March 3, 2015

EDI Expert Video Series Episode 12: Getting Set Up for EDI with a Trading Partner

In the latest installment of IDEA’s EDI Expert Series, IDEA’s Manager, B2B Solutions, Tom Guzik explains how to get set up to do EDI with your trading partner. 

With each installment, we will bring you answers to frequently asked questions about EDI for users and non-users alike. If you have any questions you would like answered in a future segment, submit your topic to

Q: What is the process to get set up with a trading partner to do EDI?

A: In the process of getting set up to do EDI with your trading partner – say you’re adding a new transaction set, like a purchase order acknowledgement – the first thing you do is reach out to your trading partner, because they are your trading partner; it’s the partnership between the two companies. So, you find out if they are able to handle that document; if yes, then your system just needs to be configured to have an output for that type of document.

For example, if you want to send a purchase order acknowledgement, you would have your system create the acknowledgement, then the translator would get it and put it into the X12 format. With the Industry Data Exchange (IDX), there is no need to do anything else, because once your initial profile has been set up, we can accept any type of transaction that goes across.

So, that makes it even easier because we’re not doing individual set-ups. Once you’re set up, everything will work through the IDX. Your trading partner will then get that EDI document into their normal EDI mailbox and process it within their system.  

Q: Do I have to use the same EDI provider as my vendor?

A: No, they don’t necessarily have to be on the same network, because the IDX is connected globally to every EDI VAN (Value Added Network) that’s out there. We’ve established our gateways from the IDX to essentially reach any VAN. So, if your trading partner is on another VAN, you can send all your EDI to them and they will receive it. It’s the same on the inbound side: your trading partner uses their VAN and sends a document. Their VAN then gets connected to the IDX, we pull that in, and it gets put into your mailbox. So, essentially, you could trade with anybody globally through the IDX.   

Want to learn more about EDI or IDEA’s IDX services? Contact Tom Guzik at