Mastering Boomi EDI Profiles: Top 7 Best Practices
EDI documents are the foundation of EDI processing and serves exchange of business information between organizations. Boomi EDI Profiles are built-in templates which helps process EDI documents. Here are 7 best practices for Boomi EDI Profiles
✅ Create separate EDI profiles per partner over shared EDI profiles
Boomi EDI processor uses the profile linked to the Trading Partner registered document types to create Functional Acknowledgement for Inbound documents. Similarly, the profile is also used for validating outbound interchanges. Having separate EDI profiles per partner helps you perform validations specific to that partner’s EDI standard.
✅ Import only necessary segments into your EDI Profile over importing all
You need not import all the segments of a specific document type into your EDI profile. Import only necessary segments mentioned in the Trading partner’s EDI guide. This ensures that your map looks lean and readable helping in easier maintenance.
✅ Trading Partner component delimiters takes precedence over profile delimiters
Though EDI profile has options to define delimiters, they are helpful only during development and unit testing. The delimiters configured in the Trading Partner component is applied to outbound documents. For Inbound documents, the EDI processor parses the inbound document and considers the delimiter present in the incoming document.
✅ Remember to deploy all referenced process/processing group when an EDI profile is changed
Your EDI profile is NOT just used in your map. It is linked to your Trading Partner Component which in turn is bind to your process/processing group. If you make any changes to profile for any mapping requirements, ensure to deploy the latest profile bound to linked processes/processing groups. You will get undesired results if all related components are NOT deployed.
✅ Leverage advanced mapping options
EDI Profile has powerful options to make your advanced mapping simpler. Auto-Generate Option for HL Sequencing, Write rule for “Not Zero” or “Not Null” are some handy features which helps to expedite your mapping. Explore built in Segment/Element options before attempting to write custom code.
✅ Looping Option Unique vs Occurrence – Configure which is appropriate for your EDI Data
The Unique Looping Option is the default setting which writes only unique instances when loops are identical. However, there are edge cases where the same details are repeated in multiple lines as in multiple PO1 with same item and quantity. Setting unique can drop duplicate instances. Ensure to configure Looping Option based on the EDI data sent by the trading partner.
✅ Ensure Source/Target Looping repeats are coherent
EDI document is structured with parent/child loops. When mapping from another document structure such as XML or JSON, ensure both source/target profile segments are properly ordered to get the desired outcome. Ensure the “Loop Repeat” for loops and “Max Use” for segments are configured properly to get proper output.
What other best practices would you like to add?