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A Transaction is created by using a Template. Therefore, before creating a Transaction, ensure that you have created a Template.

To create an Outbound Transaction:

  1. Provide the name and description of the Transaction. The name and description of the Transaction are generated automatically based on the selected Template. You can edit the Transaction name and description that can be up to 48 and 300 characters long.



  2. Click Continue.

  3. Choose whether you want to create this Transaction for internal purpose or for a specific Partner. For creating a Transaction for the Partner, you need to select the name of the Partner. 

    Only self onboarded Partners will be listed in the Select Partner drop-down list.

  4. Click Next.

  5. Provide the email id in the Contact User. This email id is used to send notification emails regarding the execution of the Transaction.



  6. Click Next.

  7. Provide the value of the parameter corresponding to the variable name.

     

  8. Click Next to define the Target application account. 

  9. Select the account from the drop-down list. You can either use an existing account or create a new one. Clickto add a new account. For more information on how to add an account, refer to Appendix D: Supported Applications.



     

    Click Test to test the connection to your account.

  10. Click Next to provide the configuration details.
  11. After providing the configuration details, click Next. 

    The Target application account and configuration details screen differ depending on the Target application chosen in the Template you are using.
  12. Click Next.
  13. The next screen would be Target layout screen. This screen appears only if Partner needs to define the layout. 

  14. Select the format and layout from the drop-down lists. You can either use an existing layout or create a new one. Clickto add a new layout. For information on how to create a new layout, click here.



  15. Click Next to encrypt data. 

  16. Select the Want to encrypt target file? check box to encrypt the target file. The below fields appears. Provide the details in the corresponding fields.



    Field NameDescription
    Key ManagerSelect the Key Manager from the list. To create a Key Manager, visit Account > Security Settings. To create a Key Manager, click here.
    Key NameThe default value is the default.
  17. Click Next to define the mapping. This screen appears only if Partner needs to define the mapping

  18. Click Save & Exit to save the Transaction.

    This creates an Outbound Transaction.

    Next Step

    Activating a Transaction

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