Copying an EDI Transaction

You can now copy an EDI Transaction and use it for creating another EDI Transaction. When you copy an EDI Transaction, all the accounts, layouts, and mapping used in the transaction will get copied to another Transaction. 

Follow the steps given below to create a copy of an EDI Transaction:

1. Click Transactions > Transactions.
2. On the Transactions screen, select EDI Transaction and click More > Create Copy.
   
   
   
   

3. On the Create Copy window, provide the name and description of the Transaction.
   The name and description of the Transaction are generated automatically based on the selected Transaction. You can edit the Transaction name, description, Network, Partner and EDI Configuration.

   Important

   As a prerequisite to creating a copy, you need to change one of the following EDI configuration parameters.

   • EDI Standard Version
   • Transaction Set Code

   
   

   • EDI Configuration section will be displayed only when you have checked the Partner will define this step checkbox at the EDI Configuration step while creating the template.
   • Based on selected EDI template type (Inbound/Outbound) EDI Configuration parameters will differ.
4. Click Copy & Edit to copy the transaction and open it in edit mode.
5. Edit the Transaction as per your requirement and click Save&Exit.