Guidelines

What Are Guidelines?

Guidelines are business rules that describe how your EDI transactions (like purchase orders or invoices) should be structured. They define what fields are required, optional, or not used, and what values are allowed.

Think of them as instruction manuals for how to build or check an EDI file before sending or after receiving it.

Guidelines help you:

• Ensure transactions follow your trading partner’s rules.
• Catch validation errors before sending data.
• Interpret and filter incoming incoming properly.

This section contains information about Guidelines, including how to Create a Guideline, Configure Guideline Requirements and Configure Conditional Guideline Requirements