Getting started with Golden EDI

Setup and getting started with Golden EDI

This document will teach you how to initialize, setup and use Golden EDI. By the end of the document you will get a small demo describing a common flow of taking in orders by EDI. If there is something in this document that you don’t understand or if there are any problems you can contact us and we’ll help you with the setup.


First steps

First you need to get in contact with us or one of our partners to get a free trial login to the cloud portal. This is so you can setup the connection to your instance of Financials.

When you have your login to our cloud portal proceed to follow the guide below to initialize Golden EDI and get the connection string. Make sure that you can installed Golden EDI in the extension manager as well before you proceed with the following steps.

1. Set your Role Center to ‘Business Manager’. So that you get the correct privileges to run the initialization of Golden EDI.

2. Under the 'Setup & Extensions' menu click the 'Assisted Setup' option.

3. Click on ‘Set up Golden EDI’ on the page.

4. Go through the setup by clicking ‘Next’ and then selecting ‘Suit’ as the version on the second page. Finish the setup and then Golden EDI is ready for use.

5. When that is done go to the ‘Web Services’ page and check for any record with GEDI in the object name. Copy the soap URL for anyone of the connections and paste it somewhere for later use. The only part of the URL you need to save is the part and the tenant part if applicable.


Golden EDI Cloud Service Portal

Now you are ready to setup the connection from our Cloud Service to your specific instance of Financials.

1. Start by navigating to

2. Then login with the trial login you got from us and you will be greeted with the Cloud Service Portal Dashboard.

3. Click ‘Connection settings’ and click on your connection ID to get to the connection settings specific to your setup.

4. Make sure ‘Prod ERP provider’ is set to ‘NAV SOAP WS’ and then click on ‘Edit/View’ and add the settings to the NAV web service. Fill in everything, the authentication details are for the account on your Financials system you want us to login with, it must have SUPER permission. Auth domain should only be filled in if the account is in an AD-domain. Leave ‘Enable caching’ unchecked.

5. Everything you did in the previous step do that for ‘Test ERP settings’ as well. Use the same information as before.

6. Check so that both ‘Prod communication provider’ and ‘Test communication provider’ is set to SMTP and then click ‘Edit/view’ for both ‘Prod communication settings’ and ‘Test communication settings’. Add your email address and then click confirm.

Tip: You can add multiple addresses by separating them with commas

7. Click save for the connection

Configure Golden EDI

Now that you have initialized Golden EDI and configured the Cloud Service correctly it’s time to configure Golden EDI for receiving orders from an EDI connection.

1. Switch to ‘GEDI Administrator’ role center in your personal settings.

2. Go to the ‘GEDI Profiles’ page in the ‘GEDI Setup’ department.

3. Set your GEDI Connection ID on the INTERNAL profile.

Tip: You can enter edit mode by expanding the ribbon. You do that by clicking home in the upper left corner. See area marked in red.

4. Go to the ‘GEDI Mapping Library List’ page in the ‘GEDI Configuration’ department. And then click on the ‘LTD-STD’ record to bring up the record card.

5. Enter INTERNAL as the ‘GEDI Profile’ and then press on ‘Request Mapping Library’, which you can find in the ribbon.

6. Go to the ‘GEDI Message Queue’ page in the ‘GEDI History’ department

7. Click on the record with message code set to 902, which is the request for library message, and then press the ‘GEDI Queue Handler Marked Line’ action on the ribbon. And you will see that a new line will be added, should have message code set to 903.

8. Refresh the page and you will see that a new line has appeared, with message code 904, which means that the mapping library has been downloaded.

9. Click on the newly added record and then press the ‘GEDI Queue Handler Marked Line’ action on the ribbon. To get the system to process it.

10. Go back to ‘GEDI Mapping Library’ and click on the ‘LTD-STD’ record again.

11. Click on the ‘Import to Local System’ checkbox on all records, select INTERNAL as the ‘GEDI Profile’ and then press the ‘Request Marked Mappings’ action on the ribbon.

12. Go back to the ‘GEDI Message Queue’ page and press the ‘GEDI Queue Handle all Automatic Lines’ action on the ribbon.

13. Wait a few minutes and then refresh the page. You should have a few new records added with code 907, when they are ready to process continue with the next step.

14. Press the ‘GEDI Queue Handle all Automatic Lines’ action again to process the newly added records.

15. Go to the ‘GEDI Mapping List’ page in the ‘GEDI Setup’ department and you will see all your newly imported mappings.


16. To receive email when something goes wrong you must edit the LTD-EMAIL-ERROR-READ mapping. You do that by clicking the record in the mapping list to bring up the card. Then you change the status from certified to ‘New’ to open for editing. Locate the line with description set to ‘To e-mail address’ and change the ‘Fixed Value’ to the email address you want to use. You can also change the fixed value on the record above if you want some other message to be displayed as well, to for instance change the company name.

17. Go to the ‘GEDI Message Setup’ page in the ‘GEDI Setup’ department and add new lines with the following information.

Tip: You only need to fill in ‘GEDI Profile’, ‘Message Code’ and ‘Mapping Document No’. The description will automatically be filled.

Manually testing

Now that the system is setup correctly and configured for order import we can run some tests. First make sure you have the two test EDI files. If you can’t find them anywhere you can contact us and we will send them to you.

The first run of these test will be run manually and when you have tested and made sure everything works as intended we will setup automatic processing by adding three job queues.

1. Go into the Golden EDI Portal and login with your username and password.

2. Go to the ‘incoming queue’ page and click on the ‘Add to queue’ button.

3. Upload the two EDI files we’ve given to you, should be named something like ‘TEST-ORDER-1.edi’ and ‘TEST-ORDER-2.edi’. Make sure you check the box for ‘Test Mode’ before clicking ‘Upload’.

4. The incoming queue should now contain two items.

Tip: Yellow means that they are processing, green that they are completed and red that something has gone wrong.

5. Go back to Dynamics 365 for Financials and go to the ‘GEDI Message Queue’ page.

6. You will shortly see the orders showing up with code 010.

7. Run the first order by clicking on the record and the pressing ‘GEDI Queue Handler Marked Line’ on the ribbon. And you will see two new records in the list. One is 011 which is immediate order response and the other is 201 for validation of the order. Process both records.

8. Do the same with the second order. If the validation failed on anyone of these orders you will get an email notifying you that an order has failed validation. To test this one of the test files you added contains a faulty order line.

9. When a file has been sent the Cloud Service returns a message line 080 or 081, depending on the outcome, success or failed. The message needs also to be processes by clicking on the record and the pressing ‘GEDI Queue Handler Marked Line’ on the ribbon.


10. To check the orders and to check what went wrong with the validation you can navigate to the ‘GEDI Sales List’ page.

11. If any order validates it will be released automatically. But any order that does not validate will be marked in red and it will have comments added to it. So, click on any record marked red and then click on comments to read what went wrong with the validation.

12. Then you can edit the order to fix it and click on check order here in ‘GEDI Sales List’ to validate the order again and release it.

13. Next up is to go to the orders and then clicking ‘Post…’ and then ‘Ship and Invoice’ to generate and send an invoice to the customer.

14. This creates new messages in the ‘GEDI Message Queue’ with code 020. Go to the message queue and run these messages to send the e-mail address entered in the Cloud Service Portal.

15. After this a message with code 080 is added that also need to be run to complete the full invoicing and order test.

16. The cloud service will also send an email containing the EDI file you just processed. This will be sent to the email entered in the settings on the Cloud Service Portal.


Automate the process

Right now, we have done everything manually which isn’t optimal for an EDI solution. So, to automate all this we just need to add three job queues.

1. Go to the ‘Job Queue Entries’ page and add three new job queues. Two of them should run code unit 70019001 and one should run code unit 70019006.

2. Set the status to ready for all of them and they should start processing everything automatically.

3. You can check the message queue to see if the heartbeat function is adding messages to the queue. There should be records with code 900 and 901 in there.

Reset and test

Now that you have automatic processing running you can run the test again. But first you need to reset the environment.

1. Go to ‘GEDI Status Ledger Entries’ page and remove all records


2. Go to ‘GEDI Message Log’ and do the same thing.

3. Now you can go back to Golden EDI Cloud Service Portal and upload your EDI messages again. And after a while you should find the orders in the system and if something didn’t validate you should’ve gotten an email that something has gone wrong.

Now you have a complete and fully working Golden EDI setup!