Using a Template

Owned by Saurabh Gupta (Unlicensed)
Last updated: Mar 20, 2020 by Akash Kumar Jaiswal (Unlicensed)Version comment
2 min read

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.
You can know the Template type from the Type column in the List view.  

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