In this post, we want to explore how to generate an EDI Record and send it. To simplify the process, we will send it using SFTP.
Record Creation
The first step in our process is to create a record that we can use to generate a file and then send it.
In this video, we approach it from a technical perspective, where the programmer needs to implement the work in a module. However, there are less technical approaches that use basic examples to simplify this task.
This approach is very interesting because it eliminates the need for a technical person to handle many of the workflows. In our experience, most integration workflows can be carried out in a similar way to what we present here, although a small manual task may be required for all actions to execute properly. If we want the process to be more automated, it is advisable to rely on the more technical aspect.
Record Sending
The second part of the process is sending the generated document to its destination. To illustrate this, we will show a simple example in which we send a file to an external SFTP. Other examples could be explored, but sending files to folders is a fairly common process.
It is important to note that this step does not require programming either, which greatly simplifies configuration and future modifications.
Conclusion
As we can see, creating these types of workflows is easier than it seems. By using the tools provided by OCA, we can build efficient and interesting workflows quickly and easily.