EDI Task Management

Menu Path: Electronic Data Interchange $Images\bluerarw.gif$ EDI Transaction Management $Images\bluerarw.gif$ EDI Task Management

Purpose

Manage EDI tasks.

Overview

Use EDI Task Management to display incoming and outgoing EDI transactions, process transactions, and select EDI order form 850's to reprocess. You may want to reprocess an 850 if the associated order was mistakenly voided or if it did not automatically import because it included invalid data. When you reprocess an order, you create an order in the database, and remove the order from the Results grid.

You can also process incoming 820 forms, which allows you to export a deposit and payment import file.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the EDI Task Management window.
Show Data	Click this button to refresh data in the Results grid on the Results tab.
Select All	Click this button to select the check box in the Select column in the Results grid for all displayed transactions. This button is only available if the Results tab is displayed.
Deselect All	Click this button to clear the check box in the Select column in the Results grid for all displayed transactions. This button is only available if the Results tab is displayed.
Process Selected	Click this button to process all transactions for which the check box is selected in the Select column in the Results grid. For 820 forms, this exports an import file to the folder entered in the 820 Import File Path field on the ETM Forms tab in EDI Trading Partner Maintenance. This button is only available if the Results tab is displayed.
Void Selected	Click this button to void transactions for which the check box is selected in the Select column in the Results grid. This button is only available if the Results tab is displayed.
Print Selected	Click this button to output data for all EDI transactions for which the check box is selected in the Select column in the Results grid. You can select output options, including whether the data is raw or formatted, on the Print Options tab. This button is only available if the Results tab is displayed.
Regenerate Selected	Click this button to regenerate 997 functional acknowledgments for the session ID of incoming transactions for which the check box is selected in the Select column in the Results grid. After you click this button, you are asked whether you want to regenerate 997's for all transactions associated with the session IDs. Click the Yes button to regenerate 997's for all transactions for the session IDs. Click the No button to only regenerate 997's for the selected transactions. After you regenerate 997's, use EDI Send Process to send the 997's to the value-added network (VAN). This button is only available if the Results tab is displayed.
Acknowledge Selected	Click this button to display Manual Acknowledgment Reason Entry, which allows you to manually mark sent outbound transactions with statuses of Wait for which the check box is selected in the Select column in the Results grid as acknowledged by the trading partner, and to enter a reason the transactions are being manually acknowledged. Note You can only manually acknowledge transactions if the Allow Manual EDI Acknowledgment check box is selected for your user ID in User Profile Maintenance. This button is only available if the Results tab is displayed.
Import Warnings/Errors	Click this button to display Order Import Warning/Error, which allows you to view import warnings and errors for the selected EDI 850, 875, or ORDERS transaction. The icon for this button includes a check mark if warnings or errors exist. This button is only available if the Results tab is displayed.
Trading Partner	Click this button to display EDI Trading Partner Maintenance, which allows you to view and edit trading partner information for the trading partner associated with the selected EDI transaction. This button is only available if the Results tab is displayed.
Store Folder	Click this button to display the contents of the session-specific folder for the selected transaction, which is named after the session ID for the transaction and contains the archived EDI data file for the transaction. The displayed folder is a subfolder of the store folder entered in the Network Store Folder Path field in EDI Control Maintenance. This button is only available if the Results tab is displayed.
Acknowledgment	Click this button to display Data Viewer, which allows you to view the EDI 997 functional acknowledgment received for the selected transaction. This button is only available if the Results tab is displayed.
Log File	Click this button to view the log file associated with the selected EDI 850 or 852 transaction. This button is only available if the Results tab is displayed.
Flat File	Click this button to view the flat file associated with the selected EDI transaction. This button is only available if the Results tab is displayed.
Notes	Click this button to display Notes Entry, which allows you to view and enter notes for the selected EDI transaction. The icon for this button includes a check mark if notes exist for the transaction. This button is only available if the Results tab is displayed.
Attachments	Click this button to display Attachment Entry, which allows you to view and enter attachments for the selected EDI transaction. The icon for this button includes a check mark if attachments exist for the transaction. This button is only available if the Results tab is displayed.
Print Selected (Custom Report)	Click this button to open EDI Custom Report to print custom reports for which the check box is selected in the Select column in the Results grid. This button is only available if the Results tab is displayed.

Select Tab Fields and Buttons

Field or Button	Description
All Trading Partners	Select this check box to display EDI transactions for all trading partners. This check box is selected by default.
From (Trading Partner)	Enter the first trading partner ID for a range of trading partners for which to display EDI transactions, or click the Lookup button to select a trading partner ID. This field is only enabled if you clear the All Trading Partners check box. For information on setting up EDI trading partners, see EDI Trading Partner Maintenance.
To (Trading Partner)	Enter the last trading partner ID for a range of trading partners for which to display EDI transactions, or click the Lookup button to select a trading partner ID. This field is only enabled if you clear the All Trading Partners check box. For information on setting up EDI trading partners, see EDI Trading Partner Maintenance.
List (Trading Partners)	Click this button to display EDI Trading Partner List, which allows you to select multiple EDI trading partners for which to display EDI transactions. If you click this button and select trading partners, the check box to the right of this button is selected. This button is only enabled if you clear the All Trading Partners check box.
All Trading Partner Groups	Select this check box to display EDI transactions for all EDI trading partner groups. This check box is selected by default, and is only enabled if the All Trading Partners check box is selected.
Code	Enter an EDI trading partner group for which to display EDI transactions, or click the Lookup button to select an EDI trading partner group. This field is only enabled if you clear the All Trading Partner Groups check box.
All Archive Dates	Select this check box to display EDI transactions for all archive dates. This check box is cleared by default. The archive date is the date the transaction took place.
From (Archive Date)	Enter the first archive date for a range of archive dates for which to display EDI transactions, or click the drop-down arrow to select a date. This field is only enabled if you clear the All Archive Dates check box.
To (Archive Date)	Enter the last archive date for a range of archive dates for which to display EDI transactions, or click the drop-down arrow to select a date. This field is only enabled if you clear the All Archive Dates check box.
All Directions	Select this check box to display transactions for both received and sent EDI transactions. This check box is selected by default.
Receive/Send	Select whether to display received or sent EDI transactions. These radio buttons are only enabled if you clear the All Directions check box.
All Statuses	Select this check box to display EDI transactions of any status. This check box is cleared by default.
Accept	Select this check box to display EDI transactions that were accepted. This check box is selected by default.
Reject	Select this check box to display EDI transactions that are structurally correct, but missing required data and to display EDI transactions that are accepted with errors. This check box is cleared by default.
Hold	Select this check box to display only EDI transactions that are on hold. This check box is cleared by default.
Wait	Select this check box to display outbound EDI transactions that are waiting for functional acknowledgments. This check box is cleared by default.
Bad	Select this check box to display EDI transactions that are structurally incorrect. This check box is cleared by default.
Skip	Select this check box to display EDI outbound transactions that do not require a functional acknowledgment. This check box is cleared by default.
No Status	Select this check box to display form 997 functional acknowledgments. This check box is cleared by default.
All Standards	Select this check box to display EDI transactions for all EDI standards. This check box is selected by default.
Standard	Enter an EDI standard for which to display EDI transactions, or click the Lookup button to select an EDI standard. This field is only enabled if you clear the All Standards check box.
All Form Types	Select this check box to display EDI transactions for all EDI forms. This check box is selected by default.
Form	Click the Lookup button to select an EDI form for which to display EDI transactions. If you clear the All Directions check box and select a direction, you can only enter a form that is for the selected direction. This field is only enabled if you clear the All Form Types check box.
List (Forms)	Click this button to display Form Type List, which allows you to select multiple EDI forms for which to display EDI transactions. If you click this button and select forms, the check box to the right of this button is selected. This button is only enabled if you clear the All Form Types check box.
All Session IDs	Select this check box to display EDI transactions for all session ID's. This check box is selected by default.
Session ID	Enter a session ID for which to display EDI transactions. The session ID is a unique ID created for each send or receive process. This field is only enabled if you clear the All Session IDs check box.
All EDI File Names	Select this check box to display EDI transactions for all EDI file names. This check box is selected by default.
EDI File	Enter an EDI file for which to display EDI transactions. This field is only enabled if you clear the All EDI File Names check box.
All Transaction ID 1	Select this check box to display EDI transactions for all EDI transaction ID 1's. This check box is selected by default.
From (Transaction ID 1)	Enter the first EDI transaction ID 1 in a range of EDI transaction ID 1's for which to display EDI transactions. This field is only enabled if you clear the All Transaction ID 1 check box. For form 850's, the transaction ID 1 is the purchase order number, for form 856's, the transaction ID 1 is the shipment or bill of lading number, and for form 810's, the transaction ID 1 is the invoice number.
To (Transaction ID 1)	Enter the last EDI transaction ID 1 in a range of EDI transaction ID 1's for which to display EDI transactions. This field is only enabled if you clear the All Transaction ID 1 check box. For form 850's, the transaction ID 1 is the purchase order number, for form 856's, the transaction ID 1 is the shipment or bill of lading number, and for form 810's, the transaction ID 1 is the invoice number.
All Transaction ID 2	Select this check box to display EDI transactions for EDI transaction ID 2's. This check box is selected by default.
From (Transaction ID 2)	Enter the first EDI transaction ID 2 in a range of EDI transaction ID 2's for which to display EDI transactions. This field is only enabled if you clear the All Transaction ID 2 check box. For form 850's, the transaction ID 2 is the sales order number.
To (Transaction ID 2)	Enter the last EDI transaction ID 2 in a range of EDI transaction ID 2's for which to display EDI transactions. This field is only enabled if you clear the All Transaction ID 2 check box. For form 850's, the transaction ID 2 is the sales order number.
All Transaction ID 3	Select this check box to display EDI transactions for all EDI transaction ID 3's. This check box is selected by default.
From (Transaction ID 3)	Enter the first EDI transaction ID 3 in a range of EDI transaction ID 3's for which to display EDI transactions. This field is only enabled if you clear the All Transaction ID 3 check box.
To (Transaction ID 3)	Enter the last EDI transaction ID 3 in a range of EDI transaction ID 3's for which to display EDI transactions. This field is only enabled if you clear the All Transaction ID 3 check box.
All Interchange IDs	Select this check box to display EDI transactions for all EDI transaction interchange ID's. This check box is selected by default.
Interchange ID	Enter an interchange ID for which to display EDI transactions. This field is only enabled if you clear the All Interchange IDs check box.
All Group IDs	Select this check box to display EDI transactions for all group ID's. This check box is selected by default.
Group ID	Enter a group ID for which to display EDI transactions. This field is only enabled if you clear the All Group IDs check box.
Voided	Select whether or not to display voided EDI transactions, or all EDI transactions.
Imported	Select whether or not to display imported EDI transactions, or all EDI transactions.
Reviewed	Select whether to display reviewed EDI transactions, unreviewed EDI transactions, or all EDI transactions.
Import Error	Select one of the following options: Yes - Display only orders with import error messages. No - Display only orders without import error messages. All - Display orders with and without import error messages.
Import Warning	Select one of the following options: Yes - Display only EDI transactions with import warning messages. No - Display only EDI transactions without import warning messages. All - Display EDI transactions with and without import warning messages.
Custom Report Processed	Select one of the following options: Yes - Display only EDI transactions for which custom reports are processed. No - Display only EDI transactions for which custom reports are not processed. All - Display all EDI transactions irrespective of whether custom reports are processed or not.

Results Tab Fields and Buttons

Field or Button	Description
Results	This grid displays EDI transaction information based on the criteria selected on the Select tab, including information about related functional acknowledgments (FA's). Select the check box in the Select column for transactions you want to process, void, or print. You can also select the check box in the Select column for inbound transactions for which you want to regenerate 997's, or outbound sent transactions that you want to mark as manually acknowledged. You can click the Select All or Deselect All button in the ribbon to select or clear all check boxes in the Select column. Select the check box in the Void column to mark a transaction as voided. Select the check box in the Reviewed column to mark a transaction as reviewed. You can enter additional information for EDI transactions in the Status Note column. Double-click a transaction to display Data Viewer, which allows you to view the associated raw EDI data. The interchange dates in this grid for inbound transactions are the dates on which data was sent by the trading partner (not the dates on which data was imported into Apprise). 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.
Records Viewed	This field displays the number of EDI transactions displayed.
Records Selected	This field displays the number of EDI transactions for which you selected the check box in the Select column.

Print Options Tab Fields and Buttons

Field or Button	Description
Data Format	Select one of the following format options: Raw - Output raw EDI data. Formatted - Output formatted EDI data.
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 PDF 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 PDF 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 is 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.
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.