For a triangular (three-party) shipment you need a document with three recipients: principal, sender and recipient. The easiest way is to copy an existing Invoice (Delivery Note) and adjust it.
Before you start
- Open EMDI Settings.
- Go to Documents (Purchases/Sales → Documents).
How to create it
- In the documents list select INVOICE (DELIVERY NOTE) (or the invoice–delivery note you normally use).
- Click Copy.
- On the copy, change the title so it is clear that it is for triangular transactions.
- In the Number field enter
1, so numbering starts from the beginning. - In the Recipients field select
Client/Supplier, sender, recipient. - If the new document has the same myDATA mappings as the original, set a different Series from the one you copied.
- Check that it belongs to the correct Cash register and save.
What changes in Purchases/Sales
- With this Recipients option, EMDI shows three tabs on the document (principal, sender, delivery/recipient).
- You can customize the tab labels in Recipients titles (comma-separated).
Printing
Important: for all three parties to appear on the printout, you must also adjust the document form with the matching variables.
Tips
- After setup, the new document appears under Purchases/Sales in the cash register you assigned.
- Do not change the original Invoice (Delivery Note); keep a separate copy only for triangular cases.