</mediaobject>
</screenshot>
</section>
+ <section id="ediprocess">
+ <title><link linkend="ediprocess">EDI Process</link></title>
+ <para>Previous sections explain all ordering options, this section pulls out the parts related
+ to EDI or EDIFACT ordering to help those who are only using EDI for ordering.</para>
+ <section id="ediquestions">
+ <title><link linkend="ediquestions">EDI Questions for Vendors</link></title>
+ <para>You will want to gather the following information from your vendors before beginning
+ the set up process in Koha.</para>
+ <para><emphasis role="bold">EDI Accounts:</emphasis><emphasis role="italic">This is the
+ basic connection information for your vendor. This will be used to fill in the <link
+ linkend="ediaccounts">EDI Accounts</link> section.</emphasis></para>
+ <itemizedlist>
+ <listitem>
+ <para><emphasis role="bold">Vendor: </emphasis>The name of the vendor</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">Description:</emphasis> A short description if additional
+ explanation is needed ( especially if you have multiple accounts for one vendor
+ ).</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">Transport: </emphasis>Does the vendor transmit EDI files via
+ FTP, SFTP, or something else the requires special processing?</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">Remote host:</emphasis> The URL or IP address of the
+ FTP/SFTP server</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">Username: </emphasis>The username for the above
+ server</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">Password: </emphasis>The password for the above
+ server</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">Download directory:</emphasis> The path on the server that
+ contains files for Koha to download and process</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">Upload directory:</emphasis> The path on the server that
+ Koha will upload files to for your vendor to process</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">Qualifier:</emphasis> Who assigned the SAN below?</para>
+ <itemizedlist>
+ <listitem>
+ <para> Choose one of the following:</para>
+ <para> (14) EAN International</para>
+ <para> (31B) US SAN Agency</para>
+ <para> (91) Assigned by supplier</para>
+ <para> (92) Assigned by buyer</para>
+ </listitem>
+ </itemizedlist>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">SAN</emphasis>: The identifier for the vendor</para>
+ <para><emphasis role="italic">Buyer qualifier and SAN are optional. Some vendors require
+ a second buyer identifier in addition to the account EAN</emphasis>.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">Buyer qualifier:</emphasis> Who assigned the SAN
+ below?</para>
+ <itemizedlist>
+ <listitem>
+ <para> Choose one of the following:</para>
+ <para> (14) EAN International</para>
+ <para> (31B) US SAN Agency</para>
+ <para> (91) Assigned by supplier</para>
+ <para> (92) Assigned by buyer</para>
+ </listitem>
+ </itemizedlist>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">Buyer SAN:</emphasis> The identifier for the library</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">Quotes enabled:</emphasis> [y/n] Does this vendor support
+ sending and receiving quotes via EDIfact and do you want to send and receive quotes
+ via EDIfact?</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">Orders enabled:</emphasis> [y/n] Does this vendor support
+ sending and receiving orders via EDIfact and do you want to send and receive orders
+ via EDIfact?</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">Invoices enabled: </emphasis>[y/n] Does this vendor support
+ sending and receiving invoices via EDIfact and do you want to send and receive
+ invoices via EDIfact?</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">Order file suffix:</emphasis> The file suffix for order
+ files</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">Quote file suffix:</emphasis> The file suffix for quote
+ files</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">Invoice file suffix:</emphasis> The file suffix for invoice
+ files</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">Account number(s):</emphasis> (list them all)</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">Account description(s): </emphasis>(the summary of what this
+ number is for)</para>
+ </listitem>
+ </itemizedlist>
+ <para><emphasis role="bold">EANs:</emphasis><emphasis role="italic">Each library using
+ EDIfact needs to specify a buyer identifier know as a SAN or EAN. This will fill in the
+ <link linkend="libraryeans">Library EANs</link> setting.</emphasis></para>
+ <itemizedlist>
+ <listitem>
+ <para><emphasis role="bold">Library</emphasis></para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">EAN</emphasis></para>
+ <itemizedlist>
+ <listitem>
+ <para> Choose one of the following:</para>
+ <para> (14) EAN International</para>
+ <para> (31B) US SAN Agency</para>
+ <para> (91) Assigned by supplier</para>
+ <para> (92) Assigned by buyer</para>
+ </listitem>
+ </itemizedlist>
+ </listitem>
+ </itemizedlist>
+ <para><emphasis role="bold">MARC Order Fields or Grid Ordering:</emphasis><emphasis
+ role="italic">These values will fill in the <link linkend="MarcFieldsToOrder"
+ >MarcFieldsToOrder</link> preference.</emphasis></para>
+ <para>
+ <itemizedlist>
+ <listitem>
+ <para><emphasis role="bold">price:</emphasis> MARC21 field that contains the item
+ price</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">quantity:</emphasis> MARC21 field that contains the number
+ of items for the given record</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">budget_code:</emphasis> MARC21 field that contains the
+ Koha budget code to be debited</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">discount:</emphasis> MARC21 field the contains the
+ discount as a percentage the the price will be discounted by</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">sort2:</emphasis> MARC21 field that will populate custom
+ field sort1</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">sort2:</emphasis> MARC21 field that will populate custom
+ field sort2</para>
+ </listitem>
+ </itemizedlist>
+ </para>
+ </section>
+ <section id="edisetup">
+ <title><link linkend="edisetup">EDI Setup</link></title>
+ <para>Before you begin ordering using EDI you will want to take the following steps:<orderedlist>
+ <listitem>
+ <para>Ask your vendor/bookseller/jobber for <link linkend="ediquestions">connection
+ information</link></para>
+ </listitem>
+ <listitem>
+ <para><link linkend="addacqvendor">Enter the vendor/bookseller/jobber</link> in
+ Acquisitions</para>
+ </listitem>
+ <listitem>
+ <para>Review your <link linkend="acqprefs">Acquisitions system preferences</link><itemizedlist>
+ <listitem>
+ <para>Be sure to fill in the <link linkend="MarcFieldsToOrder"
+ >MarcFieldsToOrder</link> preference with values for order files</para>
+ </listitem>
+ </itemizedlist></para>
+ </listitem>
+ <listitem>
+ <para>Enter your <link linkend="ediaccounts">EDI Accounts</link></para>
+ </listitem>
+ <listitem>
+ <para>Enter your <link linkend="libraryeans">Library EANs</link></para>
+ </listitem>
+ </orderedlist></para>
+ </section>
+ </section>
<section id="edifactmsg">
<title><link linkend="edifactmsg">EDIFACT Messages</link></title>
<para>A log of all messages sent and received via EDIFACT can be found under EDIFACT Messages. <screenshot>
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