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Using the EDI solutions

Using the EDI solutions

You can run a prebuilt EDI Transaction that comes with the accelerator, either as is or customize it to your requirement and then run it.

Running a Transaction

The Run Now option is a manual way to execute a Transaction when required.  

When you click Run Now, Adeptia Connect starts looking for the files based on the criteria defined in the Transaction. If the application finds a file that meets the defined criteria, it starts processing the data immediately. 

To run a Transaction using Run Now feature:

  1. Click Transactions Transactions.

  2. Click More on a Transaction that you want to run.

  3. Select Run Now.

You can view the details of the execution of the Transaction from the Dashboard.

Customizing a Transaction

You can create another custom Transaction using the Create Copy option. As you copy a prebuilt EDI Transaction, all the objects of that Transaction including the accounts, layouts, and mapping used in the Transaction get copied to a new Transaction.

To copy a Transaction and customize that to your requirement, follow the steps given below.

  1. Click Transactions Transactions.

  2. Click More on a Transaction that you want to copy.

  3. Click Create Copy.

  4. On the Create Copy screen, provide a name and description to the newly created Transaction, and edit it based on your requirement.

  5. Click Copy & Edit.

  6. Follow the wizard to complete the creation of the Transaction.

    Once you have created the custom Transaction, you can use the Run Now option to execute it.

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