good faith, only to identify the systems Runtara connects to. Their use does not imply any affiliation with, or endorsement or sponsorship by, those owners.