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You can create an EDI Outbound Transaction by using prebuilt EDI Template bundled with Connect. 

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  1. Click Transactions Templates.
  2. On the Templates screen, search EDI Outbound.

  3. Click  for the EDI Outbound Template to create an EDI Transaction.



  4. Connect automatically populates the name and description for the Transaction, you can edit the name and description, if necessary. 



  5. Click Continue to define the Network and Partner.

  6. Select the Network and Partner for which you are creating the Transaction. 



  7. Click Next to define the EDI Configuration. Click here to get more details to define the EDI Configuration.


  8. On EDI Configuration step, do the following:

    1. Type the last used transaction control number in the Last used Transaction Control No text box.


    2. Expand Group Envelope Properties and define the properties.
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    3. Expand ISA Envelope Properties and define ISA Envelope.


  9. Click Next to go to Transaction Settings step.

  10. On the Transaction Settings screen, 
    1. Expand Advanced Settings.
    2. In the Repository File Retention field, select a file retention level. The available options are DONT DELETE, DELETE, DELETE ON SUCCESS, and DELETE ON SUCCESS EXCEPT SOURCE DATA. To learn more about these options, refer to this page.

      Info

      The Logging Level and Activities Logging Retention fields are set to default for this Transaction. To set the logging level and logs retention level, follow the steps given below:

      1. Click Configure > Templates.
      2. On the Templates screen, search EDI Outbound.
      3. Click (More> Update Logging Details against the EDI Outbound Template.
      4. On the Update Logging Details screen, select the logging level and logs retention level in the respective fields. To learn more about Logging Level and Activities Logging Retention fields, refer to this page.  


  11. Click Next to define the File as destination for acknowledgement.


  12. Click Next to define the LAN target details.




  13. Click Next to define the encryption. Select Want to encrypt target file? check box if you want to encrypt the destination file. 



  14. Click Next to define the Archival option.



  15.  EDI Outbound Acknowledgement Transaction is created.

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  1. Define the EDI Configuration. Click here to get more details to define the EDI Configuration.



  2. On EDI Configuration step, do the following:

    1. Select the Test/Production Indicator.



    2. Type the last used transaction control number in the Last used Transaction Control No text box.



    3. Expand Group Envelope Properties and define the properties.



    4. Expand ISA Envelope Properties and define ISA Envelope.
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  3. Click Next to define the Source application account.
  4. Select the File source application.



  5. Click Next to select the File Event from drop-down list.

    Or

    Click  to create a File Event for the source.



  6. Click Next to define the Source layout.



  7. Click Next to define the encryption. Select the Is Source File Encrypted? check box if the source file is in the encrypted form.



  8. Click Next to select the File destination application.



  9. Click Next to define the file generation policy details. 



  10. On File Generation Policy step, type the extension of the file in the File Extension text box.



  11. Click Next to define the encryption. Select Want to encrypt target file? check box if you want to encrypt the destination file. 



  12. Click Next to define the Archive File.



  13. Click Next to define the Mapping between the fields of the selected source and the destination application.

    1. Select the mapping from the Select Mapping drop-down list and click Next

      Or

    2. Click  to create a new mapping. A new window will appear, enter the details and click Create.
    3. Map the elements in Mapper and save the mapping.

  14. Click Save & Exit to save the Transaction.

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