Enable EDI 214 and EDI 810 for a Customer

Enable EDI 214 and EDI 810 for a Customer

Enable EDI 214 and EDI 810 for a Customer

Before You Use This Article

EDI settings are enabled per customer in Load Manager. Even when your company has an active EDI integration, outbound EDI messages for a specific customer depend on that customer's EDI options.

Use this article when a customer should receive EDI shipment status updates or electronic invoices.

Before You Begin

Confirm that EDI has already been set up for the customer or trading partner. The checkboxes on the customer profile do not create a new EDI integration by themselves; they control whether enabled outbound messages generate for that customer.

Open the Customer Profile

  1. Go to Customers.
  2. Search for the customer.
  3. Open the customer record in edit mode.
  4. Scroll to the EDI options on the customer profile.

Enable EDI 214 Shipment Status Updates

  1. In the customer record, find the Send EDI 214 option.
  2. Select Send EDI 214.
  3. Save the customer record.

After this is enabled, Load Manager can send EDI 214 shipment status updates for that customer when the rest of the EDI setup and load workflow are in place.

Enable EDI 810 Electronic Invoicing

  1. In the customer record, find the Send EDI 810 option.
  2. Select Send EDI 810.
  3. Save the customer record.

After this is enabled, Load Manager can send electronic invoice data for that customer when invoice EDI is configured for the trading partner.

Confirm EDI Activity

After the next expected load update or invoice action occurs, confirm the EDI activity in the log.

  1. Go to Logs.
  2. Select EDI Log.
  3. Filter by the needed transaction type, such as 214 or 210 / 810.
  4. Search by load number, BOL number, or customer name.

If EDI Is Not Sending

  • Open the customer profile and confirm the correct EDI option is selected.
  • Save the customer profile if you made a change.
  • Wait for the next load activity or invoice action that should trigger the transaction.
  • Check Logs > EDI Log again.
  • If activity is still missing, contact Load Manager Support with the customer name, load number, BOL number, and expected EDI transaction type.

Related Articles

    • Related Articles

    • Customer Profile: Setup, Billing, and EDI Options

      Customer Profile: Setup, Billing, and EDI Options Before You Use This Article Access needed: EDI enabled on your Load Manager account. If you do not see the option, it may not be enabled for your account. Best starting path: Start from Freight ...

    • EDI Transaction Types and Logs in Load Manager

      EDI Transaction Types and Logs in Load Manager Before You Use This Article Access needed: EDI enabled on your Load Manager account. If you do not see the option, it may not be enabled for your account. Best starting path: Start from Freight Brokers, ...

    • Check EDI 214 Location Update Compliance in Logs

      Check EDI 214 Location Update Compliance in Logs Before You Use This Article Access needed: EDI enabled on your Load Manager account. If you do not see the option, it may not be enabled for your account. Best starting path: Start from Freight ...

    • Show a Partial Customer Payment on an Invoice or Quote

      Show a Partial Customer Payment on an Invoice or Quote Before You Use This Article Access needed: Load Manager login and permission to use this screen, report, setting, or workflow. Best starting path: Start from Freight Brokers, Carriers, ...

    • Customer Portal Overview

      Customer Portal Overview Before You Use This Article Access needed: Load Manager login and permission to use this screen, report, setting, or workflow. Best starting path: Start from Freight Brokers, Carriers, Owner-Operators, and Trucking Companies, ...