You can only use an activated Template for creating a Transaction.
You will also find following three activated prebuilt Templates that only Company can use. Use these Templates to create a sample Transaction to check the successful exchange of data. Note that these Templates can't be edited or deleted.
- Data Integration: Use this to exchange data between two applications.
- EDI Inbound: Use this to receive EDI data from the Partner.
- EDI Outbound: Use this to send EDI data to the Partner.
You can know the Template type from the Type column in the List view.
To use a Template:
- Click Transactions > Templates.
On the Templates screen, go to the Template that you want to use and click
.
You can view the Templates in a list or tile view by clicking
and 
buttons respectively.
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