EDI Send Process

Menu Path: Electronic Data Interchange Images\bluerarw.gif EDI Transaction Management Images\bluerarw.gif EDI Send Process

Purpose

Send EDI transactions.

Overview

Use EDI Send Process to send outgoing EDI transactions to a value-added network (VAN). This process is usually set up as an Scheduling Assistant task.

Sending EDI Transactions

To send EDI transactions:

  1. Enter the network ID of the network for which you want to send EDI transactions in the Network ID field. Information about the last time EDI transactions were sent for the network appears.

  2. Click the Print Options tab, and select process options.

  3. Click the Process button in the ribbon. The EDI Send Report is sent to the log file email address(es) specified in EDI Control Maintenance. If the Run Now radio button is selected, EDI transactions are sent, and the EDI Send Report is displayed. If the Schedule radio button is selected, EDI transactions are sent at the scheduled time(s).

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the EDI Send Process window.

Process

Click this button to send transactions to the VAN and output the EDI Send Report. When you click this button, outbound compliance checking of enveloping segments is performed, and an error email is sent if any compliance errors are found.

Select Tab Fields and Buttons

Field or Button

Description

Network ID

Enter an active VAN ID, or click the Lookup button to select an active VAN ID. For information on setting up networks, see Network Maintenance.

Network Description

This field displays the description of the selected network ID.

Session

This field displays the session ID of the last EDI send process for the selected network ID.

Date

This field displays the last date on which the EDI send process was run for the selected network ID.

Time

This field displays the last time at which the EDI send process was run for the selected network ID.

User

This field displays the last user that ran the EDI send process for the selected network ID.

Print Options Tab Fields and Buttons

Field or Button

Description

Process

Select whether processing is performed by the client or 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.

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.

Report Files

This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:

  • Print - Select the check box in this column to output the report file.

  • Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button.

  • Report Description - This column displays the description of each report file.

  • Report Filename - This column displays the .rpt file name for each report file.

  • Report Name - This column displays the name of each report file.