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  3. How to Setup an Inbound EDI transaction flow with SFTP to Filesystem?

How to Setup an Inbound EDI transaction flow with SFTP to Filesystem?

Scenario: To create a inbound workflow for the files we are pulling from from trading partner SFTP server and to place the files in back end file system.

The step by step procedure on how to set up is explained below

Create a Producer(Trading Partner) with the SFTP Protocol

We can check the “Trading Partner – SFTP” Article on how to create a producer/trading partner with the SFTP protocol.

Create a Consumer(application) with the Filesystem Protocol:

We can go to the Article “Application – Filesystem” to know how to create an application using the File system protocol.
Please note that the process for creating trading partner and application are almost similar.

    • Build Data Flow

Once the trading partner and application are created, go to Data Flows -> Build Data Flow. Now, select the created trading partner and application and click Setup Workflow.

Select the partner and application from drop downs.

click on setup workflow.


We have to select Doc handling and inbound and need to give sender id and receiver id and transaction for each edi transaction, Click on add button.

Document Type: We have to provide the type of document like EDI or Edifact or XML.

Transaction: We need to give transaction code like 850 or 860.

Sender ID: we have to fill sender id of the sender

Receiver ID: we have to give the our ID.

We can get both sender id and receiver id from the data file.

.Please click on add button.

We can see three buttons here .

Edit: we will use edit button to edit the document type ,sender id, receiver id or transaction.

Click on update  button to update  the workflow.

Delete:  Delete button is used to delete the document flow in that workflow.

Rules: Rules are processes we are used to apply on document .We have  rules already available in PCM.

Select the required rule as per the work flow for file processing and then Click on -> Add to
apply the rule.
Select Remove to remove any unwanted rule from the work flow.
Move Up and Move Down can be used to change the location of the rule in the Work flow.
Rule Properties can be seen by Properties option.

Select  the rule which we need to apply and click on Add button to add that rule to workflow.

Enter the properties of the rule and click on save properties.

We can add the rules which we want to apply the on the document.

Finally we can add drop process to drop the processed file to back end application.

Adding a Drop Process to drop the translated file.

Select Drop Process
Click on -> Add

Select the Protocol as per the Trading Partner and Application specified
Select the Protocol Preference ( If its Inbound Transaction it will be Application where
the files are dropped , it will be Trading Partner if its Outbound Transaction).

Protocol : Select the protocol from drop down in our case file system.

Protocol reference: Select the application which is created using the file system protocol.

Click on save properties.

We need to keep drop process as always a last rule in workflow as we will drop the file to end point after all changes to the file.

Finally we can save the workflow.


So we done with the setting up a inbound workflow.



Updated on August 5, 2019

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