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. Using these Templates, you cannot create the Transaction for your Partner. Note that these Templates can't be edited or deleted.
- Data Integration: Use this to create a sample App to App Transaction.
- EDI Inbound: Use this to receive EDI data from the Partner.
- EDI Outbound: Use this to send EDI data to the Partner.
You can know the Template type from the Type column in the List view.
To use a Template:
- Click Transactions > Templates.
On the Templates screen, click
to the Template to use.
Next Step