How to create automatic exports for EDI Reports

  1. Go to Admin > Utilities > EDI, and click Manage EDI Auto Export.
  2. Select the type of EDI document to configure.
  3.  Next, select a folder where you want to export the EDI type you have selected by clicking on this icon 
  4. Set a time interval for the auto export, select Enable Auto Export and then click Add.
  5.  You have also an option where you can Associate Vendors on your EDI export, by selecting the EDI Type, click on Associate Vendors, select a vendor and Save
  6. To manually export EDI, you can select the EDI type and then click on Export Now

Note: All EDI Types set to auto-export will show a checkmark in the Auto Export column. However, if the folder is not found then the auto export will be disabled.