Using the EDI Outbound Template

You can create an EDI Outbound Transaction by using prebuilt EDI Template bundled with Connect. 

To create an EDI Outbound Transaction:

1. Click Transactions > Templates.

2. On the Templates screen, search EDI Outbound.

3. Click  for the EDI Outbound Template to create an EDI Transaction.

   
   
   

4. Connect automatically populates the name and description for the Transaction, you can edit the name and description, if necessary. 

   
   
   

5. Click Continue to define the Network and Partner.

6. Select the Network and Partner for which you are creating the Transaction. 

   
   
   

7. Click Next to define the EDI Configuration. Click here to get more details to define the EDI Configuration.
   
   
   

8. On EDI Configuration step, do the following:

   1. Type the last used transaction control number in the Last used Transaction Control No text box.
      
      
      

   2. Expand Group Envelope Properties and define the properties.
      
      
      
      
      
      

   3. Expand ISA Envelope Properties and define ISA Envelope.
      
      

      
      

9. Click Next to go to Transaction Settings step.

10. On the Transaction Settings screen, 
1. Expand Advanced Settings.

2. In the Repository File Retention field, select a file retention level. The available options are DONT DELETE, DELETE, DELETE ON SUCCESS, and DELETE ON SUCCESS EXCEPT SOURCE DATA. To learn more about these options, refer to this page.
   
   

   The Logging Level and Activities Logging Retention fields are set to default for this Transaction. To set the logging level and logs retention level, follow the steps given below:

   1. Click Configure > Templates.
   2. On the Templates screen, search EDI Outbound.
   3. Click (More) > Update Logging Details against the EDI Outbound Template.
   4. On the Update Logging Details screen, select the logging level and logs retention level in the respective fields. To learn more about Logging Level and Activities Logging Retention fields, refer to this page.  
      

11. Click Next to define the File as destination for acknowledgement.

    

    
    

12. Click Next to define the LAN target details.
    
    
    
    
    
13. Click Next to define the encryption. Select Want to encrypt target file? check box if you want to encrypt the destination file. 
    
    
    
    
14. Click Next to define the Archival option.
    
    
    
    
15. 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.  
       
       

16. Click Save & Exit. EDI Outbound Acknowledgement Transaction is created.
    
    

These steps indicate to create a regular EDI outbound like a Purchase Order Transactions steps up to selecting the Template, Network and Partner and name of transactions are same as in the above use case.

1. Define the EDI Configuration. Click here to get more details to define the EDI Configuration.
   
   
   
   

2. On EDI Configuration step, do the following:

   1. Select the Test/Production Indicator.
      
      
      
      

   2. Type the last used transaction control number in the Last used Transaction Control No text box.
      
      
      
      

   3. Expand Group Envelope Properties and define the properties.
      
      
      
      

   4. Expand ISA Envelope Properties and define ISA Envelope.
      
      

   
   

3. Click Next to define the Source application account.
4. Select the File source application.
   
   
   
   
5. Click Next to select the File Event from drop-down list.
   
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   Click  to create a File Event for the source.
   
   
   
   
6. Click Next to define the Source layout.
   
   
   
   
7. Click Next to define the encryption. Select the Is Source File Encrypted? check box if the source file is in the encrypted form.
   
   
   
   
8. Click Next to select the File destination application.
   
   
   
   
9. Click Next to define the file generation policy details. 
   
   
   
   
10. On File Generation Policy step, type the extension of the file in the File Extension text box.
    
    
    
    

11. Click Next to define the encryption. Select Want to encrypt target file? check box if you want to encrypt the destination file. 
    
    
    
    

12. Click Next to define the Archive File.
13. 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.  
       
       

14. Click Next to define the Mapping between the fields of the selected source and the destination application.

    1. Select the mapping from the Select Mapping drop-down list and click Next. 

       Or

    2. Click  to create a new mapping. A new window will appear, enter the details and click Create.
       
       
    3. Map the elements in Mapper and save the mapping.
       
       
15. Click Save & Exit to save the Transaction.