Using a Template

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.

To use a Template:

1. Click Transactions > Templates.

2. On the Templates screen, click to the Template to use.

   

   You can view the Templates in a list or tile view by clicking and buttons respectively.

Next Step

Creating a Transaction