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The first step while creating a Template is to provide Template definition. The definition includes details, such as name, description, and other information about the Template.

Ensure that you have created an EDI Partner and Data Dictionary.

Only a Company administrator and an IT User can create a Template. However, it is recommended that only an IT User creates a Template.

To provide the definition of a Template:

  1. Click Configure > Templates > Create Template. 

     

  2. On the Create New Template screen, provide the name and description of the Template. The name should be a unique name and can be up to 48 characters long. The description of the Template can be up to 300 characters long.

     

  3. Click Continue.

  4. Select EDI from the template type, Inbound from the direction, and click Next. 

  5. Select the Network for which you are creating the Template. To select multiple Networks from the drop-down list, click on the networks one by one. Only the Partners of the selected Network(s) will be able to access this Template.

     

  6. Click Next to define EDI settings.  



    Clear the Partner will define this step check box to define this step else allow your Partner to define this step. The Partner will define this step while creating a Transaction using this Template.


    1. Select the EDI standard from the EDI Standard drop-down list. The available options are X12, HIPAA, and EDIFACT. 

    2. Select the version from the EDI Standard Version drop-down list. This list will have all the EDI versions you have created in the Data Dictionary. You will find 004010 and 005010 as a default EDI version. 
    3. Provide the assigned code in the Association Assigned Code text box.    
    4. On the basis of the selected EDI version, the list of transaction set codes is populated in the Transaction Set Code drop-down list. Select the code from the drop-down list.

    5. Select the indicator from the Test/Production Indicator drop-down list. The available options are T-Test and P-Production.

    6. Select the option from the Generate Acknowledgement drop-down list to generate acknowledgment for the inbound messages sent. Following are the available options:

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

      To send an acknowledgment for the inbound messages received, you need to create an EDI Outbound Transaction either using pre-built EDI Outbound Template or creating a new EDI Outbound Template. While creating an EDI Outbound Transaction, following fields must have the same values provided while creating EDI Inbound Template.

      • Partner Name

      • EDI Standard Version

      • Association Assigned Code

      • Test/Production Indicator 

      After you have selected the values in the above fields, select 997 in the Transaction Set Code. Provide the details in the other fields.

    7. Select Compliance Check check box to execute a compliance check on the document.

    8. Expand Translation Properties if you want to set multiple target and mapping from a single source. A Translation is a combination of mapping and target. You will have to set up same number of Destinations (apps and mappings) for the number of translations you select. You can select minimum 1 and maximum 3 translations. For example, if you choose 2 Translations, then while setting up the template you will have to set 2 Destinations (mapping and apps) in 2 different steps. 

      However, you can select only 1 Translation Property if you have chosen as 997 or 999 Transaction Set Code with Acknowledgment Processing Type set to Reconcile. 



    9. Expand Interchange Properties.

    10. Select the type of sequence checking from the Sequence Checking drop-down list. Following are the available options:

      Option Name
      Description

      None

      No sequence checking is done on the 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 of the Last Used Control No text box is populated automatically. 


    11. Expand Group Properties.
      1. Functional ID is populated automatically based on Transaction Set Code you have selected.
      2. Define the sequence checking and control numbers in the similar way as defined in the Interchange Properties.

       

    12. Expand Document Properties. Define the sequence checking and control numbers in the similar way as defined in the Interchange Properties.

       

    13. Expand Advanced Properties.

      1. Set the number of transaction sets to process at a time within a group in the Transaction sets Process Count text box, default is 2000.

      2. Set the number of concurrent processes that can run at a time in the Concurrent Processes text box, default is 1.

  7. Click Next to configure template settings.



    Field NameDescription
    Data EncodingCharacter-set encoding for your source data. The available options are UTF-8, UTF-16, UTF-32, and ISO-8859-1.
    Enable External Mapping Validation

    You can use this function to validate the REST API in the Mapping. Follow the steps to enable the External Mapping Validation:

      1. Select the Enable External Mapping Validation check box to configure the REST account for external mapping validation. 

      2. Select the Rest Account from the drop-down list of Provide REST account information field. You can also create a new REST Account by clicking  .

    Click here to get more details on using Validation Option in Mapping.

    Enable External Mapping Function(s)

    You can use this function to apply the external map function in the mapping through REST API. Follow the steps to enable the External Mapping Function:

      1. Select the Enable External Mapping Function(s) checkbox to select the REST account.

      2. Select the Rest Account from the dropdown list of Provide REST account information field. You can also create a new REST Account by clicking .

    Click here to get more details on using Available Functions in Mapping.

  8. Click Next to select the Source application.

    Next Step

    Defining the source application of the Template

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