Enable EDI 214 and EDI 810 for a Customer

Enable EDI 214 and EDI 810 for a Customer

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

0Demo customer profile with customer details redacted

Screen cue: start from the customer profile before reviewing EDI-specific options for that customer.

  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

0Demo EDI Loads screen with sample customer and load data redacted

Screen cue: after setup, use EDI Loads or Logs to confirm EDI activity is being recorded.

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.

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