Data Viewer

Menu Path: None

To use Data Viewer, double-click an EDI transaction in EDI Task Management or EDI Task Inquiry.

Overview

View and edit data for EDI transactions.

Purpose

Use Data Viewer to view the underlying EDI data for an EDI transaction.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Data Viewer window.

Edit

Click this button to edit the raw EDI data. This button is only available if you access this window from EDI Task Management, the Update Raw EDI check box is selected for the appropriate form on the ETM Forms tab in EDI Trading Partner Maintenance, and the Allowed to Update Raw EDI check box is selected for your user ID in User Profile Maintenance.

Note Usually, you should not edit the data. You cannot add segments.

Print

Click this button to output the EDI Transaction Data Report, which includes both raw and formatted data for the displayed transaction and the event log for the transaction.

Print RCTI Document

Click this button to display Print RCTI Document, which allows you to output a Recipient Created Tax Invoice (RCTI) document. This button is only available if you are viewing EDI data for an 820 form.

OK

Click this button to save edits to the raw EDI data. This button is only available if you click the Edit button in the ribbon.

Cancel

Click this button to cancel editing. This button is only available if you click the Edit button in the ribbon.

Log File

Click this button to display the log file for the selected import session. This button is only available if you click the Import/Export History tab.

Flat File

Click this button to display the flat file for the selected import session. This button is only available if you click the Import/Export History tab, and is not available for 852 transactions.

Fields and Buttons

Button

Description

Trading Partner

This field displays the trading partner's trade ID.

Standard

This field displays the EDI standard for the transaction.

Version

This field displays the version for the EDI transaction.

Direction

This field displays Send for an outgoing transaction or Receive for an incoming transaction.

Map

This field displays the map used for the EDI transaction.

Transaction Date

This field displays the date of the EDI transaction.

Find

Enter raw data you want to find.

Find

Click this button to find the raw data entered in the Find field.

Direction

Select whether to search for raw data in a row above (Up) or below (Down) the selected row in the Raw grid.

Raw Tab Fields and Buttons

Button

Description

Raw

This grid displays the raw EDI data. Each row is a segment made up of separators (asterisks) and elements.

# of Lines

This field displays the number of lines for the transaction.

Formatted Tab Fields and Buttons

Note If you click this tab for a transaction that includes over 100 lines, the Question dialog box appears, warns you that it may take some time to display the formatting, and asks if you want to proceed.

Button

Description

Formatted

This grid displays the formatted EDI data.

Event Log Tab Fields and Buttons

Button

Description

Event Log

This grid displays all EDI events for the transaction.

Host

This field displays the host event log file name.

View Image (Host)

Click this button to view the host event log.

Trans

This field displays the transaction event log file name.

View Image (Trans)

Click this button to view the transaction event log.

Audit Tab Fields and Buttons

Button

Description

Audit

This grid displays the audit trail of changes to the transaction.

Import/Export History Tab Fields and Buttons

Button

Description

Import/Export History

This grid displays the import and export history information for imported 850 transactions.

NOTE The Processed Map column displays the map used to process a transaction, but this column may be blank for transactions that occurred before this column was added to the grid.

Print Options Tab Fields and Buttons

Field or Button

Description

Output Option

Select one of the following output options:

  • Screen - Output to a PDF so you can immediately view the report. If you select this option, you cannot output using Scheduling Assistant.

  • File - Output to a specified file to be stored for later use. If you select this option, specify the output file name and location in the Output File Name field.

  • Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field.

  • Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a text file.

  • Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information. If you select this option and select to output to Scheduling Assistant, you are prompted to select recipients for an email, and Scheduling Assistant sends an email with the report attached as an Excel file.

Output File Name

Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. This field is only available if you select the File radio button.

Printer

Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.

Add Additional Comments

Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button, and only enabled if you select the Run Now radio button.

Process

Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance.

Note If you select the Schedule radio button, you cannot output to the screen.

Time

Enter the time to output or process, and select AM or PM.

These fields are only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.

Date

Enter the date (or first date) to output or process. This field is only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.

Task Occurs

Select one of the following options:

  • Once - Output or process at a specified date and time.

  • Every - Output or process on a recurring basis. You can select to output/process at a specific time:

    • every week on specified days

    • after a specified number of days

    • on the first or last day of each month

    • after a specified number of minutes

  • After - Output/process after a specified task is completed.

These radio buttons are only enabled if you select the Schedule radio button.

Frequency

Select one of the following:

  • Day of Week - Output or process every week on the selected days.

  • Days - Output or process after a specified number of days, starting on a specified date.

  • Month - Output or process on the first or last day of each month, starting on a specified date.

  • Time - Output or process after a specified number of minutes, starting on a specified date.

These radio buttons are only available if you select the Every radio button.

Day of Week

Select the day(s) of the week to output or process.

These check boxes are only enabled if you select the Schedule radio button, and select the Every and Day of Week radio buttons.

Repeat Every X Days

Enter a number of days after which to output or process. This field is only available if you select the Days radio button.

Repeat On

Click the Lookup button and select whether to output or process on the first or last day of the month. This field is only available if you select the Month radio button.

Repeat Every X Minutes

Enter a number of minutes after which to output or process. This field is only available if you select the Time radio button.

Triggering Task Id

Click the Lookup button to select a task ID that will trigger the task. This field is only available if the After radio button is selected.

Triggering Task Name

This field displays the name of the triggering task. This field is only available if the After radio button is selected.

Triggering Task Description

This field displays the description of the triggering task. This field is only available if the After radio button is selected.

Task Description

Enter a description of the task. This can help users understand the purpose of a recurring task.

Scheduling Assistant Queue

Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue.

External Email

Select this check box to send an email (outside of Apprise, using SMTP) when the task is completed.

Screen Alert

Select this check box to display an alert when the task is completed.

Internal Email

Select this check box to send an internal Apprise email when the task is completed.