Creating an Inbound EDI Transaction

You can create an Inbound EDI Transaction by using prebuilt EDI Template bundled with Connect. Use this template to create an EDI Inbound Transaction.
Before you start creating, ensure that you have created an EDI Partner and Data Dictionary.

To create an Inbound EDI Transaction:

Click Transactions > Templates.
On the Templates screen, search EDI Inbound in the Search bar.
Click for the EDI Inbound Template to create an EDI Transaction.
Connect automatically populates the name and description for the Transaction, you can edit the name and description, if necessary.
Click Continue to define the Network and Partner.
Select the Network and Partner for which you are creating the Transaction. Only EDI Partners will be listed in the field.

To select multiple Networks, click on the networks one by one.
Click Next to define the EDI Configuration.

On the EDI Configuration screen, do the following:

Select the EDI standard in the EDI Standard field. The available options are X12, HIPAA, and EDIFACT.
Select the version from the EDI Standard Version field. This list will have all the EDI versions you have created in the Data Dictionary. You will find 004010, 005010, and EDIFACT_D96A as a default EDI version.
Provide the assigned code in the Association Assigned Code text box.
On the basis of the selected EDI version, the list of transaction set codes is populated in the Transaction Set Code field. Select the code in the field.
Select the indicator in the Test/Production Indicator field. The available options are T-Test and P-Production.

In the Generate Acknowledgement field, select either of the following options to generate acknowledgment for the inbound messages sent.

Option	Description
No - Do not generate acknowledgments	Select this option if you don't want to generate an acknowledgment for the inbound messages sent.
Yes - No error detail	Select this option to generate an acknowledgment for an inbound message sent without error details.
Yes - With error detail	Select this option to generate an acknowledgment for an inbound message sent with error details.

If you want to send a customized acknowledgment then select either Yes - No error detail or Yes - With error detail option from the Generate Acknowledgement.

In case of EDI X12 format, when you choose 997 as a transaction set code, you will have an option to select from the following processing acknowledgement:

Reconcile
Transform
Reconcile and Transform

Option	Description
Reconcile	Sends acknowledgment for receiving the acknowledgment of an outbound message sent.
Transform	Transforms 997 EDI Transaction Set Code to another EDI Transaction Set Code.
Reconcile and Transform	Sends acknowledgment for receiving the acknowledgment of an outbound message sent and transform 997 EDI Transaction Set Code to another EDI Transaction Set Code.

In case of HIPAA Data Format, if you choose EDI Standard Version as 005010X231A1 with 999 as transaction code, you will have the same options as defined in step (¡¡).

Select Skip Compliance Check check box to skip compliance check for this document.

In the Data encryption at rest field, select either of the following options.

Option	Description
Use Global Policy	Select 'Use Global Policy' to use Global Property value for Template.
Yes	Select 'Yes' to enable EAR for Template. It will not use Global Property value.
No	Select 'No' to disable EAR for Template. It will not use Global Property value.

Expand Translation Properties and Select the number of translation(s) you want to create from single EDI source. You can select the maximum number of translation(s) for single EDI source up to 3.

Expand Interchange Properties and select the type of sequence checking in the Sequence Checking field.

These are the available options:

Sequence Checking Type	Description
None	No Sequence checking is done on control number.
Duplicate	Duplicate means inbound document contains duplicate control numbers. If you select this option then control numbers of inbound messages should not be duplicated. In case control number is duplicated then the inbound message is not processed and an error message is generated in the EDI Interchange inbound log.
Incremental	Incremental means control numbers should be in the incremental order. If you select this option then control numbers of inbound messages should be in the incremental order. In case control number of any message is not in the incremental order then the inbound message is processed but a warning message is generated in the EDI Interchange Inbound Log.
Chronological	Chronological means control number should be greater than the previous control number. If you select this option then control numbers of inbound messages should be in the chronological order. In case control number of any message is not in the chronological order then the message is processed but a warning message is generated in the EDI Interchange Inbound Log.

For Incremental and Chronological sequence checking, provide the values in the Use Global Control No check box and Last Used Control No text box. Select Use Global Control No check box to use the control number defined while adding a Partner else provide the last used control number in the text box. The value in the Last Used Control No text box is populated automatically.

Expand Group properties.
- Functional ID is automatically populated based on Transaction Set Code that you have selected.
- Define the Sequence Checking and control numbers in the similar way as defined in the Interchange Properties.
Expand Document Properties and define the values as defined in the Interchange properties.
Expand Advanced Properties.
- Define a value in setting the number of transaction sets that a B2BI process flow can process at a time within a group in the Transaction sets Process Count. The default value is 2000.
- Type a value in setting up the number of concurrent child processes that can run at a time in the Concurrent Processes. The default value is 1.

Click Next to go to Transaction Settings step.

On the Transaction Settings screen, do the followings:

Enter the details as described in the following table.

Expand Advanced Settings to set the Repository File Retention .

To learn more about these options, refer to this page.

If you hide the Transaction Settings page using Select the steps which you want to hide at the time of Transaction creation option from the Settings screen while creating a Template, default value will be set for the Repository File Retention field for this Transaction.

Field Name

Description

Contact User

Email id(s) listed here will receive a notification email whenever the Transaction is executed successfully or if there is an error during execution. Multiple email ids are separated by comma.

If Adeptia Connect is running on multiple environments and you want to receive environment name in the emails, then you need to specify the environment name in the relevant property (Account > Settings > Server Nodes Settings > Systems > Personalization).

When to notify the contact user thru email?

Always: Send an email whenever a Transaction executes.

On Error: Send an email if an error occurred during the execution of the Transaction.

Do Not Notify: Select this option if you do not want to receive an email notification for Transaction execution.

Email Notification Format

This field is visible only when you have selected Always or On Error option to send the notification to the user.

Select the email notification format that you want to use for notification emails sent to the user for successful and failed transaction.
Default: If you select Default, the system will use the default email notification format.
Customized Notification Format: If you select this option, a Custom Error Notification Format field appears. In this field, you can select an existing custom email notification format or create a new one, and use it for email notifications.

Select FTP as source application. The supported applications are FTP, File, JMS, and Spazio MFT/s.
Click Next.

For FTP, you need to select the event, FTP Account,. For more information, click here.
For FTP, you need to select a trigger, and FTP Account. You can either use an existing account or create a new one.
For JMS, you need to define the JMS Event. For more information, click here.
For Spazio MFT/s, you need to define the Spazio MFT Listener. For more information, click here.

On the Select File Location screen, provide the information described in the table below.

Field Name	Description
Folder Location	Folder location from where to pick files.
Process all the existing records/files	To process all the existing files from the specified location.
Send mail notification for no data on trigger	Selecting this option will send the mail notification whenever there is no data found on trigger.
Send mail notification for error on trigger	Selecting this option will send the mail notification whenever there is an error on trigger.
Delete file on success	Delete the file once it is processed.
File type	File format to process the files. Multiple file formats are separated by a comma. Use . to process all file formats.
File exclude	Type the file format to exclude the file type while transaction is running. Multiple file formats are separated by a comma. For example if you want to exclude text files from the FTP location, type .txt in the field.
Trigger Type	You can set trigger through POLLING and CRON EXPRESSION. POLLING: The time interval during which the Transaction triggers. By default, Transaction triggers after every 10 minutes. Select No polling option to trigger Transaction manually. CRON EXPRESSION: Define the specific time schedule for the Transaction to trigger. For more information on how to define Cron Expression, click here. It is mandatory to define the first cron expression, if you have selected cron as a Trigger type. For example, if you have set a FTP Event to run every 5 minutes from Monday to Sunday, you can set the cron expression as "0 0/5 * ? * MON, TUE, WED, THU, FRI, SAT * ". You may make use of the second cron expression to define another condition or address a condition supplementary to the first one. For example, if you have set a FTP Event to run every 5 minutes from Monday to Sunday, but do not want the same event to run from 12 AM to 12 PM on Sundays, the second cron expression can be defined as "0 0/5 13-23? * SUN * ". The firing schedule you define in the second cron expression must not overlap the one defined in the first cron expression.
File Stable Time	Provide the waiting time (for the file to become stable) after which the trigger happens. For example, if you choose 30 Seconds in the stable time then system will wait for 30 seconds for the file to go stable before it triggers the transaction. This option is applicable for On File Created and On File Modified Trigger Type. The trigger will wait for the specified time for the file to become stable.

Click Next to encrypt data. This screen appears only if the Template you are using is created using FTP and file-based applications.
Click Next to take the backup of source file as an archive file at runtime.
At Create Archive File step, select the Create Archive File (Optional) checkbox. This option will create an archive of the source file in the Archive folder for future access.
1. Type the folder name to archive the data in the Archive Folder Name. The Transaction will create an archive of the generated output files in the specified folder and location.
  
  You need to set the archival folder path in the abpm.solution.b2b.archive.basepath property (Administer > Update System Properties > Solution Properties > EDI Solution Properties > Default B2B Archiving Policy).
  
  You may also use a context variable to provide a value for the Archive Folder Name field in the following manner:
  In the Archive Folder Name field, enter the path (where you want to keep the archive folder) followed by $$PARTNER_NAME$$ as shown in the following example.
  
  where $$PARTNER_NAME$$ is a predefined Context Variable that holds the name of the partner who runs the Transaction, and the archive folder is created with this partner's name.
2. Click Auto Organised Archive Folder Based On Date checkbox to create folders in the format YYYY/MM/DD to the folder specified in the Archive Folder Name.
3. Click Add Archive File Time Stamp checkbox to add a time stamp to the archive files.
4. On clicking the check box, Time Stamp Format field appears. Select the date and time format.

Select the Is Source File encrypted? check box if the source file is in the encrypted format. The below fields appears. Provide the details in the corresponding fields.

Field Name	Description
Key Name	The default value is the default.
Key Manager	Select the Key Manager from the list. To create a Key Manager, visit Account > Security Settings. To create a Key Manager, click /wiki/spaces/AC372/pages/34090744.
Private Key Password	Password of the key.
Confirm Password	Confirm password of the key.

Click Next to define the Destination application account. Select the supported destination applications which are Database, FTP, File, and JMS.
Click Next. The next screen differs depending upon the chosen Destination application.

For Database, you need to define the Database Target. For more information, click here.
For FTP, you need to select the action, FTP Account, and configuration details. For more information, click here.
For File, you need to define the LAN Target. For more information, click here.
For JMS, you need to define the JMS Target. For more information, click here.
Click Next to define the file generation policy details. This screen appears only for FTP and File destination applications.
Provide the details in the corresponding fields.
1. Browse to and select the file.
2. The value in the Mode Type is populated automatically.
3. Type the name of the destination file in the File Name text box to define the pattern of destination file name. In case, you want the destination file name to be same as the source file name, type $$baseInputFileName$$ as a value in the File Name text box. File Name can contain date-time stamp followed by % in the format: File_Name%%dd-mm-yy_hhmmssSS%%. For example, test_output%%01-01-2016_15-15-23%%.
4. Select Add Time Stamp check box to add the time stamp in the file. Select the date and time format in the Time Stamp Format field. This appends the selected date and time stamp in the name of the newly created file.
5. Select the Create Unique File check box to have a unique name in each destination file created. When this option is selected, a unique number is appended to the file name.
6. Type the extension of the file in the File Extension text box.
Click Next to select the target data format. This screen appears only for FTP and File destination applications.
Select the target data format and data layout for the Destination application. Target data format is the format in which you want the destination file, for example, text, excel. Target data layout is the layout of the destination file. You can either use the existing layout or create a new layout. To create a new layout, click .
Click Next to define the encryption. This screen appears only for FTP and File destination applications.
Select Want to encrypt target file? check box if you want to encrypt the destination file. On selecting the check box, new fields appear. Provide the details in the corresponding fields and click Next.
/wiki/spaces/AC372/pages/34005991 between the fields of the selected source and the destination application.
Click Save & Exit to save the Transaction.
This creates an Inbound Transaction and is listed in the Transactions screen.
Next Step
/wiki/spaces/AC372/pages/34056301