Creating an EDI Transaction - Partner

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

To create an Inbound 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.

   For EDI template type, you need to select the Partner only. Only EDI Partners will be listed in the 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.
   
   
   
   

   This screen will not appear if the Template you are using is created using EDI X12 template type.

6. Click Next to define the Source application account details. 

7. Select the account from the drop-down list. For more information on how to add an account, refer to Appendix D: Supported Applications. 

   In case, JMS or Database is selected as a Source application in the Template you are using then you need to select the JMS Event or Database Event.

    

   You can also test the connection of your account. Click Test to test the connection. 
8. Click Next to provide the configuration details.

9. Provide the configuration details of your account.
   
   
   
   

   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.
   Process duplicate files	This option appears only for FTP application. Selecting this option will process any new file that has the same name as the file that has already been processed. This option process the duplicate files as per the retain time defined in the event metadata property.
   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.
   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.

   The Source application account and configuration details screen differ based on the Source application selected in a Template you are using.
10. The next screen would be Filter criteria screen. This screen appears only if the Template you are using is created using a business application. This screen allows you to retrieve only specific records using AND/OR filters. For example, name=John and Id=12345 will retrieve only the record where name is 'John' and Id is '12345'. 

11. Click Add Filter.

     

     

12. Select the field name, condition, and value to filter the records. Depending upon the application used in a Template, you can filter the records using AND, OR, or both AND and OR filters. Click AND Filter to add more records.
    
    
     

     

    Only filterable custom fields will be displayed in the "Field Name" drop-down list while specifying filter criteria.

13. Click Next to select the source data format.  This screen appears if the Template is created for the Partner to define the layout using a file-based application.

14. Select the source data format and source data layout for the Source application. Source data format is the format in which the data of the source file exist, for example, text, excel. Source data layout is the layout of the source file. You can either use the existing layout or create a new layout. To create a new layout, click . For more information, refer to Appendix A: File Layouts 

15. Click Next to encrypt data. This screen appears if the Template is created using a file-based application.

16. 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 Manager	Select the Key Manager from the list. To create a Key Manager, visit Account > Security Settings. To create a Key Manager, click here.
    Key Name	The default value is the default.
    Private Key Password	Password of the key.
    Confirm Password	Confirm the password of the key.

17. Click Next to define the mapping. This screen appears only if the Partner needs to /wiki/spaces/AC2/pages/655620. 

18. Click Save & Exit to save the Transaction.

    This creates an Inbound Transaction.

    Next Step

    Activating a Transaction